Broadcom Reports $18 Billion Q4 Revenue, Driven by Surge in AI Chip Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 26 2026
0mins
Should l Buy AVGO?
Source: NASDAQ.COM
- Significant Revenue Growth: Broadcom achieved a record $18 billion in revenue for Q4, marking a 28% year-over-year increase, indicating strong demand in the AI semiconductor market is driving overall performance growth.
- Surge in AI Revenue: The company's AI-related revenue grew 74% year-over-year to $6.5 billion, with expectations for continued acceleration as AI sales are projected to soar 104% to $8.2 billion, showcasing Broadcom's competitive strength in this sector.
- Record Backlog: Broadcom's backlog increased by 47% to a record $162 billion, with CEO Hock Tan noting unprecedented order levels over the past three months, suggesting significant revenue growth over the next 18 months.
- Strong Investor Confidence: Analysts have set an average price target of approximately $456 for Broadcom, representing a potential upside of 42%, with 96% of analysts rating the stock a buy or strong buy, reflecting robust market confidence in its future growth.
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Analyst Views on AVGO
Wall Street analysts forecast AVGO stock price to rise
30 Analyst Rating
29 Buy
1 Hold
0 Sell
Strong Buy
Current: 421.280
Low
370.00
Averages
457.75
High
525.00
Current: 421.280
Low
370.00
Averages
457.75
High
525.00
About AVGO
Broadcom Inc. is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software and security solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides a variety of radio frequency semiconductor devices, wireless connectivity solutions, custom touch controllers, and inductive charging solutions for mobile applications. Its infrastructure software segment includes its private and hybrid cloud, application development and delivery, software-defined edge, application networking and security, mainframe, distributed and cybersecurity solutions, and its FC SAN business. It provides a portfolio of software solutions that enable customers to plan, develop, automate, manage and secure applications across mainframe, distributed, mobile and cloud platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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