Broadcom in focus as Rothschild downgrades to Neutral but flags potential upside

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[Broadcom headquarters in San Jose, California, United States] JHVEPhoto Broadcom (AVGO [https://seekingalpha.com/symbol/AVGO]) shares were in focus on Friday as investment firm Rothschild & Co. downgraded the semiconductor and software giant to Neutral, while adding there is potential upside to be had for investors. Shares fell more than 6.5% in late morning trading. “Guidance implies Broadcom trades at 11x FY28 EPS,” Rothschild analyst Mike Harrison wrote in a note to clients. “But this counts for little when both the quality and the durability of earnings are under scrutiny. Broadcom’s alignment with Anthropic and OpenAI means the frontier labs need to establish sustained primacy over open models and become self-financing in short order.