Broadcom Vs Celestica: Unwarranted Selloff Makes Both Strong Buys [Seeking Alpha]
Broadcom Inc. (AVGO)
Last broadcom inc. earnings: 3/12 04:15 pm
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investors.broadcom.com
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Source: Seeking Alpha
Broadcom's Q1 FY26 gross margin guide implies 100 bps sequential compression, but management has flagged XPU mix pressuring margins since Q4 FY24. Therefore, this shouldn't be a surprise. Broadcom disclosed a $10B AI-switch backlog, alongside 74% YoY AI semiconductor growth and a guide of $8.2B for Q1 FY26 (implying a tripple digit grwoth). Celestica's double-digit selloff was a beta move. In the last update, management upgraded FY25 revenue targets, and the 1.6T ramp is a catalyst for H2 2026. Overall, I rate both stocks as a strong buy, and I expect new all time highs over the next few quarters, once the sentiment in the AI trade regains momentum. Lemon_tm/iStock via Getty Images In my earnings preview article on Broadcom Inc. ( AVGO ), I was bullish on heading into Q4 earnings, but I warned in the title of the article that "margins could bite". Unfortunately, I was right. The market blew This article was written by Analyst's Disclosure: I/we have a beneficial long
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AVGO
Earnings
- 12/11/25 - Beat
AVGO
Sec Filings
- 12/15/25 - Form 144
- 12/11/25 - Form 8-K
- 12/10/25 - Form 144/A
- AVGO's page on the SEC website