Broadcom: AI CapEx Panic Is Your Opportunity [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
AVGO's semiconductor segment led to a 292% net income gain in 2025, and Q1 2026 guidance highlights AI custom chip revenue doubling to $8.2 billion. Networking products command 80-90% market share as hyperscalers shift to Ethernet, ensuring AVGO captures a disproportionate share of infrastructure spend. Strong VMware integration, high renewal rates, and a $73B AI backlog support robust forward FCF and margin guidance, despite risks tied to hyperscaler capex decisions. J Studios/DigitalVision via Getty Images The past few weeks of 2026 have seen volatility return to the market. Investors have already begun to look outside the Mag 7 for lower risk AI beneficiaries. Large, broad pullbacks like these offer investors opportunities to invest in high-quality companies at discounts This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself,
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AVGO
News
- 3 Predictions for Broadcom in 2026 [Yahoo! Finance]Yahoo! Finance
- AMD vs. Broadcom: Which One Will Dominate the Next Decade? [Yahoo! Finance]Yahoo! Finance
- NexusTek Launches Nutanix-Powered Enhancement to Its Private Cloud as a Cost-Stable Alternative to VMware [Yahoo! Finance]Yahoo! Finance
- Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMOGlobeNewswire
- Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) [Seeking Alpha]Seeking Alpha
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 1/13/26 - Form 8-K
- 1/9/26 - Form 3
- 1/8/26 - Form 4
- AVGO's page on the SEC website