June 6, 2025 05:03 AM GMT Broadcom Inc. | North America Strong AI networking drives in line results but higher CY26 Unchanged In-line Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Qtr and outlook was in line, as strong AI was offset by slightly weaker legacy semis. But visibility to strong inference investment drove positive commentary on CY26 AI prospects. Stay OW. Key Takeaways What's Changed Broadcom Inc. (AVGO.O) From To Price Target $ ...