Prediction: This Glorious Growth Stock Will Soar After March 4

By Harsh Chauhan – Mar 3, 2026 at 12:10PM ESTKey PointsShares of Broadcom have been under pressure so far in 2026, but investors shouldn't ignore the impressive growth that the company has been clocking.Broadcom's growth is set to accelerate this year, followed by healthy improvements in its bottom line in the coming years.The year hasn't started on a good note for Broadcom (AVGO 1.32%) investors. Shares of the chip designer have dropped 10% in 2026 as of this writing, well below the 10% jump in the PHLX Semiconductor Sector index this year. Broadcom's poor performance this year can be attributed to the negative sentiment surrounding artificial intelligence (AI) stocks, as concerns about the viability of the massive spending on AI data centers have once again taken center stage. Additionally, the company's comments that the accelerating sales of its AI-related products will compress margins have been another headwind for the stock price of late. However, investors seem to be forgetting that Broadcom delivered record revenue in fiscal 2025 (which ended in November last year). Even better, the company is on track to deliver stronger growth this year. That's why it won't be surprising to see Broadcom stock getting a shot in the arm when it releases its first-quarter fiscal 2026 results on March 4. Image source: Getty Images. Broadcom's huge order book should help it beat expectations Broadcom's guidance calls for fiscal Q1 revenue of $19.1 billion, a potential increase of 28% from the year-ago period. However, the company finished fiscal 2025 with an impressive backlog of $162 billion, and $73 billion of that backlog was for its AI chips. Broadcom management added that it expects to clear the AI-related backlog over the next six quarters. That translates into a quarterly revenue run rate of just over $12 billion. So, don't be surprised if Broadcom exceeds its fiscal Q1 AI revenue guidance of $8.2 billion, which could pave the way for the company to deliver a larger increase in overall revenue. What's more, Wall Street is confident that Broadcom's growth will accelerate as the year progresses. This is evidenced by the company's fiscal 2026 revenue estimate of $97.6 billion, which would be an improvement of 53% over last year. For comparison, Broadcom's revenue in fiscal 2025 increased by 24%, suggesting its growth rate is poised to more than double in the current fiscal year. Analysts expect it to deliver a similar increase in earnings this fiscal year, well above the 14% growth in the average earnings of companies in the S&P 500 index. ExpandNASDAQ: AVGOBroadcomToday's Change(-1.32%) $-4.20Current Price$314.62Key Data PointsMarket Cap$1.5TDay's Range$307.50 - $315.8052wk Range$138.10 - $414.61Volume622KAvg Vol31MGross Margin64.71%Dividend Yield0.76% The stock seems like an attractive investment right now Broadcom trades at 32 times forward earnings. The valuation represents a premium to the S&P 500's forward earnings multiple of 22, but it can be justified by the much stronger earnings increase it is expected to report this year, as well as the next couple of years. Data by YCharts. The strong earnings growth potential suggests why Broadcom's 12-month median price target of $458 points toward a potential jump of 43% from current levels. What's more, 96% of the 55 analysts covering this AI stock rate it as a buy. So, it seems like a good idea to consider buying Broadcom stock while it is beaten down, as it could go on a bull run following its upcoming report.Read NextMar 3, 2026 •By Danny Vena, CPAShould You Buy Broadcom Stock Before Thursday? Here's What History and Wall Street SuggestMar 2, 2026 •By Eric VolkmanWhy Broadcom Stock Sank TodayFeb 25, 2026 •By Daniel FoelberHere's Why Broadcom Stock Is a Buy Before March 4Feb 24, 2026 •By Geoffrey SeilerPrediction: The AI "Inference Era" Will Crown a New Winner by the End of 2026Feb 24, 2026 •By Justin PopeForget AI Training: AI Inference Is the Real Money Maker in 2026. Here Are 2 Stocks to Own.Feb 24, 2026 •By Rick MunarrizCathie Wood Goes Bargain Hunting: 3 Stocks She Just BoughtAbout the AuthorHarsh Chauhan is a contributing Motley Fool technology analyst covering semiconductors, consumer electronics, artificial intelligence, and software. Harsh previously worked as a journalist for CCN Markets covering crypto and macroeconomics, a contributor at Capital 10x covering metals, mining, and industrial stocks, and a research associate at Zacks Investment Research. He holds a bachelor’s degree in commerce from St. Xavier’s College in Kolkata, India.TMFTechJunk13X@techjunk13Stocks MentionedBroadcomNASDAQ: AVGO$314.66(-1.30%)-$4.16*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.