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Broadcom Stock Rises 90% In 6 Months - What's Fueling The Rally?
Forbes· 2025-10-10 12:25
Core Insights - Broadcom (AVGO) stock experienced a significant 90.4% change from April 12, 2025, to October 9, 2025, primarily driven by a 71.0% change in the company's Net Income Margin [1][2] Financial Performance - In Q2 fiscal year 2025, Broadcom's AI semiconductor revenue increased by 46% year-over-year to over $4.4 billion, while Q3 AI revenue surged by 63% year-over-year to $5.2 billion, driven by strong demand for AI networking and custom AI accelerators [5] - The infrastructure software sector, bolstered by the VMware acquisition, reported Q2 revenue of $6.6 billion, a 25% year-over-year increase, and Q3 revenue of $6.8 billion, a 17% year-over-year increase, largely due to the adoption of VMware Cloud Foundation [5] - Broadcom achieved a record consolidated backlog of $110 billion in Q3, with AI-related demand significantly contributing to revenue visibility for future periods [5] Market Sentiment and Analyst Ratings - Wall Street analysts have maintained or upgraded their ratings for Broadcom, with increased price targets leading to a consensus "Strong Buy" rating, reflecting confidence in the company's performance in AI and infrastructure software sectors [5]