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This summary was created by AI, based on 48 opinions in the last 12 months.

Based on the reviews from different experts, it can be summarized that Broadcom (AVGO-Q) is a strong player in the semiconductor and AI market, with a focus on AI infrastructure and cost efficiency. The company has a large footprint in the niche area of AI, but concerns about semiconductor cyclicality and capital expenditure pullback are present. The stock has seen significant growth and is trading at a relatively high valuation. Despite some skepticism, most experts believe in the long-term potential of AVGO with a strong emphasis on its AI capabilities and revenue growth.

Consensus
Bullish
Valuation
Overvalued
BUY
Broadcom

Terrific fundamentals: 38% free cash flow margins and 64% operating margins. A key holding for him. They're in the midst of a secular growth opportunity in AI.

0
WAIT
Broadcom

The latest move on the chart is parabolic, it's moved too high. Draw a simple trendline, and you can see that it's way off. Also look at the 200-day MA, and if it's 15+% over, you know it's overbought. Highly likely to pull back. 

Though he would need his more sophisticated office software to be super-accurate, he could see it easily falling to $200-210.

0
TOP PICK
Broadcom
Use the CDR.

Really large footprint in a niche area of AI, which will provide better growth than an NVDA (whose growth is starting to slow). Building up AI infrastructure and cost efficiency. Valuation is great. The CDR hedges against the CAD moving up from its very low level now. Yield is 1.2%.

(Analysts’ price target is $197.96)
0
BUY ON WEAKNESS
Broadcom

They report Thursday. Shares tend to run up before the report, then sell off after. He expects the same. Buy on dips, aggressively.

0
DON'T BUY
Broadcom

Product offerings in different industries helps them. Out of total $50B sales, $12B is from AI -- great, but they need to pick up the pace a bit. Concerned about semis in general; SMH ETF has not recovered from July peak the way the rest of tech has.

AI infrastructure chips may escape semiconductor cyclicality, but AVGO is not yet a dominant player in this area.

0
WATCH
Broadcom

Concerns about how much capital the cloud companies are spending on chips, scaling might be hitting a wall. Should be more clarity on that in next 6-12 months. Don't chase.

0
WEAK BUY
Broadcom

It should do well, though he doesn't know if Cisco's light guidance today will hurt it.

0
TOP PICK
Broadcom

Leader in semiconductors. Sells into a number of end markets. Increasingly, making AI chips. Tapped to supply OpenAI, a real nod to its technical prowess. Last year's acquisition of the high-margin VMWare should attract a rerating. Sees earnings growth at a sustainable 20% pace over next 3 years. Yield is 1.19%, a rare semiconductor dividend payer plus that dividend grows.

(Analysts’ price target is $193.78)
0
HOLD
Broadcom

Likes it, continues to hold. Within 10% of his 12-month price target of $193.25.

0
BUY
Broadcom

Was upgraded today. They're diversified, including VMware, a subscription business, and they benefit from infrastructure spending. It will continue to rise.

0
PARTIAL BUY
Broadcom

Excellent trend line. Would recommend buying. Uptrends are good for the investor. Could be weakness if trend reverses, so would recommend a partial buy. 50/50 on whether the trend reverses. 

0
DON'T BUY
Broadcom

Their business has a highly cyclical component. Sure, it has AI exposure, but the PE is higher than NVDA's and lacks the latter's growth and technology.

0
BUY
Broadcom

He thought their Sept. 5 report was terrific, but AI revenues came in a little light so shares plunged 10%. Ridiculous. Then last week, positive announcements came from Nvidia and Oracle, so all semis rallied, including AVGO by 22%. He owns a large position.

0
HOLD
Broadcom

Most important thing to know about semiconductor stocks, AI, and technology: it's exciting at the time, but there are going to be cyclical downturns. So there's going to be a pullback in capital expenditures in the space. Hard to tell when that's going to happen.

Pretty strong chart, with stock price well above the 200-day MA. Higher highs and higher lows. Not overly expensive compared to a lot of tech names out there. Trades around 27-28x earnings, 16-17% growth rate. Forward price to sales is up there at 13x. PEG ratio is 2x. 

Need to be very selective in which names you want to own. There are some tech names trading at a PEG of 1x. Starting to see divergence in valuation. We're getting later in the game to be overly exuberant about technology because earnings are now broadening out beyond tech.

0
BUY
Broadcom

They reported a decent quarter. Is down 23% and sitting on its 100-day moving average.

0
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Broadcom(AVGO-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 25

Neutral - Hold Signals / Votes : 5

Bearish - Sell Signals / Votes : 9

Total Signals / Votes : 39

Stockchase rating for Broadcom is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Broadcom(AVGO-Q) Frequently Asked Questions

What is Broadcom stock symbol?

Broadcom is a American stock, trading under the symbol AVGO-Q on the NASDAQ (AVGO). It is usually referred to as NASDAQ:AVGO or AVGO-Q

Is Broadcom a buy or a sell?

In the last year, 39 stock analysts published opinions about AVGO-Q. 25 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Broadcom.

Is Broadcom a good investment or a top pick?

Broadcom was recommended as a Top Pick by on . Read the latest stock experts ratings for Broadcom.

Why is Broadcom stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Broadcom worth watching?

39 stock analysts on Stockchase covered Broadcom In the last year. It is a trending stock that is worth watching.

What is Broadcom stock price?

On 2025-01-10, Broadcom (AVGO-Q) stock closed at a price of $224.31.