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

ich kauf ab 265 nach und falls bei 250

Meine Strategie ist ab 290€ nachzukaufen - Dann in 10€ Schritten nach unten - 280€ - 270€ - Mal schauen, wie weit es korrigiert....

Ach wirklich? Danach erzähl er dann wartet Q1 ab, usw Vor den Quartalszahlen ist nach den Quartalszahlen.

@soulman123 meine Worte danke

dann wird lecker gekauft

Es schaut so aus, als ob wir die nächsten Tage die Unterstützung bei 300€ nach unten durchbrechen - Dann geht es wahrscheinlich bis 260€

‘Recent Earnings Confirm It,’ Says Investor About Broadcom Stock Gabe Ross Sep 09, 2026, 12:00 PM It is certainly a net positive to be at the center of a once-in-a-generation revolution like the AI buildup. Though Broadcom’s (NASDAQ:AVGO) surging AI semiconductor sales certainly reflect the incessant demand, the market’s initial reaction to its fiscal Q3 2026 quarterly report wasn’t so enthusiastic. Indeed, AVGO dropped by a few percentage points in the day after the earnings call, despite logging a double beat. Expected margin pressure in the coming quarter seemed to be one of the reasons the company’s share price dropped. Still, it’s not like the company is in danger of sinking into the red, as the company still expects gross margins of 73% in Q4. It is, however, a worrying trend for some investors, who need to look no further than the 75% Broadcom delivered in Q3. It’s also one of the reasons cited by one investor known by the pseudonym Cavenagh Research, who is turning sour on AVGO. “Recent earnings confirm why it’s the AI stock I trust the least,” declares the 5-star investor. That’s not to say that Cavenagh spots gaping holes in the company’s AI business. The investor even goes so far as to call its Q3 earnings “spectacular,” with AI semiconductor revenue jumping by 221% year-over-year to reach $16.7 billion. However, Cavenagh argues that AI growth is “diluting” the company’s business, citing an increasing mix of XPUs and memory content. While absolute profits are still growing, the investor believes that Broadcom could have a “structurally lower” business if the AI buildout normalizes. The investor is also concerned that the company is becoming increasingly tied to a small number of customers, some of whom remain pre-profit. Cavenagh argues that this “pressures” Broadcom into entering financing structures, while also making fairly sizeable purchasing commitments. “Broadcom’s problem is not AI demand, but whether the quality and risk-adjusted value of that demand is deteriorating as its customer mix shifts toward externally financed AI labs,” adds Cavenagh. Using EPS estimates for FY 2027, 2028 and 2029 EPS of $19, $30, and $37.5, respectively, Cavenagh now calculates that AVGO’s fair implied share price should be approximately $334, well below where it’s currently trading. And that makes the investor fairly bearish about AVGO, especially compared to some of the other companies around. “I do not see sufficient upside to compensate for AVGO’s higher implied risk profile than, for example, Nvidia, or Micron,” concludes the investor. https://archive.is/yHfLE#selection-2937.0-3123.147

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