Broadcom's AI sales are surging. So why is the stock getting crushed?Broadcom (AVGO 12.40%) stock is falling rapidly in Friday's daily trading session. The company's share price was down 11.7% as of 3 p.m. ET.After yesterday's market close, Broadcom published results for the fourth quarter of its last fiscal year -- a period that ended Nov. 2. The company posted sales and earnings for the period that topped Wall Street's expectations, but bearish momentum is surging in response to other performance indicato ...

评级与目标价变动 - 投行Benchmark将博通股票评级上调至“买入” [1] - 新设定的目标价为每股485美元 较先前目标价385美元大幅上调 [1] - 评级发布时 公司股价为406.96美元 新目标价隐含约19.2%的上涨空间 [1] 公司近期股价与市场表现 - 公司股价在财报发布后下跌 当前价格为406.96美元 当日下跌1.46%或6.01美元 [4] - 当日交易区间在394.19美元至408.53美元之间 [4] - 过去52周 股价最高触及414.61美元 最低为138.10美元 [4] 公司市值与交易数据 - 公司当前市值约为1.91万亿美元 [5] - 在纳斯达克交易所的成交量为2664万股 [5] 行业动态与竞争格局 - 半导体行业目前呈现分化趋势 英伟达处于盘整阶段 英特尔在回调中寻获支撑 AMD在AI领域指引谨慎的情况下趋于稳定 [2] - 行业分析指出 逢低买入可能是有利的策略 [2] - 博通对谷歌张量处理单元在AI芯片市场的主导潜力持谨慎态度 [3] - 尽管是谷歌的关键合作伙伴 但公司对谷歌AI芯片成为主导力量的前景有所保留 [3] - 公司正面临来自英伟达等公司日益激烈的竞争 [3]

Yes. >> Will this continue into next year. Tim Seymour is the CIO of Seymour Asset Management and a CNBC contributor.>> Hey, Kelly. >> So, thank goodness AI came along when it did because the market in 2022 didn't look so hot. Thank goodness the rest of the market is now feeling better as the AI trade stumbles.Can it be that easy. Well, I think the other 493 are not only reaping some of the benefits of AI, but I think you have a dynamic here where you definitely are seeing EPS growth. You are seeing margin ...

Jay Goldberg is joining us from Seapport Global Securities. Jay, what's the story with Broadcom as far as you're concerned. >> I think uh this is a case of the super intelligent AI god gives and and then takes away.Uh there's a lot of all these stocks are sort of wrapped up in the broader AI trade uh where there's not a lot of room for error. Uh and I think if you look at Broadcom just their their numbers were really good. Quarter was good, outlook was good.Uh the problem is they're just they weren't good e ...

It's time now for our 360 round. For that, let's bring in our panel to discuss Broadcom. Joining us now, Kim Forest, founder and chief investment officer at Bokeh Capital Partners, and William Kerwin, equity analyst at Morning Star.Kim, we'll start with you. You know, I'd love to get your thoughts just on the report that we got yesterday and also the response that we're seeing since getting those numbers. >> Right.Well, initially it looked like, you know, things were bon Mare. Everything was great. You know ...

Broadcom (AVGO) stock fell more than 11% on Friday after the company's quarterly results revealed investor concerns about the profitability of its AI business. The company reported results late Thursday that topped Wall Street forecasts. The top Google (GOOGL, GOOG) chip supplier reported it received orders from leading AI developer Anthropic (ANTH.PVT) that surged to $21 billion. But Friday's decline took more than $200 billion off the chipmaker's market cap after Broadcom guided for a gross margin of ...

Key Takeaways Broadcom's custom AI chip business is growing rapidly. Wall Street, however, is wary about how much upside that growth suggests. Broadcom (AVGO) on Thursday predicted its AI-related revenue will double year-over-year to $8.2 billion in the current quarter. That would be an acceleration from the most recent quarter, when it grew 74% to $6.5 billion. But the forecast came with a caveat—and that weighed on the shares today. The stock was recently down about 10% in intraday trading. Broadcom expec ...

公司业绩与市场反应 - 博通季度业绩和指引均大幅超出华尔街预期 营收增长28% 其中AI芯片销售额增长74% 达到180.2亿美元 高于分析师平均预期的174.9亿美元 调整后每股收益为1.95美元 高于平均预期的1.86美元 [1][4] - 尽管业绩超预期 公司股价在周五暴跌11% 创下自1月以来最差单日表现 [1] - 甲骨文在财报发布次日暴跌10%后 周五继续下跌4% [1] AI行业与市场动态 - AI是今年股市及更广泛经济的主要驱动力 任何负面情绪都可能产生深远影响 [2] - 受冲击最严重的是与AI基础设施最紧密相关的公司 [3] - 超大规模云厂商正在扩建数据中心以满足对计算密集型AI服务“永不满足”的需求 推动了AI基础设施的繁荣 [3] 公司业务与分析师观点 - 博通为许多大型科技公司生产定制芯片 其市值在过去两年每年都大约翻了一番 并在2025年再次上涨 [3] - 分析师认为股价回调是买入机会 并将目标价从435美元上调至450美元 周五下午股价交易于364美元下方 [4] - 博通仍是谷歌整个硬件堆栈、Meta、Anthropic以及未来OpenAI的主要供应商 [4] - 分析师指出 该股年初至今已上涨75-80% 当前看到了一些回调 [4] 整体市场表现 - 受AI相关股票抛售影响 纳斯达克指数周五下跌约1.4% 标准普尔500指数下跌近1% [2]

Broadcom's lack of disclosure around its newest AI customer — the company's fifth — has investors confused about the company's work with OpenAI. ...

CEO Hock Tan said there was a fifth customer for AI chips that ordered $1 billion of chips for delivery in late 2026. ...