AVAGO TECHNOLOGIES LTD. REGISTERED SHARES O.N. WKN: A2JG9Z ISIN: US11135F1012 Forum: Aktien Thema: Hauptdiskussion

Broadcom (AVGO) In a report released today, Amanda Tan from DBS maintained a Buy rating on Broadcom, with a price target of $470.00. The company’s shares closed last Friday at $357.90. According to TipRanks.com, Tan is a 5-star analyst with an average return of 56.8% and a 65.8% success rate. Tan covers the Technology sector, focusing on stocks such as Advanced Micro Devices, Qualcomm, and Marvell. Currently, the analyst consensus on Broadcom is a Strong Buy with an average price target of $521.41, representing a 45.0% upside. In a report issued on September 2, Jefferies also maintained a Buy rating on the stock with a $550.00 price target.

Sorry keine offiziell ausgewiesenen VMware-Gewinne, sondern lediglich eine Schätzung. Broadcom weist VMware seit der Übernahme nicht mehr separat aus.

Gewinne von VMware für 2026: Q1 2026: 4,00 Mrd. $ Q2 2026: 5,72 Mrd. $ Q3 2026: 7,41 Mrd. $

Das wären Traumkurse zum nachkaufen meint er..

Earnings Call: https://edge.media-server.com/mmc/p/xgg97b75/

'Broadcom Inc. is once again in the spotlight as analysts shift from caution to optimism on AVGO. Arthur Lai, CFA, has upgraded the stock to Buy with a US$490 target, arguing that the Google insourcing risk has now been priced in after a 24% pullback and that recent results, including 33% QoQ revenue growth to US$29.6bn, show the core business remains solid. The real excitement, however, comes from Broadcom’s role in the coming AI wave. Management expects AI semiconductor revenue to double in FY27 and FY28, with Anthropic on track to become its largest XPU customer and forecast to buy more than US$40bn of hardware in FY28, more than offsetting any Google loss. With growth now spread across six major XPU customers and a strong SerDes and IP moat, Lai calls Broadcom the cleanest listed proxy for Anthropic’s compute ramp and sees roughly 35% total shareholder return potential.' https://www.tipranks.com/news/weekend-updates/broadcom-argan-hasi-uipath-anthropic-trending-by-analysts?mod=mw_quote_news

Buy/Sell: Wall Street’s top 10 stock calls this week Jessica de Sa-Mota Sep 04, 2026, 06:20 PM What has Wall Street been buzzing about this week? Here are the top 5 Buy calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of August 31-September4. Top 5 Buy Calls: 5. Broadcom upgraded to Outperform at Macquarie Macquarie upgraded Broadcom (AVGO) to Outperform from Neutral with a $490 price target. The company reported inline fiscal Q3 results and the Google insourcing risk seems priced in with the stock down 24% from the 2026 high, the firm tells investors in a research note. Macquarie forecasts Anthropic to purchase over $40B from Broadcom in fiscal 2028, more than offsetting the Google loss. With Anthropic’s initial public offering pending, Broadcom is the “cleanest listed way to own the build,” contends the firm. https://www.tipranks.com/news/the-fly/buy-sell-wall-streets-top-10-stock-calls-this-week-thefly-news-29?mod=mw_quote_news

wartet mal Q4 ab.

Des dümpelt jetzt noch ein wenig hin und her und dann zieht die an. Ich meine wir reden über Weltklasse Zahlen

Ne des wird auch nicht passieren

Wären 250 nicht etwas extrem tief ? Das wäre ja noch der Kurs vom März bevor die KI Rallye überhaupt losging.

Wird aber vermutlich nicht passieren

250 wäre perfekt würde richtig dick nachkaufen

Warum wo siehst du den Kurs kurzfristig ? Mag ja sein das wir langfristig eine Rallye sehen aber ich denke davor erst nochmal runter zu 250-280€

Bitte kann mir jemand helfen, das kann man nicht ertragen 😃

Die Zahlen haben klar gezeigt das die KI Rallye wohl für manche Konzerne doch nicht unendlich ist