Broadcom: Set For Another Double-Beat Next Week (Earnings Preview)

Danil SeredaInvesting Group LeaderFollow5ShareSavePlay(12min)CommentsSummaryBroadcom Inc. (AVGO) is rated 'Buy' ahead of its Q1 FY2026 earnings, with valuation now attractive after recent consolidation. Despite market concerns over margin compression, AVGO's AI-driven scale and dominant networking products underpin robust top- and bottom-line growth prospects. AI semiconductor and high-margin VMware software revenues are expected to drive resilience, with consensus estimates seen as beatable. My 12–16 month price target is $447.05, over 35% above current levels, though margin risks could materially impact downside. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate. Learn More » Sundry Photography/iStock Editorial via Getty Images Previewing AVGO's Upcoming Earnings After two of my most recent neutrally rated updates on Broadcom Inc. (AVGO) in September and November 2025, the stock is down by 1% and 6.6%, respectively, while the market hasThis article was written byDanil Sereda14.56K FollowersFollowDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract the most critical ideas. He runs the investing group Beyond the Wall Investing in which he provides access to the same information that institutional market participants prioritize in their analysis. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.