文章核心观点 - Broadcom 是人工智能领域的重要参与者,其人工智能业务在过去一年中呈现爆发式增长[3] - 尽管 Broadcom 最新一季度的业绩超预期,但其对未来的指引略有失望,导致股价下跌17.5%[2] - 分析师认为,Broadcom 的人工智能和 VMware 业务将成为未来增长的主要动力,预计未来一年整体业务有望实现20%以上的增长[4][5][6] - 即使考虑到非人工智能和非 VMware 业务的低增长,Broadcom 整体估值仍处于合理水平,是一个不错的投资机会[6][7][8][9] 行业和公司分析 人工智能业务 - Broadcom 的人工智能业务在过去一年中呈现爆发式增长,其定制 ASIC 业务、以太网交换芯片和光学互联产品的收入均实现了3-4倍的同比增长[3] - 不过,Broadcom 预计在当前季度,其人工智能业务收入将仅环比增长10%,增速有所放缓[3] VMware 业务 - Broadcom 于去年11月完成了对 VMware 的69亿美元收购,VMware 业务已成为Broadcom软件收入的主要来源[2][4][5] - VMware 业务增长迅速,Broadcom 最新一季度 VMware 收入达38亿美元,占总软件收入的66%[4][5] 其他传统业务 - Broadcom 的非人工智能和非 VMware 业务增长较为缓慢,包括网络、存储和无线射频等业务[6] - 不过,管理层预计这些传统业务将在未来一年内实现双位数增长,帮助Broadcom整体业绩提升[6]

BlackJack3D I wrote about Broadcom Inc. (NASDAQ:AVGO) stock before earnings. Broadcom reported better-than-expected earnings results but failed to deliver the desired guidance. This "sell-the-news" dynamic became a familiar theme this past earnings season. NVIDIA Corporation (NVDA) and other market-leading stocks have declined post-earnings, many after providing better than anticipated earnings and solid guidance, like Broadcom. While we may see a mild, transitory slowdown in the AI enterprise market, it is ...

Early investors in this stellar semiconductor stock have seen their investments soar in value.You don't have to study stock charts daily to know that artificial intelligence (AI) stocks have been all the rage for the past couple of years. The market's voracious appetite for semiconductor stocks, in particular, has resulted in shares of leading manufacturers like Broadcom (AVGO 2.19%) soaring in value.But exactly how much have early investors in Broadcom benefited from the growing enthusiasm for AI stock? A ...

文章核心观点 - Broadcom是一家重要的半导体公司,在AI上游中扮演着关键角色[1] - 公司在云数据中心和超大规模客户中的地位突出,反映了其在AI周期中的重要地位[1] - 公司还有大量非AI收入,受宏观经济周期影响较大[1] - 与VMware的整合增强了公司的企业软件和网络安全能力,提升了基础设施软件收入[1] 公司AI业务 - 公司在第三财季实现了31亿美元的AI收入,并预计第四财季将达到35亿美元[2] - 全年AI收入预期为120亿美元,较之前预期的110亿美元有所上调,但仍未达到市场预期[2] - 这可能表明AI增长动力的正常化阶段即将到来[2] 非AI业务 - 公司非AI订单同比增长20%,管理层表示非AI业务已经"触底反弹"[3] - 这为投资者提供了更多对公司收入前景的信心,有助于抵消市场对AI收入增长的担忧[3] - 公司在网络解决方案方面的竞争优势,有助于其提供涵盖AI价值链的关键解决方案[3] 估值与评级 - 公司估值仍然偏高,但其卓越的盈利能力支撑了其良好的买入动力[4] - 公司的前瞻性调整PEG率低于行业中值,表明其相对估值较低[4] - 分析师预测也有所上调,可能提振投资者的买入情绪[4] 风险因素 - 投资者担心AI周期可能接近顶峰,公司进入增长正常化阶段[5] - 如果宏观经济环境恶化,可能拖慢公司更加周期性业务的复苏[5]

Cloud giants are increasingly looking to free themselves from Nvidia.There's no doubt Nvidia (NVDA 3.54%) has been the big winner of the first stage of the AI revolution. In the wake of OpenAI's ChatGPT debut in November 2022, virtually all businesses and cloud giants have clamored for its market-leading GPUs to fuel generative AI.Of course, as the outright leader, Nvidia was able to charge a pretty penny for its chips, as evidenced by its skyrocketing revenue and margins over the past 18 months.But as a re ...

                  Leading-Edge Wi-Fi 7 RF FEMs based on Tower’s Advanced 300mm RFSOI Technology Deliver Enhanced Mobile Connectivity Performance and Efficiency MIGDAL HAEMEK, Israel, Sept 10, 2024 – Tower Semiconductor (NASDAQ/TASE: TSEM), a leading foundry of high-value analog semiconductor solutions, today announced the production of Wi-Fi 7 RF front-end module (FEM) devices based on its advanced 300mm RFSOI technology. Partnering with Broadcom Inc. (NASDAQ: AVGO), Tower has enabled fully integrated Wi-Fi ...

Broadcom stock looks attractive after its recent earnings-report-related price pullback.Broadcom (AVGO 2.79%) shares are taking a hit after investors were disappointed by the chipmaker's fiscal fourth-quarter guidance. Expectations going into the quarter were quite high, but the reported results led to a 10% drop in share price.Despite the drop, the stock is still up about 62% over the past year as many investors remain excited about the tech stock's potential. Let's dive into the company's most recent quar ...

Broadcom Inc. (AVGO) stock suffered its worst rout since the pandemic on Friday after the company’s tepid revenue forecast discouraged investors who have been betting on robust demand for artificial intelligence (AI) chips to drive the company’s growth. But is it the right time to sell the stock, or should you rather remain bullish and consider this as a buying prospect? Let’s have a look –   Broadcom Falls Behind Q3 ExpectationsBroadcom recently posted positive fiscal third-quarter earnings, but it wasn’t ...

文章核心观点 - Broadcom(AVGO)股价在过去几天下跌15% [1] 公司情况 - Broadcom是一家专注于半导体和基础设施软件的公司 [1] - Broadcom股价在2024年9月6日的交易日使用 [1]

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Jose Najarro has positions in Alphabet, Marvell Technology, Meta Platforms, Microsoft, and Nvidia. The Motl ...