Wall Street's Broadcom Target Sits Above Its 52-Week High. Is the Street Right?

Wall Street's consensus target for Broadcom sits above the stock's 52-week high, implying a move that would break new records. Our model lands somewhere different, and the gap between the two says a lot about what analysts are betting on.

24/7 Wall Street • 6 hours ago

Prediction: Wall Street's Next AI Favorite May Not Be Nvidia

Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.

24/7 Wall Street • 5 hours ago

Prediction: This Will Be Broadcom's Stock Price by the End of 2027

Broadcom's stock pulled back nearly 30% from its record high. It still looks cheap relative to its long-term growth potential.

The Motley Fool • 3 hours ago

Jim Cramer: This Tech Stock Has Been ‘One of the Greatest Performers of All Time'

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Broadcom Inc. (NASDAQ:AVGO) has been “one of the greatest performers of all time, but so is Coca-Cola (NYSE:KO). I wouldn't shoot Broadcom, and I would buy Coca-Cola.

Benzinga • 10 hours ago

Alphabet, Amazon, SpaceX, Microsoft, Broadcom, and AMD Are Counting on Anthropic's IPO. Not All Their Contracts Are Equal.

Alphabet, Amazon, and Microsoft hold noncancelable minimum-spending commitments from Anthropic of at least $114.5 billion, $110 billion, and $44.9 billion, respectively. SpaceX's deal is worth up to $120.5 billion, but either side can cancel with 90 days' notice once the initial period ends in early 2027.

The Motley Fool • 10 hours ago

VYM's Price May Be Soaring, but Its Dividend Isn't Keeping Up

VYM has handed shareholders a remarkable run, but the gap between share price growth and dividend growth is raising an uncomfortable question for retirees counting on that quarterly check.

24/7 Wall Street • 8 hours ago

The Big Short Investor Michael Burry Just Found a $537 Billion Problem With AI

Artificial intelligence has become Wall Street's biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power.

24/7 Wall Street • 8 hours ago

Wall Street's New $63 Billion AI Deal Reveals a Risk That Could Spread Beyond Tech

$63 Billion Puts a Price on AI Hardware Risk $63 billion.

24/7 Wall Street • 7 hours ago

Broadcom: This Is Probably A Good Entry Point (Rating Upgrade)

Broadcom is deeply embedded in the AI ecosystem, with multiyear custom chip, networking, and infrastructure software agreements supporting robust growth. The recent $63B Anthropic deal and Google partnership highlight AVGO's long-term demand visibility, but growth durability remains a key investor concern. AVGO's Q3 revenue was $29.6B with a 46% free cash flow margin; forward multiples are high but could compress if AI spending slows.

Seeking Alpha • 9 hours ago

3 AI Stocks to Buy and Hold Through 2030

Data center spending could require $3 trillion in the next three years, and Iren, Broadcom, and TSMC each supply a different layer. Demand for Broadcom's XPUs is soaring, and Wall Street analysts expect Iren's fiscal 2029 EBITDA to reach nearly $10 billion.

The Motley Fool • 6 hours ago