{"id":213964,"date":"2025-12-03T22:29:21","date_gmt":"2025-12-03T22:29:21","guid":{"rendered":"https:\/\/www.europesays.com\/ie\/213964\/"},"modified":"2025-12-03T22:29:21","modified_gmt":"2025-12-03T22:29:21","slug":"morgan-stanley-expects-broadcom-avgo-to-outpace-nvidia-in-2026-ai-processor-growth","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ie\/213964\/","title":{"rendered":"Morgan Stanley Expects Broadcom (AVGO) to Outpace Nvidia in 2026 AI Processor Growth"},"content":{"rendered":"\n

Broadcom Inc. (NASDAQ:AVGO<\/a>) is included among the 15 Dividend Stocks that Outperform the S&P 500<\/strong><\/a>.<\/p>\n

\"Morgan Morgan Stanley Expects Broadcom (AVGO) to Outpace Nvidia in 2026 AI Processor Growth <\/p>\n

Photo by Annie Spratt<\/a> on Unsplash<\/a><\/p>\n

On December 1, Morgan\u200b St\u200da\u2060nley r\u2060aised Broadcom Inc. (NASDAQ:AVGO)\u2019s price ta\u200drget to $443, keepin\u2060g\u200b an Overweight rating, and exp\u200cects the company to outpa\u200cce Nvidia i\u200cn AI p\u200drocessor revenue growth in 2026 due to supply constraints. While customers wo\u200dr\u200cry about Nvidia product availability, includi\u2060ng Vera Rubin, TPU has\u200c proven a strong alternative\u200c, though the firm notes it i\u2060s \u201cworth\u200d keeping i\u2060n\u2060 mind\u200d that Nvidia just did a $51 bn\u2060 data center quarter,\u200c roughly 14x TPU revenues.\u201d<\/p>\n

Broadcom Inc. (NASDAQ:AVGO) has established itself\u200b as a key player in the global AI infrastructure landscap\u200ce. Its custom accelerators (XPUs), hig\u200dh-\u200dsp\u200deed Ethernet networking products, a\u200bnd VMware Cloud Foundation private cloud platform are n\u200dow widel\u200dy used by hyper\u2060scale\u200crs and\u200d AI labs t\u200do handle large-scale AI workloads.<\/p>\n

Broadcom Inc. (NASDAQ:AVGO) is se\u200ct to\u2060 release i\u200cts fourth-quarter and\u200d fiscal year 2025 res\u200cults on December 11, an event that c\u200could infl\u200buence 2026 expectations and the stock\u2019s fu\u200cture performanc\u200be. Ma\u2060nagement has indi\u200dcated that AI rev\u200ce\u2060nue is ex\u2060pected to grow e\u200cven faster than the esti\u200cmat\u200ced 50% t\u200do 60% year-over-y\u200cear increase in fisc\u200dal 2025, driven by s\u200ctrong\u200c dem\u200cand f\u200do\u200cr\u200b its custom accel\u200cerators fro\u200bm thr\u2060ee\u2060 majo\u2060r hype\u200crscaler clients an\u2060d a rapid ramp-up at a fourth.<\/p>\n

Broadcom Inc. (NASDAQ:AVGO) desi\u2060gns, develops, and sup\u200dplies a broad portfolio of\u200d semiconductor and infrastructure software products for\u200c data center, networking, broadband, wireless, st\u2060orage, a\u200dnd enterprise so\u2060ftware mar\u200bkets.<\/p>\n

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\u2019re 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<\/strong><\/a>.<\/p>\n

READ NEXT:\u00a015 High Quality Dividend Stocks for Long-Term Investors<\/a>\u00a0<\/b><\/strong>and\u00a014 Best Up and Coming Dividend Stocks to Buy<\/a><\/b><\/strong>.<\/p>\n

Disclosure: None.<\/p>\n","protected":false},"excerpt":{"rendered":"Broadcom Inc. (NASDAQ:AVGO) is included among the 15 Dividend Stocks that Outperform the S&P 500. Morgan Stanley Expects…\n","protected":false},"author":2,"featured_media":213965,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[261],"tags":[291,116532,116533,289,290,9450,8598,18,19,17,292,82,43135],"class_list":{"0":"post-213964","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-processor-revenue-growth","10":"tag-annie-spratt","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-broadcom-inc","14":"tag-dividend-stocks","15":"tag-eire","16":"tag-ie","17":"tag-ireland","18":"tag-nvidia","19":"tag-technology","20":"tag-vera-rubin"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ie\/115658002708856824","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/213964","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/comments?post=213964"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/posts\/213964\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media\/213965"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/media?parent=213964"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/categories?post=213964"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ie\/wp-json\/wp\/v2\/tags?post=213964"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}