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AVGO LONG

Broadcom Inc.

Completed
Progress to Target
Current
Entry
$344.97
Target
$420.00
Stop Loss
$320.00
Potential
R/R

Investment Thesis

AVGO is positioned to capitalize on the AI Infrastructure Consolidation theme as hyperscalers accelerate custom silicon deployments. With a $73B AI backlog, 74% YoY AI semiconductor growth, and new product launches (Wi-Fi 8 chips, CAST networking technology), the company is executing on its AI infrastructure strategy at current entry of $344.97. The recent 16% pullback on margin mix concerns creates an attractive entry point ahead of Q1 FY2026 results where AI revenue is projected to double to $8.2B.

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