By Khac Phu Nguyen
Publication Date: 2026-10-19 12:07:00
This article first appeared on GuruFocus.
AI chip and infrastructure-software supplier Broadcom (NASDAQ:AVGO) climbed 2.35% to $336.48 in Monday’s premarket snapshot at 5:36 a.m. ET on October 19. Buyers were returning to AI-linked names after heavy selling, with The Wall Street Journal reporting a broader early recovery. The bounce puts Broadcom back in focus. Sustaining it will take more than improving sentiment.
The cash numbers give investors something concrete to weigh. Broadcom reported fiscal third-quarter revenue of $29.591 billion and free cash flow of $13.665 billion, turning roughly 46.2% of sales into free cash flow. Management also projected approximately $34.8 billion in fourth-quarter revenue. That calls for about 17.6% sequential growtha substantial step up from an already large revenue base.
The GF Score graphic shows a strong 98/100, with profitability and growth leading the profile while…
