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Aletheia and Cantor Fitzgerald Stay Bullish on Broadcom (AVGO) After Earnings

Aletheia and Cantor Fitzgerald Stay Bullish on Broadcom (AVGO) After Earnings

By Ali Ahmed
Publication Date: 2026-03-20 20:41:00

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 6, Aletheia reiterated its Buy rating on Broadcom Inc. (NASDAQ:AVGO). This update came after the company released its latest earnings results, which the research firm sees as almost perfect.

Aletheia pointed out that Broadcom Inc. (NASDAQ:AVGO) beat expectations across all key metrics, including AI revenue growth in both the short and long term, steady margins, progress on customer projects, and capital returns. The research firm also noted that the company’s management was ready to respond to concerns raised by analysts.

Aletheia and Cantor Fitzgerald Stay Bullish on Broadcom (AVGO) After Earnings

However, Aletheia pointed out some possible risks, including comments about the adoption of co-packaged optics (CPO), which could disappoint investors, especially as NVIDIA Corporation (NASDAQ:NVDA) is pushing CPO strongly. The research firm also questioned what future…

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