Broadcom enters 2026 positioned strongly due to its success in the artificial intelligence sector. The company reported a 74% year-over-year increase in AI-related semiconductor sales during its last quarter. Broadcom anticipates doubling its AI chip revenue in the first quarter of 2026.
This positive outlook is supported by a substantial AI backlog, reported to be around $73 billion. Continued growth is fueled by its custom silicon, networking, and data-center solutions.
Wall Street analysts maintain a bullish outlook despite the stock’s significant 51% gain year-to-date. Multiple financial firms have reiterated "Buy" ratings, citing Broadcom's role as a key supplier for AI infrastructure. The general consensus points toward continued growth, though concerns exist regarding near-term margin pressures and heavy insider selling.