24/7 Wall St. Quick Read JPMorgan just reiterated an outperform rating on Amazon, noting that the dip is an opportunity. Heading into earnings next week, Broadcom just saw a price target hike from Goldman Sachs. Analysts at Piper Sandler upgraded Oscar Health to an overweight rating with a price target of $25 from $13. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to ...

Broadcom Inc.’s (NASDAQ:AVGO) upcoming results are set to spotlight the company’s accelerating artificial intelligence business, with investors watching fiscal 2026 revenue guidance and gross margin trends closely.Goldman Sachs analyst James Schneider maintained Broadcom with a Buy and raised the price forecast from $380 to $435.Schneider expects Broadcom’s upcoming results to center on fiscal 2026 AI revenue guidance, along with Alphabet Inc.’s (NASDAQ:GOOGL) Google and OpenAI contributions and the gross m ...

Broadcom's ( AVGO ) market cap climbed above $1 trillion at the end of 2024 and has recently overtaken Tesla’s. Over the past five years, its share prices have risen more than tenfold. There are indeed a number ofInvest Heroes LLC is a CIS-based research firm founded in 2018. Since then, we provide equity and fixed income research services which become more and more well-known locally among both professional investors and private clients. Here’s what we do: - Cover top 120+ Russian, US and Chinese stocks - ...

Broadcom (AVGO) stock has gained about 130% over the past year, driven by a solid demand environment. The company specializes in application-specific integrated circuits (ASICs), highly sophisticated custom chips designed for artificial intelligence (AI) and high-performance computing. As global demand for AI technology continues to soar, Broadcom is poised to benefit from rising spending on AI infrastructure. Broadcom also generates steady, recurring revenue from its infrastructure software business. The ...

Our view on key metrics and our estimates: We expect sustained AI strength in 4Q, with 1Q guidance above the Street given robust spending at key customers - and we expect updated FY26 AI revenue guidance above 100% YoY. We forecast FY26/27 AI revenue of $45.4 bn/$77.3 bn (+128%/+70% YoY respectively). Items on the call that could move the stock: (1) Updated AI guidance for FY26 - Given positive datapoints from key XPU customer Google and strong results from Nvidia, we believe investors expect an update to A ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.Keybanc cut Workday, Inc. (NASDAQ:WDAY) price target from $285 to $260. Keybanc analyst Jason Celino maintained an Overweight rating. Workday shares closed at $233.69 on Tuesday. See how other analysts view this stock.Considering buying AVGO stock? Here’s what analysts think: Read This Next: Photo via ShutterstockLoading. ...

文章核心观点 - 人工智能基础设施投资前景广阔 未来三年相关支出预计将超过3万亿美元 [1] - 投资于高盈利的行业领先公司是参与AI增长并跑赢大盘的可行策略 [2] - 博通和微软两家公司具备强劲增长潜力 其股票价值有望在未来几年内实现翻倍 [2][7][13] 博通 (AVGO) - 近期股价回调带来买入机会 公司拥有高速增长的自由现金流历史 [3] - 受益于数据中心对先进芯片和网络组件的旺盛需求 增长前景强劲 [3] - 在AI计算领域面临有限竞争和高利润率 AI相关产品收入上一季度同比增长63% [4] - 定制AI加速器贡献大部分AI收入 Tomahawk 6和Jericho 4网络交换机需求强劲 [6] - 过去五年自由现金流翻倍 目前达250亿美元 分析师预计其年化增长率将达37% [7] - 当前市值18180亿美元 日交易区间371.75美元至388.13美元 毛利率为63.13% [5][6] 微软 (MSFT) - 作为领先的云计算服务提供商 定位明确以把握AI浪潮机遇 [8] - 上季度总收入同比增长18% 云业务收入同比增长26%至490亿美元 占业务约三分之二 [8][9] - Azure企业云平台是增长引擎 上季度收入同比增长40% 是增长最快的云提供商之一 [11] - 拥有3920亿美元的剩余绩效义务 加权平均期限约两年 意味着近期收入确定性高 [12] - 分析师预计自由现金流年化增长率为23% 尽管估值较高 但股票仍有望在2030年前翻倍 [13] - 当前市值35450亿美元 日交易区间464.89美元至479.15美元 毛利率为68.76% [10][11]

Broadcom shares have climbed close to 70% this year so far, outpacing the Magnificent 7 members' gains for 2025. Justin Sullivan / Getty Images Broadcom's shares have surged recently, climbing along with Alphabet's (GOOGL, GOOG), which have been lifted by a series of positive developments for the cloud giant from a vote of confidence from Warren Buffett's Berkshire Hathaway to an upbeat reception for its latest AI model and signs of a new deal involving its chips. Close Why This Is Significant Key Takeaways ...

文章核心观点 - 华尔街分析师预计博通和Meta Platforms有望在未来一年内加入市值2万亿美元俱乐部，与英伟达、苹果、Alphabet、微软和亚马逊并列 [1] - 两家公司均从人工智能发展中显著受益，分析师给出了具体的目标股价和上行空间预测 [1][7] 博通公司分析 - 公司业务定位为基础设施软件和半导体解决方案开发商，在高速以太网交换和路由芯片市场领先，这些是数据中心支持AI工作负载所需的网络组件 [2] - 在用于加速AI工作负载的专用集成电路领域占据主导地位，目前为四大主要客户设计定制AI加速器，包括谷歌、Meta、字节跳动和OpenAI [2][3] - 第三季度财务业绩强劲，营收增长22%至160亿美元，非GAAP摊薄后每股收益增长36%至1.69美元，增长动力来自定制AI和网络芯片以及VMware软件 [4] - 华尔街预计其调整后收益将以每年31%的速度增长至2028年，当前60倍的市盈率相对合理，杰富瑞分析师给出目标股价480美元，意味着29%的上行空间和近2.3万亿美元的市值 [5][7] Meta Platforms公司分析 - 公司是全球第二大广告技术公司，拥有无与伦比的社交媒体组合，通过投资定制AI加速器和专有大语言模型来加强核心广告业务 [8] - AI投资已见成效，Facebook、Instagram和Threads的用户参与度和广告转化率均有所提升，第三季度营收增长26%至510亿美元，GAAP净收入（扣除一次性税费）增至每股7.25美元 [9] - 华尔街预计未来三年收益年增长率为16%，当前28倍的市盈率显得相当合理，韦德布什分析师给出目标股价920美元，意味着47%的上行空间和2.3万亿美元的市值 [10] - 公司宣布计划在2026年更积极投资AI基础设施后股价大幅下跌，但这为长期投资者提供了有吸引力的买入机会 [9][10]

据报道，英国反垄断监管机构竞争与市场管理局（CMA）今日表示，经过第二阶段的深入调查，该机 构现决定批准博通收购VMware交易。 CMA今年3月曾表示，博通收购VMware交易可能损害市场竞争。具体而言，这笔交易可能会使计算机 服务器对英国企业来说变得更加昂贵。为此，CMA将对这笔交易展开第二阶段的深入调查。 而今日，CMA又表示，经过深入调查后发现，这笔交易不会削弱计算机服务器市场的竞争。 按原计划，博通和VMware预计该交易在今年5月26日前完成。但为了等待审查结果，双方后来同意将 最终期限延长一年。 去年5月，博通宣布将以约610亿美元的价格收购VMware。这是有史以来规模最大的科技交易之一，将 使博通为软件领域强有力的竞争对手。随后，全球多家监管机构对此展开了调查。 ...