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Stockreport

Broadcom: The Backlog Fortress - Operating Leverage Decoupling [Seeking Alpha]

Broadcom Inc. (AVGO)  More Company Research Source: Seeking Alpha
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
AVGO's two-engine model—custom silicon XPUs and high-margin VCF software—reduces hyperscaler dependency and enables scalable, recurring revenue streams. Despite a forecasted 100bps gross margin contraction from AI hardware mix, AVGO's EBITDA run-rate exceeds $51B, supporting multiple expansion and dividend growth. DCF analysis indicates 58% upside to $569/share; current pullback offers attractive entry between $365 and $275, with gross margin floor and VCF bookings as key monitorables. JHVEPhoto/iStock Editorial via Getty Images My investment argument assigns Broadcom Inc. ( AVGO ) a Buy rating based on its progressive 2-engine business model. One engine is the accelerating commercialization of XPUs, and the second is the VMware backlog. The reasoning comes from This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. [Read more]
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Stockreport

Broadcom: The Backlog Fortress - Operating Leverage Decoupling [Seeking Alpha]

Broadcom Inc.  (AVGO) 
More Company Research Source: Seeking Alpha
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
AVGO's two-engine model—custom silicon XPUs and high-margin VCF software—reduces hyperscaler dependency and enables scalable, recurring revenue streams. Despite a forecasted 100bps gross margin contraction from AI hardware mix, AVGO's EBITDA run-rate exceeds $51B, supporting multiple expansion and dividend growth. DCF analysis indicates 58% upside to $569/share; current pullback offers attractive entry between $365 and $275, with gross margin floor and VCF bookings as key monitorables. JHVEPhoto/iStock Editorial via Getty Images My investment argument assigns Broadcom Inc. ( AVGO ) a Buy rating based on its progressive 2-engine business model. One engine is the accelerating commercialization of XPUs, and the second is the VMware backlog. The reasoning comes from This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AVGO
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS