AI Margin Concerns, Wall Street Price Targets, and the Next Catalysts
Broadcom Inc. (NASDAQ: AVGO) is back in the spotlight on Wednesday, December 17, 2025, as investors digest a whiplash combination of surging AI-driven demand and a very unglamorous reality: not all AI revenue is equally profitable.
After a sharp post-earnings selloff last week, Broadcom shares are trying to stabilize. The stock traded around $341 in early Wednesday trading, according to the latest available quote data.
So what’s moving AVGO now? Three themes dominate today’s coverage and commentary:
- Profitability fears after Broadcom warned that a richer mix of AI products could pressure margins.
- Bullish analyst takes that frame the recent drop as an overreaction—and highlight a long runway for custom AI silicon and networking.
- A…
