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 ...

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 ...