公司评级与目标价调整 - CFRA将博通公司目标价从340美元上调至380美元并维持买入评级 [1] - 评级调整基于第三季度财报表现及人工智能半导体业务增长 [1][2] 财务预测变化 - 2025财年每股收益预测从6.65美元上调至6.71美元 [3] - 2026财年每股收益预测从8.13美元大幅上调至9.00美元 [3] - 2027财年每股收益预测从9.82美元显著提升至10.95美元 [3] 业务发展动态 - 人工智能半导体业务新增第四家客户 预计带来100亿美元销售额 [2] - 首席执行官Hock Tan确认将留任至至少2030年底 提振投资者信心 [3] 公司背景 - 美国跨国科技企业 主营半导体设计与开发 兼营企业软件及安全解决方案 [4]

Resideo Technologies, Inc. (NYSE:REZI) is one of the stocks Jim Cramer commented on. Inquiring about the stock, a caller noted its Honeywell spin-off origin, recent 52-week high, an upgrade from Morgan Stanley, and insider buying. Cramer replied: “Okay, so candidly, when it was first spun off, I was not a fan because I did not think rates were going to come down and really be good for the housing market. Now, that’s precisely the kind of stock that you should be buying. I’ve been saying to the club that H ...