UBS Lifts Broadcom (AVGO) PT to $472, Keeps Buy Rating on Profitable Tech Stock

On the aforesaid day, Bank of America expert Vivek Arya raised the firm’s terms people connected Broadcom to $460 from $400 with a Buy standing connected the shares. BofA sees the rising leverage of TPUs arsenic a affirmative for Broadcom. Arya estimates that the fig of TPU units volition apt grow from the existent 2 cardinal units successful 2025 to implicit 3 cardinal units successful 2026.

Earlier successful its Q3 2025 net report, Broadcom disclosed that the institution achieved a grounds full gross of $16 billion, which marked a important 22% year-on-year growth, chiefly driven by beardown show successful AI semiconductors and the integration of VMware. The Semiconductor gross conception grew 26% to $9.2 billion. Within this, AI Semiconductor gross surged to $5.2 billion, representing a 63% summation and marking 10 consecutive quarters of robust growth.

This momentum is acceptable to continue, arsenic the institution secured implicit $10 cardinal successful orders for AI rigs based connected their XPUs. CEO Hock Tan noted that the accrued assurance for 2026 is owed to some expanding volumes from existing customers and the important summation of a 4th lawsuit with contiguous and important demand, which volition vessel powerfully successful 2026. The institution is selective, presently focused connected a full of 7 prospects, 4 of which are present customers.

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 at Insider Monkey.