Broadcom Inc. (AVGO) closed at $325.49 in the latest trading session, marking a -1.47% move from the prior day. This change lagged the S&P 500's daily gain of 0.77%. Meanwhile, the Dow gained 0.76%, and the Nasdaq, a tech-heavy index, added 1.05%. Prior to today's trading, shares of the chipmaker had gained 1.69% outpaced the Computer and Technology sector's loss of 3.23% and the S&P 500's loss of 0.98%.The upcoming earnings release of Broadcom Inc. will be of great interest to investors. The company's earn ...

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Core Insights - Broadcom (AVGO) is launching BroadPeak, a radio digital front-end (DFE) SoC device, enhancing its Semiconductor Solutions segment and targeting next-generation 5G Advanced and 6G wireless infrastructure [1][9] - BroadPeak is the first solution to meet the technical requirements for the upcoming 5G Advanced standard and the 6G standard, featuring a power reduction of up to 40% compared to existing solutions [1][9] Semiconductor Solutions Expansion - The introduction of BroadPeak, along with the BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, strengthens Broadcom's Wireless Device Connectivity solutions business [2] - The semiconductor segment is benefiting from strong demand for XPUs, which are essential for training Generative AI models [2] Revenue Expectations - Broadcom anticipates first-quarter fiscal 2026 AI revenues to double year-over-year to $8.2 billion, with semiconductor revenues expected to reach $12.3 billion, indicating a 50% year-over-year growth [3] - The Zacks Consensus Estimate for semiconductor revenues is currently at $12.09 billion, reflecting a 47.3% year-over-year growth [3] Competitive Landscape - Broadcom faces significant competition in the semiconductor market from NVIDIA and Skyworks [4] - NVIDIA is experiencing strong growth in AI and high-performance computing, with data center revenues increasing by 66% year-over-year [5] - Skyworks is targeting high-growth areas such as connected vehicles and data center networking, with improving demand signals across its customer base [6] Stock Performance and Valuation - Broadcom's shares have appreciated by 63.1% over the past year, outperforming the broader Zacks Computer and Technology sector, which returned 26.8% [7][8] - The Zacks Consensus Estimate for fiscal 2026 earnings is $10.25 per share, suggesting a growth of 50.3% from fiscal 2025 [12] - Broadcom's stock is trading at a forward price/earnings ratio of 28.77X, higher than the sector average of 25.5X, indicating a stretched valuation [14]

TD Cowen将博通的目标价从450美元下调至405美元，维持"买入"评级。(格隆汇) ...

19 February 2026 | 4:40PM EST Equity Research Broadcom Inc. (AVGO): 1Q Preview: Expect a solid quarter, with continued AI momentum Key stock takeaways: We expect investors to focus on any update to expected AI revenue in FY26, contributions from Google and new XPU customers, and margin trends given the steep ramp of custom XPUs. We believe expectations are relatively low heading into the quarter given "peak CapEx" concerns and worries around AI's disruption of Broadcom's software business. We see upside to ...

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!After two of my most recent neutrally rated updates on Broadcom Inc. ( AVGO ) in September and November 2025, the stock is down by 1% and 6.6%, respectively, while the market hasDaniel Sereda is chief investment analyst at a family office whose investments span cont ...

在人工智能浪潮从训练迈向推理的纵深演进阶段，算力基础设施的需求结构正发生深刻变革。随着谷歌、微软、Meta等海外云厂商资本开支的持续上修， 以及以阿里Qwen3.5、字节Seedance 2.0为代表的国产大模型进入"生产力竞赛"，算力硬件的景气周期已从预期驱动转向实打实的资本开支驱动。其中，光通 信作为数据高速传输的"血管"，正经历从可插拔光模块向CPO（共封装光学）技术代际跨越的关键时刻。 算力板块受催化，光模块+服务器占比超66%的通信ETF（515880）涨超4%，资金持续布局，近20日资金净流入超17亿元。 | | < 2025-01-02日> - < 2025-12-31日> (243日) × | | | --- | --- | --- | | 涨跌幅 | 125.81% 年化收益率 | 131.17% | | 行业对比 ② | - 最大回撤 2 | -32.88% | | 涨 跌 | 1.716 最大上涨 | 222.08% | | 前收盘价 | 1.364 开盘价 | 1.352 | | 收盘价 | 3.080 最高价 | 3.195 | | 均价 | 2.242 最低价 | 0.992 | ...

Broadcom Inc. (AVGO) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changing ...

Broadcom (NASDAQ: AVGO) is one of the more popular tech stocks right now. Its products are surging in popularity, and can be seen as a viable alternative to graphics processing units (GPUs) from Nvidia (NASDAQ: NVDA). That's a monster of a company to compete against, but Broadcom is succeeding thanks to its custom-designed AI chips. Although Broadcom's stock is about $330 right now, I think it could reach $450 by the end of the year. That's about a 36% upside -- easily a market-crushing stock. So, how can ...