AVGO 全部观点

This week we got important updates from companies such as Broadcom, Snowflake, and Palo Alto , with all three companies providing a fascinating look at three different layers of artificial intelligence. Broadcom gives us a perspective on artificial intelligence infrastructure .

But let's start with Broadcom first, because these numbers are enormous. Broadcom just announced quarterly revenues of $29.6 billion. This represents an 86% year-on-year increase. Non-GAAP earnings per share were $3.32, and the company generated an impressive $13.7 billion in free cash flow during the quarter alone.

Broadcom predicted that its AI semiconductor business would grow to $115 billion in fiscal year 2027, then double to $230 billion in fiscal year 2028. Broadcom has already begun shipping its eighth-generation Tensor Processing Units ( TPUs) to Google and Jalapeno accelerators to OpenAI, both designed to outperform other graphics processing units (GPUs).

The company also stated that Anthropic is expected to become its largest customer by 2027 in terms of processing units (XPUs). So, business is booming for Broadcom, but the stock price fell by about 6% after the company announced its latest results. Does this make Broadcom shares a buying opportunity?

The first name I will put forward is Broadcom, and the stock symbol is AVGO. Broadcom announced its earnings earlier this week. I think it was announced on Wednesday and the numbers were fantastical. Revenue reached $29.6 billion for the quarter, an increase of 86 % year-over-year. With AI semiconductor revenues now accounting for 56% of total revenues, this sector alone has grown by 221%. As for next year's projections, they raised them to $34.8 billion . This represents a 93% year- on-year increase in total revenue, and the AI chips segment is expected to rise by another 236% year-on-year.

Nvidia and Broadcom have just announced their earnings, and it appears that actual spending on artificial intelligence is on track to be much larger. who wins the great battle between Nvidia's GPUs and Broadcom's custom chips, and, of course, the stocks I buy as a result.

Nvidia and Broadcom have just achieved their best-ever earnings results . Broadcom also recorded record revenues. $29.6 billion, an increase of 86% from last year.

I would like to inform you that I am receiving a lot of questions about Broadcom at the moment . Not only because I am a shareholder, but more importantly, they announced their profits this week, which seems to have terrified investors and prompted them to sell their shares.

The stock has not only lost more than 5% this week , but was even lower earlier today, and has lost about 30% of its value compared to its highest level . So, what is driving this kind of intense selling of the stock here? Were those profits really as bad as Wall Street tries to portray them?

How about Broadcom? Broadcom's flat.

A bit of all the optimism around Broadcom's outlook, which did nothing to help the stock. The stock's down 5%. This was from yesterday. Goldman's research size side reiterates a buy on Broadcom. They are cheap after management guided revenue double and then double again.

this is coming from Goldman Research arguing that there's a major concentration of revenue where Broadcom is pitching how big of a customer uh Anthropic is going to be, but how that could actually end up being problematic because Anthropic and OpenAI are material customers and if there's a D-rating occurring in tokens, then you might end up seeing the price of work collapse faster than what the compute buildout has been uh expecting so to speak.

In today's video, we will talk about Broadcom, whose trading symbol is AVGO. This is a very popular stock, especially in the field of artificial intelligence, because it is the company that designs custom chips for companies like Google, Meta, Anthropic, and OpenAI. Therefore, it is a very important company that has experienced tremendous growth over the past few years .

However, Broadcom's stock has fallen by about 25% from its all-time high , and declined another 4% the day after it announced its earnings. I was a little late with this because I spent the whole day getting acquainted with Broadcom, its various businesses, its competitive advantages, its economic strongholds, and why investors are selling this stock so heavily despite what appears to be a great earnings report.

Broadcom's stock is currently experiencing a slight decline. Over the past five years, the stock has risen by more than 600%, but if we look at its performance compared to the Standard & Poor's 500 index since the beginning of the year, we find that it is underperforming . It rose by only about 3.2%.

Interestingly, despite the volatility of the Standard & Poor's 500 index this year, Broadcom's stock volatility appears to be very minimal. Broadcom's stock fell by 15% at one point, then rose by 40%, but is now up by approximately 3.2% .

Now it's time for the watchlist segment, and we're going to look at Broadcom's earnings. The profits were good. So why is the stock falling ? This is a classic example of how, when trading based on earnings, you won't necessarily get the move you want, because if you thought the earnings were good and the stock would go up, that did n't happen today.

Sometimes the profits are great and the stock goes down, and sometimes the profits are bad and the stock goes up. The stock has dropped $30 from yesterday to today, and fell sharply this morning while the markets were rising.

So, who is behind all of these chips? Well, it's Broadcom, ticker symbol AVGO. Broadcom stock has seen its stock surge in recent years up 637% over the past 5 years, and it's now the eighth most valuable company in the world with a market cap of $1.75 trillion.

They just reported earnings and business is booming. Revenue is up 86% year over year, earnings per share is up 96% year over year, AI semiconductor revenue is up 221% year over year. They hit record free cash flow and they raised their guidance.

there are estimates from companies like Broadcom that predict demand will double, and then double again.

Perhaps this is why the market values​​shares of a company like Broadcom at a discount . Broadcom has just announced its earnings, and there are some concerns about the sustainability of this growth.

Let's take a look at Broadcom's one-day chart, after the company released its earnings report late yesterday. It has now fallen by more than 6 percent. It seems to be dragging down the larger chip sector as well. There seems to be some disappointment at work in what is said in their earnings report. What was there was not enough. And it probably exacerbated the concerns that Wall Street already had about Broadcom.

I mean, you and I have seen the reaction after the initial disappointment with these numbers. We heard from Hock Tan, wondering what he had to say about why the situation isn't turning around today.

First one here is going to be Broadcom and the ticker on this one is AVGO and it was 2.41% lower in the pre-market on Thursday as it reported better than expected financial results for the third quarter of fiscal 2026 but issued weak guidance for the fourth quarter.

let's start talking about some of these earnings and we're going to start with Broadcom. I know this is the one that everybody uh is probably watching the most. First of all, if we take a look at the chart, kind of looks like a precarious position to be quite honest with you.

We were already in bear market territory for AVGO stock before this report. The concern is that valuations for the stock are still high, but let's look at some of the numbers. Annual revenue growth of 86% to just over $29.5 billion. The semiconductor solutions sector grew by 127% year-on-year. Infrastructure software rose 29% year-on-year to reach 8.75 billion. Then I looked at the semiconductor revenues allocated to artificial intelligence. This is a major area of ​​growth for them. It jumped 221% year-on-year to reach $16.7 billion for this quarter. They also raised their guidelines for the future.

Broadcom, a chip company, has a market cap of $1.74 trillion.

Snowflake and Broadcom have just released their earnings , and we will be comparing some of these figures with various opportunities in the hardware and software sectors.

Let's take a quick look at what happened with Broadcom's earnings, where the company's stock fell by 3% after it once again missed its revenue forecast for the next quarter. This happened last time due to dedicated chip deliveries , and the stock then fell by 20%, and it is now down another 3% after trading hours. That's not a good thing. What's going on?

Welcome to the Broadcom Inc. third quarter 2026 results conference call. Broadcom distributed a press release and financial statements after the market closed detailing our financial performance for the third quarter of fiscal year 2026.

We have had an exceptional quarter, with revenue, operating income and free cash flow all exceeding previous records. The driving force behind this was our AI semiconductor revenue in the third quarter, which grew by 221%. On an annual basis and with a 54% increase on a quarterly basis.

This has resulted in our consolidated revenues reaching 29.6 billion, an increase of 86% year-on-year. Operating income grew at a faster rate of 92% year-on-year, with the operating margin reaching a record high of 68% of revenue, reflecting the strength of operating leverage. Demand in the third quarter was extremely high, and we are still only at the beginning.

We have "Broadcom" on the list.

So now it is clear that all eyes will be on Broadcom. They will announce their results at approximately 4:15.

Let's take note of some of these numbers while we wait for Broadcom's results.

We are still waiting for Broadcom. The results are clearly expected within six minutes.