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AVGO 260116 400 Call
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Broadcom Stock Dips Post Earnings: Is AVGO a Buy, Sell, or Hold?

Broadcom Stock Dips Post Earnings: Is AVGO a Buy, Sell, or Hold?

Barchart Option·
US
AVGO
-4.83%
Barchart Option·
US
AVGO
-4.83%

BUZZ-UBS, Citigroup lift Broadcom PT on revenue growth prospects

UBS and Citigroup have raised their price targets for Broadcomdue to strong revenue growth prospects. UBS increased its PT to $475 from $472, while Citigroup raised its PT to $480 from $415, implying a significant upside. UBS also raised its FY26 AI semiconductor revenue estimate to over $60 billion. Citigroup noted Broadcom's new AI customer, Anthropic, and expects more AI customers in the future. Despite lower gross margin guidance, Citigroup expects the stock to recover. Broadcom's stock is up ~55% YTD.

Reuters·
US
AVGO
-4.83%
US
SOXL
+1.08%
Reuters·
US
AVGO
-4.83%
US
SOXL
+1.08%

Dow records weekly gain, but investor sentiment declines. Dow up 1.1%, S&P 500 falls 0.6%. Fear index in "Fear" zone.

The Dow Jones Industrial Average gained 1.1% over the past week, while the S&P 500 fell by 0.6%. Market sentiment has shifted into the "Fear" zone according to the CNN Money Fear and Greed index. Broadcom Inc. saw a significant decline of over 11% despite beating quarterly predictions, amid a broader tech sell-off.

Unusual Whales·
US
AVGO
-4.83%
Unusual Whales·
US
AVGO
-4.83%

American Trust Increases Position in Broadcom Inc. $AVGO

American Trust increased its stake in Broadcom Inc. by 72.1% in Q2, owning 9,603 shares valued at $2.65 million. Other institutional investors like Vanguard, State Street, and Geode Capital also adjusted their holdings. Broadcom's stock performance shows a 52-week range of $138.10 to $414.61, with a market cap of $1.70 trillion. The company reported Q4 earnings of $1.95 per share, beating estimates, and announced a dividend increase to $0.65 per share.

Market Beat·
US
AVGO
-4.83%
Market Beat·
US
AVGO
-4.83%

Broadcom CEO: Silicon photonics is a necessary path, but it will take time

Broadcom CEO Chen Fu Yang stated that silicon photonics technology will not impact data centers in the short term, but it will become a necessary path in the future. Chen pointed out that before silicon photonics technology becomes essential, it needs to go through two waves of innovation: expanding copper-based interconnect technology and pluggable optical devices. Broadcom is already conducting research and development to meet future demands and emphasized that the demand for artificial intelligence hardware will continue to exist

Wallstreetcn·
US
AVGO
-4.83%
Wallstreetcn·
US
AVGO
-4.83%
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market just feels exhausted tbh

no major headlines but once again seeing a rotation from tech to financials/healthcare

$Broadcom(AVGO.US) and $Oracle(ORCL.US) continue down and pulling all the datacent...............

$Taiwan Semiconductor(TSM.US)

This is a golden opportunity to buy at under 300. The market is having an overreaction to Broadcom. Even if AI does not deliver, TSMC will deliver in the future. The futur...

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Broadcom QOct25

- Semi revenue up 16% q/q and 35% y/y to $11.1B; 68% GM and 59% OPM; Custom XPU pressures GM

- AI semi revenue up 25% q/q and 74% y/y to $6.5B; XPU custom accelerator revenue up >2x y/y

-.........
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