On February 20, 2026, analysts projected Broadcom will capitalize on the artificial intelligence boom. They anticipate revenue growth throughout the year.
A $73 billion AI-related backlog fuels this outlook. Increased capital expenditure from hyperscalers for data center infrastructure also supports growth.
Some analyses indicate potential headwinds for gross margins. Growth relies on custom AI chips.
These chips carry lower margins than Broadcom's software and networking portfolios. This shift presents a challenge to overall profitability despite increasing sales.