ASML Holding NV vs Seagate Technology Holdings PLC — how do they compare? ASML Holding NV trades at $1,738.43 (market cap $688.66B), while Seagate Technology Holdings PLC trades at $857.06 (market cap $205.97B). The key difference: ASML Holding NV is far larger — about 3.3× Seagate Technology Holdings PLC's market cap, and ASML Holding NV pays the higher dividend (0.49%). Which is the better fit depends on your goals.
| ASML | STX | |
|---|---|---|
Market Cap | $688.66B | $205.97B |
Sector | Technology | Technology |
52-Week High | $1.99K | $1.09K |
52-Week Low | $689.63 | $146.59 |
Enterprise Value | $682.20B | $209.00B |
Dividend Yield | 0.49% | 0.33% |
Signals from Pluang's Aura AI — not financial advice
ASML trades at $1,797.32, down 0.38% on the day, with technical indicators showing a bullish trend despite recent volatility. The company reported strong Q1 2026 earnings that beat expectations, with revenue reaching $32.67B in 2025 and net income margins of 29.71%. Analyst consensus remains strongly positive with 56.82% buy ratings and a $2,210 price target, though elevated valuation ratios (P/E 61.03) warrant caution.
ASML maintains a dominant position in advanced semiconductor equipment with robust profitability and growth prospects driven by AI infrastructure demand. Key risks include China export restrictions, competitive pressures, and high valuation multiples. The stock offers exposure to critical chip manufacturing technology but requires monitoring of earnings execution and geopolitical developments.
Seagate Technology (STX) trades at $910.34, up 2.28% with strong momentum driven by AI infrastructure demand. The stock shows impressive fundamental improvement with revenue growth from $6.6B to $9.1B and net income surging to $1.47B in 2025. Technical indicators are mixed with bullish moving averages but neutral oscillators, while analyst sentiment remains positive with a $981.43 consensus target representing 7.8% upside potential.
STX presents compelling growth prospects as AI-driven storage demand accelerates, supported by three consecutive earnings beats and expanding margins. Key risks include high valuation multiples (P/E 86.37), significant debt levels, and competitive pressures in the storage market. The company's positioning in AI infrastructure and strong institutional support suggest continued upside potential despite elevated valuation concerns.
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Latest headlines on both assets
Founded in 1984 and based in the Netherlands, ASML is the leader in photolithography systems used in the manufacturing of semiconductors. Photolithography is the process in which a light source is used to expose circuit patterns from a photomask onto a semiconductor wafer. The latest technological advances in this segment allow chipmakers to continually increase the number of transistors on the same area of silicon, with lithography historically representing a meaningful portion of the cost of making cutting-edge chips. Chipmakers require next-generation EUV lithography tools from ASML to continue past the 5-nanometer process node. ASML's products are used at every major semiconductor manufacturer, including Intel, Samsung, and TSMC.
Read more on ASML →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →