Seeking Alpha
04 Nov 2026, 08:48 UTC · 27m ago
Broadcom: With Next Year's Revenue Doubling, It's A Buy That's Cheaper Than It Looks
Impact · against what's priced in
The article provides no new catalysts for AVGO, as its core thesis—doubling AI revenue—is already a primary driver the market is monitoring. While it argues the stock is 'cheaper than it looks,' the specific growth projections are already factored into the current valuation base.
- 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 claim that AI custom chip revenue is set to double confirms the growth trajectory the price already assumes for current AI semiconductor performance.
What AVGO's price assumes · Sep 9
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