Broadcom Earnings : The AI Bet
πππThe excitement around $Broadcom(AVGO)$
The Numbers To Watch
Analysts are projecting robust growth for the 4th quarter of fiscal year 2025, largely driven by the explosive demand for AI infrastructure. The consensus estimated are as follows:
Revenue: USD 17.5 billion, a solid 24.5% YoY increase.
EPS: USD 1.87 per share , a significant 31.7% jump compared to the same quarter last year.
Investment banks like Citi and Goldman Sachs are particularly bullish , suggesting Broadcom could once again exceed expectations, powered by key partnerships and accelerated AI spending .
Price Targets Reflecting AI Dominance
Analysts have been consistently raising their price targets for Broadcom, reflecting their growing confidence in its AI trajectory .
Average Target : Based on recent analyst updates, the average 12 month price target is USD 410.78.
Highest Target: Some analysts are even more optimistic , with a high estimate of USD 535.00.
Recent Updates: Analyst activity in early December 2025 shows several firms increasing their price targets . This includes Susquehanna to USD 450 and Oppenheimer to USD 435, demonstrating a strong bullish sentiment.
The Driving Force : AI Tailwinds
The bullish outlook is supported by several strategic moves and market dynamics .
Google TPU Access: $Alphabet(GOOG)$
Hyperscaler Spending : Accelerating AI infrastructure spending from tech giants is creating strong and consistent demand for Broadcom's high speed Ethernet based networking and custom AI accelerators.
Future Growth : Analysts are projecting triple digit AI revenue growth for Broadcom in fiscal year 2026. This is a testament to its strengthening position in the AI supply chain.
Concluding Thoughts
For investors , Broadcom's earnings report is a crucial moment to validate Broadcom's leadership in the AI space and to see if its strong fundamentals can continue to justify its premium valuation.
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- Valerie ArchibaldΒ·12-08TOP$400+ in mid Decemberβ¦.high probability $500 w/i a year or two.1Report
- Mortimer ArthurΒ·12-08TOPUpgrades coming into the 500's !!!!1Report