By Omor Ibne Ehsan
Publication Date: 2026-04-30 15:09:00
Quick Read
Broadcom (AVGO) receives buy rating as AI revenue accelerates beyond expectations despite valuation concerns.
Broadcom’s AI semiconductor revenue surged to $8.4B in Q1 FY26, up 106% year-over-year with $100B+ target by 2027.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn’t one of them. Get them here FREE.
I keep hitting the buy button on Broadcom (NASDAQ:AVGO), and I am here to admit my earlier bearish stance was wrong. A few months ago I was convinced the valuation had run too far ahead of the fundamentals. Then the rally paused, the multiple breathed, and the business kept doing what it has been doing for eleven straight quarters. Now the stock is moving in earnest again, and I would rather be early than embarrassed.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Broadcom wasn’t one of them. Get them here FREE.
The thesis is simple. The data center build-out is lasting longer than…
