AVGO
Broadcom Inc. · Technology
314.55
0.34%(+1.06)
Market Closed314.64
0.03%(+0.09)
After HoursLast Updated: — ET
52W L: $138.1052W H: $414.61
$314.10
CHG-16.06 (-4.86%)
H$353.14
L$289.96
VOL361M
AVGO (1h)
Broadcom Inc. · Technology
The market is presenting a rare gift to investors.
Broadcom is reiterated at a buy rating as AI-driven growth accelerates and valuation contracts, presenting a compelling long-term opportunity. Q1 revenues rose 29% YoY to $19.3B, with AI-specific revenue up 106% YoY, confirming a robust inflection and strong demand for custom AI accelerators and networking. Q2 guidance targets $22B in revenue (+47% YoY) and 68% EBITDA margin, with 2027 AI chip revenue projected above $100B, supported by a secured supply chain.
Broadcom Inc. delivers robust FQ1 2026 results, and operation updates suggest multi-year growth visibility ahead. Yet, the ongoing volatility in the broader market has distracted investors and resulted in a mispricing of AVGO's growth potential. AVGO's forward PEG ratio is deeply discounted, currently only around 0.5x.
Jay Goldberg at Seaport Research recommends selling Nvidia and buying Broadcom. Goldberg is concerned about Nvidia's circular investments and competition from custom silicon.
AI spending is expected to grow through 2030. Several stocks are nearing recent low valuation marks.
Broadcom Inc. (AVGO) is rated Buy, driven by its dominant AI accelerator (XPU) and Ethernet networking positions amid the ongoing AI infrastructure buildout. AVGO's AI semiconductor revenues surged 106% YoY to $8.4B, with management guiding for $10.7B next quarter and sustained demand through 2027. Recent margin contraction warnings stem from a revenue mix shift toward lower-margin hardware, but valuation now appears attractive after a 24% pullback.
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