The Motley Fool
26 Sept 2026, 16:00 UTC · 2h ago
Verdict
Headline takes no side. We score ASML +0.80 across four claims — strongly bullish.
+0.80strongly bullish
More positive than 88% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
ASML is currently the only company in the world capable of producing extreme ultraviolet (EUV) machines.
Priced inanalysis of standing business model
So whatThis monopoly position supports a premium P/E of 54.24x compared to Qualcomm's 23.38x.
More positive than 99% of claims this week
Apple, Samsung, and Xiaomi each accounted for 10% or more of Qualcomm's revenue in fiscal 2025.
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Scored by the NIS engine · methodology.
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Priced inanalysis of FY2025 results
More negative than 91% of claims this week
ASML reported fiscal 2025 revenue of nearly $37.5 billion, a 15.6% increase from the previous year.
Priced inanalysis of FY2025 results
So whatThe resulting $11.0 billion net income indicates the company is converting roughly 29% of sales to profit.
More positive than 79% of claims this week
Qualcomm's fiscal 2025 revenue reached approximately $44.3 billion, representing a 13.7% increase.
Priced inanalysis of FY2025 results
More positive than 66% of claims this week
Which stocks this story touches
More positive than 88% of ticker scores this week
Described as a hardware monopoly with strong revenue growth, high net margins, and indispensable EUV technology.
More positive than 76% of ticker scores this week
Recognized as a mobile chip leader with revenue growth and successful diversification into automotive and IoT.
More negative than 64% of ticker scores this week
Mentioned as a customer contributing to Qualcomm's revenue concentration risk.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a major customer of Qualcomm without specific positive or negative news.
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1h ago
More positive than 76% of relationship scores this week
[a_to_b] Xiaomi is a major customer of Qualcomm, accounting for 10% or more of its revenue.
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ASML hasn't traded since this ran. Last close $1743.94 (Sep 25); the reaction starts at the next open.
ASML chart →
