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]

文章核心观点 - 公司的云计算业务表现出色,年初至今股价上涨43%,超过行业26.2%的增长 [1] - 公司与Hitachi Vantara合作推出新的私有云产品,帮助客户降低拥有原生云生态系统的成本 [2][3][4][5] - 公司通过收购VMware和与Google Cloud的合作,不断丰富自身的混合云产品线 [6][7][8][9][10] 行业分析 - 云计算市场预计未来5年将以16.4%的复合年增长率增长,市场竞争激烈 [11] - 公司面临来自谷歌云、亚马逊AWS和微软Azure等行业巨头的激烈竞争,可能会带来定价压力 [12] 公司评估 - 公司云计算业务发展势头良好,但目前股价估值较高,投资者可能需要等待更合适的买入时机 [13][14][15]

LAS VEGAS, Aug. 27, 2024 (GLOBE NEWSWIRE) -- VMware Explore 2024 -- At VMware Explore 2024 Las Vegas, Broadcom Inc. (NASDAQ: AVGO) today unveiled VMware Cloud Foundation (VCF) 9, the future of VCF that will accelerate customers’ transition from siloed IT architectures to a unified and integrated private cloud platform that lowers cost and risk. VMware Cloud Foundation 9 will radically simplify the deployment, consumption and operations of a secure and cost-effective private cloud. VMware Cloud Foundation is ...

LAS VEGAS, Aug. 27, 2024 (GLOBE NEWSWIRE) -- VMware Explore 2024 – Broadcom Inc. (NASDAQ: AVGO) announced VMware Tanzu Platform 10, a cloud native application platform that accelerates software delivery, providing platform engineering teams enhanced governance and operational efficiency while reducing toil and complexity for development teams. The company also introduced Tanzu AI Solutions, a set of capabilities within Tanzu Platform that help application teams deliver GenAI-powered, intelligent application ...

文章核心观点 - 人工智能(AI)将逐步重塑大多数行业,基础设施公司将首先受益[2] - 芯片制造商英伟达、ARM和博通已从AI的采用中获益,其股价涨幅超过标普500指数[3] - 分析师认为,相比英伟达和博通,博通是目前更好的AI股票[1][4][5][6] 行业总结 1. 英伟达 - 英伟达的GPU是加速复杂数据中心工作负载的行业标准,占据80%以上的市场份额[7] - 英伟达正在拓展软件和服务业务,如推出AI企业软件套件和DGX云服务[8][9] - 分析师预计英伟达未来5年的非GAAP利润将以39%的年复合增长率增长[10] 2. ARM - ARM为全球前5大公司提供CPU架构和开发工具,其芯片被应用于数据中心[11][12][13] - ARM正在通过提升芯片性能,特别是在AI方面,来增加在数据中心的市场份额[13] - 但ARM的估值较高,目前市盈率达96倍,分析师认为估值过高[14] 3. 博通 - 博通的软件业务中,虚拟化是最核心的增长动力,预计未来10年将以18%的年复合增长率增长[15] - 博通的半导体业务将受益于AI基础设施的需求,是数据中心网络芯片和定制AI加速器的市场领导者[16][17][18] - 分析师预计博通未来3年的利润将以24%的年复合增长率增长,估值合理[19]

SAN ANTONIO, Aug. 26, 2024 (GLOBE NEWSWIRE) -- Rackspace Technology® (NASDAQ: RXT), a leading hybrid, multicloud, and AI technology services company, today announced the unveiling of Rackspace Lab Services (RLS), a cutting-edge cloud software as a service (SaaS) solution to transform training, testing, and demonstration environments for organizations worldwide. RLS hosts the Broadcom VMware Lab Platform (VLP) on Rackspace SDDC (Software Defined Data Center) Flex to deliver an on-demand, consumption-based se ...

As the semiconductor industry continues to flourish, driven by the expanding demand for 5G,  artificial intelligence (AI), and the Internet of Things (IoT), Broadcom (NASDAQ: AVGO) stands out as a key player poised for significant growth. With a market capitalization of $771.41 billion, Broadcom has delivered substantial returns, including a year-to-date (YTD) increase of 48% and a 6-month gain of 24%.However, the stock recently experienced a minor pullback, losing 2.08% in the latest trading session on Aug ...

JHVEPhoto Many people may think of Nvidia (NVDA) when discussing AI. However, one AI stock the market may want to pay more attention to is Broadcom (NASDAQ:AVGO). Broadcom provides market-leading AI networking and connectivity solutions, revolutionizing the industry. Broadcom has significant growth potential in the lucrative AI enterprise market. Moreover, Broadcom could improve its profitability and efficiency metrics, enabling a relatively high P/E multiple and expanding its stock price as it advances. Br ...

Broadcom's future in AI keeps getting brighter.Broadcom (AVGO 1.96%) stock is climbing Thursday following new contract news. The company's share price was up 1.9% as of 11 a.m. ET, according to data from S&P Global Market Intelligence. The stock had been up as much as 4% earlier in the daily session, but it pulled back in subsequent trading in conjunction with moves for the broader market.According to a report published by Benzinga today, Broadcom has won new contracts to provide application specific integr ...