Broadcom: Q4 Confirms The Company's Position At The Core Of AI Infrastructure
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Research Wise1.1K FollowersFollow5ShareSavePlay(13min)Comment(1)SummaryBroadcom Inc. reported robust double-digit top-line growth driven by hyperscaler demand for custom accelerators and switches, with semiconductor segment AI revenue up 74%.Robust momentum in the AI semiconductor business and elevated Backlog expected to support sustained double-digit growth through FY26.With fundamentals intact, strong demand visibility, and valuation reset after the recent pullback, AVGO offers an attractive long-term opportunity, supporting a Buy rating. JHVEPhoto/iStock Editorial via Getty Images Introduction And The Thesis Broadcom Inc. (AVGO) is a leading global semiconductor and infrastructure software company. In the past few years, the company has pivoted from a diversified semiconductor company into a leading supplier forThis article was written byResearch Wise1.1K FollowersFollowAs a finance enthusiast with experience in research, I am deeply engaged in studying diverse businesses, especially in the technology, industrial, and conglomerate sectors. I really like companies that have strong foundations and see them doing well in the long run. I enjoy writing about these businesses, telling their stories, strategies, and financial details. I use a mix of looking at their finances and writing to give insights into how well companies might do, helping people understand the market better. This focus on both looking at the numbers and explaining things reflects my dedication to both understanding and explaining the details of the financial world.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in AVGO over the next 72 hours. 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.