Broadcom Holds Flat as Benzinga Shares Analyst Ratings Feed
Benzinga shared an automated link to Broadcom's analyst ratings actions page alongside a minor 0.09% decline in share price. No specific rating details or price targets were provided.
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Recently added · Page 2Broadcom Valuation Drops to 0.9x PEG as Gary Black Champions AI Growth Rebound
Gary Black highlights Broadcom (AVGO) as the cheapest 'Mag 8' stock, trading at a 2026 PEG ratio of just 0.9x. Despite a post-earnings drop, surging AI chip revenue up 221% year-over-year and raised …
Broadcom Rides Custom Silicon Wave Amid Massive Long-Term AI Projections
Broadcom is highlighted as a prime beneficiary of the custom AI chip boom, projecting massive AI semiconductor revenue growth through fiscal 2028. Analysts recommend Broadcom alongside Marvell for th…
Broadcom Extended Guidance Reaffirms Durability of AI Infrastructure Supercycle
Bloom Energy's S&P 500 inclusion highlights surging power demands for AI data centers. Citing Broadcom's multiyear customer contracts and robust guidance through fiscal 2028, the report reinforces th…
Broadcom EPS Surges 215% as AI Semiconductor Demand Skyrockets
Broadcom delivered exceptional quarterly results, with revenue jumping 85.5% year-over-year to $29.59 billion and diluted EPS soaring 215.3% to $2.68. Explosive growth was fueled by massive demand fo…
Cisco Targets Hyperscaler AI Growth as Networking Margin Squeeze Mounts
Cisco reported record fiscal 2026 revenue of $63.3 billion and projected $7.5 billion in fiscal 2027 hyperscaler AI infrastructure revenue. However, gross margins contracted 210 basis points due to a…
Broadcom Dip Offers Buying Opportunity as Long-Term AI Revenue Targets Explode
Broadcom shares fell 23% from highs despite massive custom AI accelerator momentum. Management projects AI revenue surging to $115 billion in fiscal 2027 and $230 billion in 2028, supported by long-t…
Broadcom Targets $230B in AI Sales by 2028 as Analysts Reiterate Strong Buy
Broadcom raised its AI semiconductor revenue outlook to $115 billion for fiscal 2027 and projected $230 billion by fiscal 2028. Driven by custom silicon demand from Alphabet and Meta, Q3 AI sales sur…
Amazon Partners With Qualcomm on Custom AWS AI Chips and Optical Tech
Qualcomm and Amazon unveiled a multi-generational deal to co-develop custom AI inference silicon and 1.6T optical networking for AWS. Amazon secured warrants for up to 25 million QCOM shares, threate…
HPE Surges on AI Server Boom as Enterprise Infrastructure Demand Accelerates
Hewlett Packard Enterprise reported strong Q3 results with revenue jumping 34% year-over-year to $12.2 billion, fueled by booming AI server and networking demand. Surging order backlogs and expanding…
Marvell Targets Broadcom ASIC Lead with Expanding Google Partnership
Marvell's CEO highlighted strong data center revenue growth and custom silicon deals with major hyperscalers, including Google. This challenges rival Broadcom's historical dominance in custom AI chip…
Broadcom Tapes Out OpenAI Jalapeno Chip, Fueling AI ASIC Growth
Broadcom and OpenAI successfully pushed the Jalapeno AI inference chip from concept to tape-out in nine months. The AI-accelerated development cycle expands Broadcom's custom silicon opportunities, r…
OpenAI Deepens Samsung Chip Ties and Advances Custom Silicon with Broadcom
OpenAI is expanding its partnership with Samsung Electronics on next-generation chip development and enterprise AI deployment. The company highlighted collaboration with Broadcom on its custom infere…
Broadcom Rallies as Long-Term AI Chip Forecast Fuels Growth Outlook
Broadcom shares rose nearly 3% following projections that AI chip revenue will more than double by fiscal 2027. Second-quarter revenue surged 48% to $22.2 billion, with net income jumping 88%, as cus…
Broadcom Says AI’s Biggest Bottleneck Is Moving From Silicon to Electricity
Key facts: Broadcom Inc. AI revenue targets; locks 2027–28 chip supply
Cisco Projects AI Networking Boom, Partners With Nvidia for AI Factories
Cisco executives highlighted surging AI agent activity driving a multi-year networking boom, reporting $9.3 billion in hyperscaler AI orders. Cisco is partnering with Nvidia on AI factories, while ai…
Credo Q1 Revenue Doubles on AI Networking Boom, Bolstering Semi Outlook
Credo Technology reported record Q1 revenue of $479 million, up 115% year-over-year, driven by robust demand for AI cluster connectivity. Management highlighted rapid expansion in optical DSPs, Zero-…
Dow and S&P Drop as Oil Spikes on Middle East Strikes; AMD and Chips Gain
US stocks dropped Tuesday as geopolitical escalations in the Middle East and attacks on Saudi oil facilities propelled crude to three-month highs, sparking inflation fears. Software and biotech equit…