Broadcom Q4 Post-Earnings: Another AI Overreaction To Buy
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Tech Stock ProsInvesting Group LeaderFollow5ShareSavePlay(6min)Comment(1)SummaryBroadcom just wrapped up its 4QFY25 earnings call, and investors are not happy. The stock is down a little over 5% in extended trading.While we understand investors are spooked by rich valuations and looming AI bubble fears, we believe Broadcom will grow into its forward earnings.AI semiconductor revenue is set to double year-over-year to $8.2B, with now three of the four tier 1 players in Broadcom's customer mix.This is the time to watch AVGO and add on the pullback in time for 2026 outperformance. JHVEPhoto/iStock Editorial via Getty Images Broadcom (AVGO) just dropped its 4QFY25 results, comfortably sliding ahead of expectations, reporting $18.02B for the quarter, better than the expected $17.49B, and guiding for 1QFY26 sales of $19.10B, higher than the $18.3B anticipated. The stock is up about 3% on the resultsThis article was written byTech Stock Pros12K FollowersFollowTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector. They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.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.Recommended For You