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Susquehanna Reiterates Broadcom (AVGO) Buy Rating, $400 Target on AI Solutions Growth
BroadcomBroadcom(US:AVGO) Yahoo Financeยท2025-09-16 17:34

Core Viewpoint - Broadcom Inc. is recognized as a strong ESG investment opportunity, with a Buy rating and a $400 price target from Susquehanna analyst Christopher Rolland, driven by its advancements in AI solutions [1][2]. Group 1: AI Solutions and Revenue Growth - Broadcom's entry into rack-level AI solutions is expected to create new revenue streams and significantly enhance profitability, positioning the company to compete directly with NVIDIA and AMD [2]. - The CEO's performance-based award is linked to ambitious AI growth targets, projecting a compound annual growth rate (CAGR) of over 20%-30%, indicating a strong focus on execution and growth in the AI sector [3]. Group 2: Short-term Challenges vs. Long-term Potential - Although the loss of the Wi-Fi/BT chip business in Apple's new iPhone lineup may negatively impact near-term sales, the company's AI roadmap is viewed as a more substantial long-term growth driver, supporting a bullish outlook [3]. Group 3: Company Overview - Broadcom Inc. is a global technology company that designs, develops, and supplies a diverse range of semiconductor and infrastructure software solutions [4].