Why isn’t everyone going full port Broadcom AVGO?

u/IntelligentIntern209 · Reddit — r/ValueInvesting · June 27, 2026 at 10:52 · ⬆ 19 pts · 💬 112 comments  | View on Reddit ↗
AI Summary

Summary

  • The post asks why not invest heavily in Broadcom (AVGO), citing analyst price targets of $523-$600 and a strong business.
  • Author believes the stock’s drop to ~$392 is unjustified and sees 38-43% upside.
  • Quality assessment: Speculation/noise – no original data or DD, just a question based on analyst estimates.
Score 19
Comments 112
Upvote % 56%
Ideas
u/IntelligentIntern209 Reddit r/ValueInvesting
Analyst price targets imply 38-43% upside; AVGO dropped 25% post-earnings despite strong results. The selloff is blamed on not raising guidance, but next-quarter AI revenue is expected to triple, creating a re-rating opportunity. Current price offers a potential medium-term bounce toward prior highs before the next earnings in September. High valuation (60 P/E), analyst targets are often unreliable, semiconductor cycle risk, or further guidance disappointments.
More from Reddit — r/ValueInvesting

This Reddit post, published June 27, 2026, features u/IntelligentIntern209 discussing AVGO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/IntelligentIntern209  · Tickers: AVGO