{"id":1775,"date":"2026-02-12T01:23:11","date_gmt":"2026-02-12T01:23:11","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/1775\/"},"modified":"2026-02-12T01:23:11","modified_gmt":"2026-02-12T01:23:11","slug":"ubs-remains-bullish-on-broadcom-avgo-amid-strong-server-demand-and-limited-near-term-earnings-upside-2","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/1775\/","title":{"rendered":"UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">Broadcom Inc. (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/avgo\/\" data-ylk=\"slk:AVGO;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">AVGO<\/a>) is included in the list of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/13-best-performing-sp-500-stocks-in-the-last-5-years-2-1691880\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best performing S&amp;P 500 stocks in the last five years;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">best performing S&amp;P 500 stocks in the last five years<\/a>.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.europesays.com\/ch\/wp-content\/uploads\/2026\/02\/d6201859a2fb1b6cce79a05902b314fd.jpeg\" alt=\"UBS Remains Bullish on Broadcom\u00a0(AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside\" loading=\"eager\" height=\"250\" width=\"320\" class=\"yf-lglytj  loaded\"\/> UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside      <\/p>\n<p class=\"yf-vbsvxt\">On February 4, 2026, Broadcom Inc. (NASDAQ:AVGO) received attention from UBS, which retained its \u2018Buy\u2019 rating but reduced the price target from $330 to $310. The firm\u2019s bullish stance reflects strong server demand, while its target revision stems from limited near-term EPS upside due to a reduction of $1 billion in its gaming business. UBS also outlined its 2027 and 2028 estimates, projecting EPS of over $11 and $15, respectively. The firm\u2019s estimates come amid positive CPU and GPU fundamentals.<\/p>\n<p class=\"yf-vbsvxt\">A day earlier, Broadcom Inc. (NASDAQ:AVGO) announced the launch of the industry\u2019s first Wi-Fi 8 access point and switch solution, designed to serve AI-ready enterprise networks. Featuring the BCM49438 APU for edge AI acceleration and the Trident X3+ Ethernet switch, the platform offers multi-gigabit speeds, integrated security via MACsec, and advanced telemetry for AI-driven operations. Furthermore, it addresses rising demands from hybrid work, AI factories, and adversarial AI threats. As a result, the solution enables real-time optimization, ultra-low latency, and foolproof enterprise security.<\/p>\n<p class=\"yf-vbsvxt\">Broadcom Inc. (NASDAQ:AVGO) focuses on designing, developing, and supplying semiconductors and infrastructure software solutions.<\/p>\n<p class=\"yf-vbsvxt\">While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.<\/p>\n<p class=\"yf-vbsvxt\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/what-are-the-best-stocks-to-buy-right-now-4-1674893\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:What Are the Best Stocks to Buy Right Now?;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">What Are the Best Stocks to Buy Right Now?<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-stocks-under-1-that-will-explode-1672792\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Stocks Under $1 That Will Explode;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Stocks Under $1 That Will Explode<\/a>.<\/p>\n<p class=\"yf-vbsvxt\">Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Broadcom Inc. (NASDAQ:AVGO) is included in the list of the best performing S&amp;P 500 stocks in the last&hellip;\n","protected":false},"author":2,"featured_media":1776,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[2152,223],"class_list":["post-1775","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-broadcom-inc","tag-ubs"],"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/1775","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=1775"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/1775\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/1776"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=1775"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=1775"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=1775"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}