Broadcom Is A Linchpin Of The AI Infrastructure Ecosystem [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 $73B AI order backlog, expanding customer base, and best-in-class networking chips underpin a compelling growth runway through at least mid-2027. The VMware acquisition adds $27B in high-margin, recurring software revenue, providing stability and diversification against semiconductor cyclicality. I rate AVGO a Buy, confident that disciplined execution, concentrated AI partnerships, and ambitious management targets will drive outsized shareholder returns. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Broadcom (NASDAQ: AVGO ) is firing on all cylinders at the epicenter of the AI boom. It is leveraging its unique position in custom silicon and networking to deliver explosive growth and robust profitability. Despite This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of
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AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/23/25 - Form 144
- 12/22/25 - Form 4
- 12/22/25 - Form 4
- AVGO's page on the SEC website