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Positioned for Fiscal Q3 Beat, Raise on Networking Momentum, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2662710969","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662710969?lang=en_us&edition=fundamental","pubTime":"2026-08-26 22:28","pubTimestamp":1787754530,"startTime":"0","endTime":"0","summary":"Broadcom  is positioned for a slight fiscal Q3 beat and raise, driven by ongoing momentum in its networking business, RBC Capital Markets said.Major customers indicate strong demand trends in networking, with growing cluster sizes serving as a key tailwind, the brokerage said. Broadcom's optical segment also presents a near-term growth opportunity, while scale-across and scale-up could be future growth catalysts, RBC added in a Tuesday note.Commentary from key TPU customers also points to accelerating compute demand but long lead times and potential competition could limit the upside. Still, continued TPU adoption and Broadcom's long-term contract should support the company's growth in the next few years, according to the note.The company is set to release its fiscal Q3 results on Sept. 2, and RBC estimates adjusted earnings of $3.22 per share and revenue of $29.40 billion.RBC reiterated its sector perform rating on Broadcom, with a $400 price target.Price: 353.27, Change: -3.47, 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Chatter: Palo Alto Networks CEO Pursued Acquisitions of Datadog, Okta in Last 18 Months","url":"https://stock-news.laohu8.com/highlight/detail?id=2662717842","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662717842?lang=en_us&edition=fundamental","pubTime":"2026-08-26 21:48","pubTimestamp":1787752105,"startTime":"0","endTime":"0","summary":"Palo Alto Networks  chief executive officer Nikesh Arora explored acquiring Datadog  and Okta  over the past 18 months, as he has looked to expand the cybersecurity company's products to handle new AI threats, The Information reported Wednesday, citing two people with knowledge of the situation.After those potential deals fell through, Palo Alto bought Okta competitor CyberArk for $25 billion in February and Datadog competitor Chronosphere for $3.35 billion in January, the report said.Palo Alto Networks didn't immediately reply to a request for comment from MT Newswires.Price: 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Shares initially jumped but quickly reversed course.J.M. 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Bullish on Broadcom Ahead of Earnings, Citing AI Custom Chips and Networking Strength","url":"https://stock-news.laohu8.com/highlight/detail?id=1133830118","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133830118?lang=en_us&edition=fundamental","pubTime":"2026-08-26 15:23","pubTimestamp":1787729000,"startTime":"0","endTime":"0","summary":"BMO Capital Markets has initiated coverage on Broadcom (NASDAQ: AVGO) with an \"Outperform\" rating and a price target of $455. Analyst Harsh Kumar highlighted that the company stands as a leading 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Stock Leads 3 Cash Flow Picks For AI Infrastructure Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2662796102","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662796102?lang=en_us&edition=fundamental","pubTime":"2026-08-26 14:22","pubTimestamp":1787725321,"startTime":"0","endTime":"0","summary":"With US 10 year yields hovering near recent highs, investors are paying closer attention to what they are actually paying for each dollar of future cash flow. Higher yields often make expensive growth stories harder to justify, which can leave solid cash generators trading at a discount. This article highlights three stocks from the Undervalued Stocks Based On Cash Flows screener that look mispriced on SWS DCF valuation.\nThe stocks highlighted below are just a starting sample, with the 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