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Broadcom: What So Many Analysts And Investors Got Wrong - Buy The Dip [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
Google TPUs are no longer exclusive to it and are driving AVGO revenue growth. AVGO's AI Trifecta — XPU processors, high-speed networking, and VMWare — drives strategic advantage and strong free cash flow, yielding $26.9 billion in FY25. The $73 billion AI backlog is a minimum, not a cap; management expects order-flow to "accelerate" through 2026. Comparisons with Oracle are not only unjustifiable and irrational, in my opinion they are irresponsible. I reiterate my Buy rating, viewing the recent stock sell-off as an irrational overreaction and a compelling entry point. JHVEPhoto/iStock Editorial via Getty Images I planned to stop writing about Broadcom ( AVGO ) because it is so well covered on SA it was kinda hard for me to get noticed in the crowd. However, after witnessing this week's response to This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, GOOG either through stock ownership, options, or other derivati [Read more]
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Stockreport

Broadcom: What So Many Analysts And Investors Got Wrong - Buy The Dip [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
Google TPUs are no longer exclusive to it and are driving AVGO revenue growth. AVGO's AI Trifecta — XPU processors, high-speed networking, and VMWare — drives strategic advantage and strong free cash flow, yielding $26.9 billion in FY25. The $73 billion AI backlog is a minimum, not a cap; management expects order-flow to "accelerate" through 2026. Comparisons with Oracle are not only unjustifiable and irrational, in my opinion they are irresponsible. I reiterate my Buy rating, viewing the recent stock sell-off as an irrational overreaction and a compelling entry point. JHVEPhoto/iStock Editorial via Getty Images I planned to stop writing about Broadcom ( AVGO ) because it is so well covered on SA it was kinda hard for me to get noticed in the crowd. However, after witnessing this week's response to This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of AVGO, GOOG either through stock ownership, options, or other derivati [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