By Daniel Foelber, The Motley Fool
Publication Date: 2026-02-25 20:20:00
Broadcom (NASDAQ: AVGO) will deliver a highly anticipated quarterly earnings report on March 4. The semiconductor company is coming off a massive year, where it outperformed every “Magnificent Seven” stock except for Alphabet. Here’s why Broadcom remains a top buy now.
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Perhaps the best reason to buy Broadcom is its unique diversification, especially compared to other mega-cap growth stocks. Around 90% of Nvidia‘s third-quarter fiscal 2026 revenue came from data centers. Broadcom’s custom AI chips and associated networking hardware and software are by far its fastest-growing segment.
But Broadcom is a much more diversified company than Nvidia. For its upcoming first-quarter fiscal 2026, Broadcom is forecasting AI semiconductor revenue of $8.2 billion compared to…
