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ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

AEGON: Uneventful results, US weaker, underlying OCG in line / Air France-KLM: Productivity gains starting to filter through / Arcadis: Weak revenues and EBITA, but strong NWC / Ascencio: Results in line, no concerns on Carrefour Belgium exposure / Azelis: Persisting softness in 4Q25, continued focus on costs and cash / BAM Group: Solid 2H25 results, 2026 outlook in line / Belgian telecoms: Telenet improved net adds, to relist as part of Ziggo in 2027, Liberty to sell half of its 66% Wyre stake ...

Guy Sips ... (+9)
  • Guy Sips
  • Hilde Van Boxstael
  • Kristof Samoy
  • Mathijs Geerts Danau
  • Michiel Declercq
  • Thibault Leneeuw
  • Thomas Couvreur
  • Wim Hoste
  • Wim Lewi

Morning Notes : ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HY...

: ABI BB, AGN NA, ARCAD NA, BESI NA, ENX FP, GIMB BB, HYL BB, IBAB BB, KIN BB, MTLS US, VGP BB, AZE BB, ZEAL DC

Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri
Martin Marandon-Carlhian ... (+2)
  • Martin Marandon-Carlhian
  • Stephane Houri

Applied Materials Inc: 1 director

A director at Applied Materials Inc sold 5,000 shares at 361.212USD and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

 PRESS RELEASE

Applied Materials to Participate in Upcoming Investor Conferences

Applied Materials to Participate in Upcoming Investor Conferences SANTA CLARA, Calif., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Dr. Prabu Raja, President, Semiconductor Products Group, will participate at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2 beginning at 3:20 p.m. PT / 6:20 p.m. ET. Brice Hill, Senior Vice President and CFO, will participate at the Cantor Fitzgerald Global Technology & Industrial Growth Conferen...

ASML Holding NV: 1 director

A director at ASML Holding NV bought 254 shares at 1,180.020EUR and the significance rating of the trade was 87/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clear...

 PRESS RELEASE

ASML reports transactions under its current share buyback program

ASML reports transactions under its current share buyback program ASML reports transactions under its current share buyback program VELDHOVEN, the Netherlands – ASML Holding N.V. (ASML) reports the following transactions, conducted under ASML's current share buyback program. DateTotal repurchased sharesWeighted average priceTotal repurchased value09-Feb-2620,923€1,192.93€24,959,62010-Feb-2620,847€1,201.12€25,039,73011-Feb-2620,877€1,197.41€24,998,35212-Feb-2620,699€1,207.88€25,001,87713-Feb-2622,454€1,194.06€26,811,446 ASML’s current share buyback program was announced on 28 January 2026, ...

ING Helpdesk
  • ING Helpdesk

Benelux Morning Notes

Aedifica: Conference call highlights. Basic-Fit: Belgian VAT increase for culture, sports and takeaway meals postponed. BE Semiconductor Industries: 4Q25 Preview, incremental strength. Kendrion: Preview - Clean into 2026. Magnum Ice Cream Company: Acquisition of Kwality Wall's launched. Retail Estates: Re-letting progress highlights portfolio quality. Semi Equipment: AMAT readthrough strength. Universal Music Group: EU Commission approves UMG's Downtown acquisition, requires full Curve Ro...

Pierre FerraguÊ
  • Pierre FerraguÊ

AMAT 1FQ26: solid print & guide driven by DRAM, but valuation limits u...

AMAT reported 1FQ26 yesterday. Please see the link below for our take on the print.

 PRESS RELEASE

Applied Materials Announces First Quarter 2026 Results

Applied Materials Announces First Quarter 2026 Results Revenue $7.01 billion, down 2 percent year over yearGAAP gross margin 49.0 percent and non-GAAP gross margin 49.1 percentGAAP EPS $2.54 and non-GAAP EPS $2.38, up 75 percent and flat year over year, respectivelySemiconductor Systems achieved record DRAM revenueApplied Global Services delivered record services and spares revenue SANTA CLARA, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ : AMAT) today reported results for its first quarter ended Jan. 25, 2026. First Quarter Results Applied generated revenu...

Alvaro del Pozo
  • Alvaro del Pozo

ASML HOLDING NV: LA DEMANDA ESTÁ “AHÍ” (ANÁLISIS BANCO SABADELL)

El empuje sostenible de la demanda da mayor visibilidad al negocio de los próximos años. SOBREPONDERAR La fortaleza histórica de los pedidos mostrada en los Rdos. 4T’25 y los comentarios contundentes de la compañía sobre el feedback de sus clientes, aportan nueva visibilidad sobre el negocio en próximos años, que se beneficia, entre otros factores, del nuevo ciclo de inserción de las herramientas High NA más avanzadas. Elevamos P.O. a 1.450 euros/acc. (+54% vs anterior y +20% potencial) tras rev...

Research Department
  • Research Department

INFORME DIARIO 12 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...

COMPAÑÍAS QUE APARECEN EN EL INFORME: EUROPA: AB INBEV, AHOLD DELHAIZE, ASML, DEUTSCHE TELEKOM, ESSILORLUXOTTICA, MERCEDES BENZ GROUP, SANOFI. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El dato de empleo en EE.UU. agita los mercados Jornada de más a menos en las bolsas europeas, que ...

 PRESS RELEASE

Applied Materials Reaches Resolution with the U.S. Department of Comme...

Applied Materials Reaches Resolution with the U.S. Department of Commerce SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it has reached a settlement agreement with the U.S. Department of Commerce, Bureau of Industry and Security (BIS). The settlement resolves BIS’s allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the U.S. Export Administration Regulations, based on the company’s misunderstanding of the applicability of those regulations. Under the terms of the settlement, Applied h...

 PRESS RELEASE

Applied Materials Announces Samsung Electronics Will Join the New, Mul...

Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley EPIC will provide joint R&D programs to focus on co-development of materials engineering innovations that accelerate advanced node scaling, future memory architectures and extreme 3D integrationApplied’s new, $5 billion EPIC Center is the largest-ever U.S. investment in advanced semiconductor equipment R&D designed to dramatically reduce the time from R&D to commercialization by several years SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. to...

 PRESS RELEASE

Applied Materials Unveils Transistor and Wiring Innovations for Faster...

Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips New chipmaking systems boost the energy-efficient performance of Gate-All-Around transistors and wiring at 2nm and beyondViva™ pure radical treatment smoothens GAA silicon nanosheets with atomic-level precision to increase transistor performanceSym3™ Z Magnum™ conductor etch system delivers angstrom-level 3D trench profile control to increase silicon nanosheet uniformity and performanceSpectral™ atomic layer deposition system replaces today’s tungsten transistor contacts with molybdenum, a new contact metal that...

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