博通(NASDAQ:AVGO)创下 12 个月新高 - 现在是买入的好时机吗?

Market Beat
2025.10.29 14:43
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Broadcom Inc. (NASDAQ:AVGO) reached a new 52-week high of $381.30, with analysts providing mixed ratings. Arete Research upgraded the stock to "strong-buy," while Wall Street Zen downgraded it to "hold." Target prices range from $345 to $460, indicating potential upside. The company reported Q3 earnings of $1.69 EPS, surpassing estimates, with a revenue increase of 22% year-over-year. Broadcom also announced a quarterly dividend of $0.59. Insider trading activity showed significant sales by executives, while institutional investors have been active in buying and selling shares.

Broadcom Inc. (NASDAQ:AVGO - Get Free Report)'s share price reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $379.37 and last traded at $381.3010, with a volume of 3435107 shares trading hands. The stock had previously closed at $372.97.

Analyst Upgrades and Downgrades

  • Broadcom Secures $460 Price Target, Implying +30% Upside

A number of analysts have recently commented on AVGO shares. Arete Research raised Broadcom to a "strong-buy" rating in a research note on Monday, July 28th. Wall Street Zen cut Broadcom from a "buy" rating to a "hold" rating in a research note on Saturday. JPMorgan Chase & Co. raised their target price on shares of Broadcom from $325.00 to $400.00 and gave the stock an "overweight" rating in a report on Friday, September 5th. Wells Fargo & Company raised their target price on shares of Broadcom from $255.00 to $345.00 and gave the stock an "equal weight" rating in a report on Friday, September 5th. Finally, Mizuho set a $435.00 target price on shares of Broadcom and gave the stock an "outperform" rating in a report on Tuesday, October 21st. Three equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and one has assigned a Hold rating to the company's stock. According to MarketBeat, the stock has a consensus rating of "Buy" and an average price target of $372.52.

Read Our Latest Research Report on AVGO

Broadcom Stock Up 2.6%

  • Broadcom Inks OpenAI Deal: Why It's A Huge Win for AVGO Stock

The company has a quick ratio of 1.37, a current ratio of 1.50 and a debt-to-equity ratio of 0.86. The company has a market capitalization of $1.81 trillion, a price-to-earnings ratio of 97.53, a P/E/G ratio of 2.04 and a beta of 1.20. The stock's fifty day moving average price is $334.16 and its 200-day moving average price is $279.21.

Broadcom (NASDAQ:AVGO - Get Free Report) last posted its quarterly earnings data on Thursday, September 4th. The semiconductor manufacturer reported $1.69 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.66 by $0.03. Broadcom had a net margin of 31.59% and a return on equity of 36.60%. The company had revenue of $15.95 billion for the quarter, compared to the consensus estimate of $15.82 billion. During the same period last year, the company earned $1.24 earnings per share. The firm's revenue was up 22.0% compared to the same quarter last year. Broadcom has set its Q4 2025 guidance at EPS. On average, sell-side analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current fiscal year.

Broadcom Dividend Announcement

  • MarketBeat Week in Review – 10/06 - 10/10

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 30th. Investors of record on Monday, September 22nd were paid a $0.59 dividend. The ex-dividend date of this dividend was Monday, September 22nd. This represents a $2.36 annualized dividend and a dividend yield of 0.6%. Broadcom's dividend payout ratio (DPR) is currently 60.20%.

Insider Activity

In other Broadcom news, CEO Hock E. Tan sold 148,154 shares of Broadcom stock in a transaction on Wednesday, September 10th. The shares were sold at an average price of $336.67, for a total transaction of $49,879,007.18. Following the completion of the transaction, the chief executive officer directly owned 825,998 shares of the company's stock, valued at $278,088,746.66. The trade was a 15.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Kirsten M. Spears sold 7,498 shares of Broadcom stock in a transaction on Wednesday, September 17th. The stock was sold at an average price of $347.66, for a total value of $2,606,754.68. Following the sale, the chief financial officer directly owned 313,330 shares of the company's stock, valued at $108,932,307.80. This represents a 2.34% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders purchased 3,550 shares of company stock valued at $1,227,869 and sold 665,271 shares valued at $225,464,248. 2.00% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of AVGO. Brighton Jones LLC raised its stake in Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer's stock valued at $6,882,000 after purchasing an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer's stock valued at $1,854,000 after purchasing an additional 756 shares in the last quarter. Golden State Wealth Management LLC raised its stake in Broadcom by 6.4% in the first quarter. Golden State Wealth Management LLC now owns 15,852 shares of the semiconductor manufacturer's stock valued at $2,654,000 after purchasing an additional 954 shares in the last quarter. Jacobsen Capital Management raised its stake in Broadcom by 2.4% in the first quarter. Jacobsen Capital Management now owns 8,322 shares of the semiconductor manufacturer's stock valued at $1,393,000 after purchasing an additional 193 shares in the last quarter. Finally, Washington Trust Advisors Inc. raised its stake in Broadcom by 22.2% during the first quarter. Washington Trust Advisors Inc. now owns 2,485 shares of the semiconductor manufacturer's stock worth $416,000 after acquiring an additional 451 shares in the last quarter. Institutional investors and hedge funds own 76.43% of the company's stock.

About Broadcom

(Get Free Report)

Broadcom Inc designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates in two segments, Semiconductor Solutions and Infrastructure Software.

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