Buy, Sell or Hold Broadcom Before Earnings Tomorrow?

At $459.97, Broadcom (NASDAQ:AVGO | AVGO Price Prediction) looks attractively positioned for investors with a 12-month horizon. The stock just touched a 52-week high of $465.99 and sits on the doorstep of an earnings report that prediction markets are pricing as a near-certain beat, which makes the next 90 days a real test of the bull thesis.

Broadcom designs custom AI accelerators and Ethernet switches for hyperscalers, and owns one of enterprise tech’s stickiest software franchises through VMware. CEO Hock Tan has spent a decade buying infrastructure assets, stripping out cost, and converting them into free cash flow. The result is a $2.12 trillion market cap that has roughly doubled in twelve months on the back of an AI revenue ramp the company now expects to exceed $100 billion by 2027.

Why the AI Accelerator Ramp Is the Story

AI semiconductor revenue went from $4.4 billion in Q2 FY2025 to $8.4 billion in Q1 FY2026, growing 106%…