Baird International And Global Growth Funds Q1 2026 Portfolio Activity

ASML reported solid 4Q25 results and record bookings due to strong AI demand for DRAM and advanced logic, and FY2026 guidance is above consensus. Adyen reported December quarter results slightly below consensus expectations, with net revenue growing 19% y/y. For the Baird Chautauqua International Growth Fund, 60% of companies that reported earnings during the quarter were in line with or exceeded consensus estimates.