Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Broadcom: Color on Quarter (215.14)<ul><li>Cowen raises their AVGO tgt to $240 from $210. Stock performance has finally delivered on the promise worthy of their (and many others') adoration. Street numbers are looking less conservative, but targets still have headroom and <strong>they see a clear path to $240-250</strong> while simultaneously being able to increasingly appeal to income investors. Target to $240, not massive upside to still warrant Top Pick in semis, but still solid enough.</li><li>Drexel Hamilton reaises tgt to $260 from 210. Although Wireless is expected to be down again in Q2, AVGO expects an aggressive Samsung ramp, combined with higher RF and Connectivity dollar content to partially offset the further seasonal decline anticipated from Apple. Overall, Wireless is expected to be down high-single digits, which is better than the typical double-digit declines seen seasonally. Broadcom turned in another strong performance, with results and guidance that were solid across the board delivering upside on most all metrics and an outlook that nicely exceeded the consensus.</li><li>RBC raises tgt to $240 from $230. They see AVGO benefitting from a confluence of multiple tailwinds over the next few quarters: 1) content uptick at Samsung that should enable Wireless to observe better-than-seasonal trends, 2) sustained growth in Wired infrastructure driven by a confluence of momentum in switching/routing and a seasonal increase in demand in broadband access and STB products, 3) continued OpEx control and gross margin expansion given the Apr-qtr is typically the lightest quarter from a revenue and gross profit perspective historically. Fundamentally, they think AVGO is positioned to sustain ~$15.00 in EPS in FY17 and close to $18 in EPS post-BRCD integration, which they expect to close in the next quarter; Top Pick.</li><li>Craig Hallum raises their AVGO tgt to $260 from $210. AVGO remains one of firm's top picks heading into the iPhone 8 which is expected to be the best selling iPhone of all time. Recent rumors suggest AVGO may be supplying the WC chip in the upcoming iPhone 8. They note co has had WC technology and has supplied Apple with other custom ASIC solutions in the past which makes them a likely supplier to Apple (<strong>AAPL</strong>). While they are not currently modeling for it firm does not rule this out as a possibility, but either way they look for AVGO to see content expansion in Apple's next gen phone. Moreover, while AVGO continues to work through the BRCD acquisition, they believe co will <strong>likely make another acquisition in FY17</strong>. Firm looks for additional acquisitions to be both top and bottom line accretive to AVGO and think <strong>IDTI remains a likely candidate</strong> given its strong position in the fast growing Cloud Data Center market, strengthened by its recent acquisition of GIG and strong operating model.</li><li><strong>AVGO +5% at new all time highs premarket</strong></li></ul></td> </tr></table>"