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Stockreport

Broadcom Vs Celestica: Unwarranted Selloff Makes Both Strong Buys [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
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 [Read more]
IMPACT SNAPSHOT EVENT TIME: AVGO
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Multi-day stock performance from the time of the news release
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
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Don't Miss Out On The Next BIG Stock Move
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Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS
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Stockreport

Broadcom Vs Celestica: Unwarranted Selloff Makes Both Strong Buys [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
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 [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