Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved

Broadcom’s AI Revenue Just Doubled. The Stock Barely Moved

By Omor Ibne Ehsan
Publication Date: 2026-03-25 14:03:00

AI stocks haven’t entered into a tailspin as the bears would have liked, but they are slowing down. Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is one of the biggest names out there. This company is a competitor to Nvidia (NASDAQ:NVDA) due to its custom chips, and it also has a software arm called VMware, which is critical for enterprises that need to run clean environments within their computers.

Broadcom has been among the fastest-growing names and is expected to grow even faster in the coming years. EPS is expected to grow 66% in FY 2026, followed by 57% growth in FY 2027. Revenue is expected to grow at a similar clip. You’d expect such euphoric expectations to drive euphoric price action, and you’d only be right up until November of last year.

AVGO stock has slowed down significantly since and is down nearly 22.7% from its highs as of this writing.

How come?

Wall Street is not satisfied with “more of the same”

The growth you’re seeing in Broadcom has become…