Rev guidance is ok, but EPS is great due to margin

本帖於 2025-03-06 13:52:55 時間, 由普通用戶 三心三意 編輯

AVGO delivered 1.6 EPS vs 1.49 eastimate whike revenue only beat by 300M, showing much improved margin.

Next quarter revenue guidance 14.9, only beat estimate by 200M, but street will look for continous improved margin.

AVGO forward PE is roughly 28 at this point, at price of 195, if they can maintain this margin growth

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