How analysts reacted to Broadcom’s results
Broadcom reported on December 11, 2025 (quarter ended Oct 2025). In the next sessions, 20 Wall Street firms published notes: 17 raised their price target and 3 kept it unchanged; none cut. The median target of the 20 firms with a before-and-after figure went from $425 to $475 (+12%). The shares fell 11% on Dec 12, the first session after the report.
Every firm’s call 20
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have lost 4% ($344.00 on Oct 29), against a median target of $475 from these firms. Broadcom consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Baird | Buy | $300 | $420 | +40% | Dec 12 | |
 Truist | Buy | $365 | $500 | +37% | Dec 12 | |
 StoneX | Buy | $385 | $485 | +26% | Dec 12 | |
 Evercore | Buy | $403 | $490 | +22% | Dec 12 | |
 Wells Fargo | Hold | $345 | $410 | +19% | Dec 12 | |
 Bernstein | Buy | $400 | $475 | +19% | Dec 12 | |
 JP Morgan | Buy | $400 | $475 | +19% | Dec 12 | |
 Citi | Buy | $415 | $480 | +16% | Dec 12 | |
 Piper Sandler | Buy | $375 | $430 | +15% | Dec 12 | |
 TD Cowen | Buy | $405 | $450 | +11% | Dec 12 | |
 KeyBanc | Buy | $460 | $500 | +9% | Dec 12 | |
 Bank of America | Buy | $460 | $500 | +9% | Dec 12 | |
 Morgan Stanley | Buy | $443 | $462 | +4% | Dec 12 | |
 Jefferies | Buy | $480 | $500 | +4% | Dec 12 | |
 Mizuho | Buy | $435 | $450 | +3% | Dec 12 | |
 Oppenheimer | Buy | $435 | $450 | +3% | Dec 12 | |
 Rosenblatt | Buy | $440 | $450 | +2% | Dec 12 | |
 HSBC | Buy | $535 | $535 | Kept | Dec 12 | |
 Cantor | Buy | $525 | $525 | Kept | Dec 12 | |
 UBS | Buy | $472 | $472 | Kept | Dec 12 |
Earlier Broadcom reports
Latest earnings reactions
Alphabet (Google)Oct 280 raised · 21 cut · 3 kept25 firms reactedMedian target −10%Shares −12%
KLAOct 281 raised · 10 cut · 0 kept11 firms reactedMedian target −10%Shares +6%
MicrosoftOct 2821 raised · 0 cut · 2 kept23 firms reactedMedian target +5%Shares −1%
Lam ResearchOct 210 raised · 6 cut · 0 kept6 firms reactedMedian target −10%Shares −12%
MetaOct 2118 raised · 3 cut · 5 kept28 firms reactedMedian target +2%Shares −7%
TeslaOct 217 raised · 0 cut · 4 kept12 firms reactedMedian target +7%Shares +3%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true