ASML vs Salesforce
ASML and Salesforce are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible insights into how each company creates value, its strategic focus, and the environments in which it operates. Educational content, not financial advice.
ASML and Salesforce are examined side by side to compare business models, financial performance, and market context. This page presents neutral, accessible insights into how each company creates value...
Why It's Moving
ASML Delivers Solid Q3 Earnings, Signaling Steady Chip Demand Amid AI Boom
- Q3 net sales hit €7.5 billion with a 51.6% gross margin, aligning with prior guidance and highlighting robust EUV system bookings of €5.4 billion that fuel AI chip production.
- Interim dividend hiked to €1.60 per share payable November 6, alongside ongoing share buybacks totaling €5.9 billion, reinforcing shareholder returns amid solid cash flow.
- Full-year 2025 sales growth pegged at 15% with Q4 outlook intact, countering sector concerns over China export curbs by betting on global data center and memory demand surges.
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
ASML Delivers Solid Q3 Earnings, Signaling Steady Chip Demand Amid AI Boom
- Q3 net sales hit €7.5 billion with a 51.6% gross margin, aligning with prior guidance and highlighting robust EUV system bookings of €5.4 billion that fuel AI chip production.
- Interim dividend hiked to €1.60 per share payable November 6, alongside ongoing share buybacks totaling €5.9 billion, reinforcing shareholder returns amid solid cash flow.
- Full-year 2025 sales growth pegged at 15% with Q4 outlook intact, countering sector concerns over China export curbs by betting on global data center and memory demand surges.
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
Which Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
Explore BasketAI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketAutomotive Shake-Up: Competitors Poised to Accelerate
Mercedes-Benz's sale of its entire Nissan stake has shaken investor confidence, creating a potential opening for rival automakers. This theme focuses on competitors and suppliers positioned to gain market share as Nissan navigates this period of uncertainty.
Published: August 27, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
Explore BasketAI Infrastructure Stocks (Nvidia's $100B Project)
Nvidia is investing up to $100 billion to build massive AI data centers for OpenAI, signaling a new era of large-scale AI infrastructure. This monumental project creates a significant opportunity for companies that provide the essential components and services for data center construction and operation.
Published: September 25, 2025
Explore BasketAutomotive Shake-Up: Competitors Poised to Accelerate
Mercedes-Benz's sale of its entire Nissan stake has shaken investor confidence, creating a potential opening for rival automakers. This theme focuses on competitors and suppliers positioned to gain market share as Nissan navigates this period of uncertainty.
Published: August 27, 2025
Explore BasketPioneering Sickle Cell Solutions
Pfizer's recent failure in a key sickle cell disease trial highlights the urgent need for new therapies. This setback creates a significant opportunity for innovative biotech companies developing alternative treatments, including potentially curative gene therapies.
Published: August 17, 2025
Explore BasketInvestment Analysis
ASML
ASML
Pros
- ASML holds a near-monopoly in extreme ultraviolet lithography systems, which are essential for leading-edge semiconductor manufacturing worldwide.
- The company has demonstrated robust profitability, with trailing twelve-month net income exceeding €11 billion and a gross margin consistently above 50%.
- Management expects full-year 2025 net sales growth of around 15%, reflecting resilient demand in key semiconductor markets.
Considerations
- ASML’s high valuation—with a P/E ratio above 36—could amplify downside risk if semiconductor sector growth falters or geopolitical risks escalate.
- The business is exposed to cyclical swings in capital expenditure by chipmakers, potentially leading to revenue volatility during industry downturns.
- Concentrated customer base among a handful of major semiconductor manufacturers increases dependence on a few large accounts for the majority of sales.
Salesforce
CRM
Pros
- Salesforce maintains a dominant position in customer relationship management software, supported by a large, sticky enterprise customer base and high renewal rates.
- The company continues to expand margins through disciplined cost management, even as it maintains double-digit revenue growth in cloud services.
- Recent product innovations in artificial intelligence and data analytics strengthen its competitive edge in a rapidly evolving enterprise software market.
Considerations
- Salesforce’s growth rate has decelerated compared to prior years, raising questions about its ability to sustain premium valuation multiples.
- The company faces intensifying competition from both established tech giants and agile cloud-native rivals, pressuring pricing and customer acquisition.
- Integration risks persist following multiple large acquisitions, with potential for execution missteps in aligning operations and realising synergies.
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