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$ASMLBear claim
Jose Najarro StocksJose Najarro StocksANALYSTJul 13, 2026
The claim

“ASML is overvalued at a 46x forward PE relative to its historical median of 32x, making it unattractive to buy at current levels.”

Why he says it — point by point

FAVORABLE & AGAINST · BOTH KEPT

Why

ASML is trading at a very expensive forward PE ratio compared to historical numbers. Right now, sitting at roughly 46 where almost in the past decade the median was around 32.

support · 46×

Risk

but there are a lot of bullish tailwinds ahead.

The structured call

Direction
Bearish
Catalyst
—
Target
—

The receipt

YouTube · 5:405:40

“ASML is overvalued at a 46x forward PE relative to its historical median of 32x, making it unattractive to buy at current levels.”

From "The Next 5 Days Will Be Crucial For My AI Stock Portfolio!!"
Open the source at 5:40 →

Publish-day price $$1,726.04 · the claim is anchored to the moment it was said.

OTHER SIDEOn this thesis, 1 analyst holds the bull case. A claim is never a recommendation; here's who disagrees.See the opposing claims →

Others who hold the bear side

1 ON THIS THESIS

The same direction, argued differently — each is its own claim with its own clip.

Jose Najarro StocksJose Najarro StocksANALYST

“ASML's expensive forward PE relative to its historical median makes it unattractive at current levels.”

5:40

Jose Najarro Stocks on $ASML, over time

Full profile →

How this voice has moved on the ticker. We flag contradictions — as behavior, never a score.

JulBEAR→JulBEARTHIS CLAIM
This receipt is public & free — always.
The full stance archive and CSV export are part of your trial.
This is a record of what one analyst said on one thesis, with the clip — not a recommendation, not a verdict, not a score. The opposing case is linked above.