Opinions Dan Rohinton
BroadcomAVGOWEAK BUYApr 21, 2026
Dan RohintonStock price when the opinion was issued
As of May 27, 2026. Market Open.
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We reiterate this developer of semi-conductor chips used in global AI build out as a TOP PICK. They company's accelerator AI chips unlock customer customization that gives it a unique advantage, especially in data center networks. Analysts expect earnings growth over 45% annually for the next 3-5 years. We also like that cash reserves are growing, while debt is retired and shares bought back. We recommend trailing up the stop (from $340) to $378, looking to achieve $498 -- upside potential of 18%. Yield 0.6%
(Analysts’ price target is $479.40)
It is second place in the semi conductor space for GPU's and can design them a little cheaper than NVDA. Has owned historically as a good financial model but now more for growth in AI. Has made strong acquisitions and has partnerships with Google and META.
Jamie Murray Premium contentPremium contentThey have the best platform in XPU. That's why they are partnering with Alphabet, Anthropic and now Meta (to reach consumers). The latter is a real, long-term partnership. He's owned this the past 5 years. Consistently grows.
Joe TerranovaLeader. His 12-month price target is $470. Extremely high margins as a designer and manufacturer. Whole spectrum of products. Decent dividend. Significant share buybacks.
Buy here, but leave some space to pick it up a bit lower too. Yield is 0.66%.
Kim BoltonPremium contentWe reiterate AVGO as a TOP PICK. The company announced major partnerships with GOOGLE and Anthropic as each seeks to dramatically grow AI. AVGO produces CPU chips that offer 40% energy consumption reductions -- key for growing data centers. Recently reported earnings showed record revenues (up 29%) and a boost to EPS of 28%. Cash reserves are growing while they retire debt and buy back shares. We recommend trailing up the stop (from $230) to $255, looking to achieve $430 -- over 28% of upside potential. Yield 0.8%
(Analysts’ price target is $460.00)
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Macro fears of AI overspending, diminishing returns, circular financing, and bubble worries. Stock-specific fears of a highly competitive market, top 5 customers account for 40% of revenues, high debt levels from past acquisitions may impact future M&A.
Stunning rise since 2022. Unprecedented thirst for products. Acquisitions continue to be a growth driver. Big cashflow, very sustainable dividend. Seven analyst upgrades over last 30 days.
Trades at 23x PE 2027 earnings, growing at 34%.
Premium contentFollowing the release of a new energy-saving chipset that will be used in 5G and 6G infrastructure, we select AVGO as a TOP PICK. The new chip is rolling out to establish the next iteration in AI expansion, while saving 40% in energy. We like that cash reserves are growing, while debt is retired and shares bought back. We recommend setting a stop-loss at $230, looking to achieve $425 -- upside potential of 28%. Yield 0.7%
(Analysts’ price target is $457.40)Trimmed late last year. Still likes and holds. Off highs, but he continues to have a good multi-year outlook. At forefront of AI compute chip innovation. It will shine again.
Brian Madden
AVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.
MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful. It's not a given that it's a capable designer of cutting-edge chips. Coin flip. We've been fooled before.
NVDA is actually more interesting than both.