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ASML or AVGO or QCOM
Which Stock Would AI Choose? ASML Holding (ASML) vs. Broadcom Inc. (AVGO) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- ASML leads with strong YTD gains around 26-30%, driven by EUV demand for AI chips amid analyst upgrades.
- AVGO shows robust AI revenue growth, with recent quarterly beats, but YTD performance near flat at -6-7% due to sector rotation.
- QCOM lags significantly, down 23-24% YTD, pressured by smartphone weakness and analyst downgrades.
- All three benefit from semiconductor upcycle, but ASML and AVGO exhibit superior momentum tied to AI infrastructure versus QCOM's mobile exposure.
- Relative performance highlights ASML's outperformance in recent market activity, with AVGO backed by diversified software revenue.
Introduction
This stock comparison examines ASML, AVGO, and QCOM, key players in the semiconductor ecosystem powering AI and wireless technologies. ASML dominates lithography equipment, AVGO excels in custom chips and infrastructure software, while QCOM focuses on mobile processors. Traders seeking exposure to AI-driven growth and investors tracking relative performance in recent market volatility will find value in analyzing their business models, momentum, and sector positioning. This analysis draws on recent financial data and market trends for objective insights into their comparative strengths.
ASML Overview and Recent Performance
ASML Holding N.V., based in the Netherlands, is the leading provider of photolithography systems, particularly extreme ultraviolet (EUV) machines essential for advanced chip manufacturing by foundries like TSMC. In recent market activity, ASML's shares have advanced while broader indices declined, supported by strong demand for EUV tied to AI chip production. Year-to-date gains exceed 25%, outperforming peers, with analysts like TD Cowen and BofA raising price targets to $1,500-$1,886 amid a record backlog. Sentiment benefits from technological leadership despite China-related export curbs, with 2025 revenue hitting €32.7 billion, up 15.6% year-over-year, though China sales dipped.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO), headquartered in Palo Alto, designs semiconductors for networking, storage, and AI applications, bolstered by infrastructure software from VMware. Recent weeks saw shares rise post-Q1 fiscal 2026 earnings, with AI revenue doubling to represent 44% of sales and total revenue up 29% year-over-year. YTD performance hovers near -7%, reflecting sector rotation, but a $73 billion AI backlog and strong cash flow underpin optimism. Influences include hyperscaler demand for custom ASICs and new products like liquid-cooled XPUs, offset by margin pressures from AI mix and elevated debt.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM), based in San Diego, develops wireless technologies, including Snapdragon processors for mobiles and emerging AI/automotive chips. Recent market activity pressured shares, down over 23% YTD amid smartphone demand softness and analyst downgrades to Sell by BofA and Seaport, citing Apple modem risks and competition. Earnings estimates declined, with Q2 guidance below expectations due to memory shortages. Positive notes include AI partnerships like Wayve for autonomous driving, but core handset exposure weighs on sentiment versus AI-focused peers.
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Head-to-Head Comparison
ASML's equipment model offers high barriers via EUV monopoly, contrasting AVGO's fabless chips plus 90%+ margin software and QCOM's IP licensing with mobile reliance. Growth drivers favor ASML and AVGO on AI infrastructure, with recent momentum strongest for ASML (30% YTD) over AVGO (flat) and QCOM (-24%). Risks include ASML's geopolitics, AVGO's debt, and QCOM's customer concentration. All share semiconductor exposure, but ASML shows lower valuation sensitivity; sentiment tilts bullish for AI leaders.
Tickeron AI Verdict
Tickeron’s AI currently favors ASML based on trend consistency from EUV backlogs, AI catalysts, and superior YTD positioning over AVGO's earnings strength and QCOM's headwinds. Observable factors suggest higher probability of outperformance amid the semiconductor upcycle.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ASML’s FA Score shows that 3 FA rating(s) are green whileAVGO’s FA Score has 3 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- ASML’s FA Score: 3 green, 2 red.
- AVGO’s FA Score: 3 green, 2 red.
- QCOM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ASML’s TA Score shows that 6 TA indicator(s) are bullish while AVGO’s TA Score has 7 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ASML’s TA Score: 6 bullish, 3 bearish.
- AVGO’s TA Score: 7 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 4 bearish.
Price Growth
ASML (@Electronic Production Equipment) experienced а -1.25% price change this week, while AVGO (@Semiconductors) price change was +9.42% , and QCOM (@Semiconductors) price fluctuated +6.36% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +10.31%. For the same industry, the average monthly price growth was +23.36%, and the average quarterly price growth was +116.53%.
The average weekly price growth across all stocks in the @Semiconductors industry was +11.63%. For the same industry, the average monthly price growth was +20.79%, and the average quarterly price growth was +24.53%.
Reported Earning Dates
ASML is expected to report earnings on Jul 15, 2026.
AVGO is expected to report earnings on Jun 04, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
Industries' Descriptions
@Electronic Production Equipment (+10.31% weekly)The electronic production equipment industry makes equipment used to produce semiconductors. Such equipment includes wafer fabrication, plasma etching and photo-resist processing equipment. The industry also makes chemical vapor deposition processing systems and photomasks, which are high-purity quartz plates that contain patterns to define integrated circuits layouts. Applied Materials, Inc., Lam Research Corporation, and KLA-Tencor Corporation are examples of electronic production equipment manufacturing companies.
@Semiconductors (+11.63% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| ASML | AVGO | QCOM | |
| Capitalization | 565B | 1.93T | 145B |
| EBITDA | 12.6B | 37.3B | 14.8B |
| Gain YTD | 36.810 | 17.710 | -19.863 |
| P/E Ratio | 47.81 | 79.25 | 27.46 |
| Revenue | 32.7B | 68.3B | 44.9B |
| Total Cash | 13.3B | 14.2B | 11.8B |
| Total Debt | 4.39B | 66.1B | 14.8B |
ASML | AVGO | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 21 | 44 | 13 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 75 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 27 | 9 | 87 | |
SMR RATING 1..100 | 19 | 28 | 43 | |
PRICE GROWTH RATING 1..100 | 39 | 4 | 61 | |
P/E GROWTH RATING 1..100 | 14 | 63 | 14 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (9) in the Telecommunications Equipment industry is significantly better than the same rating for ASML (75) in the Electronic Production Equipment industry, and is significantly better than the same rating for AVGO (75) in the Semiconductors industry. This means that QCOM's stock grew significantly faster than ASML’s and significantly faster than AVGO’s over the last 12 months.
AVGO's Profit vs Risk Rating (9) in the Semiconductors industry is in the same range as ASML (27) in the Electronic Production Equipment industry, and is significantly better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that AVGO's stock grew similarly to ASML’s and significantly faster than QCOM’s over the last 12 months.
ASML's SMR Rating (19) in the Electronic Production Equipment industry is in the same range as AVGO (28) in the Semiconductors industry, and is in the same range as QCOM (43) in the Telecommunications Equipment industry. This means that ASML's stock grew similarly to AVGO’s and similarly to QCOM’s over the last 12 months.
AVGO's Price Growth Rating (4) in the Semiconductors industry is somewhat better than the same rating for ASML (39) in the Electronic Production Equipment industry, and is somewhat better than the same rating for QCOM (61) in the Telecommunications Equipment industry. This means that AVGO's stock grew somewhat faster than ASML’s and somewhat faster than QCOM’s over the last 12 months.
ASML's P/E Growth Rating (14) in the Electronic Production Equipment industry is in the same range as QCOM (14) in the Telecommunications Equipment industry, and is somewhat better than the same rating for AVGO (63) in the Semiconductors industry. This means that ASML's stock grew similarly to QCOM’s and somewhat faster than AVGO’s over the last 12 months.
| ASML | AVGO | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 3 days ago 59% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 71% | 3 days ago 56% | 3 days ago 65% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 87% | 3 days ago 60% |
| MACD ODDS (%) | 3 days ago 79% | 3 days ago 88% | 3 days ago 63% |
| TrendWeek ODDS (%) | 3 days ago 69% | 3 days ago 78% | 3 days ago 64% |
| TrendMonth ODDS (%) | 3 days ago 75% | 3 days ago 81% | 3 days ago 67% |
| Advances ODDS (%) | 6 days ago 72% | 3 days ago 80% | 3 days ago 64% |
| Declines ODDS (%) | 4 days ago 67% | 21 days ago 56% | 13 days ago 73% |
| BollingerBands ODDS (%) | 3 days ago 76% | 3 days ago 55% | 3 days ago 68% |
| Aroon ODDS (%) | 3 days ago 64% | 5 days ago 85% | 3 days ago 68% |
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