Broadcom: The Bulls Are Not Bullish Enough
Summary
- Broadcom has rebounded sharply, driven by robust AI revenue growth and long-term hyperscaler partnerships with Google and Meta.
- Q2 revenue guidance of ~$22B implies 46.6% YoY growth, with AI chip revenue guided to $10.7B and a visible path to $100B in 2027.
- Despite margin compression from AI hardware mix and customer concentration risks, AVGO’s strategic contracts have solidified its AI revenue pipeline.
- Given explosive AI-driven growth and durable customer commitments, AVGO’s current valuation is considered more than fair.
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About AVGO Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 421.28 | 0.92% | |
| Post | 420.50 | -0.19% |
Chart
Combination chart with 2 data series.
The chart has 1 X axis displaying Time. Data ranges from 2026-04-27 09:30:00 to 2026-05-01 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 395.345 to 422.79.
End of interactive chart.
Related Stocks
| Symbol | Last Price | % Chg |
|---|---|---|
| 421.28 | 0.92% | |
| Post: | 420.50 | -0.19% |
| 16.14 | 0.88% | |
| 12.69 | -0.94% | |
Chart
Line chart with 3 lines.
The chart has 1 X axis displaying Time. Data ranges from 2026-04-22 14:30:00 to 2026-05-01 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from -5.87 to 0.81.
End of interactive chart.
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