Seeking Alpha
22 Oct 2026, 01:33 UTC · 1h ago
Broadcom's M&A Strategy Is A Value Play
Impact · against what's priced in
The article provides no new catalysts for AVGO as its primary claims regarding AI growth, M&A discipline, and customer concentration are already fully reflected in the current valuation. The expected doubling of AI revenue in 2027 and 2028 is a known target that the market currently declines to believe.
- AVGO+0.00
Already priced in
- The price assumes
AI semiconductor revenue currently doubling year-over-year
Management's expectation for AI revenue to double in 2027 and 2028 aligns with the current growth trajectory the market already assumes.
What AVGO's price assumes · Sep 9
