Broadcom's Strong AI Outlook Points to Solid 2026 Setup, Morgan Stanley Says

MT Newswires Live12-13

Broadcom (AVGO) posted solid Q4 results and issued "strong AI guidance" for 2026, though uncertainty in orders for large rack scale systems create uncertainties to model growth, Morgan Stanley said in a note Friday.

The firm said Broadcom expects Q1 2026 revenue of about $19.1 billion, including AI revenue of $8.2 billion.

Morgan Stanley noted Broadcom's announced Anthropic rack scale orders and a separate late 2026 system order from a fifth AI customer, saying these deals boost near-term AI results but carry lower gross margins and may not repeat in 2027.

Infrastructure software remained a steady contributor in Q4, at $6.94 billion in revenue, while non-AI semiconductor outlook was described as stable.

Shares of Broadcom were down over 10% in recent Friday trading.

Morgan Stanley maintained its overweight rating on Broadcom and raised its price target to $462.

Price: 362.09, Change: -44.29, Percent Change: -10.90

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