Broadcom: The Backlog Fortress - Operating Leverage Decoupling [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 two-engine model—custom silicon XPUs and high-margin VCF software—reduces hyperscaler dependency and enables scalable, recurring revenue streams. Despite a forecasted 100bps gross margin contraction from AI hardware mix, AVGO's EBITDA run-rate exceeds $51B, supporting multiple expansion and dividend growth. DCF analysis indicates 58% upside to $569/share; current pullback offers attractive entry between $365 and $275, with gross margin floor and VCF bookings as key monitorables. JHVEPhoto/iStock Editorial via Getty Images My investment argument assigns Broadcom Inc. ( AVGO ) a Buy rating based on its progressive 2-engine business model. One engine is the accelerating commercialization of XPUs, and the second is the VMware backlog. The reasoning comes from 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 next 72 hours.
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AVGO
News
- Amazon Discusses $10 Billion Investment in OpenAI: Report. That's Bad for Nvidia, Broadcom. [Barron's]Barrons
- Broadcom Margin Compression Is The Cost Of Winning AI [Seeking Alpha]Seeking Alpha
- Should You Buy The Dip In AVGO Stock? [Forbes]Forbes
- Broadcom Stock's Three-Day Fall Takes Away More Than $300 Billion in Market Cap [Yahoo! Finance]Yahoo! Finance
- Cantor Maintains Overweight on Broadcom (AVGO), Citing Strong AI Momentum [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- AVGO's page on the SEC website