Broadcom: AI Beneficiary, Growing Backlog, Cheap Valuations, And Oversold Indicators [Seeking Alpha]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations:
investors.broadcom.com
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Source: Seeking Alpha
The $162B consolidated backlog and $73B AI backlog for delivery over 18 months underscore its dominant custom AI accelerator position and robust intermediate-term revenue visibility. AVGO also reports an excellent, recurring infrastructure software business including VMware Cloud Foundation [VCF], across the growing revenues/backlog and the improved pricing power/operating leverage. Consensus now expects AVGO to deliver a 3-year top-line CAGR of +35.7% and bottom-line at +37%, with the FY2028 adj EPS estimates raised to $17.55, supporting significant upside potential. Valuation is attractive at FWD P/E of 32.73x and PEG of 0.88x, with the oversold technical indicators and established support levels signaling robust rebound potential. Paper Boat Creative/DigitalVision via Getty Images I previously covered Broadcom Inc. (NASDAQ: AVGO , NEOE: AVGO:CA ) in October 2025, discussing how OpenAI had sustained the ongoing AI mania to new heights, with the former likely to experience
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AVGO
News
- Broadcom Insider Selling Tops $100 Million as CEO Trims Stake Again [Yahoo! Finance]Yahoo! Finance
- Nvidia and Broadcom Executives Cash Out Millions in Stock Sales [Yahoo! Finance]Yahoo! Finance
- Broadcom, Circle, and 8 More Stocks That Look Overvalued for 2026 [Barron's]Barrons
- Broadcom: Expecting Over 150% AI Revenue And 60% FCF Growth For FY2026 (Upgrade) [Seeking Alpha]Seeking Alpha
- AI Boom Drives Sharp Profit Growth at Broadcom (AVGO) [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/23/25 - Form 144
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- AVGO's page on the SEC website