Preliminary viewing of income from shares Boadcom: High Bars, Big expectations News ad

Broadcom today

$ 254.32 +5.61 (+2.26%)

As of 12:17 on the East

52-week range

$ 128.50

▼

$ 257.81

Dividend yield

0.93%

P/e ratio.

207.44

Value is valuable

$ 246.00

With income in the semiconductor industry, he basically came and went to the Q1 2025 calendar, one large -scale company has not yet reported: Broadcom NASDAQ: AVGOThe Broadcom field reports its financial results Q2 on June 5The field cover these results for three months that ended on April 30, is more closely connected with the Q1 calendar period. Nvidia NASDAQ: NVDAThe only major company in the industry reported high income on May 28. They exceeded expectations, helping promotions to grow moderately. Nevertheless, the much smaller user competitor Broadcom, Marvell Technology NASDAQ: MrvlIt was not possible to stand out, leading shares will fall after the reporting.

Broadcom held one of the best performances after receiving the benefit among the Chip shares, when the results of the first quarter in March were reported. Promotions grew by almost 9% per day. This helped stop the generalized fears in the AI-Chip market at that time. Nvidia And Marwell We saw how their shares received large post-Benzine falls just a few days ago. So what do analysts expect from this company in this quarter? In addition, what are the key details Call earnings What should investors pay close attention to?

Fiscal Fiscal Q2 expectations: High -level review

In Broadcom’s Fiscal Q2 2025, Analysts The income of 14.98 billion dollars is predicted. This will represent the growth rate of 20% compared to the 2nd financial quarter of 2024. This would be a significant delay in growth compared to the last quarter, when sales grew by almost 25%. On adjusted profit per share (EPS) The front, analysts expect 1.57 dollars. This will be equated Revenue growth rate Almost 43% compared with 45% in financial Q1. Analysts expect very moderate steps in the margin composition of the company compared to the 4th quarter, but they expect that a significant expansion of the margin in the previous year will continue.

The cost of observation of income: individual AI Silicon & VMware progress in focus

When it comes to the details of comments on management, there are several key points, investors will want to know. First of all, this is the performance of the individual business of AI Chip. The company is currently Three large clients Who does it work with. These include Google’s maternal company, alphabet NASDAQ: Googland meta -platforms NASDAQ: metNevertheless, Broadcom also interacts with four other large potential customers to create user chips. Any comments that these relations have become real transactions would be a huge positive for shares. The company expects He returned 4.4 billion dollars. The USA is 44%of growth.

The information surrounding VMware will also be important. The company transfers customers to the subscription payment model. It was a huge driver of success for the acquisition of VMware. In the last quarter, the company said that 60% of customers have crossed. Hear that this number continues to move higher will be another very positive sign. This is especially true, since many customers have become very dissatisfied with Broadcom changes in VMware. Evidence that this misfortune leads to the fact that customers are leaving or not to switch to the subscription model will be significant negative. In addition, it would be very encouraging to see a significant expansion of the number of customers using the VMware Private Foundation. This is a relatively new offer in which there were 39 corporate clients in the last quarter. The company is waiting for it Software segment income To amount to $ 6.5 billion. USA for a growth rate of 23%.

A satisfactory surprise for Broadcom may be associated with any transactions or involvement of customers related to the end Rule AI-DiffusionThe NVIDIA field, in particular, announced a transaction for the sale of thousands of chips in Saudi Arabia on the day when the rule was officially discontinued. Can Boadcom be near to announce something like that?

Brodcomic assessment increases bets, analysts double

Broadcom is currently trading at a much higher price than it was shortly before the last release of income. After a strong surge, after leaving the action in March, about $ 179 soared. As of the closure of June 2, Broadcom up to 249 dollarsThe difference is approximately 39%. This final price sets the action just below its record high achievement in December 2024. Thus, the risk and profile of the remuneration of Broadcom, which are included in the fiscal income for the second quarter. Boadcom shares are never traded even close to such a maximum level before releasing earnings, which increased the risk of moving down.

Still, Analysts increase their price purposes As the report approaches. Marketbeat has tracked several updates over the past week, which have an average target price of $ 287. This goal implies a 15% growth potential in shares compared to their closing price on June 2.

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