
Broadcom Rides AI Boom to Strong Beat and $10B Buyback
Broadcom topped Wall Street estimates with EPS of $2.05 on revenue of $19.31B (up 29% YoY) and unveiled a $10B buyback through 2026. The company guided to about 68% earnings margin and roughly $22B in revenue next quarter, helped by AI demand that produced $8.4B in AI-related revenue in Q4 2025 and $10.7B in AI semiconductor revenue expected this quarter. Analysts broadly remain bullish with a Strong Buy consensus and a $449.46 average price target (~41% upside).










