Will Broadcom Stock Have Its 'Nvidia Moment' in 2025?

Investopedia12-19 18:00

Key Takeaways Broadcom’s recent earnings-fueled rally brought its stock to record highs and its market cap above the $1 trillion mark. The surge recalls Nvidia’s meteoric rise, with both stocks more ...

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But what's next for the stock?Some on Wall Street see artificial intelligence-driven demand poised to push sales of its chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term, at least.All but one of 20 analysts covering Nvidia tracked by Visible Alpha hold a “buy” or equivalent rating for Nvidia, with their consensus price target of about $177 implying roughly 37% upside from Wednesday's closing price around $1","collect":0,"end_time":0,"defaultTopTitle":"investopedia.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BYV24P56.USD":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","IE00BMCWC346.EUR":"GUINNESS EMERGING MARKETS EQUITY INCOME \"C\" (EUR) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","NVD2.UK":"2X NVIDIA ETP","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","3NVD.UK":"LS 3X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","NVD3.UK":"LS 3X NVIDIA","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SNVD.UK":"LS -1X NVIDIA","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1917777945.USD":"安联专题基金Cl AT Acc","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","NVDA":"英伟达","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","MRVL":"迈威尔科技","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","AVGO":"博通","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","AVGOP":"BROADCOM INC PFD SER A 22","BK4588":"碎股"},"translate_title":"博通股票会在2025年迎来“英伟达时刻”吗？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AVGO":1,"AVGOP":1,"MRVL":1,"NVDA":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"Key Takeaways\nBroadcom’s recent earnings-fueled rally brought its stock to record highs and its market cap above the $1 trillion mark. The surge recalls Nvidia’s meteoric rise, with both stocks more than doubling this year as demand for artificial intelligence infrastructure surged. However, while analysts remain overwhelmingly bullish on Nvidia’s upward trajectory, they suggested Broadcom’s upside could be more limited in the near term. \n Chipmaker Broadcom's (AVGO) latest earnings-fueled rise has made it the newest member of the $1 trillion dollar club. But what's next for the stock?\n\n\n Some on Wall Street see artificial intelligence-driven demand poised to push sales of its chips to fresh highs, powering its stock higher in 2025. But others are more cautious—in the near term, at least.\n\n\n Shares of both Nvidia and Broadcom have more than doubled in value in 2024, placing them among the S&P 500's top performers for the year. Analysts, however, are more bullish on the former, with high expectations for Nvidia in early 2025 and the expectation that Broadcom's next big break could come further down the line.\n\n\n Broadcom's \"robust AI story is finding its own 'Nvidia moment'\" as the AI business picks up steam, Bernstein analysts told clients Monday. But they also warned that Broadcom's \"core business remains fairly lousy,\" with material opportunities potentially years away.\n\n\n  Broadcom’s AI Sales Soar  \n Broadcom’s recent gains have drawn comparisons to Nvidia’s meteoric rise.\n\n\n Demand for its chips that support AI has surged, pushing sales to record levels. Broadcom said its fiscal 2024 revenue from AI more than tripled year-over-year to $12.2 billion, helping boost its total sales for the year above $51 billion.\n\n\n CEO Hock Tan on Broadcom's latest earnings conference call said the company sees its “opportunity over the next three years in AI as massive,” according to a transcript provided by AlphaSense, with several of its customers still expanding their AI infrastructure and its own AI business expected to outgrow other segments.\n\n\n Analysts, however, appear less certain about Broadcom stock’s room to rise. While all 14 of the analysts covering Broadcom tracked by Visible Alpha hold a “buy” or equivalent rating, their average price target of $238 would represent only a partial recovery from Wednesday's losses and a decline from the stock’s all-time closing high, set Monday.\n\n\n Bernstein analysts expect the “material opportunity” for Broadcom could be a few years out. They have an “outperform” rating on the shares, along with a $250 price target that is about 12% above Wednesday's close—which came after its shares tumbled 7% in a Fed-driven tech selloff.\n\n\n All but one of 20 analysts covering Nvidia tracked by Visible Alpha hold a “buy” or equivalent rating for Nvidia, with their consensus price target of about $177 implying roughly 37% upside from Wednesday's closing price around $129.\n\n\n  Broadcom Makes Analysts' ‘Top Picks’ for 2025  \n Still, Broadcom is a popular name on Wall Street.\n\n\n Bank of America listed Broadcom among its top semiconductor industry picks for 2025, identifying it as an “AI leader” alongside Nvidia and Marvell Technology (MRVL).\n\n\n And JPMorgan, which called the stock a “top pick” when it hiked its price target to $250 last week, said it expects Broadcom’s AI revenues could jump another 40% in fiscal 2025, with expanding market share in the next few years as it grows its customer base. \n\n\n “The stock has clearly been held back,” Morgan Stanley analysts said, telling clients they “expect momentum to build from here.” Broadcom, they wrote, could present “one of the most compelling ways to play AI semis over the next 2-3 years” behind Nvidia. \n\nDo you have a news tip for Investopedia reporters? Please email us at\ntips@investopedia.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492284051"}