Broadcom Sets New All-Time High, UiPath and Guidewire Surge on Earnings and Outlooks

Broadcom's stock reaches an all-time high following a record-high quarterly revenue and reports of a new $10 billion customer. UiPath and Guidewire stocks also gain on the companies' earnings and outlooks.

Broadcom Inc. has seen its stock reach an all-time high of $355.77 USD, a significant milestone for the semiconductor giant. This achievement comes after the company reported a record-high quarterly revenue and secured a new $10 billion customer. The stock's surge reflects strong investor confidence and robust performance, with a 123.44% increase in its stock price over the past year. Broadcom's impressive gross profit margins of 77.19% and revenue of nearly $60 billion over the last twelve months underscore its strategic initiatives and market positioning [1].

In related news, several analysts have upgraded their price targets for Broadcom following its latest earnings report and AI growth. KeyBanc, Piper Sandler, Truist Securities, and TD Cowen have all raised their price targets, citing strong fiscal third-quarter performance and significant AI semiconductor revenues. For instance, KeyBanc increased its price target to $400, while Piper Sandler raised it to $375. These upgrades highlight Broadcom’s expanding role in the AI sector and its consistent ability to deliver on business objectives [1].

Additionally, UiPath reported strong second-quarter earnings, with revenue rising 14% to $362 million and ARR growing 11% to $1.723 billion. The company's non-GAAP operating margin increased by over 1,500 basis points year-over-year, reaching 17%. UiPath's agentic automation adoption accelerated, with over 450 active customers and 300,000 agent runs. The company raised its guidance for Q3/FY26 revenue and operating income, citing FX tailwinds and macro prudence. However, contradictions emerged on DBNR sustainability and agentic's ARR impact, with differing perspectives on macroeconomic uncertainty and the impact of agentic automation on ARR growth [2].

Guidewire also saw its stock gain on the company's earnings and outlooks. While specific details about Guidewire's earnings were not provided in the source materials, the overall positive market sentiment suggests that investors are optimistic about the company's performance and future prospects.

In summary, the strong earnings reports and positive analyst upgrades have driven the recent gains in Broadcom, UiPath, and Guidewire stocks. These developments underscore the resilience and growth potential of these companies in their respective sectors.

References:
[1] https://www.investing.com/news/company-news/broadcom-stock-hits-alltime-high-at-35577-usd-93CH-4226923
[2] https://www.ainvest.com/news/uipath-q2-2026-earnings-call-contradictions-emerge-macroeconomic-outlook-agentic-impact-arr-dbnr-stabilization-2509/