Workflow #3479
✓ CompletedType: scraped_article_processing
Started: December 05, 2025 at 7:00:34 PM
Completed: December 05, 2025 at 7:03:17 PM
Completed in 2m 43s
Triggered by: ingestion
Job Pipeline
clean_markdown_article
✓ completed→
analyze_article
✓ completed→
extract_entities
✓ completed→
analyze_sentiment
✓ completedclean_markdown_article
✓ CompletedPending
analyze_article
✓ CompletedPending
extract_entities
✓ CompletedPending
analyze_sentiment
✓ CompletedPending
Workflow Context
title:Buy shares of this AI winner into earnings next week: Mizuho
source:Yahoo Finance
content:[](https://www.investing.com/ "Investing.com")
Buy shares of this AI winner into earnings next week: Mizuho
============================================================
Error in rendering player
Error Code: 400-404
Session Id: kysi45xw (Pls: 648d34a4-99a0-403f-8197-9bfab3619615)
Sam Boughedda
Fri, December 5, 2025 at 7:22 AM EST 2 min read
* [StockStory Top Pick](https://stockstory.org/high-quality/top-6-to-buy-this-week?partner=yahoo&utm_source=yahoo&utm_medium=content_ticker&utm_campaign=contenthighqualitystock)
[AVGO
+2.00%](/quote/AVGO/ "AVGO")
[META
+1.58%](/quote/META/ "META")
* [GOOG
+0.82%](/quote/GOOG/ "GOOG")
[AAPL
-0.72%](/quote/AAPL/ "AAPL")
[ANTH.PVT](/quote/ANTH.PVT/ "ANTH.PVT")
Investing.com -- In a note to clients on Friday, Mizuho named the stock that it is buyers of heading into earnings next week, with analyst Vijay Rakesh telling clients he is bullish on the name as AI demand accelerates into 2026.
Mizuho reiterated its Outperform rating and $435 price target on Broadcom, arguing that it is positioned for “further 2026 AI compute offload upside into earnings.”
Mizuho said Broadcom’s AI opportunity is expanding meaningfully as Google’s Gemini 3 ramps and TPU adoption spreads across major frontier-model developers, including Meta, Apple and Anthropic.
The firm wrote that an “expanding TPU reach… position[s] key manufacturing partner AVGO to see upside into 2026E,” noting that Broadcom’s TPUv7p and TPUv8p chips carry estimated average selling prices of ~$10,000 and ~$15,000.
If Google gains traction, the revenue implications could be substantial, Mizuho added.
The firm also highlighted a new set of networking catalysts. It said Broadcom remains “a networking beneficiary with TPU Scale-Up and ESUN with META into 2026,” pointing to Ethernet-led architectures that could grow to roughly 25% of networking revenue next year.
Broadcom’s next-generation Tomahawk 6-Davisson switch, which offers “>70% lower power needs,” and the new Thor Ultra 800G NIC were also cited as competitive strengths.
Mizuho sees multiple ASIC ramps between 2026 and 2028 and stated that the company’s AI revenue estimates for fiscal years 2027 and 2028 are above the Street.
For fiscal 2026, the firm expects $86.9 billion in revenue and $9.34 in EPS, with AI revenue of $41.1 billion, again above consensus.
With revenue growth expected to exceed 30% next year and accelerate further in 2027, Mizuho believes Broadcom offers a rare combination of scale, visibility and upside, concluding: “We are buyers on AVGO heading into earnings next week.”
Related articles
[Buy shares of this AI winner into earnings next week: Mizuho](https://www.investing.com/news/stock-market-news/buy-shares-of-this-ai-winner-into-earnings-next-week-mizuho-4393137?utm_medium=feed&utm_source=yahoo&utm_campaign=yahoo-www)
[10 Beaten-Down Large-Cap Tech Stocks Offering Solid Upside Potential](https://www.investing.com/analysis/10-beatendown-largecap-tech-stocks-offering-solid-upside-potential-200669947?utm_medium=feed&utm_source=yahoo&utm_campaign=yahoo-www)
[Gold: $4K Breakout Faces First Real Test as Stocks and Sentiment Rise Together](https://www.investing.com/analysis/gold-4k-breakout-faces-first-real-test-as-stocks-and-sentiment-rise-together-200669888?utm_medium=feed&utm_source=yahoo&utm_campaign=yahoo-www)
View Comments
article_id:5063 →
content_type:article