文章核心观点 - 股票拆分股票过去表现优于整体市场,人工智能(AI)的兴起进一步推动了这些公司的股价上涨 [1][2] - 股票拆分后通常在次年股价会上涨25%,远高于标普500指数的12%平均涨幅 [2] - 三家AI相关的股票拆分股票仍有较大上涨空间,包括Broadcom、Nvidia和Super Micro Computer [3][6][9] Broadcom - Broadcom是一家软件、半导体和安全产品供应商,其产品广泛应用于有线、宽带、移动和数据中心行业 [3] - 公司在2022年第二季度收入同比增长43%至125亿美元,调整后每股收益增长6%至10.96美元 [4] - 公司预计2025财年将恢复增长势头,全年收入指引增长超过42%至510亿美元 [4] - 分析师普遍看好Broadcom,给予目标价240美元,较当前股价上涨57% [5] Nvidia - Nvidia是GPU技术的先驱,其GPU在云计算、数据中心和AI处理中扮演关键角色 [6] - 2023财年第二季度Nvidia营收同比增长122%至300亿美元,每股收益增长168% [6] - 数据中心业务是Nvidia的主要增长引擎,收入同比增长154%至263亿美元 [6] - 分析师认为Nvidia的成功是"高级问题",未来增长前景仍然看好,给予目标价200美元,较当前股价上涨85% [7][8] Super Micro Computer - Super Micro Computer是定制服务器设计领域的先驱,其独特的模块化架构和液冷技术在AI数据中心中广受青睐 [9] - 2024财年第四季度公司营收同比增长143%至53亿美元,调整后每股收益增长78%至6.25美元 [10] - 公司最近遭遇做空机构的指控,但分析师认为这只是重复已知问题,不会对公司业绩产生重大影响 [10][11] - 分析师给予目标价1500美元,较当前股价上涨240% [11][12] 估值 - 这三家公司的估值水平较高,但考虑到其强劲的增长和AI带来的行业机遇,仍被认为具有吸引力 [13][14]

文章核心观点 - 公司在人工智能(AI)数据中心产品需求强劲 [1] - 公司第三季度收入和利润均超出分析师预期 [3][4] - 公司第四季度收入指引略低于华尔街预期 [1][9] - 公司收入增长主要来自VMware收购贡献 [3][10] 公司业务表现 半导体解决方案业务 - 网络收入同比增长43%,占该分部55%收入 [8] - 非AI网络收入同比下降41%,但环比增长17% [8] - 定制AI加速器收入同比增长3.5倍 [8] - 服务器存储连接市场收入同比下降25%,但环比增长5% [8] - 无线市场收入同比增长1% [8] - 宽带市场收入同比下降49% [8] - 工业市场收入同比下降31% [8] 基础设施软件业务 - 收入同比增长200%,主要来自VMware收购 [8] - VMware专注于虚拟化和云服务 [8] 人工智能相关收入 - 第三季度AI相关收入约31-32亿美元,占总收入24% [7] - 预计第四季度AI收入环比增长10%,超过35亿美元 [7][9] - 全年AI相关收入预计达到120亿美元 [9]

Key TakeawaysThe S&P 500 lost 1.7% on Friday, Sept. 6, as weakness in the August jobs report added to uncertainty about the economy's stability.Broadcom shares plunged after the chipmaker reported a quarterly loss and issued lower-than-expected sales guidance.Tesla shares fell amid reports on possible regulatory challenges for its full self-driving technology and questions about its market share in China. Major U.S. equities indexes plunged following the release of the latest employment report, which showed ...

Key TakeawaysBroadcom shares tumbled Friday after the company’s outlook disappointed investors, but Bank of America and Jefferies analysts said Broadcom's fall could present an opportunity to buy.Bank of America called Broadcom a “top compute pick,” citing the chipmaker's potential for growth driven by surging artificial intelligence demand.Bank of America, Jefferies, and every other analyst covering Broadcom tracked by Visible Alpha on Friday held a "buy" or equivalent rating for the stock. Broadcom (AVGO) ...

Investors were unimpressed with the chip giant's latest report.Shares of Broadcom (AVGO -9.70%) were heading lower on Friday after the semiconductor and software giant posted good-but-not-good-enough results in its fiscal third-quarter earnings report and guidance was weaker than expected.As of 3:10 p.m. ET, the stock was down 9.7% on the news. Broadcom can't keep up with expectationsBroadcom's quarterly results were solid, edging past estimates, but the stock has already soared this year on high hopes for ...

Analysts see long-term strength for Broadcom Inc AVGO after the company reported quarterly financial results.The Broadcom Analysts:Bank of America analyst Vivek Arya reiterated a Buy rating with a $215 price target.KeyBanc analyst John Vinh maintained an Overweight rating with a $210 price target.Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating with a $200 price target.Benchmark analyst Cody Acree reiterated an Overweight rating with a $200 price target.Goldman Sachs analyst Toshiya Hari ...

Broadcom (AVGO) reported third-quarter fiscal 2024 non-GAAP earnings of $1.24 per share, beating the Zacks Consensus Estimate by 3.33% and increasing 18.1% year over year.Net revenues surged 47.3% year over year to $13.07 billion, surpassing the Zacks Consensus Estimate by 1.31%. The top-line growth was driven by strong demand for AI semiconductor solutions and VMware.However, AVGO shares were down more than 7% in pre-market trading following a disappointing fourth-quarter fiscal 2024 guidance. The stock ha ...

Semiconductor stock Broadcom Inc (NASDAQ:AVGO) is down 9.1% to trade at $138.97, after the company reported worse-than-expected revenue guidance for its fiscal fourth quarter, overshadowing top- and bottom-line beats for the third quarter.In response to the results, Morgan Stanley raised its price target to $180 from $176, while Truist Securities adjusted lower to $204 from $204.50. Coming into today, the 12-month average target price of $194.64 was a 35.7% premium to last night's close, while 29 covering b ...

Is Broadcom a true competitor to Nvidia?In today's video, I discuss Nvidia (NVDA 0.94%), Broadcom (AVGO -0.84%), and recent artificial intelligence (AI) news impacting the semiconductor market. Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Sept. 5, 2024. The video was published on Sept. 5, 2024. ...

AI is just getting started, and these companies are setting themselves up to benefit.Artificial intelligence (AI) has quickly become an investing theme for many people as they've experienced first-hand the benefits of using AI. But with an increasing number of tech companies betting on this new frontier, it can be hard to sift through the AI hype and find the companies that are actually worth investing in.Here are three AI stocks that are making a significant impact in the space and why they're worth buying ...