Marvell Technology Inc. MRVL has emerged as a standout performer in the semiconductor sector, outpacing heavyweight rivals Nvidia Corp. NVDA and Broadcom Inc. AVGO throughout Aug. 2024. Chart created using Benzinga ProWhile Marvell stock surged an impressive 18.53% last month, Broadcom and Nvidia followed with gains of 9.84% and 9.39%, respectively. This outperformance has caught the attention of investors looking to capitalize on growth opportunities within the semiconductor industry.Marvell’s Strong Marke ...

文章核心观点 - 华尔街分析师的推荐常被投资者用于决定买入、卖出或持有股票 [1] - 分析师对Broadcom Inc.(AVGO)的平均评级为1.19,介于强烈买入和买入之间 [1] - 分析师的评级可能存在偏差,不应该单独依赖于此做出投资决策 [2][3] 根据相关目录分别进行总结 Broadcom Inc.的分析师评级趋势 - Broadcom Inc.目前有32家券商给出评级,其中29家为强烈买入,占90.6% [1] - 分析师的评级可能存在积极偏差,券商每给出一个"强烈卖出"就会给出5个"强烈买入" [2][3] - 分析师评级不一定能准确预测股价走势,最好结合自身分析或其他可靠工具一起使用 [2][3] 分析师评级(ABR)与Zacks排名的区别 - ABR和Zacks排名都是1-5的评级,但计算方式不同 [4][5] - ABR仅基于分析师的推荐,而Zacks排名基于盈利预测修正 [4][5] - Zacks排名更能反映股价的近期走势 [5][6] 是否应该投资AVGO - Broadcom Inc.的当前年度盈利预测在过去一个月内保持不变 [7] - 稳定的盈利预测可能意味着该股未来表现可能与大盘持平 [7] - 综合考虑后,Broadcom Inc.目前的Zacks排名为3(持有),投资者需谨慎对待其买入评级 [7]

Why the stock has a lot of potential upside ahead.With Broadcom's (AVGO 3.75%) upcoming earnings in focus for many tech investors, I wanted to take a longer view and examine where the stock might be in three years -- not where it will trade in the next three weeks.As such, let's take a closer look at the technology company, what it does exactly, and where its stock could be headed.An acquisition machineBroadcom has a long history of acquisitions. In fact, if you have ever wondered why a company called Broad ...

Will this semiconductor stock's rally get a shot in the arm from its upcoming earnings report?Broadcom (AVGO 3.75%) stock has stitched together impressive gains of 43% so far in 2024, easily outpacing the 22% gains clocked by the PHLX Semiconductor Sector index this year, and that's not surprising as the semiconductor giant has been delivering solid quarterly results of late, thanks to the growing demand for its custom chips.Artificial intelligence (AI) is playing a central role in giving Broadcom's busines ...

文章核心观点 - Broadcom是人工智能投资中不可忽视的一个名字 [1] - Broadcom不仅销售交换机,还有专用集成电路(ASIC),这些ASIC可以在某些AI工作负载下优于Nvidia的GPU,代表了Broadcom的一个重要增长机会 [2] - 由于收购VMware,Broadcom还拥有从网络安全到虚拟桌面的软件业务,以及关键的大型机软件业务,这使其业务范围更广泛 [3] 根据相关目录分别进行总结 公司概况 - Broadcom是一家业务范围广泛的公司,不仅销售交换机,还有专用集成电路(ASIC)和软件业务 [2][3] - Broadcom的ASIC可以在某些AI工作负载下优于Nvidia的GPU,代表了一个重要的增长机会 [2] - 由于业务范围广泛,如果某一业务爆发而另一业务表现不佳,整体业绩可能无法像Nvidia那样出色 [3] 行业趋势 - 人工智能是Broadcom业务增长的一个重要驱动力 [1] - 训练新的生成式AI模型需要大量的GPU计算能力,这是Broadcom的交换机业务的增长机会所在 [1] - 随着AI应用的发展,Broadcom设计的ASIC有望与Nvidia的GPU形成竞争 [2] 公司表现 - Broadcom二季度收入同比增长43%,但扣除VMware收购的影响,增长率仅为12% [6] - 未来几年Broadcom的盈利预计将显著增长 [7] - 尽管Broadcom的估值不算便宜,但其业务增长前景良好,是一只值得关注的稳健股票 [6][8]

Select Wall Street analysts are very bullish on chipmaker Broadcom and energy drink company Celsius.Stock splits are popular with investors. They make shares more affordable, and can also spotlight quality stocks. That's because splits are only necessary after substantial and sustained share price appreciation, which itself is often indicative of a company with solid financials and compelling growth prospects.Nvidia (NVDA -2.10%) is an excellent example. The Wall Street Journal has described the chipmaker a ...

While billionaires were busy dumping shares of artificial intelligence (AI) goliath Nvidia during the June-ended quarter, seven billionaire money managers were scooping up another leading AI stock.Over the last 30 years, no shortage of next-big-thing investment trends have graced Wall Street. Since the advent of the internet in the mid-1990s, no innovation, technology, or trend has come close to having the impact on corporate growth rates as the internet... until now.According to the analysts at PwC, the ar ...

文章核心观点 - 人工智能(AI)市场正在快速成长,预计未来几年内将有更多公司达到万亿美元市值[3] - 台积电和博通是有望在未来达到万亿美元市值的两家公司[10][11] 台积电 - 台积电是全球最大的半导体代工厂,占全球约2/3的芯片产能[5] - 即使竞争对手如英特尔也在投资建厂,但最终仍需依赖台积电的代工能力[7] - 台积电将在明年实现2纳米芯片的量产,性能和能耗都有大幅提升[9] - 台积电目前市值约8870亿美元,距离万亿美元只有一步之遥[10] 博通 - 博通是一家通信和无线技术公司,在计算机和手机普及初期就已崭露头角[12] - 博通正在开发高速连接解决方案,满足AI数据中心对高速互联的需求[13][14][15] - 博通的收入和利润有望在未来几年内大幅增长[16] - 博通目前市值约7720亿美元,也有望在不久的将来达到万亿美元[11]

shulz I last covered Broadcom (NASDAQ:AVGO) in June; I put out a Hold rating at the time, and since then, the stock has gained 20.5% in price. In my last analysis, I provided a mixture of a traditional discounted cash flow model and valuation multiple peer analysis, which both indicated that Broadcom could be overvalued. Despite this, the stock has continued to rise in price substantially, and in this analysis, I performed a more thorough valuation peer analysis and ascertained that the stock is slightl ...

文章核心观点 - 芯片制造商Broadcom Inc.的股价在最新交易中上涨1.1%,超过了标普500指数0.16%的涨幅[1] - 过去一个月,Broadcom的股价上涨6.26%,超过了计算机和技术板块2.69%和标普500指数2.97%的涨幅[2] - 投资者将密切关注Broadcom即将发布的财报表现,预计其第三季度每股收益将同比增长14.29%,收入同比增长45.36%[3] - 全年来看,Broadcom的每股收益和收入预计将分别同比增长11.58%和43.43%[4] 公司相关 - 分析师对Broadcom的预测数据有所修正,反映了对公司业务和盈利能力的乐观[5] - 根据Zacks排名系统,Broadcom目前评级为3级(持有)[7] - Broadcom的市盈率为33.8倍,高于行业平均32.6倍,PEG率为2.23倍,高于行业平均2.38倍[8][9] 行业相关 - 半导体行业目前在250多个行业中排名第139位,属于下半部分[10][11] - 根据研究,排名前50%的行业相比下半部分的行业表现要好2倍[11]