Broadcom, AVGO
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Broadcom Inc. (NASDAQ:AVGO) is one of the AI Stocks in the Spotlight for Investors. On December 12, Evercore ISI raised its price target on the stock to $490.00 from $403.00 while maintaining an Outperform rating.
Broadcom (NASDAQ:AVGO) is scheduled to announce its earnings on Thursday, December 11, 2025. The company currently holds a market capitalization of $1.9 trillion. Over the past twelve months, it generated $60 billion in revenue and maintained operational profitability with $23 billion in operating profits and net income amounting to $19 billion.
Broadcom stock dips after Q4 earnings, but booming AI chip revenue signals 2026 growth. Click here to read my earnings analysis of AVGO stock.
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The chipmaker beat expectations in Q4 thanks to strong AI spending, initially lifting its shares in after-hours trading on Thursday. However, the stock fell after CFO Kirsten Spears warned of near-term margin pressures in the post-earnings call, making investors more cautious about AI-related returns.
The chip designer reported rapid revenue growth as demand continues to rise for chips to fill the data centers that power artificial-intelligence models.
On paper, they operate in the same markets, but in the stock market, they exist in separate spheres since the debut of ChatGPT in November 2022:
Broadcom stock price suffered a 5% reversal on Friday, a day after the company published strong financial results
Brasada Capital Management, an investment management company, released its Q3 2025 investor letter. A copy of the letter can be downloaded here.
Broadcom's strong Q4 results and AI infrastructure leadership offset minor margin pressure. Click here to read more about AVGO stock.