Wolfe Research Reiterates Peerperform Rating on Broadcom Limited (AVGO)

Citi Reiterates Buy Rating on Broadcom Limited (AVGO)

Citi analyst Christopher Danely reiterated a Buy rating and $220.00 price target on Broadcom Limited (NASDAQ: AVGO)

The analyst comments "Broadcom reported solid results and guided above Consensus driven by continued AI strength (27% of F25 sales) with two new AI engagements.... More

Cantor Fitzgerald Reiterates Overweight Rating on Broadcom Limited (AVGO)

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $300.00 price target on Broadcom Limited (NASDAQ: AVGO).

The analyst commented, Following more muted expectations post-MRVLs report, AVGO reported a strong beat and raise (results/guide revs/EPS combined of $29.8B/$3.16 vs. cons $29.3B/$3.01), driving... More

Piper Sandler on Broadcom Limited (AVGO): 'We Continue To Be Impressed With AVGO's Execution'

Piper Sandler analyst Harsh Kumar reiterated an Overweight rating and $250.00 price target on Broadcom Limited (NASDAQ: AVGO).

The analyst commented: "Strong AI Growth Drives Earnings Beat; AVGO reported a strong quarter nicely beating January quarter estimates as well as expectations for the... More

Broadcom Limited (AVGO) PT Lowered to $250 at Mizuho

(Updated - March 7, 2025 6:36 AM EST)

Mizuho analyst Vijay Rakesh lowered the price target on Broadcom Limited (NASDAQ: AVGO) to $250.00 (from $260.00) while maintaining a Outperform rating.

The analyst commented: "AVGO reported strong JanQ results and AprQ guidance at $14.9B, above... More

Popular options: MSTR AVGO SMCI BABA MRVL INTC HOOD SOFI

Popular options: MSTR AVGO SMCI BABA MRVL INTC HOOD SOFI

Bernstein SocGen Group Reiterates Outperform Rating on Broadcom Limited (AVGO)

Bernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating and $250.00 price target on Broadcom Limited (NASDAQ: AVGO).

The analyst comments "Broadcoms FQ125 earnings were good, above the street on revenues and EPS ($14.9B/ $1.60 vs the Street $14.6B/$1.50) with upside coming from both semis ($8.21B vs Street $8.15B) and software ($6.7B vs Street $6.5B). While non-AI semis appear to have come in somewhat below as the core networking and storage recovery remains slow, AI semi revenues were strong and more than made up the difference, coming in ~$300M ahead of guidance at... More

CFRA Reiterates Buy Rating on Broadcom Limited (AVGO)

CFRA analyst Angelo Zino reiterated a Buy rating on Broadcom Limited (NASDAQ: AVGO).

The analyst comments "AVGO posted Jan-Q revenue growth of 25% Y/Y to $14.92B, above our +22% forecast. AVGO's AI revenue grew 77% Y/Y to $4.1B, beating our 65% forecast, while infrastructure... More

Broadcom jumps as upbeat forecast raises hopes of AI rally resurgence

By Kanchana Chakravarty and Arsheeya Bajwa

(Reuters) -Broadcom's shares rose 6% on Friday as the semiconductor maker's strong revenue forecast helped restore some confidence in AI chip demand after a bruising sector-wide selloff following rival Marvell Technology's bleak outlook.

The rosy forecast from Broadcom - the biggest supplier of custom AI chips to Big Tech - could help refuel a sputtering AI stock rally that has been hit by worries over hefty spending on AI infrastructure sparked by low-cost breakthroughs from Chinese startup DeepSeek.

"Given the anxiety about AI conditions in general, these (Broadcom) results should come... More

Raymond James Reiterates Market Perform Rating on Broadcom Limited (AVGO)

Raymond James analyst Srini Pajjuri reiterated a Market Perform rating on Broadcom Limited (NASDAQ: AVGO)

The analyst comments "Market Perform-rated AVGOs F1Q results and F2Q revenue outlook were both slightly better. Management reiterated its prior comment regarding $60-90B AI silicon opportunity in 2027 at its 3 hyperscale customers (likely Google, Meta, Bytedance) compared to $15-20B in 2024. The estimate includes GPUs, custom ASICs (XPUs), and Networking ICs, and is based on... More

Broadcom Limited (AVGO) PT Raised to $275 at KeyBanc; 'We're Encouraged By These Strong Results'

KeyBanc analyst John Vinh raised the price target on Broadcom Limited (NASDAQ: AVGO) to $275.00 (from $260.00) while maintaining an Overweight rating.

The analyst commented: "Strong Results and Guidance; AVGO reported strong F1Q (Jan) results and F2Q (Apr) guidance, which exceeded... More

Broadcom reports upbeat guidance on booming AI-led chip demand; shares jump

Investing.com - Broadcom on Thursday delivered upbeat guidance for the current quarter following better-than-expected fiscal first-quarter results that were underpinned by growing AI-led demand for its custom AI chips.

Broadcom Inc (NASDAQ: AVGO) jumped more than 13% in recent afterhours trading... More

Broadcom (AVGO) Declares $0.59 Quarterly Dividend; 1.3% Yield

Broadcom (NASDAQ: AVGO) declared a quarterly dividend of $0.59 per share, or $2.36 annualized.

The dividend will be payable on March 31, 2025, to stockholders of record on March 20, 2025, with an ex-dividend date of March 19, 2025.

The annual yield on the dividend is 1.3 percent.

For a... More

Broadcom (AVGO) Tops Q1 EPS by 9c; provides solid outlook

Broadcom (NASDAQ: AVGO) reported Q1 EPS of $1.60, $0.09 better than the analyst estimate of $1.51. Revenue for the quarter came in at $14.92 billion versus the consensus estimate of $14.62 billion.

GUIDANCE:

Broadcom sees Q2 2025 revenue of $14.9 billion, versus the consensus of $14.73 billion.

For earnings history and earnings-related data on Broadcom (AVGO) click here.

Broadcom (AVGO) call put ratio 1.5 calls to 1 put into quarter results

Broadcom (NASDAQ: AVGO) March 7 weekly call option implied volatility is at 201, March is at 71; compared to its 52-week range of 31 to 66 into the expected release of quarter results today after the bell. Call put ratio 1.5 calls to 1 put.

Broadcom (AVGO) call put ratio 1.3 calls to 1 put with focus on March 7 weekly options into quarter results

Broadcom (NASDAQ: AVGO) March 7 weekly 190 straddle priced for movement of 10% into the expected release of quarter results today after the bell.

Broadcom (AVGO) call put ratio 1.5 calls to 1 put into quarter results

Broadcom (NASDAQ: AVGO) March 7 weekly call option implied volatility is at 155, March is at 74; compared to its 52-week range of 31 to 66 into the expected release of quarter results after the bell on March 6.

Tech analyst explains why Intel should be split apart and how to do it

Investing.com -- Northland analysts argued in a note Wednesday that Intel (NASDAQ: INTC) should be broken into two separate entitiesIntel Products and Intel Manufacturingstating that the company does not have the skill, resources, or scale to build and fill leading-edge fabs. 

We believe the only option is to split the Company into Intel Products and Manufacturing, said Northland, adding that this split would reduce the... More