By Khac Phu Nguyen
Publication Date: 2026-11-06 16:07:00
This article first appeared on GuruFocus.
Broadcom (NASDAQ:AVGO) shares gained 3.56% to $301.90 at 10:10 a.m. ET on Friday, November 6, joining a broad chip rebound after Thursday’s AI rout. Investors are looking past the panic toward Broadcom’s numbers. Those numbers are big.
In its last report, Broadcom posted fiscal third-quarter revenue of $29.6 billion, up 86%, with AI semiconductor revenue of $16.7 billion, up 221% year over year and 54% from the prior quarter. For the fiscal fourth quarter, it guided total revenue to about $34.8 billion and AI semiconductor revenue to $21.7 billion, up 236%. Those AI chips go straight into the hyperscaler data centers now facing political scrutiny.
The GuruFocus chart shows a GF Score of 98/100, with Profitability at 10/10 and Financial Strength and Momentum at 7/10, while GF Value is softer at 4/10. A near-perfect score reflects quality, not cheapness. The next test is…
