Broadcom Limited (AVGO) PT Raised to $300 at Baird
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Broadcom Limited (AVGO) PT Raised to $380 at CFRA
September 5, 2025 9:13 AM EDTCFRA analyst Angelo Zino raised the price target on Broadcom Limited (NASDAQ: AVGO) to $380.00 (from $340.00) while maintaining a Buy rating.
The analyst comments "We raise our 12-month target to $380 from $340 using a P/E of 34x to our CY 27 EPS estimate of $11.18, above... More
Broadcom Limited (AVGO) PT Raised to $400 at Rosenblatt
September 5, 2025 6:40 AM EDTRosenblatt analyst Hans Mosesmann raised the price target on Broadcom Limited (NASDAQ: AVGO) to $400.00 (from $340.00) while maintaining a Buy rating.
The analyst comments "Broadcom delivered a strong beat-and-raise quarter, driven by continued market share gains across its three existing xPU customers. The... More
Broadcom Limited (AVGO) PT Raised to $400 at JPMorgan
September 5, 2025 6:21 AM EDTJPMorgan analyst Harlan Sur raised the price target on Broadcom Limited (NASDAQ: AVGO) to $400.00 (from $325.00) while maintaining a Overweight rating.
The analyst comments "We see Broadcom as a leader in wireless, data center networking, AI/deep learning ASICs, storage, and infrastructure silicon, hardware,... More
Broadcom Limited (AVGO) PT Raised to $350 at Deutsche Bank
September 5, 2025 6:07 AM EDTDeutsche Bank analyst Ross Seymore raised the price target on Broadcom Limited (NASDAQ: AVGO) to $350.00 (from $300.00) while maintaining a Buy rating.
The analyst comments: "While AVGOs report/guide were relatively in-line on the surface, the all-important AI commentary was decidedly more bullish.... More
Stocks expected to have increasing option volume: AVGO LULU CPRT IOT GWRE DOCU PATH PLCE BILL AGX PHR CRWV
September 5, 2025 5:45 AM EDTStocks expected to have increasing option volume: AVGO LULU CPRT IOT GWRE DOCU PATH PLCE BILL AGX PHR CRWV
... MoreBroadcom Limited (AVGO) PT Raised to $355 at Mizuho
September 5, 2025 5:37 AM EDTMizuho analyst Vijay Rakesh raised the price target on Broadcom Limited (NASDAQ: AVGO) to $355.00 (from $320.00) while maintaining a Outperform rating.
The analyst comments "AVGO reported in-line JulQ results and OctQ guide at ~$17.4B (cons $17.0B). Key highlights: 1) Raised F26E AI... More
Broadcom shares rally as $10 billion chip deal shows AI strategy paying off
September 5, 2025 5:05 AM EDTBy Rashika Singh and Arsheeya Bajwa
(Reuters) -Broadcom shares jumped 15% on Friday after the chipmaker unveiled a blockbuster $10 billion AI chip order from a new customer, fueling optimism around its ability to benefit from the generative AI race.
The deal solidifies the company's role as a leading custom chip provider amid Big Tech's push to diversify beyond Nvidia's pricey and supply-constrained artificial intelligence processors.
"While we agree Broadcom is taking more share, we believe the AI pie could just be getting bigger," BofA Securities analysts said.
... MoreGoldman Sachs Reiterates Buy Rating on Broadcom Limited (AVGO)
September 5, 2025 5:02 AM EDTGoldman Sachs analyst James Schneider reiterated a Buy rating and $360.00 price target on Broadcom Limited (NASDAQ: AVGO).
The analyst comments "We expect the stock to trade up following a solid quarter with guidance above the Street, despite elevated expectations heading into the quarter. We believe the most... More
HSBC Reiterates Buy Rating on Broadcom Limited (AVGO)
September 5, 2025 3:40 AM EDTHSBC analyst Frank Lee reiterated a Buy rating and $400.00 price target on Broadcom Limited (NASDAQ: AVGO)
The analyst comments: "Broadcom highlighted onboarding a new ASIC customer, its fourth, which would add an additional USD10bn in ASIC revenue in... More
Broadcom Limited (AVGO) PT Raised to $382 at Morgan Stanley
September 5, 2025 3:16 AM EDTMorgan Stanley analyst Joseph Moore raised the price target on Broadcom Limited (NASDAQ: AVGO) to $382.00 (from $357.00) while maintaining a Overweight rating.
The analyst comments: "This is one of the most credible management teams in our coverage, but it's worth noting... More
Broadcom Limited (AVGO) PT Raised to $400 at BofA Securities
September 5, 2025 3:14 AM EDTBofA Securities analyst Vivek Arya raised the price target on Broadcom Limited (NASDAQ: AVGO) to $400.00 (from $300.00) while maintaining a Buy rating.
The analyst comments: "Reiterate Buy, our top pick as AVGOs custom AI chip (XPU) continues to build with a fourth large... More
Wolfe Research Reiterates Peerperform Rating on Broadcom Limited (AVGO)
September 5, 2025 3:13 AM EDTWolfe Research analyst Chris Caso reiterated a Peerperform rating and {REMOVEPT} price target on Broadcom Limited (NASDAQ: AVGO)
The analyst comments: "Maintain Peer Perform rating. AVGO added a 4th XPU customer that is expected to contribute significant revenue in 2H26, which drives... More
Broadcom Limited (AVGO) PT Raised to $400 at Barclays
September 5, 2025 3:12 AM EDTBarclays analyst Tom O\'Malley raised the price target on Broadcom Limited (NASDAQ: AVGO) to $400.00 (from $265.00) while maintaining a Overweight rating.
The analyst comments: "New ASIC customer coming in the 2H of FY26 (likely split $5B each in FQ3/FQ4). Outside of... More
OpenAI to launch its first AI chip in 2026 with Broadcom, FT reports
September 4, 2025 8:39 PM EDT(Reuters) -OpenAI is set to produce its first artificial intelligence chip next year in partnership with U.S. semiconductor giant Broadcom, the Financial Times reported on Thursday, citing people familiar with the matter.
OpenAI plans to put the chip to use internally rather than make it available to external customers, the FT report said, citing one person close to the project.
Reuters could not immediately verify the report.
OpenAI and Broadcom did not immediately respond to Reuters' requests for comment after regular business hours.
OpenAI, which... More
Openai To Start Mass Output Of Its Ai Chips With Broadcom- FT
September 4, 2025 8:39 PM EDTOpenai To Start Mass Output Of Its Ai Chips With Broadcom- FT
Chips to start shipping from 2026 Broadcom CEO Tan said company had a new, mystery customer for $10 bln in chips... MoreGoldman Sachs Reviews on Broadcom Limited (AVGO) Earnings
September 4, 2025 4:39 PM EDTGoldman Sachs analyst James Schneider reiterated a Buy rating and $340.00 price target on Broadcom Limited (NASDAQ: AVGO).
The analyst comments "We expect the stock to trade up modestly following a solid quarter with guidance above the Street, led by outperformance in AI Semiconductors. 3Q AI Semiconductor revenue of $5.2 bn was modestly above the Street, and 4Q AI Semiconductor revenue guidance of $6.2 bn was above the Street. On the conference call, we expect investors to focus on : (1) XPU contribution in 3Q/4Q; (2) any... More
Broadcom sees strong AI growth for fiscal 2026 on new customer addition
September 4, 2025 4:35 PM EDTBy Zaheer Kachwala
(Reuters) -Broadcom expects artificial intelligence revenue growth for fiscal 2026 to "improve significantly", after securing more than $10 billion in AI infrastructure orders from a new customer, CEO Hock Tan said on Thursday.
Tan, who was 73 as of Broadcom's March proxy filing, also said he remains committed to leading the company for at least another five years. Investors welcomed the news, sending shares up 4% in after-hours trading, as Tan is widely credited with transforming Broadcom into one of the world's most valuable chip designers.
Tan had hinted at four new potential customers... More
Broadcom (AVGO) Declares $0.59 Quarterly Dividend; 0.8% Yield
September 4, 2025 4:19 PM EDTBroadcom (NASDAQ: AVGO) declared a quarterly dividend of $0.59 per share, or $2.36 annualized.
The dividend will be payable on September 30, 2025, to stockholders of record on September 22, 2025, with an ex-dividend date of September 19, 2025.
The annual yield on the dividend is 0.8 percent.
For a... More
Broadcom (AVGO) Tops Q3 EPS by 3c, Offers Guidance
September 4, 2025 4:17 PM EDTBroadcom (NASDAQ: AVGO) reported Q3 EPS of $1.69, $0.03 better than the analyst estimate of $1.66. Revenue for the quarter came in at $15.95 billion versus the consensus estimate of $15.82 billion.
GUIDANCE:
Broadcom sees Q4 2025 revenue of $17.4 billion, versus the consensus of $17... More
Broadcom (AVGO) Declares $0.59 Quarterly Dividend; 0.8% Yield
September 4, 2025 4:16 PM EDTBroadcom (NASDAQ: AVGO) declared a quarterly dividend of $0.59 per share, or $2.36 annualized.
The dividend will be payable on September 30, 2025, to stockholders of record on September 22, 2025, with an ex-dividend date of September 19, 2025.
The annual yield on the dividend is 0.8 percent.
For a... More
Broadcom (AVGO) call put ratio 1 call to 1 put into quarter results
September 4, 2025 11:19 AM EDTBroadcom (NASDAQ: AVGO) September 5 weekly call option implied volatility is at 130, September is at 52; compared to its 52-week range of 36 to 74. Call put ratio 1 call to 1 put into the expected release of quarter results today after the bell.
... MoreBroadcom fiscal Q3 preview: Spotlight on AI growth momentum
September 4, 2025 8:00 AM EDTBroadcom (NASDAQ: AVGO) heads into its fiscal third-quarter results with investor focus squarely on artificial intelligence momentum, which analysts see as the primary driver of growth.
In a recent note to clients, brokerage Piper Sandler reiterated its Overweight rating on AVGO and lifted its price target to $315 from $300, citing accelerating AI revenue and stable software expansion.
The semiconductor business is expected to deliver a standout performance, with AI-related sales projected to grow 60% year-on-year to $5.1 billion.
We suspect that the segment will overachieve the revenue objective of $5.1 billion revenue run rate... More
Broadcom (AVGO) call put ratio 1.2 calls to 1 put into quarter results
September 4, 2025 5:50 AM EDTBroadcom (NASDAQ: AVGO) September 5 weekly 302.50 straddle priced for a move of 7.5%. call put ratio 1.2 calls to 1 put into the expected release of quarter results today after the bell.
... MoreBroadcom Limited (AVGO) PT Raised to $342 at Evercore ISI
September 4, 2025 5:24 AM EDTEvercore ISI analyst Mark Lipacis raised the price target on Broadcom Limited (NASDAQ: AVGO) to $342.00 (from $304.00) while maintaining a Outperform rating.
The analyst comments "We view AVGO set-up heading into its JulQ-25 earnings report (scheduled for 4-Sep after the market close), with positive... More
AMD most under-owned chip stock despite sales growth outlook
September 3, 2025 11:26 AM EDTInvesting.com -- Advanced Micro Devices has become the most under-owned U.S. semiconductor stock among active managers, Bank of America said, even as the companys shares have outperformed the sector this year.
Active ownership of AMD dropped to 20% of fund managers in August from 23% in May and 39% a year earlier.
Its relative... More
Broadcom (AVGO) call put ratio 1.4 calls to 1 put into quarter results
September 3, 2025 10:48 AM EDTBroadcom (NASDAQ: AVGO) September 5 weekly call option implied volatility is at 110, September is at 55; compared to its 52-week range of 36 to 74. Call put ratio 1.4 calls to 1 put into the expected release of quarter results after the bell on September 4.
... MoreBroadcom (AVGO) call put ratio 1 call to 1 put into quarter results
September 3, 2025 5:05 AM EDTBroadcom (NASDAQ: AVGO) September 5 weekly 297.50 straddle priced for a move of 7.5%. Call put ratio 1 call to 1 put into the expected release of quarter results after the bell on September 4.
... More