Sharemaestro company-news research for Broadcom Inc (AVGO), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
Company news sentiment
AVGO news sentiment
Broadcom Inc
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
Current company news
Constructive news tone
The score uses 116 current company stories from 35 publishers.
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
116 current stories are mapped specifically to AVGO.
The score uses 35 publishers rather than depending on one outlet.
The current stories agree at 86/100.
Constructive news tone is being confirmed by positive weekly price action.
What limits the score
No major limit stands out.
News history
Daily score and story count over 30 days
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Price and news history
News score and weekly price over 26 weeks
Constructive news tone is being confirmed by positive weekly price action.
News subjects
What is shaping the score
Source mix
Where the evidence comes from
Recurring subjects
Subjects appearing most often
Earlier readings
How the score has changed
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 14 Aug 01:20 | 60 | +0 | 76/100 (0) | 177 (-1) | Measured |
| 13 Aug 23:59 | 60 | -1 | 76/100 (-2) | 178 (+6) | Measured |
| 12 Aug 23:59 | 61 | +1 | 78/100 (-1) | 172 (+12) | Measured |
| 11 Aug 23:59 | 60 | -1 | 79/100 (+1) | 160 (+19) | Measured |
| 10 Aug 23:59 | 61 | +3 | 78/100 (+8) | 141 (+24) | Measured |
| 09 Aug 23:59 | 58 | +0 | 70/100 (+3) | 117 (+7) | Measured |
| 08 Aug 23:59 | 58 | +1 | 67/100 (+8) | 110 (+12) | Measured |
| 07 Aug 23:59 | 57 | +0 | 59/100 (+2) | 98 (+6) | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate close to the market price while earnings based multiples point to a richer valuation. Broadcom has returned about 8.7x over 5 years, which sets a high bar for any further upside case. Heavy investment in hyperscale AI chips and long term custom silicon agreements can support cash flow expectations, while rising competition in custom
- Published
- 13 Aug 2026 14:10
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.8% · 0.6d old
- Duplicates
- 1 consolidated
Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks
NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO), two of the world's largest chipmakers, are tapping debt and private capital markets to fund the AI infrastructure boom. These massive financial commitments coming from some of the biggest names in the market signal exceptionally-strong AI compute demand. However, one Wall Street firm, Wolfe Research, believes the same structures that they are creating could also pave way for longer-term risks. Nvidia: $500 Billion Financing Push Could Unlock Massive AI Revenue On August 10, Nvidia announced that it has signed memorandums of unde
- Published
- 13 Aug 2026 13:19
- News subject
- Balance sheet
- Why this score
- Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.3% · 0.6d old
- Duplicates
- 1 consolidated
Broadcom (AVGO) Strengthens Market Position with Major Customers and Strategic Agreements
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s
- Published
- 13 Aug 2026 12:45
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.2% · 0.6d old
- Duplicates
- 1 consolidated
Gamco Investors boosts Broadcom stake, adding 6,223 shares
Gamco Investors, managed by Mario Gabelli, has increased its stake in Broadcom Inc. (AVGO) by adding 6,223 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong profitability, free cash flow, and bullish AI-led guidance, despite weak technical momentum and high valuation. Broadcom's year-to-date price performance is 20.66% with a market cap of $2009.6 billion.
- Published
- 13 Aug 2026 03:10
- News subject
- Deals and strategy
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.4% · 1.0d old
- Duplicates
- 1 consolidated
Broadcom is Overvalued at 23.8X P/E: Should You Still Buy the Stock?
Broadcom (AVGO) shares are currently overvalued with a P/E of 23.8X, higher than the sector average, but the company boasts robust AI semiconductor growth, expanding custom accelerator programs, and leadership in AI networking. Despite near-term challenges like declining gross margins and dependency on a few large AI customers, strong demand for AI accelerators and networking products, coupled with significant partnerships and growth in infrastructure software, justify its premium valuation. Zacks Investment Research currently rates Broadcom as a "Buy" due to its strong long-term growth outlook in the AI infrastructure market.
- Published
- 12 Aug 2026 16:37
- News subject
- Earnings
- Why this score
- Operating growth, Negative valuation view
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.3% · 1.5d old
- Duplicates
- 2 consolidated
Why Broadcom Is The Low-Beta AI Play To Buy
Quick Read Broadcom's custom XPUs and networking silicon drove Q2 AI revenue to $10.8 billion, up 143% year over year across eight straight EPS beats. AVGO trades at $416 with a $528 consensus target, implying 27% upside and near-unanimous analyst Buy ratings. CEO Hock Tan projects AI revenue exceeding $100 billion in FY2027, backed by signed multi-generation deals with Google, Meta, OpenAI, and Anthropic. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $416.08
- Published
- 12 Aug 2026 12:19
- News subject
- Earnings
- Why this score
- Beat expectations
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.5% · 1.6d old
- Duplicates
- 1 consolidated
Broadcom Trades at 71 Times Earnings and 27 Times Next Year's. History Says Which Side Gives.
Key Points Broadcom costs 71 times what it earned over the past year, and about 27 times what analysts expect it to earn over the coming one. At the end of fiscal 2024, the multiple reached 137, and reported earnings, not the stock price, closed the gap. Fiscal second-quarter net income rose 88% year over year to $9.3 billion on revenue growth of 48%.10 stocks we like better than Broadcom › Broadcom(NASDAQ: AVGO) costs about 71 times the profits it reported over the past year. The same stock costs about 27 times the profits analysts expect over the next one. Both numbers describe the same shar
- Published
- 12 Aug 2026 08:47
- News subject
- Deals and strategy
- Why this score
- Improving financial comparison, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.4% · 1.8d old
- Duplicates
- 1 consolidated
Bowie Capital boosts Broadcom stake with 112,599 shares
Bowie Capital Management, LLC, led by Cory Whitaker, has increased its holdings in Broadcom Inc. (AVGO) by purchasing an additional 112,599 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong profitability, free cash flow, and bullish AI-led guidance, despite weak technical momentum and a rich valuation. Broadcom's year-to-date price performance stands at 22.50%, with a market cap of $2035.1 billion.
- Published
- 12 Aug 2026 03:09
- News subject
- Deals and strategy
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.2% · 2.0d old
- Duplicates
- 1 consolidated
Broadcom Inc. stock underperforms Tuesday when compared to competitors
Broadcom Inc. (AVGO) shares fell by 1.50% on Tuesday, closing at $416.08, underperforming the broader market as the S&P 500 and Dow Jones Industrial Average also declined. This marks the second consecutive day of losses for the stock.
- Published
- 11 Aug 2026 20:37
- News subject
- Market update
- Why this score
- Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 2.3d old
- Duplicates
- 1 consolidated
Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?
On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to the numbers coming out of Broadcom's chip business, but it hints at where the company sees itself heading: not just building the AI boom's hardware, but helping secure it.Is Broadcom's (AVGO) Next Big Bet Hidden in Plain Sight? Bull Case: A Chip Business Growing Faster Than Anyone Expected When Broadcom reporte
- Published
- 11 Aug 2026 17:50
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 2.4d old
- Duplicates
- 1 consolidated
ETFs Investing in Broadcom Inc. Deposito Arg Repr 0.025641 Sh Stocks
This article lists ETFs that invest in Broadcom Inc. Deposito Arg Repr 0.025641 Sh stocks, sorted by market value. It highlights the CTBC ARK Innovation Active ETF Units as a fund holding Broadcom shares, providing details like its market value, weight, issuer, management style, and expense ratio. The information aims to help investors find accessible and lower-risk opportunities in stocks through ETFs.
- Published
- 11 Aug 2026 18:07
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.5% · 2.4d old
- Duplicates
- 1 consolidated
Are Wall Street Analysts Predicting Broadcom Stock Will Climb or Sink?
Broadcom Inc. (AVGO) has seen its shares surge 38.4% over the past year, outperforming the S&P 500. Despite strong demand for AI accelerators and VMware integration, the stock tumbled after Q2 2026 results due to weaker-than-expected revenue and investor disappointment over the lack of an upgraded long-term AI revenue forecast. While analyst consensus is a "Strong Buy," the bullish sentiment has slightly decreased compared to three months ago, though the mean price target suggests a 23.7% upside.
- Published
- 11 Aug 2026 16:22
- News subject
- Earnings
- Why this score
- Deteriorating financial comparison, Operating growth, Positive market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3.6% · 2.5d old
- Duplicates
- 1 consolidated
Broadcom Inc (AVGO) Stock News Today
This article provides a list of recent news updates regarding Broadcom Inc (AVGO) stock performance, highlighting daily movements in its share price. Each entry details whether the stock moved up or down by a certain percentage on a specific date in July and August. The updates are sourced from TradingKey, offering investors a quick overview of AVGO's recent volatility.
- Published
- 11 Aug 2026 11:37
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.5% · 2.7d old
- Duplicates
- 1 consolidated
Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.
Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, and OpenAI among them, drive that revenue.10 stocks we like better than Broadcom › When Broadcom(NASDAQ: AVGO) reported fiscal second-quarter results in early June, CEO Hock Tan repeated the biggest number in the company's story. Broadcom, he told analysts on theearnings call still expects fiscal 2027 AI semicond
- Published
- 11 Aug 2026 08:01
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.9% · 2.8d old
- Duplicates
- 3 consolidated
451 Research: Broadcom positions VCF as the infrastructure substrate for Platform Engineering 2.0
This article from 451 Research discusses how Broadcom is positioning its VCF (VMware Cloud Foundation) product. The strategy involves presenting VCF as the foundational infrastructure layer for the evolving concept of Platform Engineering 2.0.
- Published
- 11 Aug 2026 07:37
- News subject
- Market update
- Why this score
- No clear positive or negative phrase
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.4% · 2.8d old
- Duplicates
- 1 consolidated
Broadcom Knights: When VM Recovery Becomes a Platform Capability
This article introduces "Broadcom Knights," highlighting how virtual machine (VM) recovery is evolving into a core platform capability. Authored by Kobi Vaknin, a Broadcom Knight and Cloud Automation Engineer at TeraSky, the piece likely delves into advanced VM recovery strategies within the Broadcom ecosystem. It suggests a focus on integrating robust recovery mechanisms directly into cloud automation processes.
- Published
- 11 Aug 2026 07:07
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1% · 2.9d old
- Duplicates
- 1 consolidated
Crake Asset Management trims Broadcom stake by 330,000 shares
Crake Asset Management LLP, led by Richard Walker, recently reduced its stake in Broadcom Inc. (AVGO) by selling 330,000 shares. TipRanks' AI Analyst, Spark, rates AVGO as "Outperform" due to strong profitability, free-cash-flow, bullish AI-led guidance, and significant multi-year bookings, despite weak technical momentum and a rich valuation. Broadcom currently has a YTD price performance of 24.05% and a market cap of $2035.1 billion.
- Published
- 11 Aug 2026 03:12
- News subject
- Deals and strategy
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2% · 3.0d old
- Duplicates
- 1 consolidated
Broadcom Inc. stock outperforms competitors despite losses on the day
Broadcom Inc. (AVGO) shares dropped 1.25% to $422.40 on Monday, ending a seven-day winning streak, despite a general downturn in the stock market. The S&P 500 Index (SPX) fell 0.06% and the Dow Jones Industrial Average (DJIA) fell 0.11% on the same day.
- Published
- 10 Aug 2026 20:07
- News subject
- Market update
- Why this score
- Negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.1% · 3.3d old
- Duplicates
- 1 consolidated
Broadcom Stock Looks Like a Screaming Deal
Key Points Broadcom expects its custom AI chip business to top $100 billion in 2027. Yet, the stock isn't priced at a major premium, especially after its recent dip.10 stocks we like better than Broadcom › Broadcom(NASDAQ: AVGO) has been a great investment in 2026. The stock has risen over 20% so far, easily outperforming the broader market. However, I think this is just the beginning for Broadcom. If you look ahead to what's coming in 2027, I think it's pretty clear that Broadcom is due to have a tremendous year, and that the market hasn't fully grasped what's coming. Missed Nvidia in 2009? T
- Published
- 10 Aug 2026 16:05
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.6% · 3.5d old
- Duplicates
- 1 consolidated
Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?
Broadcom has enhanced the security features of its VMware Cloud Foundation (VCF) with improvements to VMware vDefend and Avi Load Balancer, aiming to fortify private cloud cyber defense, improve efficiency, and simplify security operations with AI. These upgrades are intended to strengthen VCF's competitive edge against rival solutions from Nutanix and IBM. Despite these advancements, Broadcom faces significant competition, especially from Nutanix, which targets VMware migrations, and IBM's Red Hat OpenShift, which offers a Kubernetes-centric platform.
- Published
- 10 Aug 2026 16:37
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.8% · 3.5d old
- Duplicates
- 3 consolidated
Broadcom’s Brilliant Positioning is Why I Am Loading Up Over and Over
Quick Read Broadcom holds a near-monopoly on high-speed AI Ethernet switching, collecting revenue regardless of which hyperscaler wins the custom silicon race. AVGO guides Q3 AI semiconductor revenue to $16 billion, a 200%+ year-over-year jump, while NVDA competes with the very customers Broadcom serves. Hock Tan projects over $100 billion in fiscal 2027 AI revenue, backed by a booking backlog extending visibility through 2028. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yoursel
- Published
- 10 Aug 2026 14:49
- News subject
- Earnings
- Why this score
- No clear positive or negative phrase
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 0.6% · 3.5d old
- Duplicates
- 1 consolidated
What's Going On With Broadcom Stock Monday?
Broadcom (AVGO) stock saw a slight increase in premarket trading as investors considered its growing involvement in AI infrastructure. The company expanded its partnership with Samsung for memory chips and advanced packaging, with a projected value exceeding $200 billion by 2030. Despite a bullish long-term trend, the stock is approaching a key resistance level, and its premium valuation makes it sensitive to growth expectations.
- Published
- 10 Aug 2026 13:37
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 3.6d old
- Duplicates
- 1 consolidated
Broadcom Inc. $AVGO is Franklin Street Advisors Inc. NC's 5th Largest Position
Franklin Street Advisors Inc. NC has made Broadcom Inc. (AVGO) its fifth-largest holding, despite a 6.2% reduction in its stake during the second quarter. Broadcom's growth is largely driven by AI demand, with significant increases in revenue and AI semiconductor sales, alongside strong institutional backing and a "Moderate Buy" analyst consensus. However, the stock trades at a high P/E ratio, and recent insider selling has been noted.
- Published
- 10 Aug 2026 10:43
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2% · 3.7d old
- Duplicates
- 1 consolidated
Matrix Trust Co Has $3.76 Million Position in Broadcom Inc. $AVGO
Matrix Trust Co. reduced its stake in Broadcom Inc. by 21.3% in the second quarter, now holding 9,948 shares valued at approximately $3.76 million. Broadcom's main growth driver remains AI demand, contributing to quarterly revenue of $22.19 billion, a 47.9% year-over-year increase, with AI semiconductor revenue rising 143%. Despite a "Moderate Buy" consensus rating from analysts and a strong average price target, the company faces concerns regarding its high price-to-earnings ratio of 71.29 and recent insider selling activity.
- Published
- 10 Aug 2026 10:43
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.5% · 3.7d old
- Duplicates
- 1 consolidated
Wealthcare Capital Partners LLC Raises Stock Holdings in Broadcom Inc. $AVGO
Wealthcare Capital Partners LLC increased its stake in Broadcom Inc. by 36.4% in the second quarter, bringing its total holdings to 4,407 shares valued at $1.665 million. This move is part of a broader trend of institutional investment in Broadcom, though company insiders have recently sold shares. Analysts maintain a "Moderate Buy" rating for Broadcom, citing strong financial results driven by AI demand, despite concerns about its high valuation.
- Published
- 10 Aug 2026 10:43
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 1.8% · 3.7d old
- Duplicates
- 1 consolidated
Vertrix Wealth Management LLC Sells 3,453 Shares of Broadcom Inc. $AVGO
Vertrix Wealth Management LLC decreased its holdings in Broadcom Inc. by 19.7% in the second quarter, selling 3,453 shares but still retaining 14,111 shares valued at $5.33 million. Despite this sale, Broadcom continues to receive strong institutional support and a "Moderate Buy" consensus rating from analysts, driven by record revenues and significant growth in its AI semiconductor division. However, its high P/E ratio of 71.29 signals potential valuation risks.
- Published
- 10 Aug 2026 09:47
- News subject
- Earnings
- Why this score
- Record Revenue
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 3% · 3.7d old
- Duplicates
- 1 consolidated
Deane Retirement Strategies Inc. Makes New Investment in Broadcom Inc. $AVGO
Deane Retirement Strategies Inc. has made a new investment in Broadcom Inc. (NASDAQ:AVGO), acquiring 12,590 shares valued at approximately $4.76 million, making it about 2% of their portfolio. Broadcom, a semiconductor manufacturer, reported strong quarterly revenue of $22.19 billion, up 47.9% year over year, and exceeded analyst expectations for adjusted earnings per share. The company benefits from strong demand in AI semiconductors and infrastructure spending, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $493.24.
- Published
- 10 Aug 2026 08:18
- News subject
- Earnings
- Why this score
- Beat expectations, Strong Demand, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.7% · 3.8d old
- Duplicates
- 1 consolidated
Allied Private Wealth LLC Buys New Position in Broadcom Inc. $AVGO
Allied Private Wealth LLC has acquired a new position in Broadcom Inc., purchasing 2,663 shares valued at approximately $1.04 million in the second quarter, making Broadcom 0.7% of their holdings. This comes as Broadcom reported strong quarterly results with a 47.9% year-over-year revenue increase, driven by AI demand for custom chips and networking. While analyst sentiment remains favorable, potential risks include the stock’s elevated valuation and recent insider selling.
- Published
- 10 Aug 2026 07:06
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.5% · 3.9d old
- Duplicates
- 1 consolidated
Erste Group Bank Raises Earnings Estimates for Broadcom
Erste Group Bank has increased its FY2027 EPS estimate for Broadcom (NASDAQ:AVGO) to $17.72 from $17.60, while maintaining a "Hold" rating. This comes after Broadcom exceeded expectations in its latest quarter, reporting an EPS of $2.44 on revenue of $22.19 billion, a 47.9% year-over-year increase driven by strong semiconductor and AI demand. Despite some negative sentiment regarding valuation and broader market concerns, analysts largely remain bullish, with a consensus "Moderate Buy" rating and an average price target of $493.24 for the stock.
- Published
- 10 Aug 2026 06:07
- News subject
- Earnings
- Why this score
- Beat expectations, Improving financial comparison, Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 4.7% · 3.9d old
- Duplicates
- 1 consolidated
Wealth Science Advisors LLC Has $5.62 Million Stake in Broadcom Inc. $AVGO
Wealth Science Advisors LLC increased its stake in Broadcom Inc. by 18.7% in the second quarter, bringing its total holdings to 14,871 shares valued at approximately $5.62 million. This increase makes Broadcom the firm's seventh-largest holding, representing about 2.5% of its investment portfolio. The article highlights Broadcom's strong performance driven by AI demand, with significant revenue growth and positive analyst sentiment, but also notes potential risks like high valuation and recent insider share sales.
- Published
- 09 Aug 2026 10:34
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Weighted influence
- Low · 2.5% · 4.7d old
- Duplicates
- 2 consolidated
Earlier company news
AVGO news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Older news is kept in the archive
There are 73 older AVGO headlines. Open one page at a time when you need them.
Open older archiveProvider matches checked
Provider mentions not used in the score
A news provider linked these stories to AVGO, but the headline and available text are not mainly about Broadcom Inc. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.
I’m Buying Nvidia Ahead of Aug. 26 Earnings Exactly For The Reason You Think
Quick Read NVDA commands over 80% of the high-end AI accelerator market as Microsoft, Meta, Alphabet, and Amazon collectively commit $200B to AI infrastructure. AMD's MI-series and AVGO's custom silicon both lack NVDA's full-stack advantages, including CUDA lock-in, NVLink networking, and a 71% gross margin. China's export restrictions erased roughly $4.6B per quarter in H20 sales, yet management still guided Q2 revenue to $91B. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. I keep buying NVIDIA (NASDAQ:NVDA) shares, and the Au
- Published
- 11 Aug 2026 12:12
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
Adeia (ADEA) Q2 2026 Earnings Call Transcript
Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the execution of six license agreements across over-the-top, e-commerce, consumer electronics, and Pay-TV sectors.Non-GAAP Diluted EPS -- $0.34, compared to $0.25 in the same period last year.Adjusted EBITDA -- $56.4 million, representing an adjusted EBITDA margin of 58.7% for the quarter.Cash from Operations -- $54.6 millio
- Published
- 11 Aug 2026 02:58
- Provider record
- eodhd
- Use in sentiment
- Not scored
- Reason
- Company is not the main subject
3 Reasons to Sell HUBG and 1 Stock to Buy Instead
3 Reasons to Sell HUBG and 1 Stock to Buy Instead Hub Group trades at $46.22 and has moved in lockstep with the market. Its shares have returned 9.6% over the last six months while the S&P 500 has gained 10.9%. Is there a buying opportunity in Hub Group, or does it present a risk to your portfolio? Dive into our full research report to see our analyst team's opinion, it's free. Why Do We Think Hub Group Will Underperform? We're passing on Hub Group for now. Here are three reasons why there are better opportunities than HUBG, plus one stock we'd rather own. 1. Long-Term Revenue Growth Disappoin
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- 10 Aug 2026 22:01
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Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?
Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past
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- 10 Aug 2026 21:50
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Schwab Trading Activity Index™: STAX Score Increases Modestly in July
Schwab Trading Activity Index vs. S&P 500 (Graphic: Charles Schwab) Schwab clients were net buyers, using late-month dips to add exposure across individual stocks, ETFs, and options Key Takeaways: The Schwab Trading Activity Index™ (STAX) increased to 59.80 in July, up slightly from its score of 59.12 in June. Clients remained net buyers in July, using late-month dips to add exposure across individual stocks, ETFs, and options. The strongest buying interest came from two clear groups: Gen X clients, who continued to lead net buying by age cohort, and self-directed traders, whose bullish activi
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- 10 Aug 2026 17:30
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- eodhd
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Cerebras Q2 Earnings Loom: Buy or Sell CBRS Stock Ahead of Results?
Cerebras Systems CBRS is set to release its second-quarter 2026 results on Aug. 12. The company anticipates second-quarter 2026 core revenues of $194 million, implying 88% year-over-year growth. The Zacks Consensus Estimate for revenues is pegged at $194.16 million. Cerebras reported revenues of $193.4 million in the first quarter of 2026. The consensus mark for loss has been steady at 21 cents per share over the past 30 days. Cerebras reported a loss of 4 cents per share in the first quarter of 2026, 71.43% narrower than the Zacks Consensus Estimate of a loss of 14 cents. Consensus Estimate T
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- 10 Aug 2026 17:07
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Qualcomm's Android Growth Number Has Left The Front Of The Story
Photo by manseok_Kim on Pixabay A metric management once put at the top of its quarterly summary now surfaces only when someone asks for it. Qualcomm (QCOM) used to put a growth rate on Android revenue in its quarterly summary. That number is no longer at the front of the story. What sits there instead is a fiscal 2029 revenue target and a data center push whose first custom silicon revenue arrives in the December quarter. The Android growth rate a holder could check every quarter has been swapped for a target dated three fiscal years out. The Android Line That Used To Open The Summary In Nove
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- 10 Aug 2026 16:14
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- eodhd
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Alphabet's Higher AI Spending Could Boost These ETFs
Alphabet GOOGL is raising the stakes in the artificial intelligence (AI) race. The company increased its 2026 capital expenditure guidance to $195-$205 billion from the $180-$190 billion given during the second-quarter earnings release, per The Motley Fool as quoted on Yahoo Finance. GOOGL's AI Spending Takes Center Stage Alphabet's decision to raise its capital expenditure outlook highlights the enormous amount of investment required to expand AI capabilities. The spending is expected to support data centers, networking infrastructure, advanced computing systems and other AI-related technolog
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- 10 Aug 2026 15:40
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2 Dividend Growth Stocks Worth Holding for the Long Haul
Typically, stocks are categorized as value, growth, or dividend, but that doesn't mean they can't be a mix of these. In some cases, a stock can offer high growth and be a consistent dividend payer. It's a win-win that generally pays off for investors. If you're looking for two dividend growth stocks worth holding in your portfolio, Broadcom (NASDAQ: AVGO) and Microsoft (NASDAQ: MSFT) fit the bill. Their yields aren't high by any means, but they have impressive dividend track records showing they're more shareholder-friendly than they often get credit for. Missed Nvidia in 2009? This Rare Signa
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- 10 Aug 2026 14:50
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Is Avnet (AVT) Stock Outpacing Its Computer and Technology Peers This Year?
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Avnet (AVT) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Computer and Technology sector should help us answer this question. Avnet is one of 614 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #2 in the Zacks Sector Rank. The Zacks Sector
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- 10 Aug 2026 14:40
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Intel Falls 5% on Proposed $15B Share Sale as AMD, NVIDIA, Broadcom Hold Steady
Quick Read Intel dropped 5% after announcing a $15B stock offering, as management capitalizes on a 175% year-to-date rally to fund its foundry buildout. NVDA and SOXX are flat on the day, confirming traders treat Intel's selloff as an isolated capital-structure event with no sector-wide read-through. Tesla is confirmed as a 14A foundry customer, and Wall Street's $115 consensus INTC price target sits well above today's trading level. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for y
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- 10 Aug 2026 14:19
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TSMC Sales Jumps 45% as Nvidia-Driven AI Boom Powers Chip Demand
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (TSM) posted a 44.7% increase in July revenue. TSMC generated NT$467.58 billion ($14.5 billion) in July sales, up 5.6% from June. Revenue for the first seven months of the year reached NT$2.87 trillion, representing a 37% increase from the same period last year. Warning! GuruFocus has detected 6 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator. The results come after TSMC delivered record second-quarter profit and margins, although management indicated profitability could mo
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- 10 Aug 2026 13:18
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Asian shares are mixed after gains on Wall Street, while oil prices climb
BANGKOK (AP) — Shares were mixed in Asia on Monday, with Japan's Nikkei 225 leading advances after stocks rose on Wall Street, ending last week with gains. Oil prices rose and U.S. futures were little changed. In Tokyo, the benchmark Nikkei 225 jumped 2% to 66,890.02, pulled higher by strong gains for technology companies. Computer chip equipment maker Tokyo Electron climbed 3.5%, while chip testing device maker Advantest rose 4.9%. In South Korea, the gains were more modest, as the Kospi added 0.8% to 6,305.86 as shares in major chipmakers slipped. Samsung Electronics lost 0.9%, while its sma
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- 10 Aug 2026 07:26
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Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year
Key Points Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years. Sandisk trades at a reasonable valuation, with bearish fears about a cyclical slowdown overblown.10 stocks we like better than Sandisk › Sandisk(NASDAQ: SNDK) is one of the only growth stocks that can more than quadruple and still be undervalued. Superb fiscal 2026 fourth-quarter results and broader memory chip trends suggest that Sandisk can reclaim its all-time high of just
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- 10 Aug 2026 07:20
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TSMC monthly sales jump 45% as AI chip demand stays strong
shih-wei * Taiwan Semiconductor Manufacturing (TSM [https://seekingalpha.com/symbol/TSM]) reported a 44.7% jump in monthly sales on Monday, signaling robust demand for AI hardware despite broader market volatility. * Revenue at the go-to chipmaker for Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) and Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) reached NT$467.58B ($14.5B) in July. Analysts on average are estimating a 46.8% increase in sales for the current quarter. * On a monthly basis, TSMC's July revenue rose 5.6%. * Revenue for January through July totaled NT$2,872.06B, an inc
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- 10 Aug 2026 07:08
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A $10,000 Investment in Taiwan Semiconductor Today Will Be Worth This Much by 2028
Key Points TSMC doesn't care which company wins the AI revolution, as long as it buys chips from it. Taiwan Semiconductor is heavily investing in capabilities to ensure it can meet demand. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Taiwan Semiconductor(NYSE: TSM) is one of the biggest beneficiaries of the artificial intelligence revolution that nobody talks about. It's making chips for major players, including Nvidia, Broadcom, and Advanced Micro Devices. All of these companies are competing to secure more space in data centers. Yet one company stands to benefit regardl
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- 9 Aug 2026 20:50
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3 Reasons to Avoid CSL and 1 Stock to Buy Instead
3 Reasons to Avoid CSL and 1 Stock to Buy Instead Carlisle currently trades at $386.55 per share and has shown little upside over the past six months, posting a small loss of 4.3%. The stock also fell short of the S&P 500's 11.7% gain during that period. Is now the time to buy Carlisle, or should you be careful about including it in your portfolio? Check out our in-depth research report to see what our analysts have to say, it's free. Why Is Carlisle Not Exciting? We're cautious about Carlisle. Here are three reasons why there are better opportunities than CSL, plus one stock we'd rather own.
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- 9 Aug 2026 20:49
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If You Had Bought $10,000 of Apple Stock When Steve Jobs Handpicked Tim Cook as the Next CEO, Here's How Much You'd Have Today
Steve Jobs is regarded as one of the most visionary corporate leaders in recent history, but his handpicked successor, Tim Cook, may have been even more important to Apple's (NASDAQ: AAPL) success. Jobs resigned as CEO in August 2011, recommending Cook as his replacement. The board immediately approved Cook as CEO, and he's served in that role for the last 15 years. Cook will step down as CEO at the end of the month. John Ternus will take over as CEO on Sept. 1. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker calle
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- 9 Aug 2026 19:56
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Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands?
Is MRVL a good stock to buy? We came across a bullish thesis on Marvell Technology, Inc. on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on MRVL. Marvell Technology, Inc.'s share was trading at $211.02 as of August 6th 2026. MRVL's trailing and forward P/E were 64.45 and 46.30 respectively according to Yahoo Finance.Is Cathie Wood’s ARK Signaling a Major Rotation With Its Shopify (SHOP) Sale and Taiwan Semiconductor Manufacturing Company (TSM) Buy Marvell Technology designs chips and networking gear used to build AI infrastructure, and its
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- 9 Aug 2026 19:19
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Scott Galloway warned the US stock market could crash within 24 months thanks to AI. Protect your nest egg while you can
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Earlier in 2026, economic commentator and professor Scott Galloway, or Prof G, warned that with about 40% of the S&P 500 tied to AI-focused businesses, investors may need to reevaluate their risk exposure or prepare for a portfolio wipeout. "There's no way they can justify these incredible valuations," Galloway said on an episode of The Diary of a CEO podcast (1). He also noted that one of the greatest threats to American AI companies is cheaper Chinese alternatives. Must Read Jeff Bezos backs a
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- 9 Aug 2026 15:20
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How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
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