Here’s What Kim Forrest and William Kerwin Think About Broadcom Inc (AVGO)

3 weeks ago 16

Talha Qureshi

Sun, December 28, 2025 astatine 12:15 PM CST 2 min read

Broadcom Inc. (NASDAQ:AVGO) is 1 of the Best Quality Stocks to Buy Before 2026. Broadcom Inc. (NASDAQ:AVGO) topped Wall Street estimates during its fiscal Q4 2025 earnings, released connected December 11. However, the banal terms has fallen much than 16% since the release.

To speech astir the net and the marketplace selloff that followed, Kim Forrest, laminitis and main concern serviceman astatine Bokeh Capital Partners LLC, and William Kerwin of Morningstar appeared connected a Schwab Network interrogation connected December 13. Kim noted that astatine the archetypal appearance, the numbers looked large arsenic they exceeded Street expectations, and request looked bully arsenic well. However, the net telephone shifted the sentiment based connected immoderate products waiting for shipment, larger than anticipated backlog, and a 100 ground constituent diminution successful margins. Kim added that portion the results were not bad, the AI capitalist sentiment has shaped successful a mode that if a institution does not transcend expectations greatly, the sentiment turns negative.

William besides expressed astonishment implicit the marketplace reaction. He noted that the concern lawsuit for Broadcom Inc. (NASDAQ:AVGO) remains intact, driven by accelerating AI demand. He highlighted that the institution enjoys a important payment based connected its co-designed TPU spot with Google, which has besides seen immense demand. William added that Morningstar remains bullish connected the stock, akin to Kim Forrest of Bokeh Capital Partners.

Broadcom Inc. (NASDAQ:AVGO) designs, develops, and supplies assorted semiconductor devices and infrastructure bundle solutions worldwide. The institution operates successful 2 segments: Semiconductor Solutions and Infrastructure Software.

While we admit the imaginable of AVGO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.