By Vardah Gill
Publication Date: 2025-12-03 20:08:00
Broadcom Inc. (NASDAQ:AVGO) is included among the 15 Dividend Stocks that Outperform the S&P 500.
Photo by Annie Spratt on Unsplash
On December 1, Morgan Stanley raised Broadcom Inc. (NASDAQ:AVGO)’s price target to $443, keeping an Overweight rating, and expects the company to outpace Nvidia in AI processor revenue growth in 2026 due to supply constraints. While customers worry about Nvidia product availability, including Vera Rubin, TPU has proven a strong alternative, though the firm notes it is “worth keeping in mind that Nvidia just did a $51 bn data center quarter, roughly 14x TPU revenues.”
Broadcom Inc. (NASDAQ:AVGO) has established itself as a key player in the global AI infrastructure landscape. Its custom accelerators (XPUs), high-speed Ethernet networking products, and VMware Cloud Foundation private cloud platform are now widely used by hyperscalers and AI labs to handle large-scale AI workloads.
Broadcom Inc. (NASDAQ:AVGO) is set to release its fourth-quarter and fiscal year 2025 results on December 11, an event that could influence 2026 expectations and the stock’s future performance. Management has indicated that AI revenue is expected to grow even faster than the estimated 50% to 60%…
