--- title: "Broadcom drops 2% as DA Davidson, BofA cut price targets" type: "News" locale: "en" url: "https://longbridge.com/en/news/297950458.md" description: "Broadcom fell 2% as DA Davidson and BofA slashed price targets despite Q3 AI revenue doubling and Q4 guidance miss." datetime: "2026-09-03T19:28:19.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/297950458.md) - [en](https://longbridge.com/en/news/297950458.md) - [zh-HK](https://longbridge.com/zh-HK/news/297950458.md) generator: "portal-rs" --- # Broadcom drops 2% as DA Davidson, BofA cut price targets 博通 (AVGO.US) 盘中时段跌超**2%**,现报**358.79**美元,当日实际跌幅为**2.3%**,短期波动背景下出现 5 分钟内急跌超 3% 的信号。 消息面上,DA Davidson 将博通目标价从 400 美元下调至 350 美元,Bank of America 亦将目标价从 530 美元下调至 460 美元。公司 Q3 业绩虽超预期且 AI 收入实现翻倍增长,但 Q4 指引不及分析师目标,引发市场担忧。与此同时,Melius 将目标价上调至 610 美元,Raymond James 从 450 美元上调至 475 美元,显示分析师分歧明显。GPU/CPU 板块表现分化,DELL 涨近 5%,而博通拖累半导体板块走低。 ### Related Stocks - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) ## Related News & Research - [Broadcom (AVGO) Is Storming the AI Market. I'm Bullish](https://longbridge.com/en/news/298457941.md) - [Bamco Inc. NY Lowers Position in Broadcom Inc. $AVGO](https://longbridge.com/en/news/298179767.md) - [Can Broadcom (AVGO) Hold Its Valuation Edge After Mixed Guidance?](https://longbridge.com/en/news/298318799.md) - [Qualcomm vs. Broadcom: One AI Stock Is a Buy, the Other Is a Wait-and-See, Says Top Bernstein Analyst](https://longbridge.com/en/news/298475810.md) - [The AI Infrastructure Stock That Could Make Investors Millionaires Is Hiding in Plain Sight, and Wall Street Isn’t Paying Attention](https://longbridge.com/en/news/298815759.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**