多家机构上调博通目标价

Core Viewpoint - Piper Sandler, Melius Research, Jefferies, and TD Cowen have all raised their price targets for Broadcom, reflecting positive sentiment following the company's strong revenue growth driven by increased demand for AI-related chips [1][1][1] Group 1: Price Target Adjustments - Piper Sandler raised Broadcom's target price from $375 to $430 [1] - Melius Research increased the target price from $475 to $530 [1] - Jefferies adjusted the target price from $480 to $500 [1] - TD Cowen raised the target price from $405 to $450 [1] Group 2: Financial Performance - Broadcom reported a profit of $8.518 billion for the fourth quarter, translating to earnings per share of $1.74, compared to $4.3 billion and $0.90 per share in the same period last year [1] - The quarterly sales reached $18.02 billion, setting a record, while the total sales for the fiscal year amounted to $63.9 billion, both exceeding analyst expectations of $17.5 billion and $63.3 billion respectively [1] Group 3: Market Reaction - Despite the strong financial results, Broadcom's stock price fell 4.5% in after-hours trading due to analysts questioning the company's sales forecasts, backlog orders, and future profit margin expectations [1]