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- Broadcom Inc.’s impressive 1,450% stock gain over 10 years and strong dividend growth make it a solid long-term investment despite recent sell-off concerns.
- The VMware acquisition significantly boosted 2023 revenues by 44%, with AI-driven growth expected to continue driving semiconductor and infrastructure software sales in 2025.
- Despite DeepSeek-related stock decline, Broadcom’s contractual commitments and AI demand suggest robust future performance, with a price target of $247-$263 based on blended valuation.
- Broadcom’s growing cash pile and potential for share repurchase programs enhance AVGO stock’s investment appeal, making the current pullback a compelling opportunity.
- Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More »
Each year, I have to plan ahead on what industries I will cover the next year. Most of you know me for my aerospace & defense coverage where I have uncovered some names that became multi-baggers and I expanded that coverage. If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.
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