AVGO Broadcom Inc. Loading... : Bullish and Bearish Analyst Opinions
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05:30
Jun 04
Jun 04
Broadcom missed second-quarter revenue expectations and left its 2027 sales forecast unchanged, causing shares to fall over 13% in extended trading.
02:26
Jun 04
Jun 04
Broadcom CEO Hock Tan was asked whether agentic AI is impacting software growth and renewals during a recent discussion.
01:27
Jun 04
Jun 04
Author views Broadcom's ASIC design segment as structurally pressured but highlights SERDES/networking hardware as a genuine strength; mixed net view, no clear directional commitment.
MED
01:27
Jun 04
Jun 04
Broadcom's revenue growth driven by AI chip demand is reported as a factual development without an explicit forward-looking position.
LOW
01:25
Jun 04
Jun 04
Broadcom loses more than 300 billion dollars in market value after its revenue forecast disappointed investors according to the Financial Times.
00:52
Jun 04
Jun 04
Watch AVGO as Broadcom benefits from insatiable demand, but multi-sourcing by hyperscalers may limit relative outperformance vs. competitors.
MED
00:15
Jun 04
Jun 04
Broadcom shares plunged about 12% after its AI revenue outlook fell short of elevated investor expectations, dragging down other chipmakers.
00:13
Jun 04
Jun 04
The tweet is a factual historical performance ranking of assets since August 2017 with no forward-looking opinion or trade idea.
00:00
Jun 04
Jun 04
After-hours selloff does not change AVGO's AI narrative; market cap gap vs NVDA suggests potential upside for Broadcom.
MED
23:56
Jun 03
Jun 03
Watch AVGO post-earnings; revenue target reiterated ($100B+ 2027) but not raised, causing a flat week despite strongly bullish AI networking demand commentary and order visibility extending to 2028.
MED
23:54
Jun 03
Jun 03
Watch AVGO as the core beneficiary of the AI infrastructure cycle; the call confirms accelerating custom silicon and Ethernet networking demand without explicit author position.
MED
23:51
Jun 03
Jun 03
Watch Broadcom; the research note details strong AI revenue growth and operating leverage, but the author does not state a personal position.
MED
23:36
Jun 03
Jun 03
Author gives a bearish AVGO downside target ($385-$400) until the next catalyst, but does not state an active short position; classify as avoid rather than short.
MED
23:34
Jun 03
Jun 03
Author explicitly says they bought AVGO as a short-term bounce trade. The same tweet has a bearish caveat that AVGO may become the semi-sector funding short, so keep confidence modest and timeframe short-term.
MED
23:31
Jun 03
Jun 03
Cramer notes Broadcom was parabolic and expects downside as deals are priced, but does not commit to a personal trade.
LOW
23:21
Jun 03
Jun 03
Broadcom's after-hours decline is dismissed as minor, representing only one week of gains, with no explicit trade call.
LOW
23:20
Jun 03
Jun 03
The author reflects on past bearish posts about AVGO being met with hostility, but now faces mixed reactions, without stating a current position.
LOW
23:12
Jun 03
Jun 03
Cramer notes that CNBC Investing Club members received research notes on Broadcom and CrowdStrike, contrasting them with Dell and Marvell, but does not express a personal position or forward-looking call.
22:48
Jun 03
Jun 03
Monitor AVGO as margin sustainability is questioned; the author challenges the bullish narrative but does not state a short position, warranting a watch.
MED
22:42
Jun 03
Jun 03
The tweet asks whether AVGO is done moving, implying a potential pause or top without taking a clear directional position.
LOW
22:30
Jun 03
Jun 03
Broadcom CEO Hock Tan stated that gigawatt demand for compute capacity is accelerating rapidly, with 2028 expected to see substantial growth from 2027.
22:27
Jun 03
Jun 03
Broadcom reported record Q2 2026 results driven by explosive AI semiconductor demand with management emphasizing sustained margin strength and providing aggressive guidance for continued AI revenue acceleration through 2028.
22:20
Jun 03
Jun 03
Broadcom sell-off overdone, buy dip.
Broadcom's earnings were not that bad, and the 15% sell-off is overdone; the decline is largely due to profit-taking and hedge fund rebalancing, not fundamental deterioration. Therefore, the stock is a buy on the dip.
MED
22:19
Jun 03
Jun 03
Broadcom shares decline sharply after the company's AI chip revenue forecast falls short of analyst expectations.
22:14
Jun 03
Jun 03
Broadcom is working with Apollo and Blackstone to backstop a 36 billion dollar private credit SPV that will help Anthropic purchase Google chips made by Broadcom.
22:09
Jun 03
Jun 03
The author expresses confusion over Broadcom's 12% drop on Google AI commitment news that was already known for quarters, questioning the market reaction without taking a position.
LOW
22:04
Jun 03
Jun 03
Author notes AVGO's earnings accelerated market moves and views a 21D EMA test as a buying opportunity, but defers to another analyst's market structure analysis without stating a personal position.
LOW
22:01
Jun 03
Jun 03
The tweet summarizes Broadcom's strong earnings and AI revenue growth, Europe's chip sovereignty push, and Intel 18A process updates without expressing a personal position.
21:50
Jun 03
Jun 03
Avoid AVGO: author lays out a bearish customer-diversification thesis around Google/MediaTek, AWS not using AVGO, and MRVL as a co-supplier, but does not disclose an active short position.
MED
21:45
Jun 03
Jun 03
Speaker notes Broadcom is experiencing sharp price decline; no directional commitment or catalyst provided.
LOW
About AVGO Analyst Coverage
Buzzberg tracks AVGO (Broadcom Inc.) across 71 sources. 85 bullish vs 1 bearish calls from 104 analysts. Sentiment: predominantly bullish (25%). 336 total trade ideas tracked.