🕷️ Crawler Inspector

URL Lookup

Direct Parameter Lookup

Raw Queries and Responses

1. Shard Calculation

Query:

Response:

Calculated Shard: 88 (from laksa090)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa088.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.fool.com\/investing\/2026\/03\/06\/broadcoms-growth-is-accelerating-time-to-buy-the-s\/","crawl_time":1776631491,"first_indexed_time":1772836754,"http_code":200,"src_unparsed":"com,fool!www,\/investing\/2026\/03\/06\/broadcoms-growth-is-accelerating-time-to-buy-the-s\/ s443","src_root_hash":"16263700115757751488","history_drop_reason":null,"meta_title":"Broadcom's Growth Is Accelerating. Time to Buy the Stock? | The Motley Fool","meta_descriptions":["The semiconductor giant is riding a massive wave of artificial intelligence demand, but investors should look closely at the price tag before diving in."],"attrs_boilerpipe_text":"Given the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom.\nOne stock that has been a major beneficiary is\nBroadcom\n(\nAVGO\n+2.02%\n)\n. The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution.\nBut a great business doesn't automatically make a great investment.\nImage source: Getty Images.\nBroadcom's incredible momentum\nBroadcom's fiscal first-quarter captures the company's incredible momentum.\nThe\ntech company\n's revenue rose 29% year over year to a record $19.3 billion. Additionally, Broadcom generated $13.1 billion in adjusted\nearnings before interest, taxes, depreciation, and amortization (EBITDA)\n, up 30% year over year and representing a staggering 68% of revenue.\nThe catalyst for its strong growth? AI.\nThe company's AI revenue grew 106% year over year to $8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers.\nFurther, the business produced just over $8 billion of\nfree cash flow\n(cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash.\nThis massive cash generation allows the company to return capital to shareholders. Broadcom returned $10.9 billion to investors in fiscal Q1 alone, pairing $3.1 billion in cash dividends with an aggressive $7.8 billion in\nshare repurchases\n. The board of directors also authorized a new program to buy back up to an additional $10 billion of its common stock.\nBut here's where things get particularly interesting.\nLooking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately $22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace.\n\"Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2,\" Tan said in the company's fiscal first-quarter earnings release. AI revenue at $10.7 billion would translate to an incredible 140% year-over-year increase.\nA steep price tag\nOf course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months.\nAVGO\nToday's Change\n(2.02%) $8.04\nCurrent Price\n$406.51\nFollowing this enormous run-up, Broadcom shares trade at about 70 times earnings.\nEssentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation.\nOf course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler\ncapital expenditure\nbudgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025.\nThis is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow.\nBut valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today.\nWhile the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out.","attrs_markdown":"[Accessibility Menu](https:\/\/www.fool.com\/investing\/2026\/03\/06\/broadcoms-growth-is-accelerating-time-to-buy-the-s\/)\n\nSearch for a company\n\n[Accessibility](https:\/\/www.fool.com\/investing\/2026\/03\/06\/broadcoms-growth-is-accelerating-time-to-buy-the-s\/)\n\nLog In\n\n[Help](https:\/\/support.fool.com\/)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple-reversed.svg?_w=320)![The Motley Fool](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Fmisc-assets%2Ftmf_holdingco_logo_stacked_magenta_royalpurple_rev.png&w=96&op=resize)](https:\/\/www.fool.com\/)\n\n- Our Services\n  [All Services](https:\/\/www.fool.com\/services\/)[Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)[Epic](https:\/\/www.fool.com\/services\/epic\/)[Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)[Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)[Fool One](https:\/\/www.fool.com\/services\/one\/)[All Podcasts](https:\/\/www.fool.com\/podcasts\/)[Motley Fool Money Podcast](https:\/\/www.fool.com\/podcasts\/motley-fool-money\/)[Rule Breaker Investing Podcast](https:\/\/www.fool.com\/podcasts\/rule-breaker-investing\/)[The Motley Fool Foundation](https:\/\/foolfoundation.org\/)\n- Stock Market News\n  [Live Coverage](https:\/\/www.fool.com\/investing\/live-coverage\/)[Trending News](https:\/\/www.fool.com\/trending-news\/)[Stock Market News](https:\/\/www.fool.com\/investing-news\/)[Market Movers](https:\/\/www.fool.com\/market-movers\/)[Tech Stock News](https:\/\/www.fool.com\/tech-stock-news\/)[Market Trends](https:\/\/www.fool.com\/market-trends\/)[Crypto News](https:\/\/www.fool.com\/crypto-news\/)[Stock Market Indexes Today](https:\/\/www.fool.com\/markets\/)[Most Active Stocks Today](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Today's Biggest Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Today's Biggest Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)[Stock Quotes by Exchange](https:\/\/www.fool.com\/quote\/)[Market Research](https:\/\/www.fool.com\/research\/)[📨 Breakfast News](https:\/\/www.fool.com\/investing\/breakfast-news\/)[Top Stocks to Buy Now](https:\/\/www.fool.com\/investing\/top-stocks-to-buy-and-hold\/)[Best ETFs to Buy](https:\/\/www.fool.com\/investing\/how-to-invest\/etfs\/etfs-to-buy\/)[Best AI Stocks](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/)[Best Growth Stocks](https:\/\/www.fool.com\/investing\/stock-market\/types-of-stocks\/growth-stocks\/)[Dividend Kings](https:\/\/www.fool.com\/investing\/stock-market\/types-of-stocks\/dividend-stocks\/dividend-kings\/)[Best Index Funds](https:\/\/www.fool.com\/investing\/how-to-invest\/index-funds\/best-index-funds\/)[Next Cryptos to Explode](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/financials\/cryptocurrency-stocks\/next-crypto-to-explode\/)[Technology](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/)[Energy](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/energy\/)[Real Estate](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/real-estate-investing\/)[Healthcare](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/healthcare\/)[Consumer Goods](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/consumer-staples\/)[Materials](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/materials\/)[Industrials](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/industrials\/)\n- How to Invest\n  [How to Invest Money](https:\/\/www.fool.com\/investing\/how-to-invest\/)[What to Invest In](https:\/\/www.fool.com\/investing\/how-to-invest\/what-to-invest-in\/)[How to Invest in Stocks](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/)[How to Invest in ETFs](https:\/\/www.fool.com\/investing\/how-to-invest\/etfs\/)[How to Invest in Index Funds](https:\/\/www.fool.com\/investing\/how-to-invest\/index-funds\/)[How to Invest in Bonds](https:\/\/www.fool.com\/investing\/how-to-invest\/bonds\/)[Financial Dictionary](https:\/\/www.fool.com\/terms\/)[Stock Market 101](https:\/\/www.fool.com\/investing\/stock-market\/)[Types of Stocks](https:\/\/www.fool.com\/investing\/stock-market\/types-of-stocks\/)[Stock Market Sectors](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/)[Stock Market Indexes](https:\/\/www.fool.com\/investing\/stock-market\/indexes\/)[What Are Stock Splits?](https:\/\/www.fool.com\/terms\/s\/stock-split\/)[What Is Compound Interest?](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/compound-interest-accounts\/)[After Hours Trading](https:\/\/www.fool.com\/terms\/a\/after-hours-trading\/)[How to Buy Stock](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-buy-stock\/)[Best Brokers for Beginners](https:\/\/www.fool.com\/money\/buying-stocks\/best-online-stock-brokers-for-beginners\/)[Best Brokerage Accounts](https:\/\/www.fool.com\/money\/buying-stocks\/)[Good Time to Buy Stocks](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/good-time-to-buy-stocks\/)[How Many Shares to Buy?](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-many-shares-buy-stock\/)[Portfolio Diversification](https:\/\/www.fool.com\/investing\/how-to-invest\/portfolio-diversification\/)[How to Invest \\$100](https:\/\/www.fool.com\/investing\/how-to-invest\/how-to-invest-100-dollars\/)[Magnificent Seven Companies](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/magnificent-seven\/)[Warren Buffett Investments](https:\/\/www.fool.com\/investing\/how-to-invest\/famous-investors\/warren-buffett-investments\/)[Investing in ChatGPT](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/chatgpt\/)[Investing in SpaceX](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-spacex-stock\/)[Investing in OpenAI](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-openai-stock\/)[Investing in Nvidia](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-nvidia-stock\/)[Investing in Databricks](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-databricks\/)\n- Retirement\n  [Retirement News](https:\/\/www.fool.com\/retirement-news\/)[Retirement 101](https:\/\/www.fool.com\/retirement\/)[Types of Retirement Accounts](https:\/\/www.fool.com\/retirement\/plans\/)[How to Contribute to 401k\/IRA?](https:\/\/www.fool.com\/retirement\/plans\/401k\/contribute-to-401k-and-ira\/)[Strategies to Save for Retirement](https:\/\/www.fool.com\/retirement\/strategies\/)[Asset Allocation for My Age](https:\/\/www.fool.com\/retirement\/strategies\/asset-allocation-by-age\/)[Best IRA Brokerage Accounts](https:\/\/www.fool.com\/money\/buying-stocks\/best-ira-accounts\/)[Social Security 101](https:\/\/www.fool.com\/retirement\/social-security\/)[How to Maximize Social Security?](https:\/\/www.fool.com\/retirement\/social-security\/how-to-maximize-social-security\/)[Full Retirement Age](https:\/\/www.fool.com\/retirement\/social-security\/full-retirement-age\/)[COLAs](https:\/\/www.fool.com\/retirement\/social-security\/colas\/)[Calculate Your SS Benefits](https:\/\/www.fool.com\/retirement\/social-security\/benefits-formula\/)[Collecting Spousal Benefits](https:\/\/www.fool.com\/retirement\/social-security\/spousal-benefits\/)[Maximize Social Security Benefit](https:\/\/www.fool.com\/retirement\/social-security\/how-to-maximize-social-security\/)[How Much Do I Need to Retire?](https:\/\/www.fool.com\/retirement\/how-much-do-i-need\/)[When To Retire](https:\/\/www.fool.com\/retirement\/strategies\/when-can-i-retire\/)[401(k) Plans](https:\/\/www.fool.com\/retirement\/plans\/401k\/)[403(b) Plans](https:\/\/www.fool.com\/retirement\/plans\/403b\/)[Roth IRA Plans](https:\/\/www.fool.com\/retirement\/plans\/roth-ira\/)[IRA Plans](https:\/\/www.fool.com\/retirement\/plans\/ira\/)[HSA Plans](https:\/\/www.fool.com\/retirement\/plans\/hsa\/)[Complete Retirement Guide](https:\/\/www.fool.com\/retirement\/complete-guide\/)[Best & Worst States to Retire](https:\/\/www.fool.com\/research\/best-states-to-retire\/)[Average Retirement Savings](https:\/\/www.fool.com\/research\/average-retirement-savings\/)[Moving for Retirement](https:\/\/www.fool.com\/retirement\/relocation\/)[Healthcare in Retirement](https:\/\/www.fool.com\/retirement\/healthcare-in-retirement\/)[Understanding Taxes in Retirement](https:\/\/www.fool.com\/retirement\/taxes\/)[401(k) Minimum Distributions](https:\/\/www.fool.com\/retirement\/plans\/401k\/required-minimum-distributions\/)\n- Personal Finance\n  [Best Credit Cards](https:\/\/www.fool.com\/money\/credit-cards\/best-credit-cards\/)[Compare Credit Cards](https:\/\/www.fool.com\/money\/credit-cards\/compare-cards\/)[Credit Card Reviews](https:\/\/www.fool.com\/money\/credit-cards\/reviews\/)[Credit Card Guides and Tools](https:\/\/www.fool.com\/money\/credit-cards\/guides-tools\/)[Best Savings Accounts](https:\/\/www.fool.com\/money\/banks\/savings-accounts\/best-savings-accounts\/)[Bank Reviews](https:\/\/www.fool.com\/money\/banks\/reviews\/)[Best Personal Loans](https:\/\/www.fool.com\/money\/personal-loans\/)[Personal Loan Reviews](https:\/\/www.fool.com\/money\/personal-loans\/reviews\/)[Best Mortgage Lenders](https:\/\/www.fool.com\/money\/mortgages\/best-mortgage-lenders\/)[Current Mortgage Rates](https:\/\/www.fool.com\/money\/mortgages\/rates\/)[Mortgage Lender Reviews](https:\/\/www.fool.com\/money\/mortgages\/reviews\/)[Guide to Mortgages](https:\/\/www.fool.com\/money\/mortgages\/)[Auto Insurance](https:\/\/www.fool.com\/money\/insurance\/auto\/)[Home Insurance](https:\/\/www.fool.com\/money\/insurance\/homeowners\/)[Life Insurance](https:\/\/www.fool.com\/money\/insurance\/life\/)\n- About Us\n  [About Us](https:\/\/www.fool.com\/about\/)[Contact Us](https:\/\/www.fool.com\/contact\/customer-service\/)[Investing Philosophy](https:\/\/www.fool.com\/about\/investing-philosophy\/)[Motley Fool Money](https:\/\/www.fool.com\/money\/)[The Motley Fool Foundation](https:\/\/foolfoundation.org\/)[Reviews](https:\/\/www.fool.com\/about\/reviews\/)[Newsroom](https:\/\/www.fool.com\/contact\/newsroom\/)[YouTube](https:\/\/www.youtube.com\/channel\/UCpRQuynBX9Qy9tPrcswpPag)[LinkedIn](https:\/\/www.linkedin.com\/company\/the-motley-fool\/)[X](https:\/\/x.com\/themotleyfool)[Facebook](https:\/\/www.facebook.com\/themotleyfool\/)[Instagram](https:\/\/www.instagram.com\/themotleyfoolofficial\/)[Discussion Boards](https:\/\/discussion.fool.com\/)[CAPS - Stock Picking Community](https:\/\/caps.fool.com\/)[Advertise With Us](https:\/\/www.fool.com\/advertising\/)[Become an Affiliate Partner](https:\/\/www.fool.com\/affiliates\/)[Publishing Standards](https:\/\/www.fool.com\/about\/the-motley-fools-publishing-standards\/)[All Services](https:\/\/www.fool.com\/services\/)[Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)[Epic](https:\/\/www.fool.com\/services\/epic\/)[Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)[Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)[Fool One](https:\/\/www.fool.com\/services\/one\/)\n- [Top 10 Stocks to Buy Now ›](https:\/\/api.fool.com\/infotron\/splitter\/route\/article-template-button?apikey=5c8e52dd-1bea-455e-87f5-d5506e590f21)\n\n[Top 10 Stocks to Buy Now ›](https:\/\/api.fool.com\/infotron\/splitter\/route\/article-template-button?apikey=5c8e52dd-1bea-455e-87f5-d5506e590f21)\n\n[S\\&P 500 7,126.06+1.2% +84.78](https:\/\/www.fool.com\/quote\/snpindex\/^gspc\/)\n\n[DJI 49,447.43+1.8% +868.71](https:\/\/www.fool.com\/quote\/djindices\/^dji\/)\n\n[NASDAQ 24,468.48+1.5% +365.78](https:\/\/www.fool.com\/quote\/nasdaqindex\/^ixic\/)\n\n[Bitcoin \\$74,844.00-1.2% -\\$909.30](https:\/\/www.fool.com\/quote\/crypto\/btc\/)\n\n[AMZN \\$250.56+0.3% +\\$0.86](https:\/\/www.fool.com\/quote\/nasdaq\/amzn\/)\n\n[GOOG \\$339.42+2.0% +\\$6.65](https:\/\/www.fool.com\/quote\/nasdaq\/goog\/)\n\n[META \\$689.14+1.8% +\\$12.27](https:\/\/www.fool.com\/quote\/nasdaq\/meta\/)\n\n[MSFT \\$422.80+0.6% +\\$2.54](https:\/\/www.fool.com\/quote\/nasdaq\/msft\/)\n\n[NVDA \\$201.68+1.7% +\\$3.33](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/)\n\n[TSLA \\$400.41+3.0% +\\$11.51](https:\/\/www.fool.com\/quote\/nasdaq\/tsla\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\nFree Article[Explore Premium Services](https:\/\/www.fool.com\/services\/)\n\n# Broadcom's Growth Is Accelerating. Time to Buy the Stock?\nThe semiconductor giant is riding a massive wave of artificial intelligence demand, but investors should look closely at the price tag before diving in.\n\nBy [Daniel Sparks](https:\/\/www.fool.com\/author\/2104\/) – Mar 6, 2026 at 4:41PM EST\n\n[Follow us](https:\/\/profile.google.com\/cp\/CgkvbS8wNTc4bWs)\n\nShare\n\nSummarize with AI\n\n## Key Points\n- Broadcom's first-quarter revenue grew 29% year over year, and management expects that growth rate to accelerate to 47% in the current quarter.\n- A booming artificial intelligence business is driving the company's financial outperformance.\n- While the underlying business is exceptional, the stock's demanding valuation leaves little room for error if the artificial intelligence narrative cools.\n\nGiven the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom.\n\nOne stock that has been a major beneficiary is **Broadcom** ([AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/) \\+2.02%). The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution.\n\nBut a great business doesn't automatically make a great investment.\n\n![The Broadcom logo.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859810%2Favgo.png&w=3840&op=resize)\n\nImage source: Getty Images.\n## Broadcom's incredible momentum\nBroadcom's fiscal first-quarter captures the company's incredible momentum.\n\nThe [tech company](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/)'s revenue rose 29% year over year to a record \\$19.3 billion. Additionally, Broadcom generated \\$13.1 billion in adjusted [earnings before interest, taxes, depreciation, and amortization (EBITDA)](https:\/\/www.fool.com\/terms\/e\/ebitda\/), up 30% year over year and representing a staggering 68% of revenue.\n\nThe catalyst for its strong growth? AI.\n\nThe company's AI revenue grew 106% year over year to \\$8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers.\n\nFurther, the business produced just over \\$8 billion of [free cash flow](https:\/\/www.fool.com\/terms\/p\/price-to-free-cash-flow\/) (cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash.\n\nThis massive cash generation allows the company to return capital to shareholders. Broadcom returned \\$10.9 billion to investors in fiscal Q1 alone, pairing \\$3.1 billion in cash dividends with an aggressive \\$7.8 billion in [share repurchases](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/share-repurchase\/). The board of directors also authorized a new program to buy back up to an additional \\$10 billion of its common stock.\n\nBut here's where things get particularly interesting.\n\nLooking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately \\$22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace.\n\n\"Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be \\$10.7 billion in Q2,\" Tan said in the company's fiscal first-quarter earnings release. AI revenue at \\$10.7 billion would translate to an incredible 140% year-over-year increase.\n\n## A steep price tag\nOf course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months.\n\nCollapse\n\nAVGO\n\n## [NASDAQ: AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/)\nBroadcom\n\nToday's Change\n\n(2.02%) \\$8.04\n\nCurrent Price\n\n\\$406.51\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$1.9T\n\nDay's Range\n\n\\$399.81 - \\$406.73\n\n52wk Range\n\n\\$161.61 - \\$414.61\n\nVolume\n\n618K\n\nAvg Vol\n\n26M\n\nGross Margin\n\n64\\.96%\n\nDividend Yield\n\n0\\.61%\n\nFollowing this enormous run-up, Broadcom shares trade at about 70 times earnings.\n\nEssentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation.\n\nOf course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler [capital expenditure](https:\/\/www.fool.com\/terms\/c\/capital-expenditure\/) budgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025.\n\nThis is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow.\n\nBut valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today.\n\nWhile the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out.\n\n## Read Next\nApr 17, 2026\n\n•By [Parkev Tatevosian, CFA](https:\/\/www.fool.com\/author\/20206\/)\n\n[Massive News for Meta Stock and Broadcom Stock Investors](https:\/\/www.fool.com\/investing\/2026\/04\/17\/massive-news-for-meta-stock-and-broadcom-stock-inv\/)\n\nApr 17, 2026\n\n•By [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/)\n\n[I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious.](https:\/\/www.fool.com\/investing\/2026\/04\/17\/i-sold-my-warner-bros-shares-and-bought-these-2-gr\/)\n\nApr 17, 2026\n\n•By [Matt Frankel, CFP](https:\/\/www.fool.com\/author\/2280\/)\n\n[S\\&P 500 Explained: How the Index Works and How to Invest in It](https:\/\/www.fool.com\/investing\/stock-market\/indexes\/sp-500\/)\n\nApr 17, 2026\n\n•By [Rachel Warren](https:\/\/www.fool.com\/author\/20250\/)\n\n[Best Microchip Stocks to Buy in 2026 and How to Invest in Them](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/semiconductor-stocks\/microchip-stocks\/)\n\nApr 16, 2026\n\n•By [Daniel Foelber](https:\/\/www.fool.com\/author\/20117\/)\n\n[Is Energy the Real AI Bottleneck? What Investors Need to Know](https:\/\/www.fool.com\/research\/ai-energy-use\/)\n\nApr 15, 2026\n\n•By [Joe Tenebruso](https:\/\/www.fool.com\/author\/1880\/)\n\n[Why Broadcom Stock Climbed Today](https:\/\/www.fool.com\/investing\/2026\/04\/15\/why-broadcom-stock-is-up-today\/)\n\n### About the Author\n![Daniel Sparks](https:\/\/g.foolcdn.com\/avatar\/1337737287\/large.ashx?_w=3840)\n\nDaniel Sparks is a contributing Motley Fool stock market analyst covering technology, industrials, financials, and consumer goods. Daniel is the owner and chief investment officer of Sparks Capital Management. He holds a master’s degree in business administration from Colorado State University. The Globe and Mail profiled him and his investing philosophy in an article titled, “This stock picker is outperforming nearly everybody else. Here’s how he is doing it.”\n\n[TMFDanielSparks](https:\/\/www.fool.com\/author\/2104\/)\n\n[@sparks\\_capital](https:\/\/x.com\/sparks_capital)\n\n*[Daniel Sparks](https:\/\/www.fool.com\/author\/2104\/) and his clients have no position in any of the stocks mentioned. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*\n\n### Stocks Mentioned\n[AV Broadcom NASDAQ: AVGO\\$406.51 (+2.02%)+\\$8.04](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/)\n\n\\*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.\n\n## Premium Investing Services\nInvest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services.\n\n[View Premium Services](https:\/\/www.fool.com\/services\/?ftm_cam=footer-services-sitewide-prospects)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple.svg?_w=320)](https:\/\/www.fool.com\/)\n\nMaking the world smarter, happier, and richer.\n\n- [Facebook](https:\/\/www.facebook.com\/themotleyfool)\n- [Twitter](https:\/\/x.com\/TheMotleyFool)\n- [LinkedIn](https:\/\/www.linkedin.com\/company\/the-motley-fool\/)\n- [Pinterest](https:\/\/www.pinterest.com\/themotleyfool\/)\n- [YouTube](https:\/\/www.youtube.com\/user\/TheMotleyFool)\n- [Instagram](https:\/\/www.instagram.com\/themotleyfoolofficial\/)\n- [TikTok](https:\/\/www.tiktok.com\/@themotleyfoolofficial)\n\n© 1995 - 2026 The Motley Fool. All rights reserved.\n\nMarket data powered by [Xignite](https:\/\/xignite.com\/) and [Polygon.io](https:\/\/polygon.io\/).\n\nAbout The Motley Fool\n\n- [About Us](https:\/\/www.fool.com\/about\/)\n- [Careers](https:\/\/careers.fool.com\/)\n- [Research](https:\/\/www.fool.com\/research\/)\n- [Newsroom](https:\/\/www.fool.com\/contact\/newsroom\/)\n- [Contact](https:\/\/www.fool.com\/legal\/contact-us\/)\n- [Advertise](https:\/\/www.fool.com\/cdn-cgi\/l\/email-protection#dcbdb8b5b2ada9b5aeb5b9af9cbab3b3b0f2bfb3b1)\n\nOur Services\n\n- [All Services](https:\/\/www.fool.com\/services\/)\n- [Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)\n- [Epic](https:\/\/www.fool.com\/services\/epic\/)\n- [Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)\n- [Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)\n- [Fool One](https:\/\/www.fool.com\/services\/one\/)\n- [Motley Fool Money](https:\/\/www.fool.com\/money\/)\n\nAround the Globe\n\n- [Fool UK](https:\/\/www.fool.co.uk\/)\n- [Fool Australia](https:\/\/www.fool.com.au\/)\n- [Fool Canada](https:\/\/www.fool.ca\/)\n\nFree Tools\n\n- [CAPS Stock Ratings](https:\/\/caps.fool.com\/)\n- [Discussion Boards](https:\/\/discussion.fool.com\/)\n- [Calculators](https:\/\/www.fool.com\/calculators\/index\/)\n- [Financial Dictionary](https:\/\/www.fool.com\/terms\/)\n\nAffiliates & Friends\n\n- [Motley Fool Asset Management](https:\/\/www.fool.com\/affiliates\/mfam\/)\n- [Motley Fool Wealth Management](https:\/\/www.fool.com\/affiliates\/mfwm\/)\n- [Motley Fool Ventures](https:\/\/www.fool.com\/affiliates\/ventures\/)\n- [Fool Community Foundation](https:\/\/www.fool.com\/affiliates\/foundation\/)\n- [Become an Affiliate Partner](https:\/\/www.fool.com\/affiliates\/)\n\n- [Terms of Use](https:\/\/www.fool.com\/legal\/terms-and-conditions\/fool-rules\/ \"Terms of Use\")\n- [Privacy Policy](https:\/\/www.fool.com\/legal\/privacy-statement\/ \"Privacy Policy\")\n- [Disclosure Policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/ \"Disclosure Policy\")\n- [Accessibility Policy](https:\/\/www.fool.com\/legal\/accessibility-policy\/ \"Accessibility Policy\")\n- [Copyright, Trademark and Patent Information](https:\/\/www.fool.com\/legal\/stuff-we-own\/ \"Copyright, Trademark and Patent Information\")\n- [Terms and Conditions](https:\/\/www.fool.com\/legal\/terms-and-conditions\/ \"Terms and Conditions\")\n- [Do Not Sell My Personal Information](https:\/\/www.fool.com\/data-protection\/ccpa-update\/ \"Do Not Sell My Personal Information\")","attrs_readable_markdown":"Given the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom.\n\nOne stock that has been a major beneficiary is **Broadcom** ([AVGO](https:\/\/www.fool.com\/quote\/nasdaq\/avgo\/) \\+2.02%). The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution.\n\nBut a great business doesn't automatically make a great investment.\n\n![The Broadcom logo.](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859810%2Favgo.png&w=3840&op=resize)\n\nImage source: Getty Images.\n## Broadcom's incredible momentum\nBroadcom's fiscal first-quarter captures the company's incredible momentum.\n\nThe [tech company](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/)'s revenue rose 29% year over year to a record \\$19.3 billion. Additionally, Broadcom generated \\$13.1 billion in adjusted [earnings before interest, taxes, depreciation, and amortization (EBITDA)](https:\/\/www.fool.com\/terms\/e\/ebitda\/), up 30% year over year and representing a staggering 68% of revenue.\n\nThe catalyst for its strong growth? AI.\n\nThe company's AI revenue grew 106% year over year to \\$8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers.\n\nFurther, the business produced just over \\$8 billion of [free cash flow](https:\/\/www.fool.com\/terms\/p\/price-to-free-cash-flow\/) (cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash.\n\nThis massive cash generation allows the company to return capital to shareholders. Broadcom returned \\$10.9 billion to investors in fiscal Q1 alone, pairing \\$3.1 billion in cash dividends with an aggressive \\$7.8 billion in [share repurchases](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/share-repurchase\/). The board of directors also authorized a new program to buy back up to an additional \\$10 billion of its common stock.\n\nBut here's where things get particularly interesting.\n\nLooking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately \\$22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace.\n\n\"Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be \\$10.7 billion in Q2,\" Tan said in the company's fiscal first-quarter earnings release. AI revenue at \\$10.7 billion would translate to an incredible 140% year-over-year increase.\n\n## A steep price tag\nOf course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months.\n\nAVGO\n\nToday's Change\n\n(2.02%) \\$8.04\n\nCurrent Price\n\n\\$406.51\n\nFollowing this enormous run-up, Broadcom shares trade at about 70 times earnings.\n\nEssentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation.\n\nOf course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler [capital expenditure](https:\/\/www.fool.com\/terms\/c\/capital-expenditure\/) budgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025.\n\nThis is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow.\n\nBut valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today.\n\nWhile the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out.","meta_canonical":null}

3. Robots.txt Check

Query:

Response:

4. Spam/Ban Check

Query:

Response:

5. Seen Status Check

ℹ️ Skipped - page is already crawled

📄

INDEXABLE

✅

CRAWLED

8 hours ago

🤖

ROBOTS ALLOWED

Page Info Filters

Filter	Status	Condition	Details
HTTP status	PASS	`download_http_code = 200`	HTTP 200
Age cutoff	PASS	`download_stamp > now() - 6 MONTH`	0 months ago
History drop	PASS	`isNull(history_drop_reason)`	No drop reason
Spam/ban	PASS	`fh_dont_index != 1 AND ml_spam_score = 0`	ml_spam_score=0
Canonical	PASS	`meta_canonical IS NULL OR = '' OR = src_unparsed`	Not set

Page Details

Property	Value
URL	https://www.fool.com/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/
Last Crawled	2026-04-19 20:44:51 (8 hours ago)
First Indexed	2026-03-06 22:39:14 (1 month ago)
HTTP Status Code	200
Meta Title	Broadcom's Growth Is Accelerating. Time to Buy the Stock? \| The Motley Fool
Meta Description	The semiconductor giant is riding a massive wave of artificial intelligence demand, but investors should look closely at the price tag before diving in.
Meta Canonical	null
Boilerpipe Text	Given the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom. One stock that has been a major beneficiary is Broadcom ( AVGO +2.02% ) . The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution. But a great business doesn't automatically make a great investment. Image source: Getty Images. Broadcom's incredible momentum Broadcom's fiscal first-quarter captures the company's incredible momentum. The tech company 's revenue rose 29% year over year to a record $19.3 billion. Additionally, Broadcom generated $13.1 billion in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) , up 30% year over year and representing a staggering 68% of revenue. The catalyst for its strong growth? AI. The company's AI revenue grew 106% year over year to $8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers. Further, the business produced just over $8 billion of free cash flow (cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash. This massive cash generation allows the company to return capital to shareholders. Broadcom returned $10.9 billion to investors in fiscal Q1 alone, pairing $3.1 billion in cash dividends with an aggressive $7.8 billion in share repurchases . The board of directors also authorized a new program to buy back up to an additional $10 billion of its common stock. But here's where things get particularly interesting. Looking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately $22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace. "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be $10.7 billion in Q2," Tan said in the company's fiscal first-quarter earnings release. AI revenue at $10.7 billion would translate to an incredible 140% year-over-year increase. A steep price tag Of course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months. AVGO Today's Change (2.02%) $8.04 Current Price $406.51 Following this enormous run-up, Broadcom shares trade at about 70 times earnings. Essentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation. Of course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler capital expenditure budgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025. This is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow. But valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today. While the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out.
Markdown	[Accessibility Menu](https://www.fool.com/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/) Search for a company [Accessibility](https://www.fool.com/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/) Log In [Help](https://support.fool.com/) [![The Motley Fool](https://g.foolcdn.com/misc-assets/logo-tmf-primary-1-magenta-purple-reversed.svg?_w=320)![The Motley Fool](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fmisc-assets%2Ftmf_holdingco_logo_stacked_magenta_royalpurple_rev.png&w=96&op=resize)](https://www.fool.com/) - Our Services [All Services](https://www.fool.com/services/)[Stock Advisor](https://www.fool.com/services/stock-advisor/)[Epic](https://www.fool.com/services/epic/)[Epic Plus](https://www.fool.com/services/epic-plus/)[Fool Portfolios](https://www.fool.com/services/fool-portfolios/)[Fool One](https://www.fool.com/services/one/)[All Podcasts](https://www.fool.com/podcasts/)[Motley Fool Money Podcast](https://www.fool.com/podcasts/motley-fool-money/)[Rule Breaker Investing Podcast](https://www.fool.com/podcasts/rule-breaker-investing/)[The Motley Fool Foundation](https://foolfoundation.org/) - Stock Market News [Live Coverage](https://www.fool.com/investing/live-coverage/)[Trending News](https://www.fool.com/trending-news/)[Stock Market News](https://www.fool.com/investing-news/)[Market Movers](https://www.fool.com/market-movers/)[Tech Stock News](https://www.fool.com/tech-stock-news/)[Market Trends](https://www.fool.com/market-trends/)[Crypto News](https://www.fool.com/crypto-news/)[Stock Market Indexes Today](https://www.fool.com/markets/)[Most Active Stocks Today](https://www.fool.com/markets/most-active-stocks/)[Today's Biggest Stock Gainers](https://www.fool.com/markets/top-stock-gainers/)[Today's Biggest Stock Losers](https://www.fool.com/markets/top-stock-losers/)[Stock Quotes by Exchange](https://www.fool.com/quote/)[Market Research](https://www.fool.com/research/)[📨 Breakfast News](https://www.fool.com/investing/breakfast-news/)[Top Stocks to Buy Now](https://www.fool.com/investing/top-stocks-to-buy-and-hold/)[Best ETFs to Buy](https://www.fool.com/investing/how-to-invest/etfs/etfs-to-buy/)[Best AI Stocks](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/)[Best Growth Stocks](https://www.fool.com/investing/stock-market/types-of-stocks/growth-stocks/)[Dividend Kings](https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/)[Best Index Funds](https://www.fool.com/investing/how-to-invest/index-funds/best-index-funds/)[Next Cryptos to Explode](https://www.fool.com/investing/stock-market/market-sectors/financials/cryptocurrency-stocks/next-crypto-to-explode/)[Technology](https://www.fool.com/investing/stock-market/market-sectors/information-technology/)[Energy](https://www.fool.com/investing/stock-market/market-sectors/energy/)[Real Estate](https://www.fool.com/investing/stock-market/market-sectors/real-estate-investing/)[Healthcare](https://www.fool.com/investing/stock-market/market-sectors/healthcare/)[Consumer Goods](https://www.fool.com/investing/stock-market/market-sectors/consumer-staples/)[Materials](https://www.fool.com/investing/stock-market/market-sectors/materials/)[Industrials](https://www.fool.com/investing/stock-market/market-sectors/industrials/) - How to Invest [How to Invest Money](https://www.fool.com/investing/how-to-invest/)[What to Invest In](https://www.fool.com/investing/how-to-invest/what-to-invest-in/)[How to Invest in Stocks](https://www.fool.com/investing/how-to-invest/stocks/)[How to Invest in ETFs](https://www.fool.com/investing/how-to-invest/etfs/)[How to Invest in Index Funds](https://www.fool.com/investing/how-to-invest/index-funds/)[How to Invest in Bonds](https://www.fool.com/investing/how-to-invest/bonds/)[Financial Dictionary](https://www.fool.com/terms/)[Stock Market 101](https://www.fool.com/investing/stock-market/)[Types of Stocks](https://www.fool.com/investing/stock-market/types-of-stocks/)[Stock Market Sectors](https://www.fool.com/investing/stock-market/market-sectors/)[Stock Market Indexes](https://www.fool.com/investing/stock-market/indexes/)[What Are Stock Splits?](https://www.fool.com/terms/s/stock-split/)[What Is Compound Interest?](https://www.fool.com/investing/how-to-invest/stocks/compound-interest-accounts/)[After Hours Trading](https://www.fool.com/terms/a/after-hours-trading/)[How to Buy Stock](https://www.fool.com/investing/how-to-invest/stocks/how-to-buy-stock/)[Best Brokers for Beginners](https://www.fool.com/money/buying-stocks/best-online-stock-brokers-for-beginners/)[Best Brokerage Accounts](https://www.fool.com/money/buying-stocks/)[Good Time to Buy Stocks](https://www.fool.com/investing/how-to-invest/stocks/good-time-to-buy-stocks/)[How Many Shares to Buy?](https://www.fool.com/investing/how-to-invest/stocks/how-many-shares-buy-stock/)[Portfolio Diversification](https://www.fool.com/investing/how-to-invest/portfolio-diversification/)[How to Invest \$100](https://www.fool.com/investing/how-to-invest/how-to-invest-100-dollars/)[Magnificent Seven Companies](https://www.fool.com/investing/how-to-invest/stocks/magnificent-seven/)[Warren Buffett Investments](https://www.fool.com/investing/how-to-invest/famous-investors/warren-buffett-investments/)[Investing in ChatGPT](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/chatgpt/)[Investing in SpaceX](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/)[Investing in OpenAI](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-openai-stock/)[Investing in Nvidia](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-nvidia-stock/)[Investing in Databricks](https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-databricks/) - Retirement [Retirement News](https://www.fool.com/retirement-news/)[Retirement 101](https://www.fool.com/retirement/)[Types of Retirement Accounts](https://www.fool.com/retirement/plans/)[How to Contribute to 401k/IRA?](https://www.fool.com/retirement/plans/401k/contribute-to-401k-and-ira/)[Strategies to Save for Retirement](https://www.fool.com/retirement/strategies/)[Asset Allocation for My Age](https://www.fool.com/retirement/strategies/asset-allocation-by-age/)[Best IRA Brokerage Accounts](https://www.fool.com/money/buying-stocks/best-ira-accounts/)[Social Security 101](https://www.fool.com/retirement/social-security/)[How to Maximize Social Security?](https://www.fool.com/retirement/social-security/how-to-maximize-social-security/)[Full Retirement Age](https://www.fool.com/retirement/social-security/full-retirement-age/)[COLAs](https://www.fool.com/retirement/social-security/colas/)[Calculate Your SS Benefits](https://www.fool.com/retirement/social-security/benefits-formula/)[Collecting Spousal Benefits](https://www.fool.com/retirement/social-security/spousal-benefits/)[Maximize Social Security Benefit](https://www.fool.com/retirement/social-security/how-to-maximize-social-security/)[How Much Do I Need to Retire?](https://www.fool.com/retirement/how-much-do-i-need/)[When To Retire](https://www.fool.com/retirement/strategies/when-can-i-retire/)[401(k) Plans](https://www.fool.com/retirement/plans/401k/)[403(b) Plans](https://www.fool.com/retirement/plans/403b/)[Roth IRA Plans](https://www.fool.com/retirement/plans/roth-ira/)[IRA Plans](https://www.fool.com/retirement/plans/ira/)[HSA Plans](https://www.fool.com/retirement/plans/hsa/)[Complete Retirement Guide](https://www.fool.com/retirement/complete-guide/)[Best & Worst States to Retire](https://www.fool.com/research/best-states-to-retire/)[Average Retirement Savings](https://www.fool.com/research/average-retirement-savings/)[Moving for Retirement](https://www.fool.com/retirement/relocation/)[Healthcare in Retirement](https://www.fool.com/retirement/healthcare-in-retirement/)[Understanding Taxes in Retirement](https://www.fool.com/retirement/taxes/)[401(k) Minimum Distributions](https://www.fool.com/retirement/plans/401k/required-minimum-distributions/) - Personal Finance [Best Credit Cards](https://www.fool.com/money/credit-cards/best-credit-cards/)[Compare Credit Cards](https://www.fool.com/money/credit-cards/compare-cards/)[Credit Card Reviews](https://www.fool.com/money/credit-cards/reviews/)[Credit Card Guides and Tools](https://www.fool.com/money/credit-cards/guides-tools/)[Best Savings Accounts](https://www.fool.com/money/banks/savings-accounts/best-savings-accounts/)[Bank Reviews](https://www.fool.com/money/banks/reviews/)[Best Personal Loans](https://www.fool.com/money/personal-loans/)[Personal Loan Reviews](https://www.fool.com/money/personal-loans/reviews/)[Best Mortgage Lenders](https://www.fool.com/money/mortgages/best-mortgage-lenders/)[Current Mortgage Rates](https://www.fool.com/money/mortgages/rates/)[Mortgage Lender Reviews](https://www.fool.com/money/mortgages/reviews/)[Guide to Mortgages](https://www.fool.com/money/mortgages/)[Auto Insurance](https://www.fool.com/money/insurance/auto/)[Home Insurance](https://www.fool.com/money/insurance/homeowners/)[Life Insurance](https://www.fool.com/money/insurance/life/) - About Us [About Us](https://www.fool.com/about/)[Contact Us](https://www.fool.com/contact/customer-service/)[Investing Philosophy](https://www.fool.com/about/investing-philosophy/)[Motley Fool Money](https://www.fool.com/money/)[The Motley Fool Foundation](https://foolfoundation.org/)[Reviews](https://www.fool.com/about/reviews/)[Newsroom](https://www.fool.com/contact/newsroom/)[YouTube](https://www.youtube.com/channel/UCpRQuynBX9Qy9tPrcswpPag)[LinkedIn](https://www.linkedin.com/company/the-motley-fool/)[X](https://x.com/themotleyfool)[Facebook](https://www.facebook.com/themotleyfool/)[Instagram](https://www.instagram.com/themotleyfoolofficial/)[Discussion Boards](https://discussion.fool.com/)[CAPS - Stock Picking Community](https://caps.fool.com/)[Advertise With Us](https://www.fool.com/advertising/)[Become an Affiliate Partner](https://www.fool.com/affiliates/)[Publishing Standards](https://www.fool.com/about/the-motley-fools-publishing-standards/)[All Services](https://www.fool.com/services/)[Stock Advisor](https://www.fool.com/services/stock-advisor/)[Epic](https://www.fool.com/services/epic/)[Epic Plus](https://www.fool.com/services/epic-plus/)[Fool Portfolios](https://www.fool.com/services/fool-portfolios/)[Fool One](https://www.fool.com/services/one/) - [Top 10 Stocks to Buy Now ›](https://api.fool.com/infotron/splitter/route/article-template-button?apikey=5c8e52dd-1bea-455e-87f5-d5506e590f21) [Top 10 Stocks to Buy Now ›](https://api.fool.com/infotron/splitter/route/article-template-button?apikey=5c8e52dd-1bea-455e-87f5-d5506e590f21) [S\&P 500 7,126.06+1.2% +84.78](https://www.fool.com/quote/snpindex/^gspc/) [DJI 49,447.43+1.8% +868.71](https://www.fool.com/quote/djindices/^dji/) [NASDAQ 24,468.48+1.5% +365.78](https://www.fool.com/quote/nasdaqindex/^ixic/) [Bitcoin \$74,844.00-1.2% -\$909.30](https://www.fool.com/quote/crypto/btc/) [AMZN \$250.56+0.3% +\$0.86](https://www.fool.com/quote/nasdaq/amzn/) [GOOG \$339.42+2.0% +\$6.65](https://www.fool.com/quote/nasdaq/goog/) [META \$689.14+1.8% +\$12.27](https://www.fool.com/quote/nasdaq/meta/) [MSFT \$422.80+0.6% +\$2.54](https://www.fool.com/quote/nasdaq/msft/) [NVDA \$201.68+1.7% +\$3.33](https://www.fool.com/quote/nasdaq/nvda/) [TSLA \$400.41+3.0% +\$11.51](https://www.fool.com/quote/nasdaq/tsla/) [Most Active Stocks](https://www.fool.com/markets/most-active-stocks/)[Daily Stock Gainers](https://www.fool.com/markets/top-stock-gainers/)[Daily Stock Losers](https://www.fool.com/markets/top-stock-losers/) [Most Active Stocks](https://www.fool.com/markets/most-active-stocks/)[Daily Stock Gainers](https://www.fool.com/markets/top-stock-gainers/)[Daily Stock Losers](https://www.fool.com/markets/top-stock-losers/) Free Article[Explore Premium Services](https://www.fool.com/services/) # Broadcom's Growth Is Accelerating. Time to Buy the Stock? The semiconductor giant is riding a massive wave of artificial intelligence demand, but investors should look closely at the price tag before diving in. By [Daniel Sparks](https://www.fool.com/author/2104/) – Mar 6, 2026 at 4:41PM EST [Follow us](https://profile.google.com/cp/CgkvbS8wNTc4bWs) Share Summarize with AI ## Key Points - Broadcom's first-quarter revenue grew 29% year over year, and management expects that growth rate to accelerate to 47% in the current quarter. - A booming artificial intelligence business is driving the company's financial outperformance. - While the underlying business is exceptional, the stock's demanding valuation leaves little room for error if the artificial intelligence narrative cools. Given the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom. One stock that has been a major beneficiary is Broadcom ([AVGO](https://www.fool.com/quote/nasdaq/avgo/) \+2.02%). The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution. But a great business doesn't automatically make a great investment. ![The Broadcom logo.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859810%2Favgo.png&w=3840&op=resize) Image source: Getty Images. ## Broadcom's incredible momentum Broadcom's fiscal first-quarter captures the company's incredible momentum. The [tech company](https://www.fool.com/investing/stock-market/market-sectors/information-technology/)'s revenue rose 29% year over year to a record \$19.3 billion. Additionally, Broadcom generated \$13.1 billion in adjusted [earnings before interest, taxes, depreciation, and amortization (EBITDA)](https://www.fool.com/terms/e/ebitda/), up 30% year over year and representing a staggering 68% of revenue. The catalyst for its strong growth? AI. The company's AI revenue grew 106% year over year to \$8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers. Further, the business produced just over \$8 billion of [free cash flow](https://www.fool.com/terms/p/price-to-free-cash-flow/) (cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash. This massive cash generation allows the company to return capital to shareholders. Broadcom returned \$10.9 billion to investors in fiscal Q1 alone, pairing \$3.1 billion in cash dividends with an aggressive \$7.8 billion in [share repurchases](https://www.fool.com/investing/how-to-invest/stocks/share-repurchase/). The board of directors also authorized a new program to buy back up to an additional \$10 billion of its common stock. But here's where things get particularly interesting. Looking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately \$22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace. "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be \$10.7 billion in Q2," Tan said in the company's fiscal first-quarter earnings release. AI revenue at \$10.7 billion would translate to an incredible 140% year-over-year increase. ## A steep price tag Of course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months. Collapse AVGO ## [NASDAQ: AVGO](https://www.fool.com/quote/nasdaq/avgo/) Broadcom Today's Change (2.02%) \$8.04 Current Price \$406.51 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$1.9T Day's Range \$399.81 - \$406.73 52wk Range \$161.61 - \$414.61 Volume 618K Avg Vol 26M Gross Margin 64\.96% Dividend Yield 0\.61% Following this enormous run-up, Broadcom shares trade at about 70 times earnings. Essentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation. Of course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler [capital expenditure](https://www.fool.com/terms/c/capital-expenditure/) budgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025. This is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow. But valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today. While the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out. ## Read Next Apr 17, 2026 •By [Parkev Tatevosian, CFA](https://www.fool.com/author/20206/) [Massive News for Meta Stock and Broadcom Stock Investors](https://www.fool.com/investing/2026/04/17/massive-news-for-meta-stock-and-broadcom-stock-inv/) Apr 17, 2026 •By [Geoffrey Seiler](https://www.fool.com/author/20615/) [I Sold My Warner Bros. Shares and Bought These 2 Growth Stocks Instead. The AI Supercycle Made It Obvious.](https://www.fool.com/investing/2026/04/17/i-sold-my-warner-bros-shares-and-bought-these-2-gr/) Apr 17, 2026 •By [Matt Frankel, CFP](https://www.fool.com/author/2280/) [S\&P 500 Explained: How the Index Works and How to Invest in It](https://www.fool.com/investing/stock-market/indexes/sp-500/) Apr 17, 2026 •By [Rachel Warren](https://www.fool.com/author/20250/) [Best Microchip Stocks to Buy in 2026 and How to Invest in Them](https://www.fool.com/investing/stock-market/market-sectors/information-technology/semiconductor-stocks/microchip-stocks/) Apr 16, 2026 •By [Daniel Foelber](https://www.fool.com/author/20117/) [Is Energy the Real AI Bottleneck? What Investors Need to Know](https://www.fool.com/research/ai-energy-use/) Apr 15, 2026 •By [Joe Tenebruso](https://www.fool.com/author/1880/) [Why Broadcom Stock Climbed Today](https://www.fool.com/investing/2026/04/15/why-broadcom-stock-is-up-today/) ### About the Author ![Daniel Sparks](https://g.foolcdn.com/avatar/1337737287/large.ashx?_w=3840) Daniel Sparks is a contributing Motley Fool stock market analyst covering technology, industrials, financials, and consumer goods. Daniel is the owner and chief investment officer of Sparks Capital Management. He holds a master’s degree in business administration from Colorado State University. The Globe and Mail profiled him and his investing philosophy in an article titled, “This stock picker is outperforming nearly everybody else. Here’s how he is doing it.” [TMFDanielSparks](https://www.fool.com/author/2104/) [@sparks\_capital](https://x.com/sparks_capital) [Daniel Sparks](https://www.fool.com/author/2104/) and his clients have no position in any of the stocks mentioned. The Motley Fool recommends Broadcom. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/). ### Stocks Mentioned [AV Broadcom NASDAQ: AVGO\$406.51 (+2.02%)+\$8.04](https://www.fool.com/quote/nasdaq/avgo/) \*Average returns of all recommendations since inception. Cost basis and return based on previous market day close. ## Premium Investing Services Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. [View Premium Services](https://www.fool.com/services/?ftm_cam=footer-services-sitewide-prospects) [![The Motley Fool](https://g.foolcdn.com/misc-assets/logo-tmf-primary-1-magenta-purple.svg?_w=320)](https://www.fool.com/) Making the world smarter, happier, and richer. - [Facebook](https://www.facebook.com/themotleyfool) - [Twitter](https://x.com/TheMotleyFool) - [LinkedIn](https://www.linkedin.com/company/the-motley-fool/) - [Pinterest](https://www.pinterest.com/themotleyfool/) - [YouTube](https://www.youtube.com/user/TheMotleyFool) - [Instagram](https://www.instagram.com/themotleyfoolofficial/) - [TikTok](https://www.tiktok.com/@themotleyfoolofficial) © 1995 - 2026 The Motley Fool. All rights reserved. Market data powered by [Xignite](https://xignite.com/) and [Polygon.io](https://polygon.io/). About The Motley Fool - [About Us](https://www.fool.com/about/) - [Careers](https://careers.fool.com/) - [Research](https://www.fool.com/research/) - [Newsroom](https://www.fool.com/contact/newsroom/) - [Contact](https://www.fool.com/legal/contact-us/) - [Advertise](https://www.fool.com/cdn-cgi/l/email-protection#dcbdb8b5b2ada9b5aeb5b9af9cbab3b3b0f2bfb3b1) Our Services - [All Services](https://www.fool.com/services/) - [Stock Advisor](https://www.fool.com/services/stock-advisor/) - [Epic](https://www.fool.com/services/epic/) - [Epic Plus](https://www.fool.com/services/epic-plus/) - [Fool Portfolios](https://www.fool.com/services/fool-portfolios/) - [Fool One](https://www.fool.com/services/one/) - [Motley Fool Money](https://www.fool.com/money/) Around the Globe - [Fool UK](https://www.fool.co.uk/) - [Fool Australia](https://www.fool.com.au/) - [Fool Canada](https://www.fool.ca/) Free Tools - [CAPS Stock Ratings](https://caps.fool.com/) - [Discussion Boards](https://discussion.fool.com/) - [Calculators](https://www.fool.com/calculators/index/) - [Financial Dictionary](https://www.fool.com/terms/) Affiliates & Friends - [Motley Fool Asset Management](https://www.fool.com/affiliates/mfam/) - [Motley Fool Wealth Management](https://www.fool.com/affiliates/mfwm/) - [Motley Fool Ventures](https://www.fool.com/affiliates/ventures/) - [Fool Community Foundation](https://www.fool.com/affiliates/foundation/) - [Become an Affiliate Partner](https://www.fool.com/affiliates/) - [Terms of Use](https://www.fool.com/legal/terms-and-conditions/fool-rules/ "Terms of Use") - [Privacy Policy](https://www.fool.com/legal/privacy-statement/ "Privacy Policy") - [Disclosure Policy](https://www.fool.com/legal/fool-disclosure-policy/ "Disclosure Policy") - [Accessibility Policy](https://www.fool.com/legal/accessibility-policy/ "Accessibility Policy") - [Copyright, Trademark and Patent Information](https://www.fool.com/legal/stuff-we-own/ "Copyright, Trademark and Patent Information") - [Terms and Conditions](https://www.fool.com/legal/terms-and-conditions/ "Terms and Conditions") - [Do Not Sell My Personal Information](https://www.fool.com/data-protection/ccpa-update/ "Do Not Sell My Personal Information")
Readable Markdown	Given the market's enthusiasm for artificial intelligence (AI) infrastructure, investors have good reason to actively seek companies demonstrating real, verifiable financial benefits from the boom. One stock that has been a major beneficiary is Broadcom ([AVGO](https://www.fool.com/quote/nasdaq/avgo/) \+2.02%). The semiconductor and infrastructure software specialist just delivered a blowout quarterly report. Not only did Broadcom's top-line growth accelerate, but the company also provided robust forward guidance. CEO Hock Tan has positioned the company perfectly to capture surging demand for the underlying hardware powering the AI revolution. But a great business doesn't automatically make a great investment. ![The Broadcom logo.](https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F859810%2Favgo.png&w=3840&op=resize) Image source: Getty Images. ## Broadcom's incredible momentum Broadcom's fiscal first-quarter captures the company's incredible momentum. The [tech company](https://www.fool.com/investing/stock-market/market-sectors/information-technology/)'s revenue rose 29% year over year to a record \$19.3 billion. Additionally, Broadcom generated \$13.1 billion in adjusted [earnings before interest, taxes, depreciation, and amortization (EBITDA)](https://www.fool.com/terms/e/ebitda/), up 30% year over year and representing a staggering 68% of revenue. The catalyst for its strong growth? AI. The company's AI revenue grew 106% year over year to \$8.4 billion, driven by robust demand for custom AI accelerators and AI networking components -- critical hardware components for modern data centers. Further, the business produced just over \$8 billion of [free cash flow](https://www.fool.com/terms/p/price-to-free-cash-flow/) (cash flow from operations less capital expenditures) during the quarter. This means 41% of every dollar brought in the door was converted into pure cash. This massive cash generation allows the company to return capital to shareholders. Broadcom returned \$10.9 billion to investors in fiscal Q1 alone, pairing \$3.1 billion in cash dividends with an aggressive \$7.8 billion in [share repurchases](https://www.fool.com/investing/how-to-invest/stocks/share-repurchase/). The board of directors also authorized a new program to buy back up to an additional \$10 billion of its common stock. But here's where things get particularly interesting. Looking ahead, the company's overall momentum is actually picking up speed. Management guided for fiscal second-quarter revenue of approximately \$22.0 billion. This implies a blistering 47% year-over-year growth rate -- a clear acceleration from the first quarter's 29% pace. "Our AI revenue growth is accelerating, and we expect AI semiconductor revenue to be \$10.7 billion in Q2," Tan said in the company's fiscal first-quarter earnings release. AI revenue at \$10.7 billion would translate to an incredible 140% year-over-year increase. ## A steep price tag Of course, the market is well aware of Broadcom's operating success. That's why the company's shares have soared recently, climbing more than 400% over the last three years and more than 70% over the last 12 months. AVGO Today's Change (2.02%) \$8.04 Current Price \$406.51 Following this enormous run-up, Broadcom shares trade at about 70 times earnings. Essentially, the current price implies continued AI momentum and profit margins remaining at their current levels. More specifically, I think the stock would need to grow revenue about 30% annually and earnings per share even faster over the next five years for the stock to live up to this valuation. Of course, this is possible. But counting on growth like this is risky. If the broader AI boom faces any unexpected delays, or if hyperscaler [capital expenditure](https://www.fool.com/terms/c/capital-expenditure/) budgets tighten in the coming quarters, Broadcom's stock could stumble. In addition, the company's heavy reliance on a few massive technology companies for its custom AI accelerator business concentrates this risk. In its most recent annual 10-K filing, the company disclosed that it believes that its top five end customers accounted for about 40% of its net revenue in fiscal 2025. This is not to say Broadcom is a bad company. It is an exceptional business with dominant market positioning and a proven ability to generate massive free cash flow. But valuation matters. Trading at about 70 times earnings, the stock is arguably priced for perfection, leaving virtually no margin of safety for investors buying today. While the underlying business remains a powerhouse, the premium valuation makes the stock too pricey right now, given the inherent uncertainty of how the long-term AI cycle will ultimately play out.
Shard	88 (laksa)
Root Hash	16263700115757751488
Unparsed URL	com,fool!www,/investing/2026/03/06/broadcoms-growth-is-accelerating-time-to-buy-the-s/ s443