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ASML or ON or QCOM
Which Stock Would AI Choose? ASML Holding N.V. (ASML) vs. ON Semiconductor Corporation (ON) vs. QUALCOMM Incorporated (QCOM) Stock Comparison
Key Takeaways
- ASML has delivered strong year-to-date gains around 30%, fueled by major EUV orders like $7.9 billion from SK Hynix amid AI chip demand.
- ON shows relative stability with modest YTD advances near 18%, supported by power management demand in automotive and industrial sectors despite recent dips.
- QCOM lags with approximately 24% YTD decline, pressured by memory shortages impacting handsets, though automotive revenues grew 15% year-over-year.
- Over the past year, ASML surged nearly 90-97%, far outpacing ON's 33% and QCOM's 18% gains.
- Recent weeks reflect volatility: ASML rebounded over 6% in a session amid backlog strength, while peers traded mixed against broader market slips.
- Semiconductor sector momentum favors equipment leaders like ASML over design-focused QCOM amid cyclical end-market challenges.
Introduction
This stock comparison examines ASML, ON, and QCOM, key players in the semiconductor ecosystem spanning lithography equipment, power solutions, and wireless chips. Investors tracking relative performance in the chip sector, particularly those eyeing AI-driven growth, automotive electrification, and 5G expansion, will find value here. Amid recent market volatility, these stocks highlight contrasts in momentum, sector exposure, and catalysts, aiding decisions on positioning in a cyclical industry.
ASML Overview and Recent Performance
ASML Holding N.V., headquartered in Veldhoven, Netherlands, holds a near-monopoly in extreme ultraviolet (EUV) lithography systems essential for advanced chip production by foundries like TSMC. In recent market activity, shares exhibited volatility, dipping around 6-8% over recent weeks before rebounding sharply, including a 2% gain against broader declines. Key drivers include a landmark $7.9 billion EUV order from SK Hynix through 2027, bolstering a robust backlog and signaling sustained AI and memory demand. Year-to-date, ASML advanced approximately 30%, with one-year returns nearing 97%, reflecting strong sentiment tied to irreplaceable technology despite export concerns.
ON Overview and Recent Performance
ON Semiconductor Corporation (onsemi), based in Scottsdale, Arizona, designs power management, sensing, and analog solutions focused on automotive, industrial, and cloud power applications. Recent performance shows resilience amid sector pressures, with shares rising over 4% in a recent session despite monthly pullbacks of about 14%. Influences include steady demand for efficient power semis in EVs and automation, alongside Zacks Rank #3 (Hold) status and slight EPS estimate upticks. Year-to-date gains hover around 18%, with one-year returns at 33%, underscoring stability relative to peers but vulnerability to broader analog slowdowns in recent weeks.
QCOM Overview and Recent Performance
QUALCOMM Incorporated, San Diego-based leader in wireless technologies, supplies Snapdragon processors, modems, and IP for mobiles, autos, and IoT. Shares have underperformed recently, declining about 8-11% monthly and 24% year-to-date, hit by memory supply crunches curbing handset production. Positive notes include 15% automotive revenue growth and a $20 billion buyback, yet sentiment reflects Zacks Rank #5 (Strong Sell) with downward EPS revisions. One-year performance trails at around 18%, with recent trading showing minor gains amid volatility from China exposure and competitive wireless pressures.
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Head-to-Head Comparison
ASML’s equipment model thrives on capex cycles for AI chips, contrasting ON’s discrete power focus yielding steadier industrial/auto exposure and QCOM’s fabless design reliant on licensing amid handset volatility. Growth drivers favor ASML’s EUV monopoly (30% YTD) over ON’s 18% and QCOM’s -24%, though recent momentum shows ASML volatility versus peers’ dips. Risks include ASML geopolitics, ON cyclical analog weakness, and QCOM supply chains. Valuation sensitivity is highest for ASML at premium multiples, while sentiment tilts to power stability over wireless uncertainty.
Tickeron AI Verdict
Tickeron’s AI currently favors ASML due to superior trend consistency from massive backlogs, AI catalysts, and relative outperformance positioning it ahead in the semiconductor chain. While ON offers stability and QCOM diversification, observable momentum and growth prospects suggest higher probability of near-term strength for ASML.
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 whileON’s FA Score has 2 green FA rating(s), and QCOM’s FA Score reflects 2 green FA rating(s).
- ASML’s FA Score: 3 green, 2 red.
- ON’s FA Score: 2 green, 3 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 ON’s TA Score has 6 bullish TA indicator(s), and QCOM’s TA Score reflects 5 bullish TA indicator(s).
- ASML’s TA Score: 6 bullish, 3 bearish.
- ON’s TA Score: 6 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 ON (@Semiconductors) price change was +20.92% , 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.
ON is expected to report earnings on May 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 | ON | QCOM | |
| Capitalization | 556B | 32.7B | 145B |
| EBITDA | 12.6B | 888M | 14.8B |
| Gain YTD | 36.810 | 53.296 | -19.863 |
| P/E Ratio | 47.81 | 286.24 | 27.46 |
| Revenue | 32.7B | 6B | 44.9B |
| Total Cash | 13.3B | 2.55B | 11.8B |
| Total Debt | 4.39B | 3.01B | 14.8B |
ASML | ON | QCOM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 14 | 28 | 9 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 89 Overvalued | 9 Undervalued | |
PROFIT vs RISK RATING 1..100 | 27 | 67 | 87 | |
SMR RATING 1..100 | 19 | 88 | 43 | |
PRICE GROWTH RATING 1..100 | 40 | 3 | 61 | |
P/E GROWTH RATING 1..100 | 14 | 1 | 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 ON (89) in the Semiconductors industry. This means that QCOM's stock grew significantly faster than ASML’s and significantly faster than ON’s over the last 12 months.
ASML's Profit vs Risk Rating (27) in the Electronic Production Equipment industry is somewhat better than the same rating for ON (67) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (87) in the Telecommunications Equipment industry. This means that ASML's stock grew somewhat faster than ON’s and somewhat 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 QCOM (43) in the Telecommunications Equipment industry, and is significantly better than the same rating for ON (88) in the Semiconductors industry. This means that ASML's stock grew similarly to QCOM’s and significantly faster than ON’s over the last 12 months.
ON's Price Growth Rating (3) in the Semiconductors industry is somewhat better than the same rating for ASML (40) 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 ON's stock grew somewhat faster than ASML’s and somewhat faster than QCOM’s over the last 12 months.
ON's P/E Growth Rating (1) in the Semiconductors industry is in the same range as ASML (14) in the Electronic Production Equipment industry, and is in the same range as QCOM (14) in the Telecommunications Equipment industry. This means that ON's stock grew similarly to ASML’s and similarly to QCOM’s over the last 12 months.
| ASML | ON | QCOM | |
|---|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 78% | 2 days ago 63% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 78% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 84% | 2 days ago 60% |
| MACD ODDS (%) | 2 days ago 79% | 2 days ago 72% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 75% | 2 days ago 64% |
| TrendMonth ODDS (%) | 2 days ago 75% | 2 days ago 75% | 2 days ago 67% |
| Advances ODDS (%) | 5 days ago 72% | 2 days ago 72% | 2 days ago 64% |
| Declines ODDS (%) | 3 days ago 67% | 20 days ago 77% | 12 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 76% | 2 days ago 80% | 2 days ago 68% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 77% | 2 days ago 68% |
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| 1 Day | |||
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| EMDM | 40.04 | 0.65 | +1.64% |
| First Trust Bloomberg Emr Mkt Dem ETF | |||
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| State Street® SPDR® S&P 500® ETF | |||
| PALL | 142.55 | 1.20 | +0.85% |
| abrdn Physical Palladium Shares ETF | |||
| QQXT | 100.59 | 0.77 | +0.77% |
| First Trust NASDAQ-100 ex-Tech Sect ETF | |||
| NSEP | 30.25 | 0.12 | +0.40% |
| Innovator Growth-100 Pwr Buffr ETF - Sep | |||
ASML and
Correlation & Price change
A.I.dvisor indicates that over the last year, ASML has been closely correlated with ASMLF. These tickers have moved in lockstep 85% of the time. This A.I.-generated data suggests there is a high statistical probability that if ASML jumps, then ASMLF could also see price increases.
| Ticker / NAME | Correlation To ASML | 1D Price Change % | ||
|---|---|---|---|---|
| ASML | 100% | +3.47% | ||
| ASMLF - ASML | 85% Closely correlated | +2.42% | ||
| ASMIY - ASML | 80% Closely correlated | +2.09% | ||
| LRCX - ASML | 80% Closely correlated | +2.54% | ||
| KLAC - ASML | 79% Closely correlated | +3.26% | ||
| AMAT - ASML | 77% Closely correlated | +1.81% | ||
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