Broadcom Inc. logo AVGO - Broadcom Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 52
HOLD 6
SELL 0
STRONG
SELL
0
| PRICE TARGET: $459.94 DETAILS
HIGH: $582.00
LOW: $335.00
MEDIAN: $456.00
CONSENSUS: $459.94
UPSIDE: 11.06%

Stock News

Broadcom: A Structural Reality Not To Be Missed

Broadcom: A Structural Reality Not To Be Missed

Broadcom is my top 'picks and shovels' play on AI infrastructure, underpinned by robust Q1 FY'26 results and a Strong Buy rating. AVGO delivered 29% YoY revenue growth, 34% GAAP net income growth, and 41% free cash flow margin, driven by hyperscaler AI demand and custom silicon leadership. Despite a 47x P/E and significant re-rating, AVGO's lowest PEG among mega-caps signals strong profit growth expectations relative to peers.

May 21, 2026 02:17 AM seekingalpha.com
Broadcom: You Didn't Miss The Boat

Broadcom: You Didn't Miss The Boat

Broadcom (AVGO) remains a Strong Buy as AI-driven capex cycles fuel a multi-year growth inflection, supported by robust partnerships with hyperscale cloud clients. AVGO's AI chip revenue is projected to exceed $100 billion by 2027, driving expected sales from $64 billion in 2025 to over $200 billion within 30 months. Despite a trailing gross profit multiple above 40x, forward growth justifies the premium; even conservative models suggest ~20% annualized returns through 2030.

May 20, 2026 04:23 AM seekingalpha.com
Applied Materials Announces Broadcom as EPIC Innovation Partner

Applied Materials Announces Broadcom as EPIC Innovation Partner

Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems  Partnership will leverage Applied's global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced that Broadcom Inc. (Nasdaq: AVGO) will join Applied's EPIC platform as an innovation partner to accelerate development of advanced chip packaging technologies critical to next-generation AI systems.

May 20, 2026 04:00 AM globenewswire.com
Broadcom: AI Visibility Has Compounded; The Multiple Has Not

Broadcom: AI Visibility Has Compounded; The Multiple Has Not

Broadcom offers unmatched AI semiconductor revenue visibility, with management guiding to $100B+ AI chip revenue in FY27 and a $73B disclosed backlog. VMware now operates as a stable, high-margin cash generator, contributing a $30B+ software annuity with 70%+ EBITDA conversion, but no longer drives growth. The company's custom silicon moat remains wide but faces multi-sourcing pressures, which compress long-term pricing power and cap gross margin upside despite robust revenue growth.

May 20, 2026 03:02 AM seekingalpha.com

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