AVGO: Missed opportunity or value trap? Curious what this sub thinks
u/DigAccomplished6482 ·
Reddit — r/stocks
· September 03, 2026 at 14:07
· ⬆ 27 pts
· 💬 61 comments
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Broadcom's earnings numbers keep impressing me the growth trajectory looks strong, and by several metrics they're outperforming a lot of the semi sector. Yet the stock hasn't gotten the market attention/hype I think it deserves, which makes me wonder if this is being slept on or if there's a good reason for the discount.
A few things I'm weighing:
Growth: reporting strong QoQ growth, but the stock still lags behind most of its semiconductor peers
Sentiment: I feel like management/IR hasn't done enough to get the market excited about these numbers relative to the fundamentals
My position: averaged in at $330, considering adding more if price targets get revised up toward $600
Is this a case of the market being slow to price in the growth, or is there something structural (competition, margin pressure, guidance concerns) that's keeping a lid on the stock?
Would you buy at current levels or wait for a pullback/consolidation first?
Genuinely curious to hear bull and bear cases here.