META Meta Platforms, Inc. Loading... : Bullish and Bearish Analyst Opinions

From AVGO earnings calls
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21:00
Sep 02
Hock Tan President & CEO, Broadcom Inc. AVGO Q3 FY26 call
Meta is on track to receive three generations of custom MTIA accelerators from Broadcom, representing a significant and growing source of custom silicon demand.
META
HIGH
21:00
Jun 03
Hawk Tan President and Chief Executive Officer, Broadcom Inc. AVGO Q2 FY26 call
Meta is a significant new customer with a 3-gigawatt commitment through 2028, with the first 1-gigawatt order already placing, indicating a strong and immediate ramp for Broadcom's custom silicon.
META
HIGH
22:00
Mar 04
Hawk Tan President and CEO, Broadcom Inc. AVGO Q1 FY26 call
Broadcom is refuting rumors of Meta's MTIA program being canceled, confirming active shipments and strong scaling to multiple gigawatts in 2027 and beyond.
META
HIGH

About META Analyst Coverage

Buzzberg tracks META (Meta Platforms, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Hock Tan, Hawk Tan.