AVGO
Broadcom$364.54live · 9h agoTotal predictions
7
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
1
Bull / Bear
7 / 0
direction split
YouTubers covered
2
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Predictions (7)
Meet Kevin5 callsBullish
Kevin includes Broadcom among hardware names he believes are undervalued relative to profitability as part of his 'hardware 2.0' thesis.
Earlier theses (4)
Kevin expects Broadcom to benefit from the same inference/opex-driven hardware super-cycle thesis he applies across ASIC and chip manufacturers, despite not owning the stock himself.
Broadcom is grouped with other hardware names Kevin expects to benefit if his bullish Iran-deal scenario plays out.
Kevin views Broadcom as fundamentally strong and undervalued given its cheap PEG ratio, high margins, and strong cash flow, even as the stock faces near-term technical selling pressure amid broader hardware sector bearishness. He cites Broadcom's own guidance for AI revenue growth but does not offer his own stock price target.
Kevin views Broadcom as fundamentally strong but temporarily punished for a small Q4 revenue guidance miss, noting exceptional margins, huge free cash flow, and a cheap valuation relative to growth. He believes the stock could be worth close to $1,000 based on its margin profile, though he flags the large debt load as a lingering concern.
Michael Tyler2 callsBullish
The speaker is bullish on Broadcom as a potential winner among AI hardware companies capable of executing despite the broader trade cooling.
Earlier thesis (1)
The presenter expects Broadcom to perform well over time due to its custom silicon business, though without a specific price target.