Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) [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
Custom silicon adoption by major cloud providers and AI developers, such as $21B in TPU orders with Anthropic, underpins AVGO's bullish outlook. I reiterate a Strong Buy rating for AVGO, with a $560/share price target at 31.17x eFY27 EV/aEBITDA, supported by hyperscaler investment and backlog growth. Potential margin pressure from AI accelerator mix and memory chip shortages are risks, but operating leverage and secured HBM supply may offset headwinds. akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers' capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own o
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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