By Trefis Team
Publication Date: 2025-12-29 14:22:00
Our multi-factor analysis indicates that it might be the right moment to buy additional shares of AVGO stock. The company’s AI semiconductor business is scaling rapidly, with major customers such as Google, Meta, and OpenAI placing orders for custom XPUs across both training and inference workloads, driving an AI backlog of roughly $73 billion. In Q4 FY2025, AI-related semiconductor revenue grew 74%, underscoring the strength and durability of this demand. Separately, see What To Expect From AMD Stock In 2026?
CHONGQING, CHINA – AUGUST 28: In this photo illustration, a person holds a smartphone displaying the logo of Broadcom Inc. (NASDAQ: AVGO), a leading American semiconductor and infrastructure software company, with the company’s branding visible in the background on August 28, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)
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Overall, we hold a favorable opinion of AVGO stock, and a price of $457 per share could be within reach. We believe…