Broadcom Inc.'s stock has experienced high volatility recently, driven by fluctuations in
AI chip sales, its volatile
Q4 earnings, and investor sentiments. Despite beating earnings and revenue expectations, Broadcom's shares fell due to worries about its AI chip sales. The strong earnings failed to boost investor confidence in the company's future growth, causing a stock retreat. CEO Hock Tan's comments during the earnings call led to a stock reversal due to misinterpretation. However, positive sentiments surrounding Broadcom's AI chips have been shared, predicting the company's benefit from a bull market run till 2030. Concerns still persist on margin pressures due to AI business growth. Despite the strong earnings and guidance, AI margin fears triggered a mass distribution event, leading to an 11% plunge of Broadcom's stock. Yet, analysts remain bullish, maintaining an outperform rating on the company.
Rosenblatt raised its price target (PT) on AVGO to $440 ahead of earnings due to Strength on TPU/XPU. Despite concerns over
AI backlog surges and margin outlook, earnings packed strong AI demand and led analysts to lift their price targets further.
Broadcom AVGO News Analytics from Sun, 02 Nov 2025 07:00:00 GMT to Sat, 13 Dec 2025 16:42:35 GMT -
Rating -1
- Innovation 0
- Information 5
- Rumor -3
