Broadcom: Margin Concerns Are Overblown [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
The company posted record Q4 revenues of $18.015B (up 28% YoY), with AI semiconductor revenue surging 74%. Profitability metrics also improved. Guidance for Q1 FY2026 is strong, with revenue expected at $19.1B and margin concerns viewed as overblown given the business mix shift. The forward P/E ratio has contracted, signaling attractive risk/reward as long-term AI opportunities—such as Meta's planned TPU adoption—strengthen Broadcom's outlook. JHVEPhoto/iStock Editorial via Getty Images In late September, I upgraded Broadcom Inc. ( AVGO ) from a hold to a buy rating as there were strong indications that AI was successfully driving growth for the company. While the valuation was This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking
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AVGO
News
- Stock Indexes Settle Lower on Tech Weakness [Yahoo! Finance]Yahoo! Finance
- China bans dozen US and Israeli cybersecurity firms over national security concerns: report [FOX Business Network]FOX Business Network
- Rackspace Technology Secures VMware Sovereign Cloud Certification [Yahoo! Finance]Yahoo! Finance
- China Just Banned Broadcom's Cybersecurity Solutions. What Does That Mean for AVGO Stock? [Yahoo! Finance]Yahoo! Finance
- Asia-Pacific markets set to trade mixed as investors await Bank of Korea decision [CNBC]CNBC
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