Sep. 05, 2025 2:56 PM ETBroadcom Inc. (AVGO) Stock, AVGO:CA StockAVGO, AVGO:CADhierin BechaiInvesting Group LeaderBroadcom's Q3 results beat expectations, with 22% revenue growth and strong AI-driven semiconductor and VMware performance fueling margin expansion.AI demand remains robust, highlighted by a $10 billion XPU order, driving upward revisions for 2026 revenue and EBITDA growth estimates.The outlook for Q4 and beyond is positive, with accelerating AI and VMware growth offsetting flat non-AI semiconductor segments.With improved clarity on trade and continued AI/VMware momentum, I see AVGO as uniquely positioned for long-term value and rate it a "Strong Buy."Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More »imaginima/iStock via Getty ImagesBroadcom (NASDAQ:AVGO) has been one of the companies I have been extremely bullish on that paid off with a 68% increase in the company’s stock price, sharply outperforming the S&P 500’s 21% gain on AI strength. In this report, I discuss the Q3If you want full access to all our reports, data and investing ideas, join The Aerospace Forum, the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform. This article was written byDhierin Bechai21.04K FollowersDhierin-Perkash Bechai is an aerospace, defense and airline analyst.Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You