How Schwab Network’s view on $AVGO changed

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2026-09-06Bullish

“Lampe: GOOGL Outperforms as "Market Writes Its Obituary," Energy Needs Grow”

AVGO is a key player and investment opportunity as the AI roadmap for all major companies runs through it, despite a 60x P/E ratio.

if you look at some of the major players out there, whether it's Microsoft, Google, or Broadcom, they represent 18 % of the total Standard & Poor's market.

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2026-09-03Bullish

“Where AVGO Stands in AI Space After Earnings, Stock Sees "Hedge Fund Blowup"”

AVGO remains a long-term buy; current weakness is due to hedge fund unwinding, but it is valued at 15x 2028 EPS for a $450 target.

Now it's time for the watchlist segment, and we're going to look at Broadcom's earnings. The profits were good. So why is the stock falling ? This is a classic example of how, when trading based on earnings, you won't necessarily get the move you want, because if you thought the earnings were good and the stock would go up, that did n't happen today.

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2026-09-03