UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside

robot
Abstract generation in progress

UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside

Faheem Tahir

Thu, February 12, 2026 at 4:26 AM GMT+9 1 min read

In this article:

  •                                       StockStory Top Pick 
    

    AVGO

    +0.96%

 UBS  

 -3.27%  

Broadcom Inc. (NASDAQ:AVGO) is included in the list of the best performing S&P 500 stocks in the last five years.

UBS Remains Bullish on Broadcom (AVGO) Amid Strong Server Demand and Limited Near-Term Earnings Upside

On February 4, 2026, Broadcom Inc. (NASDAQ:AVGO) received attention from UBS, which retained its ‘Buy’ rating but reduced the price target from $330 to $310. The firm’s 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’s estimates come amid positive CPU and GPU fundamentals.

A day earlier, Broadcom Inc. (NASDAQ:AVGO) announced the launch of the industry’s 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.

Broadcom Inc. (NASDAQ:AVGO) focuses on designing, developing, and supplying semiconductors and infrastructure software solutions.

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 best short-term AI stock.

READ NEXT: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode.

Disclosure: None.

Terms and Privacy Policy

Privacy Dashboard

More Info

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin

Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
English
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский язык
  • Français
  • Deutsch
  • Português (Portugal)
  • ภาษาไทย
  • Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)