{"id":471357,"date":"2026-05-28T13:49:11","date_gmt":"2026-05-28T13:49:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/471357\/"},"modified":"2026-05-28T13:49:11","modified_gmt":"2026-05-28T13:49:11","slug":"broadcom-avgo-could-be-positioned-for-the-next-big-shift-in-ai-infrastructure","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/471357\/","title":{"rendered":"Broadcom (AVGO) Could Be Positioned For The Next Big Shift In AI Infrastructure"},"content":{"rendered":"\n

With a five-year EPS forecast of 49.11%, Broadcom Inc.\u00a0(NASDAQ:AVGO<\/a>)\u00a0is among the 12 Best Future Stocks to Buy Right Now<\/a>.<\/p>\n

On May 19, Evercore ISI analyst Mark Lipacis raised the firm\u2019s price target on Broadcom Inc. (NASDAQ:AVGO) to $582 from $490 and maintained an Outperform rating after conducting first-quarter AI channel checks. The firm highlighted that AI workloads appear to be shifting from a training-led regime toward an inference-led model by the end of 2026, a transition that is increasing focus on cost-per-token, return on investment, and total cost of ownership, while accelerating hyperscaler interest in custom ASICs and alternative accelerators\u2014an area where Broadcom is well positioned.<\/p>\n

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A day earlier, UBS analyst Timothy Arcuri raised the firm\u2019s price target on Broadcom Inc. (NASDAQ:AVGO) to $490 from $475 while keeping a Buy rating on the shares. The firm updated its model ahead of Broadcom\u2019s second-quarter earnings report, adding to positive sentiment surrounding the company\u2019s AI semiconductor opportunity and infrastructure software business.<\/p>\n

Broadcom Inc. (NASDAQ:AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. The company serves critical end markets, including data centers, networking, broadband, wireless, and enterprise software, while also emerging as a major beneficiary of rising AI infrastructure investment through its custom silicon capabilities. It is headquartered in San Jose, California, and was founded in 1991.<\/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’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\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT: 7 Best Heavy Equipment Stocks to Buy as Backlogs Hit Records<\/a> and 9 Best Natural Gas Stocks to Buy for Transitional Power<\/a>.<\/p>\n

Disclosure: None. \u00a0Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"With a five-year EPS forecast of 49.11%, Broadcom Inc.\u00a0(NASDAQ:AVGO)\u00a0is among the 12 Best Future Stocks to Buy Right…\n","protected":false},"author":2,"featured_media":471358,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,1676,61,60,128588,80],"class_list":["post-471357","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-broadcom-inc","tag-ie","tag-ireland","tag-return-on-investment","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/471357","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=471357"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/471357\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/471358"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=471357"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=471357"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=471357"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}