Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares

Impact · against what's priced in

The article is essentially a reiteration of the bull case that the market is currently discounting for Broadcom, specifically the jump to $230 billion in AI revenue by 2028. Because the current price explicitly declines to pay for these projections and the $30 EPS target, the confirmation of these goals by management remains a positive catalyst, though the concentration risk of only six XPU customers provides a necessary ceiling.

AVGO+0.40: Challenges what's priced in
The price assumes

Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares

What matters in this story

Micron Vs. Astera Labs: Who Has Evolved Into The More Complete Next Gen AI Threat?

Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares

What matters in this story

Micron Vs. Astera Labs: Who Has Evolved Into The More Complete Next Gen AI Threat?

How each ticker is affected

Connected tickers

Track these names every morning.

AMD Turned $10,000 Into More Than $1.2 Million. Can It Happen Again?

Intel Is Worth More Than Coca-Cola and PepsiCo Put Together

Pepsi Cratered in 2026: Goldman Sachs Says It's Going Up 40% Soon

OpenAI's revenue scare, Delta earnings, what investors think of a Starbucks-Chipotle deal and more in Morning Squawk

Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares

What matters in this story

Next reads from the same story arc

Micron Vs. Astera Labs: Who Has Evolved Into The More Complete Next Gen AI Threat?

Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares

What matters in this story

Next reads from the same story arc

Micron Vs. Astera Labs: Who Has Evolved Into The More Complete Next Gen AI Threat?

How each ticker is affected

Connected tickers

Track these names every morning.

AMD Turned $10,000 Into More Than $1.2 Million. Can It Happen Again?

Intel Is Worth More Than Coca-Cola and PepsiCo Put Together

Pepsi Cratered in 2026: Goldman Sachs Says It's Going Up 40% Soon

OpenAI's revenue scare, Delta earnings, what investors think of a Starbucks-Chipotle deal and more in Morning Squawk