Cantor Maintains Overweight on Broadcom (AVGO), Citing Strong AI Momentum [Yahoo! Finance]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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Source: Yahoo! Finance
The firm has reiterated its “Top Pick” status on Broadcom based on AI infrastructure momentum and expanding silicon footprint. The fabless chip and software maker reported a top-and-bottom-line earnings beat. Besides strong results for the October quarter, the company also provided a modest raise for January quarter guidance. However, this was partially affected by a higher tax rate forecast for fiscal year 2026. There was also a $73 billion of AI backlog, including $53 billion in custom silicon, which is anticipated to convert to revenue over the next six quarters. Broadcom also announced a fifth customer, bringing its total AI customer count to six, including Google, Anthropic, META, Bytedance, and OpenAI. The firm estimates AI semiconductor revenue to grow by more than 100% in calendar year 2026, leading to an earnings per share of at least $10.70. “Broadcom offered a solid report overnight with a strong beat for the October Q and more modest raise for the January Q… mgmt d
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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
- Broadcom: The Backlog Fortress - Operating Leverage Decoupling [Seeking Alpha]Seeking Alpha
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