For Immediate ReleasesChicago, IL – September 18, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Broadcom (AVGO) , Warner Bros. Discovery (WBD) , Super Micro Computer (SMCI) , Vistra (VST) and AES Corp (AES) .Here are highlights from Wednesday’s Analyst Blog: 5 Stocks That Led the SPY ETF to Its Best Week of 202 ...

文章核心观点 - 当前市场对AI主题的成长股并不热衷,包括硬件公司Broadcom在内 [1] - Broadcom是一家优秀的股息增长股 [1] 行业总结 - 高科技和早期成长公司的发展速度正在受到关注 [1] - 作者关注创新、颠覆、并购等投资机会 [1] 公司总结 - Broadcom是一家硬件公司,属于AI主题的成长股 [1] - 作者持有Broadcom的股票或衍生工具,并撰写本文表达自己的观点 [1]

文章核心观点 公司正在通过收购VMware以及将其软件产品转为SaaS模式来推动销售增长 [2][3] 公司的AI相关业务正在快速增长,预计将在2024财年占到公司总收入的35%以上 [4] 公司的部分大客户占据了公司大部分收入,如果失去这些客户将对公司造成重大影响 [4][5] 公司概况 1) 公司拥有10年投资银行从业经验,专注于行业和公司研究,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [角色] 2) 公司是一家半导体芯片制造商,主要业务包括硬件和软件产品 [1][2][3] 3) 公司通过收购VMware扩展了软件业务,并将其转为SaaS模式,提高了收入的可预测性 [2][3] 4) 公司在AI相关业务方面表现出色,AI相关收入占比快速提升,预计将在2024财年达到35%以上 [4] 5) 公司部分大客户占据了公司大部分收入,如果失去这些客户将对公司造成重大影响 [4][5] 行业趋势 1) 人工智能(AI)在过去一年推动了半导体芯片制造商的业务增长,也带动了相关股票价格的上涨 [1] 2) 公司在AI硬件和软件方面的综合实力,以及专注于私有云AI工作负载的战略,有助于公司在AI市场上占据一席之地 [6] 投资评估 1) 公司目前股价估值较高,市盈率达到146倍,相比之下同行业巨头英伟达的市盈率仅为56倍,显得较为昂贵 [7] 2) 虽然长期来看公司仍有投资价值,但短期内最佳的投资策略是等待股价再次下跌后再进场 [7]

The semiconductor and data center sectors are fast-paced and volatile, with companies like NVIDIA NVDA and Advanced Micro Devices AMD leading the way. However, a giant is quietly revolutionizing the sector and becoming a force to be reckoned with in the artificial intelligence (AI) revolution. While many may overlook this diversified technology company, Broadcom Inc. AVGO is growing its AI capabilities and making strategic investments that generate positive investor sentiment. A Multifaceted Technological P ...

An analyst cut his forecast for iPhone 16 orders.Shares of Broadcom (AVGO -2.20%), Taiwan Semiconductor Manufacturing (TSM -2.60%), and Arm Holdings (ARM -5.46%) were down 3.3%, 2.5%, and 4.3% on Monday as of 11:30 a.m. ET. Shares of all three were down even more earlier in the morning.All three of these companies are key suppliers to the Apple iPhone. This morning, a notable Asia-based Apple analyst wrote that initial orders for the iPhone 16 were weaker than expected. So, all three of these stocks fell in ...

Tracking congressional trading habits is becoming more critical every day. Not only do members of Congress tend to outperform the broad market, but there are an increasing number of products tailored to this strategy. Among them are ETFs like the Unusual Whales Subversive Republican Trading ETF BATS: KRUZ and the like-minded Unusual Whales Subversive Democratic Trading ETF BATS: NANC, whose ticker symbols evoke imagery of Ted Cruz and Nancy Pelosi, two well-known congressional traders. The focus today is th ...

JHVEPhoto Broadcom Inc.’s (NASDAQ:AVGO) selloff in response to its lighter-than-expected F4Q revenue guidance has largely overshadowed the company’s beneficiary position amid burgeoning AI momentum. This is consistent with a broader trend observed in the latest earnings season, whereby AI beneficiaries have been punished for falling short of or not significantly exceeding lofty expectations. Specifically, the recent selloff in semiconductor stocks indicates growing investors’ angst over the durability o ...

文章核心观点 - 公司的高增长投资主题仍然便宜[1] - 公司AI相关收入指引持续上调,预计将达到120亿美元,占总收入20%以上[2][3] - 公司订单和订单执行情况良好,VMware云基础设施年度预订价值增长32%[2] - 公司估值合理,未来增长空间大,维持买入评级[3][4] 根据目录分别总结 公司业务发展 - 公司AI加速器需求保持强劲,预计2025财年第三季度同比增长79.3%[2] - 公司定制ASIC芯片业务增长3.5倍,占AI相关收入70%[2] - 公司软件及服务业务保持高增长,毛利率达87.5%[2] 财务表现 - 公司2024财年收入指引上调至515亿美元,同比增长43.8%,调整EBITDA率61.5%[2][3] - 公司自由现金流在过去12个月达186.5亿美元,同比增长7.3%[5] - 公司债务规模较大,利息支出大幅增加,未来去杠杆可能需要一定时间[5] 估值分析 - 公司当前估值合理,市盈率30.57倍,PEG为1.16倍[3] - 未来3年收入和利润有望保持23.6%和19.8%的复合增长[3] - 长期合理价值预计为221.9美元,较当前价格有40.2%的上涨空间[4]

Broadcom's revenue growth rate doesn't reflect what's really happening at the tech giant.When dissecting the state of a public company, you can't often rely on the headline figures alone. Frequently, there's more to the story than just revenue growth or profit margins -- there's a story behind each metric.Case in point, consider Broadcom's (AVGO 1.90%) latest report. The company certainly wasn't trying to be misleading, but the headline number that it trumpets -- that its revenue rose 47% year over year to ...

On Sept. 5, Broadcom Inc. AVGO reported stronger-than-expected earnings and sales results for its third quarter.The company’s quarterly revenue of $13.072 billion, beating analyst estimates of $12.96 billion, according to Benzinga Pro. The semiconductor company reported second-quarter earnings of $1.24 per share, beating analyst estimates of $1.20 per share.With the recent buzz around Broadcom, some investors may be eyeing potential gains from the company's dividends. As of now, Broadcom has a dividend yiel ...