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ASML or AVGO or TEL
Which Stock Would AI Choose? ASML Holding (ASML) vs. Broadcom (AVGO) vs. TE Connectivity (TEL) Stock Comparison
Key Takeaways
- ASML leads with strong year-to-date gains around 23%, driven by AI chip demand and a massive EUV backlog, though recent weeks saw pullbacks amid valuation concerns.
- AVGO faces recent declines of about 3-6% over short terms but maintains robust AI revenue growth expectations, with YTD down roughly 10% in volatile markets.
- TEL shows resilience with a 10% dividend hike and expanded buyback, focusing on AI data center connectivity, despite YTD dips of around 14%.
- All three benefit from AI infrastructure boom but differ in exposure: ASML in lithography equipment, AVGO in chips/software, TEL in connectors/sensors.
- Recent market activity highlights sector volatility, with ASML showing superior long-term momentum at 80%+ one-year returns versus peers.
- Valuation sensitivity is elevated across the board, influenced by geopolitical risks and AI spending trends.
Introduction
This stock comparison examines ASML, AVGO, and TEL, key players in the semiconductor and connectivity ecosystem powering AI data centers and advanced manufacturing. ASML dominates lithography equipment, AVGO excels in custom AI chips and infrastructure software, while TEL provides essential sensors and connectors. Traders monitoring AI-driven relative performance and investors assessing market positioning in recent volatility will benefit from insights into growth drivers, momentum shifts, and sector contrasts amid surging demand for chipmaking infrastructure.
ASML Overview and Recent Performance
ASML Holding N.V., headquartered in Veldhoven, Netherlands, is the world's leading supplier of lithography systems, including monopoly extreme ultraviolet (EUV) machines essential for advanced semiconductor nodes used in AI chips. In recent market activity, ASML's shares experienced a roughly 3.6% pullback amid valuation scrutiny, despite year-to-date gains exceeding 23% and over 80% in the past year. Sentiment remains bolstered by a record €38.8 billion backlog tied to AI demand, with High-NA EUV advancements and strong 2025 sales of €32.7 billion driving optimism, though export restrictions to China introduce uncertainty.
AVGO Overview and Recent Performance
AVGO (Broadcom Inc.), based in Palo Alto, California, designs semiconductors and infrastructure software for data centers, networking, and AI accelerators, serving markets like custom XPUs and cybersecurity. Recent weeks brought share declines of 2.9-6%, with YTD around -10%, reflecting broader sector pressures despite solid Q1 fiscal 2026 earnings beats and AI revenue surges. Performance is influenced by robust guidance for 50%+ earnings growth, VMware integration, and AI infrastructure demand, tempered by margin concerns from AI chip mix and high debt levels.
TEL Overview and Recent Performance
TEL (TE Connectivity plc), an Irish-domiciled firm with U.S. executive operations, manufactures connectivity solutions, sensors, and electronic components for transportation, industrial, and data applications. In recent market activity, shares dipped about 1.3%, with YTD declines near 14%, offset by a 10% quarterly dividend increase to $0.78 and $3 billion buyback expansion signaling financial strength. Sentiment benefits from AI data center growth and upbeat Q2 profit forecasts, though core market demand fluctuations and supply disruptions pose risks.
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Head-to-Head Comparison
ASML, AVGO, and TEL share AI tailwinds but diverge sharply in business models: ASML's capital equipment focus yields high-margin service revenue from EUV monopoly, contrasting AVGO's fabless semiconductors plus recurring software (42% of revenue), and TEL's diversified components for power/signal in data centers and EVs. Growth drivers emphasize ASML's node-shrinking demand and AVGO's custom ASICs, while TEL leverages sensors; recent momentum favors ASML (23% YTD) over peers' dips. Risks include ASML/ AVGO geopolitics and TEL cyclicality; all show elevated P/E sensitivity (30-40x forward) amid positive AI sentiment.
Tickeron AI Verdict
Tickeron’s AI currently favors ASML for its trend consistency, unmatched EUV backlog visibility into 2027, and superior relative positioning in AI chip enablers, offering higher probabilistic upside despite volatility. AVGO trails slightly on momentum but holds catalysts in software margins, while TEL provides stability via dividends. Factors like stability and catalysts tilt toward ASML in observable data trends.
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 disclaimer. 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 2 green FA rating(s), and TEL’s FA Score reflects 3 green FA rating(s).
- ASML’s FA Score: 3 green, 2 red.
- AVGO’s FA Score: 2 green, 3 red.
- TEL’s FA Score: 3 green, 2 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 5 TA indicator(s) are bullish while AVGO’s TA Score has 5 bullish TA indicator(s), and TEL’s TA Score reflects 4 bullish TA indicator(s).
- ASML’s TA Score: 5 bullish, 4 bearish.
- AVGO’s TA Score: 5 bullish, 5 bearish.
- TEL’s TA Score: 4 bullish, 6 bearish.
Price Growth
ASML (@Electronic Production Equipment) experienced а +12.23% price change this week, while AVGO (@Semiconductors) price change was +18.12% , and TEL (@Electronic Components) price fluctuated +9.91% for the same time period.
The average weekly price growth across all stocks in the @Electronic Production Equipment industry was +13.41%. For the same industry, the average monthly price growth was +10.75%, and the average quarterly price growth was +91.31%.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
The average weekly price growth across all stocks in the @Electronic Components industry was +6.72%. For the same industry, the average monthly price growth was +15.46%, and the average quarterly price growth was +26.70%.
Reported Earning Dates
ASML is expected to report earnings on Apr 15, 2026.
AVGO is expected to report earnings on Jun 04, 2026.
TEL is expected to report earnings on Apr 22, 2026.
Industries' Descriptions
@Electronic Production Equipment (+13.41% 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 (+6.73% 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.
@Electronic Components (+6.72% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| ASML | AVGO | TEL | |
| Capitalization | 555B | 1.76T | 67.4B |
| EBITDA | 12.6B | 37.3B | 4.47B |
| Gain YTD | 38.542 | 7.579 | 1.307 |
| P/E Ratio | 51.31 | 72.43 | 33.11 |
| Revenue | 32.7B | 68.3B | 18.1B |
| Total Cash | 13.3B | N/A | 1.25B |
| Total Debt | 4.39B | 65.1B | 5.71B |
ASML | AVGO | TEL | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 18 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 79 Overvalued | 73 Overvalued | 19 Undervalued | |
PROFIT vs RISK RATING 1..100 | 25 | 11 | 23 | |
SMR RATING 1..100 | 19 | 100 | 50 | |
PRICE GROWTH RATING 1..100 | 39 | 20 | 43 | |
P/E GROWTH RATING 1..100 | 17 | 76 | 18 | |
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.
TEL's Valuation (19) in the Electronic Components industry is somewhat better than the same rating for AVGO (73) in the Semiconductors industry, and is somewhat better than the same rating for ASML (79) in the Electronic Production Equipment industry. This means that TEL's stock grew somewhat faster than AVGO’s and somewhat faster than ASML’s over the last 12 months.
AVGO's Profit vs Risk Rating (11) in the Semiconductors industry is in the same range as TEL (23) in the Electronic Components industry, and is in the same range as ASML (25) in the Electronic Production Equipment industry. This means that AVGO's stock grew similarly to TEL’s and similarly to ASML’s over the last 12 months.
ASML's SMR Rating (19) in the Electronic Production Equipment industry is in the same range as TEL (50) in the Electronic Components industry, and is significantly better than the same rating for AVGO (100) in the Semiconductors industry. This means that ASML's stock grew similarly to TEL’s and significantly faster than AVGO’s over the last 12 months.
AVGO's Price Growth Rating (20) in the Semiconductors industry is in the same range as ASML (39) in the Electronic Production Equipment industry, and is in the same range as TEL (43) in the Electronic Components industry. This means that AVGO's stock grew similarly to ASML’s and similarly to TEL’s over the last 12 months.
ASML's P/E Growth Rating (17) in the Electronic Production Equipment industry is in the same range as TEL (18) in the Electronic Components industry, and is somewhat better than the same rating for AVGO (76) in the Semiconductors industry. This means that ASML's stock grew similarly to TEL’s and somewhat faster than AVGO’s over the last 12 months.
| ASML | AVGO | TEL | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 52% | 1 day ago 35% |
| Stochastic ODDS (%) | 1 day ago 64% | 1 day ago 57% | 1 day ago 41% |
| Momentum ODDS (%) | 1 day ago 72% | 1 day ago 87% | 1 day ago 54% |
| MACD ODDS (%) | 1 day ago 71% | 1 day ago 83% | 1 day ago 60% |
| TrendWeek ODDS (%) | 1 day ago 75% | 1 day ago 78% | 1 day ago 56% |
| TrendMonth ODDS (%) | 1 day ago 75% | 1 day ago 81% | 1 day ago 54% |
| Advances ODDS (%) | 1 day ago 72% | 1 day ago 80% | 1 day ago 59% |
| Declines ODDS (%) | 6 days ago 67% | 13 days ago 56% | 13 days ago 51% |
| BollingerBands ODDS (%) | 1 day ago 85% | 1 day ago 56% | 1 day ago 49% |
| Aroon ODDS (%) | 1 day ago 61% | 1 day ago 84% | 1 day ago 53% |
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TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with KN. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then KN could also see price increases.