Broadcom: The AI Hype Can't Sustain This Price [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
Company Research
Source: Seeking Alpha
AVGO's valuation assumes sustained hypergrowth, yet recent results reveal early signs of margin pressure and heightened sensitivity to AI cycle normalization. Customer concentration and backlog visibility present significant risks, as large orders from a few hyperscalers could drive revenue volatility if AI infrastructure spending slows. Despite operational strength, AVGO's intrinsic value is estimated at $244.27 per share—about 30% below market—supporting a continued Sell rating amid elevated expectations. JHVEPhoto/iStock Editorial via Getty Images Broadcom Inc. ( AVGO delivered one of the strongest AI-driven growth rates in the semiconductor industry last month, thanks to the rising demand for specialized accelerators, network silicon, and system-level AI infrastructure. The This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the
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AVGO
News
- 3 Red-Hot Growth Stocks to Buy in 2026 [Yahoo! Finance]Yahoo! Finance
- Intel stock rallies as CES debut of Panther Lake chip marks make-or-break moment [Yahoo! Finance]Yahoo! Finance
- Broadcom (AVGO) Q3 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- Broadcom (AVGO) Rose on Record Earnings and Higher Demand [Yahoo! Finance]Yahoo! Finance
- What surprised us the most at CES 2026 [Verge, The]Verge, The
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 1/7/26 - Form FWP
- 1/6/26 - Form 144
- 1/6/26 - Form 144
- AVGO's page on the SEC website