AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other

What's Going On With Broadcom Stock Monday? - Broadcom (NASDAQ:AVGO)

Broadcom reports Q2 FY2026 on June 3; Street expects $2.32 EPS (+47% YoY) on $22.1B revenue amid AI infrastructure boom. Trading at 87x earnings, the valuation leaves no miss room—guidance on AI capex cycle sustainability will drive portfolio allocation.