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Broadcom Margin Compression Is The Cost Of Winning AI [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
Despite margin compression from AI hardware mix, AVGO's AI semiconductor sales surged 74% year-over-year, and AI backlog stands at $73 billion for the next 18 months. VMware integration is delivering as expected, with infrastructure software revenue up 26% year-over-year and operating margins at 78%, stabilizing overall profitability. Short-term sentiment remains weak, but I expect AVGO to recover as expectations reset and investors refocus on fundamentals over narrative momentum. I hereon share my sentiment on Broadcom and why I see green shoots into 2026. Thawatchai Chawong/iStock via Getty Images My buy pre-earnings: caution was warranted I maintained a buy on Broadcom Inc. ( AVGO ) ahead of 4Q25 earnings. The stock shed over 11% on Friday, mainly driven by 1. renewed AI bubble fears and concerns, 2. expectations 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 plan
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NEWS
NEWS
- Amazon Discusses $10 Billion Investment in OpenAI: Report. That's Bad for Nvidia, Broadcom. [Barron's][Barrons]
- Should You Buy The Dip In AVGO Stock? [Forbes][Forbes]
- Broadcom Stock's Three-Day Fall Takes Away More Than $300 Billion in Market Cap [Yahoo! Finance][Yahoo! Finance]
- Cantor Maintains Overweight on Broadcom (AVGO), Citing Strong AI Momentum [Yahoo! Finance][Yahoo! Finance]
- Broadcom: The Backlog Fortress - Operating Leverage Decoupling [Seeking Alpha][Seeking Alpha]
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AVGO
SEC Filings
SEC Filings
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- 12/16/25 - Form 144
- AVGO's page on the SEC website
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