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Broadcom Inc. (AVGO): A Bull Case Theory [Yahoo! Finance]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Broadcom Inc. (AVGO)'s share was trading at $246.93 as of 6 th June. AVGO's trailing and forward P/E were 90.05 and 37.88 respectively according to Yahoo Finance. spacedrone808/Shutterstock.com Broadcom stands at the heart of AI infrastructure buildout, with surging demand for its custom XPUs and Ethernet-based networking solutions. The company expects at least three hyperscalers to deploy over one million AI-accelerated clusters each by 2027, with custom silicon playing a dominant role. Volume shipments are already underway to three such customers, while four additional large tech firms are deeply engaged in development, potentially expanding Broadcom's AI TAM beyond the current $60–90 billion estimate. Demand is increasingly inference-led, with Broadcom anticipating a steeper ramp in XPU orders through late 2025. Networking demand is also accelerating, especially in high-density scale-up configurations within data centers, where Broadcom's new Tomahawk 6 switch, offering 102.4
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AVGO
SEC Filings
SEC Filings
- 12/18/25 - Form 4
- 12/18/25 - Form 4
- 12/18/25 - Form 4
- AVGO's page on the SEC website
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