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Sideways, post-PowellTariff war pressures markets for the weekDeepSeek shocks tech marketsThis summary was created by AI, based on 40 opinions in the last 12 months.
Broadcom (AVGO) presents a mixed outlook among analysts, reflecting both confidence and caution. On one hand, the company is recognized for its leadership in diverse semiconductor markets, particularly in AI and networking, alongside strong fundamentals like high free cash flow and operating margins. Analysts highlight Broadcom's ability to integrate data centers and its growth potential, with price targets generally hovering around $200-$250. However, concerns regarding its valuation persist, especially following a significant rise in earnings multiples, suggesting it may be overvalued compared to competitors like Nvidia. The volatility of the AI market, coupled with a cyclical nature of semiconductor demand, paints a complex picture for investors, who are advised to consider buying on dips while weighing potential risks. In summary, Broadcom's diversified portfolio and strong position in AI offer growth opportunities, tempered by market uncertainties and valuation concerns.
Shares tanked today on news of China's DeepSeek stealing the AI crown from ChatGPT--DeepSeek is faster and cheaper. All AI-related stocks, including energy plummeted as the Nasdaq slid over 3%. He sold his shares already, but if the stock stabilizes, this may be a buy, because AVGO has a lot of business away from AI-related data centres. However, he doesn't know--this could fall further. It's a confusing situation that happened so suddenly that you have to sit on your hands and wait.
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.
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)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.
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)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
In the last year, 66 stock analysts published opinions about AVGO-Q. 22 analysts recommended to BUY the stock. 22 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Broadcom.
Broadcom was recommended as a Top Pick by on . Read the latest stock experts ratings for Broadcom.
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.
66 stock analysts on Stockchase covered Broadcom In the last year. It is a trending stock that is worth watching.
On 2025-04-03, Broadcom (AVGO-Q) stock closed at a price of $154.01.
She added more, despite the pain, down 20% from highs. Doesn't like the valuation, but likes the diversification of revenues, not just data centres but also software. She will buy on the way down.