How The Motley Fool’s view on $AVGO changed

2026-09-17Bullish

“4 Incredible Growth Stocks to Buy NOW!”

Broadcom is an attractive buy due to low valuation (down 29%, 19.6x forward PE) and strong growth potential in custom ASICs as customers diversify away from Nvidia.

Well, I'd go straight to the AI market . I'd talk about Broadcom. Right now, Broadcom is valued at $1.6 trillion , so it's not a small company anymore. It's definitely a stock that has benefited a lot from this expansion in AI.

You could call Broadcom—and I wouldn't call it Nvidia's competitor because Nvidia makes GPUs, while Broadcom, among other things, specializes in custom silicon, i.e., application-specific integrated circuits (ASICs).

So, they serve companies like Meta, OpenAI, Anthropic, or Google's Tensor Processors, for example .

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2026-09-05Bullish

“3 AI Semiconductor Stocks To Love After Their Post-Earnings Sell-Off!!”

Broadcom is an undervalued investment opportunity due to strong AI demand and projected revenue growth, despite customer concentration risks.

The first name I will put forward is Broadcom, and the stock symbol is AVGO. Broadcom announced its earnings earlier this week. I think it was announced on Wednesday and the numbers were fantastical.

Revenue reached $29.6 billion for the quarter, an increase of 86 % year-over-year. With AI semiconductor revenues now accounting for 56% of total revenues, this sector alone has grown by 221%.

As for next year's projections, they raised them to $34.8 billion . This represents a 93% year- on-year increase in total revenue, and the AI chips segment is expected to rise by another 236% year-on-year.

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