Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.Nemo Money has over 1 million (1M+) downloads with a high rating of 4.6 stars from thousands of reviews. Join Nemo and trade with 0% commission.
ASMLIBM

ASML vs IBM

ASML and IBM are the focus of this page, comparing their business models, financial performance, and market context in a clear, neutral manner to help readers understand how each operates within its s...

Why It's Moving

ASML

ASML Bucked Market Dip Amid Earnings Anticipation and AI-Driven Bookings Boom

  • Net bookings hit €5.54 billion, powered by AI chipmakers, highlighting resilient demand for ASML's cutting-edge machines.
  • Upcoming Q4 earnings project EPS of $8.85 (up 21%) and revenue of $11.06 billion (up 12%), underscoring AI momentum.
  • Positive analyst notes from Morgan Stanley and HSBC bolster conviction, countering tariff uncertainty for 2026 growth.
Sentiment:
🐃Bullish
IBM

IBM Shares Dip Slightly Amid Debate Over Premium Valuation After Stellar Multi-Year Gains.

  • Stock declined 1.6% in the last 7 days and 1.7% over 30 days, despite 37% yearly surge and strong 2025 performance.
  • Valuation scores low at 1/6 on key metrics, with intrinsic value estimates around $277-294 versus current levels near $298.
  • Analysts highlight IBM as a 2026 top pick, citing hybrid cloud, AI dominance, and robust cash flow with 55-year dividend streak.
Sentiment:
⚖️Neutral

Investment Analysis

ASML

ASML

ASML

Pros

  • ASML holds a dominant market position as the sole supplier of advanced extreme ultraviolet (EUV) lithography machines critical for semiconductor manufacturing.
  • The company has demonstrated strong revenue growth, reaching nearly $30 billion, driven by high demand for next-generation chip production.
  • ASML exhibits a high return on equity (around 54%), reflecting efficient capital use and strong profitability relative to its peers.

Considerations

  • ASML's valuation metrics, such as a high price-to-book ratio, suggest investors are paying a premium that depends on continued technological leadership and market growth.
  • Revenue growth expectations show volatility, with very low growth anticipated in 2024 before a strong rebound, indicating potential exposure to semiconductor industry cyclicality.
  • The company operates in a highly specialized, capital-intensive industry with execution risks related to complex technology development and geopolitical supply chain sensitivities.
IBM

IBM

IBM

Pros

  • IBM is strategically pivoting towards high-margin sectors like cloud computing and artificial intelligence, aiming for future revenue and earnings growth.
  • Despite recent revenue decline, IBM maintains a solid profitability profile with a return on equity near 29%, indicating effective capital deployment.
  • The company benefits from its established market presence and diverse IT services portfolio, supporting steady cash flow and operational stability.

Considerations

  • IBM’s revenue has declined due to divestitures and transition efforts, reflecting challenges in sustaining top-line growth during its strategic turnaround.
  • Profit margins are lower compared to ASML, suggesting IBM faces higher costs or pricing pressures which may limit near-term profitability expansion.
  • Growth forecasts for IBM are modest, with low to mid-single digit revenue and earnings growth expected over the next few years, reflecting its mature market status.

Related Market Insights

The AI Infrastructure Gold Rush: Why the Real Money Is in Picks and Shovels

OpenAI's £500B valuation signals massive capital flowing into AI. Discover how to invest in the essential infrastructure powering this boom, from semiconductors to data centres, with Nemo.

Author avatar

Aimee Silverwood | Financial Analyst

August 17, 2025

Read Insight

ASML (ASML) Next Earnings Date

ASML Holding N.V. (ASML) is scheduled to report its next earnings on January 28, 2026, covering the Q4 and full-year 2025 financial results. This date aligns with the company's official financial calendar and consensus from multiple analyst sources. Investors should monitor for pre-market release and subsequent conference call.

IBM (IBM) Next Earnings Date

IBM's next earnings date is Wednesday, January 28, 2026, with the conference call scheduled for 5:00 p.m. ET following the release of financial results after market close. This report will cover the fourth quarter of 2025. Investors should monitor the company's investor relations site for the press release and webcast details ahead of the event.

Which Baskets Do They Appear In?

Powering The AI Gold Rush

Powering The AI Gold Rush

OpenAI's recent secondary stock sale, valuing the company at a record $500 billion, highlights the massive investor confidence pouring into the artificial intelligence sector. This surge in capital creates a significant opportunity for companies that provide the critical infrastructure and hardware powering the AI revolution.

Published: August 17, 2025

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