Broadcom Inc. (AVGO) continues to draw positive attention from Wall Street, with analysts maintaining strong buy ratings and raising price targets following robust quarterly results and ongoing integration of recent acquisitions. The semiconductor and infrastructure software leader is seen as a resilient play in the current tech landscape.
- 19 out of 23 analysts rate AVGO as buy or strong buy following Q4 2025 earnings
- Non-GAAP EPS of $8.72 exceeded estimates by $0.45
- Revenue reached $8.4 billion, up 12% YoY, driven by infrastructure software growth
- Infrastructure software segment grew 23% annually, fueled by Zscaler and Symantec integration
- Average price target increased to $1,350, with range from $1,180 to $1,520
- Pre-market share rally of 6% reflects immediate market response
Broadcom’s latest financial performance has reinforced its position as a top-tier performer in the technology sector, leading to a wave of upgraded recommendations from equity analysts. Following the release of its fiscal Q4 2025 earnings, 19 out of 23 analyst firms covering AVGO issued buy or strong buy ratings, reflecting confidence in the company’s diversified revenue streams and execution capability. Key metrics underscore this sentiment: Broadcom reported non-GAAP EPS of $8.72, surpassing estimates by $0.45, on $8.4 billion in revenue—up 12% year-over-year. The company’s infrastructure software segment, which includes Zscaler and Symantec, grew at a 23% annual rate, contributing significantly to overall margin expansion. Analysts note that the continued success of these integrations signals effective management of post-acquisition synergies. Price targets have been revised upward across the board, with an average target now at $1,350 per share—representing a nearly 15% upside from current levels. The highest target stands at $1,520, while the lowest remains at $1,180, indicating broad consensus on long-term value. This elevated sentiment is particularly notable given macroeconomic headwinds affecting enterprise capital spending and supply chain dynamics. The impact is already visible in trading patterns, with AVGO shares gaining 6% in pre-market hours following the report. Institutional investors and passive funds tracking large-cap tech indices are increasing exposure, while options volume has surged, signaling heightened activity among active traders anticipating further momentum.