Broadcom Inc. - Common Stock (AVGO)

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Broadcom looks attractive at current levels.

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As the financial world pivots toward the first major semiconductor earnings of 2026, all eyes are on Broadcom Inc. (NASDAQ: AVGO), which is scheduled to report its first-quarter fiscal year 2026 results on March 4, 2026. Heading into the announcement, the sentiment on Wall Street is nothing short of euphoric.

Shares of power conversion and control solutions provider Vicor Corporation (NASDAQ:VICR) jumped 10.9% in the afternoon session after the company reported fourth-quarter financial results that featured an impressive profit beat. For the fourth quarter of 2025, Vicor's revenue grew 11.5% year on year to $107.3 million, meeting Wall Street's expectations. However, the company posted a GAAP profit of $1.01 per share, which was substantially better than the analyst consensus estimate of $0.37. The strong bottom-line performance was driven by expanding margins, with the company's operating margin increasing to 14.6% from 10% in the same quarter last year.

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Looking for the "next" giant, not the current one? These two picks could be bigger than Nvidia in 10 years, especially if the chip giant's growth rates cool down.

Broadcom is one of the top AI infrastructure stocks right now.

AMD and Broadcom grew at a record pace in 2025, but one has a slight edge in the intermediate future.