{"id":1278407,"date":"2026-07-10T11:18:44","date_gmt":"2026-07-10T08:18:44","guid":{"rendered":"https:\/\/www.etoro.com\/?p=1278407"},"modified":"2026-07-17T18:29:36","modified_gmt":"2026-07-17T15:29:36","slug":"deep-dive-the-other-ai-giant-broadcom","status":"publish","type":"post","link":"https:\/\/www.etoro.com\/en-us\/news-and-analysis\/market-insights\/deep-dives\/deep-dive-the-other-ai-giant-broadcom\/","title":{"rendered":"Deep Dive: The Other AI Giant \u2014 Broadcom"},"content":{"rendered":"

Before we dive in, let\u2019s make sure you\u2019re set to receive The Daily Breakdown each morning. <\/span><\/i>To keep getting our daily insights<\/i><\/b>, all you need to do is <\/span><\/i>log in<\/span><\/i><\/a> to your eToro account.<\/span><\/i><\/p>\n

Interested in more Deep Dive content? Check out <\/span><\/i>our latest research<\/span><\/i><\/a>.\u00a0<\/span><\/i><\/p>\n

Deep Dive<\/b><\/h2>\n

Seemingly every investor knows about Nvidia<\/a> and its near-$5 trillion market cap. But many are not as familiar with Broadcom<\/a>, even though it commands a $1.9 trillion market cap, making it the seventh-largest US public firm. So what does AVGO do?<\/span><\/p>\n

Broadcom is a technology company that designs and supplies semiconductors and infrastructure software used across data centers, networking, smartphones, storage, and more. Its products help power everything from enterprise servers and wireless devices to factory automation, energy systems and electronic displays.<\/span><\/p>\n

The company has also become a key AI and infrastructure player through major recent deals, including its $61 billion acquisition of VMware, a multi-year OpenAI partnership to deploy 10 gigawatts of custom AI accelerators and networking systems, and a more than $30 billion Apple<\/a> chip-supply agreement running through 2031.<\/span><\/p>\n

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Broadcom has steadily grown revenue, operating profit, and free cash flow over the past several years. However, it\u2019s the expectations for fiscal 2026 and 2027 that really stand out.\u00a0<\/span><\/p>\n

Future Growth Projections<\/b><\/h3>\n

Broadcom\u2019s fiscal year ends in October, meaning the company will move into fiscal 2027 in just a few months. Over the past six months, forward earnings estimates have been revised higher by more than 13%, reflecting growing confidence in the company\u2019s growth outlook.<\/span><\/p>\n

According to Bloomberg, analysts project the following:<\/span><\/p>\n