b******r
发帖数: 16603 | 1 BRCM这次ER让我比较难过。不过看来希望还是有的。
http://www.benzinga.com/analyst-ratings/analyst-color/11/02/828
J.P. Morgan is out with its report today on Broadcom (NASDAQ: BRCM), raising
its price target from $49 to $55.
In a note to clients, J.P. Morgan writes, "Broadcom reported 4Q revenues of
$1.95B (+8% Q-Q, +45% Y-Y), which were 2% ahead of ours and consensus
estimates by around $50M, while non-GAAP EPS of $0.75 was $0.03 better than
our estimate and $0.01 better than consensus. Our new December 2011 price
target of $55 assumes that BRCM should trade at 17x our 2012 EPS estimate of
$3.40, or at a 15% premium to where the average stock in our universe is
currently trading given the company's revenue and earnings growth trajectory
and its solid position within the fastest growing segments of the
technology market."
J.P. Morgan remains Overweight on BRCM.
At the time of posting, shares of BRCM were trading at $43.17, down 6.94%
from Tuesday's close. | w********1
发帖数: 3492 | 2 哈哈。 让我捡了把漏儿
raising
of
than
of
trajectory
【在 b******r 的大作中提到】
: BRCM这次ER让我比较难过。不过看来希望还是有的。
: http://www.benzinga.com/analyst-ratings/analyst-color/11/02/828
: J.P. Morgan is out with its report today on Broadcom (NASDAQ: BRCM), raising
: its price target from $49 to $55.
: In a note to clients, J.P. Morgan writes, "Broadcom reported 4Q revenues of
: $1.95B (+8% Q-Q, +45% Y-Y), which were 2% ahead of ours and consensus
: estimates by around $50M, while non-GAAP EPS of $0.75 was $0.03 better than
: our estimate and $0.01 better than consensus. Our new December 2011 price
: target of $55 assumes that BRCM should trade at 17x our 2012 EPS estimate of
: $3.40, or at a 15% premium to where the average stock in our universe is
| b******r
发帖数: 16603 | 3 突然间一堆分析家股评家跳出来大声叫好，都不知道为啥脸变得那么快。
不过没有downgrade，应该是好消息。
【在 w********1 的大作中提到】
: 哈哈。 让我捡了把漏儿
:
: raising
: of
: than
: of
: trajectory
| a********y
发帖数: 1262 | 4 一直捂着 看看出不出水
【在 b******r 的大作中提到】
: 突然间一堆分析家股评家跳出来大声叫好，都不知道为啥脸变得那么快。
: 不过没有downgrade，应该是好消息。
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