Seeking Alpha
01 Oct 2026, 23:29 UTC · 1w ago
Broadcom: Get Ready For A Breakout
Impact · against what's priced in
The article provides no catalyst for AVGO as its reported Q3 growth and 2028 AI revenue targets are already explicitly accounted for in the current price. The news confirms the existing trajectory without shifting the needle on the bull/bear cases already modeled.
- 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% YoY surge in AI semiconductor revenues confirms the growth trajectory the price already pays for. The expectation that AI revenues quadruple by FY2028 is a known target that the current price declines to fully value, but the article provides no new evidence to shift that probability.
What AVGO's price assumes · Sep 9
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