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Broadcom’s (AVGO) AI and Compute Demand Remain Robust, Bernstein Reaffirms Bullish Outlook
博通博通(US:AVGO) Yahoo Finance·2025-10-13 04:01

Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks on the Market’s Radar. On October 8, Bernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating on the stock with a 400.00pricetarget.Accordingtothefirm,BroadcomsQ3earningsweregood.Semisandsoftwarebothperformedbetterthanexpected.EventhoughnonAIsemisremainslowtorecover,AIsemisrevenueswerequiterobustat400.00 price target. According to the firm, Broadcom’s Q3 earnings were good. Semis and software both performed better than expected. Even though non-AI semis remain slow to recover, AI semis revenues were quite robust at 5.2B. Moreover, insights from a virtual meeting with Broadcom’s CEO and CFO reveal that compute dema ...