Seeking Alpha
18 Oct 2026, 13:30 UTC · 1h ago
Broadcom Crashed From $495 To $328 - I'm Buying The Sell-Off
Impact · against what's priced in
The article provides no new catalysts for AVGO, as the reported AI growth and EPS targets are already reflected in the market's current expectations or explicitly rejected by the price. The stock's recent decline is viewed as a valuation opportunity by the author, but the fundamentals cited confirm existing assumptions rather than challenging them.
- AVGO+0.00
Already priced in
- The price assumes
AI semiconductor revenue currently doubling year-over-year to roughly $16.7 billion per quarter
The reported 221% AI semiconductor growth aligns with the price's current assumption that AI revenue is doubling year-over-year.
What AVGO's price assumes · Sep 9
