The “Magnificent Seven” of Nvidia, Microsoft, Meta, Amazon, Tesla, Alphabet, and Apple have been attracting the most investor money in the AI megatrend, outperforming the S&P 500. There’s now a push to include Broadcom in this elite group, a major player in semiconductor solutions that has outperformed the Mag 7 with a 43.8% return this year.
Over the past decade, Broadcom has seen impressive revenue and earnings growth, consistently surpassing Street estimates. In Q3 2025, the company reported revenues of $15.9 billion, with both key segments experiencing strong growth. Earnings per share increased by 36.3% from the previous year, marking the ninth straight quarter of YoY earnings growth.
Broadcom’s Q3 2025 results also showed a substantial increase in cash flow from operations, reaching $7.2 billion. For Q4, the company expects revenue to rise by 24.3%. Analysts are optimistic about Broadcom’s growth prospects, with forward revenue and earnings estimates significantly outpacing sector medians.
Broadcom is solidifying its position in the AI infrastructure space through strategic moves, such as integrating VMware’s cloud business and expanding its AI chip business. Recent partnerships with Lloyds Group and Walmart underscore the company’s growing influence in the industry. Broadcom is also leading in the ASIC market, with analysts giving AVGO stock a consensus “Strong Buy” rating with a mean target price of $371.90.
Read more at Yahoo Finance: Move Over, Mag 7. Buy This 1 Missing AI Winner Instead.
