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Broadcom Community

NasdaqGS:AVGO Community

2 Narratives written by author
2 Comments on narratives written by author
881 Fair Values set on narratives written by author

CO

codepoet

Community Contributor

A tech powerhouse quietly powering the world’s AI infrastructure.

1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.

US$225.00

FV

33.5% overvalued

5.10%

Revenue growth p.a.

1

0

2

26 days ago

AN

AnalystConsensusTarget

AnalystConsensusTarget

Consensus Narrative from 41 Analysts

Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership

Key Takeaways Continued investments in AI technology and next-generation accelerators aim to enhance technological leadership and drive future revenue and margins. Expanding AI customer base and transitioning to subscription models could boost recurring revenue and improve revenue stability and margins.

US$302.16

FV

0.6% undervalued

20.28%

Revenue growth p.a.

2

2

490

Updated