Broadcom Earnings: Can the AI Engine Drive Another Earnings Beat?
Citi and Goldman Sachs expect Broadcom’s upcoming results to outperform consensus once more, supported by two major tailwinds: Google’s decision to open access to its TPU ecosystem and accelerating AI infrastructure spending across hyperscalers. Analysts project triple-digit AI revenue growth for AVGO in FY2026, underscoring the company’s strengthening position in the AI supply chain.
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How do you view Broadcom’s earnings?