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Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) [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
Custom silicon adoption by major cloud providers and AI developers, such as $21B in TPU orders with Anthropic, underpins AVGO's bullish outlook. I reiterate a Strong Buy rating for AVGO, with a $560/share price target at 31.17x eFY27 EV/aEBITDA, supported by hyperscaler investment and backlog growth. Potential margin pressure from AI accelerator mix and memory chip shortages are risks, but operating leverage and secured HBM supply may offset headwinds. akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers' capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own o [Read more]

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Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) [Seeking Alpha]

Broadcom Inc.  (AVGO) 
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Custom silicon adoption by major cloud providers and AI developers, such as $21B in TPU orders with Anthropic, underpins AVGO's bullish outlook. I reiterate a Strong Buy rating for AVGO, with a $560/share price target at 31.17x eFY27 EV/aEBITDA, supported by hyperscaler investment and backlog growth. Potential margin pressure from AI accelerator mix and memory chip shortages are risks, but operating leverage and secured HBM supply may offset headwinds. akinbostanci/E+ via Getty Images Broadcom ( AVGO ) is positioned to realize accelerated growth for its semiconductor business in eFY26 as the major hyperscalers' capital outlays are expanded by 76% for 2026, underpinned by supportive backlog growth and compute capacity demand. With enterprise AI This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own o [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
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%
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%
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PRICE CHANGE PERCENTAGE


S&P 500 (SPX)

%

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VOLUME (SHARES)
TICKS

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EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS