Rod Turnbull

Bloomberg Intelligence (appearing in segment)
· tracked since Mar 2026
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AVGO Broadcom Inc. Broadcom Inc.
Long
Mar 31
$295.10
+62.4%
Rob Turnbull stated consensus estimates for Broadcom are "way too low" and that the company's networking business should grow 15-20% in sales terms. Broadcom has a highly sticky enterprise business and is relatively insulated from AI-related volatility, while its networking segment is poised for strong growth. The stock is undervalued relative to its growth prospects, presenting a long opportunity. A prolonged Middle East conflict could further disrupt global supply chains and semiconductor demand, impacting revenue.
Rob Turnbull stated consensus estimates for Broadcom are "way too low" and that the company's networking business should grow 15-20% in sales terms. Broadcom has a highly sticky enterprise business and is relatively insulated from AI-related volatility, while its networking segment is poised for strong growth. The stock is undervalued relative to its growth prospects, presenting a long opportunity. A prolonged Middle East conflict could further disrupt global supply chains and semiconductor demand, impacting revenue.
AI/Semi
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