I reiterate my Buy rating on Broadcom Inc. with a $265 price target, driven by robust hyperscaler capital spending and strong XPU partnerships. Hyperscalers like Meta, Microsoft, Amazon, and Alphabet either confirmed or increased their capital outlays in Q1 2025, signaling sustained demand for compute and networking solutions. While AVGO trades at a premium, I see further upside as hyperscaler ...
Stock markets are moving higher in premarket trading on Thursday as of the time of this writing. Two groups of stocks are doing particularly well: Big Tech's Magnificent Seven and major chipmaker stocks.
Broadcom's AI custom chips and networking dominance remain key growth drivers, but future revenue clarity beyond FY2026 is crucial for sustained upside. The stock has staged a remarkable recovery, now trading near historical valuation peaks, suggesting limited near-term upside and heightened caution. Management must provide confidence in meeting 20% topline growth for FY2026 and address risks f...
Broadcom's exceptional 5-year total returns significantly surpass every Mag-7 company, with the exception of NVIDIA. That's because AVGO is focused on what I call the "AI Trifecta": high-speed networking, AI specific "XPU" compute engines, and enterprise software to put it all together. In my opinion, Broadcom is arguably the #2 vendor of choice when it comes to AI accelerators - again, only be...
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