The company is an important player in the artificial intelligence space.For the most part, equity analysts are a cautious bunch. They tend to set price targets for stocks that are not too outrageously higher or dramatically lower than current market levels.So it it catches investors' eyes when a pundit establishes or maintains an outlier target. Such is the case with Broadcom (AVGO -10.36%) stock and one of its more eager analyst advocates.One analyst sees a 53% upside potentialLast week, KeyBanc's John Vin ...

Investors who missed out on Broadcom’s NASDAQ: AVGO first post-stock-split dip have another opportunity. Down 10% following its Q3 results and guidance, it is a knee-jerk move driven by market sentiment and not operational quality, which is superb and sets up the market for a trend-following entry.Broadcom TodayAVGOBroadcom$136.99 -15.83 (-10.36%) 52-Week Range$79.51▼$185.16Dividend Yield1.53%P/E Ratio5.89Price Target$189.38Add to WatchlistTrend-following investors who have waited for Broadcom to return to ...

Analysts expect all three stocks to rise over the next 12 months.Nvidia (NVDA -4.08%), Broadcom (AVGO -10.36%), and Super Micro Computers (SMCI -6.79%) (also known as Supermicro) share several things in common. All three companies have profited from the surging demand for artificial intelligence (AI). All three have declared 10-for-1 stock splits in 2024. Each stock has soared this year but pulled back significantly in recent weeks.Another common denominator between Nvidia, Broadcom, and Supermicro is that ...

Nvidia and Broadcom have had their time to shine. Now a legal monopoly, and a company whose stock has gained nearly 125,000% since its IPO, are set to conduct stock splits.Although artificial intelligence (AI) has been the talk of Wall Street for much of the last two years, the euphoria surrounding companies enacting stock splits has been an equally important catalyst for the stock market in 2024.A stock split is a tool publicly traded companies have at their disposal that allows them to cosmetically alter ...

peshkovShares of Broadcom (NASDAQ:AVGO) crashed 10% on Friday after the hardware maker reported better than expected earnings for its third fiscal quarter. Despite a 47% year-over-year increase in revenue in the last quarter, which was driven by a continual boom in the artificial intelligence market, the earnings report fell into a week of weak macro data. Chip stocks had an especially bad week last week as investors panicked over a poor reading of the labor market data. In my opinion, Broadcom is in a ...

Sundry Photography What Happened in 3Q FY2024 Broadcom's (NASDAQ:AVGO) stock dropped 10% following its 3Q FY2024 earnings report. Despite strong growth in the Infrastructure Software segment, much of it was driven by VMware, while AVGO's core software business saw a sharp deceleration, growing only 3.3% compared to 34% YoY in the previous quarter. However, AI-related revenue continued its robust growth, implying at least a 174% YoY increase in 3Q, and the company raised its AI revenue outlook for 4Q. Me ...

文章核心观点 1. Nvidia、Super Micro Computer和Broadcom是近期芯片公司中进行股票拆分的代表 [1] 2. 这三家公司在人工智能(AI)芯片领域表现出色,带来了可观的投资回报 [1] 3. 从长期投资角度来看,Broadcom可能是这三家公司中最具潜力的选择 [8][10][11] 关于Nvidia 1. Nvidia是芯片行业的龙头,其GPU和数据中心服务在AI领域占据主导地位 [2] 2. Nvidia近期的收入和自由现金流增长虽然仍保持三位数,但增速有所放缓 [3][4] 3. Nvidia面临来自AMD、特斯拉、Meta和亚马逊等竞争对手的压力,可能会影响其定价能力和利润增长 [4] 关于Super Micro Computer 1. Super Micro Computer是一家IT架构公司,专注于为数据中心提供服务器机架等基础设施 [5] 2. 作为基础设施业务,Super Micro Computer的增长容易受到外部需求变化的影响 [5][6] 3. 该公司面临来自戴尔、惠普和联想等竞争对手的激烈竞争,利润率较低且呈下降趋势 [6] 4. 此外,该公司还面临着会计问题的指控,增加了投资风险 [7] 关于Broadcom 1. Broadcom是一家更加多元化的芯片公司,业务涉及半导体和基础软件等多个领域 [8][9] 2. 基础设施软件市场前景广阔,Broadcom最近收购VMware有助于开拓新的增长机会 [9] 3. 相比Nvidia和Super Micro Computer,Broadcom当前的增长势头较为温和,但长期前景更为稳健 [10][11]

G0d4ather Investment Thesis Broadcom (NASDAQ:AVGO), a major chip supplier for technology companies, reported its Q3 FY24 earnings report which showed the San Jose, CA-based chip supplier beat top line and bottom line estimates. The company demonstrated accelerating growth in its AI-focused revenue, which continued its pace of growth through Q3. However, Broadcom’s non-AI revenue continued to be a drag on its earnings performance as sales continued to slack. Still, Broadcom’s CEO, Hock Tan, announced on ...

Broadcom is a pick-and-shovel way to invest in AI.Nvidia's volatility continues to have rippling effects throughout the technology sector and the broader market. In August, Nvidia stock was as low as $90.69 a share and as high as $131.26 a share -- representing a sizable range for such a short period of time.Nvidia reported earnings on Aug. 28, delivering parabolic growth and higher-than-expected guidance. And yet, the stock sold off. Nvidia stands out as a solid buy in the chip space for investors that can ...

文章核心观点 - 人工智能(AI)已成为科技行业最重要的话题,多家公司已成为AI技术领导者,包括半导体公司Broadcom和网络安全公司CrowdStrike [1] - 这两家公司正利用AI技术推动更多增长 [1] Broadcom - Broadcom凭借其半导体和AI软件已成为领先的AI公司 [2] - Broadcom的AI芯片被Alphabet等科技公司广泛使用,帮助公司满足基础设施需求 [2] - Broadcom收购VMWare也带动了其AI相关基础设施软件销售,同比增长200%达到58亿美元 [2] - Broadcom最新一季度总销售额增长47%至131亿美元,非GAAP净利润增长33%至61亿美元 [2] - Broadcom AI芯片销售有望在2024财年达到120亿美元,未来增长空间大 [3] CrowdStrike - CrowdStrike是网络安全领域的领导者,其Falcon平台提供全面的安全解决方案 [4] - Falcon平台内置AI技术,通过每日2万亿安全事件的训练不断提升智能化水平 [4] - CrowdStrike最新一季度收入同比增长32%至9.639亿美元,非GAAP净利润增长近46%至2.268亿美元 [4] - 客户采用CrowdStrike多项安全模块的比例不断提高,65%客户使用5个以上模块,45%使用6个以上 [5] - CrowdStrike股价估值较高,市盈率达75倍,但其安全领先地位和Falcon平台的AI优势值得关注 [5]