Broadcom Is Ready To Wake Up From Its Slumber [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
Q1 revenues rose 29% YoY to $19.3B, with AI-specific revenue up 106% YoY, confirming a robust inflection and strong demand for custom AI accelerators and networking. Q2 guidance targets $22B in revenue (+47% YoY) and 68% EBITDA margin, with 2027 AI chip revenue projected above $100B, supported by a secured supply chain. Despite TSMC capacity constraints posing a risk, Broadcom's innovation and capital returns—including a $10B buyback—underscore its attractive risk/reward at a forward P/E of 27.8. Sundry Photography/iStock Editorial via Getty Images Earlier this year, I reiterated my buy rating on Broadcom Inc. ( AVGO ) citing AI-fueled growth, strong guidance, and a valuation that had contracted. This was a bullish setup, but as you can see in the AVGO expects $22B in Q2 revenue (+47% YoY), above consensus, with AI semiconductor revenue projected at $10.7B (+143% YoY), signaling accelerating momentum. TSMC production capacity limits, particularly in lasers and PCBs, could
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AVGO
News
- Celestica: Why I Think It's Finally Time To Load Up (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Broadcom's CEO Has Line of Sight to $100 Billion in AI Chip Revenue. Is the Stock a Buy? [Yahoo! Finance]Yahoo! Finance
- 2 Stock-Split Vanguard Index Funds to Buy Now. History Says They Can Crush the S&P 500 as the AI Boom Unfolds. [Yahoo! Finance]Yahoo! Finance
- Stone Sentinel Capital Q1 2026 Letter To Partners [Seeking Alpha]Seeking Alpha
- A Generational Investment Opportunity: 3 AI Stocks I'm Buying Now [Yahoo! Finance]Yahoo! Finance
AVGO
Earnings
- 3/4/26 - Beat
AVGO
Sec Filings
- 4/2/26 - Form 8-K
- 3/27/26 - Form 4
- 3/26/26 - Form SCHEDULE
- AVGO's page on the SEC website