ASML vs GOOGL
AI-powered side-by-side analysis. Updated every 2 hours.
Divergence: ASML is bullish while GOOGL is bearish. Diverging directions between related stocks can signal sector rotation or company-specific catalysts.
EUV demand doubles, but valuation premium faces tightening surprise bar
- • EUV revenue grew 39% YoY to $13.47B in 2025; projected 44 DRAM shipments by 2028 vs. 18 in 2025
- • Contracted backlog of $45.06B and 2030 revenue target of €44B–€60B
- • Analyst estimates up 40.4% in 30 days; stock at 46.5x P/E with 2.03x put/call ratio signaling hedging
TurboQuant cuts demand case; capex ROI unproven
- • Stock down 20.2% from $349 peak to $280.92; trading at 25.4x forward P/E
- • Q4 2025: $100.3B revenue (+18% YoY), Cloud grew 48% to $17.7B with 30% gross margin
- • Google TurboQuant reduces memory use 6x, cutting demand justification for $175–$185B 2026 capex
How This Works
Signal Rundown analyzes 50+ financial sources every 2 hours and maintains AI-scored positions on 40+ stocks. Each entity is independently evaluated based on insider activity, analyst ratings, earnings data, SEC filings, and news signals. Bearish direction changes have been 92% accurate at 5 days.
This comparison updates automatically whenever either stock's analysis changes. Every prediction is timestamped and scored against real prices.
More Comparisons
Get alerted when stocks change direction
Direction reversals, significant shifts, prediction outcomes — emailed when they happen.