Story perspectives
Broadcom Stock Plummets Despite Record Revenue and AI Backlog
12/14/2025
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Story summary
- Broadcom's stock fell 11% after its earnings report.
- Broadcom reported record quarterly revenue of $18.01 billion for the fourth quarter, up 28% year over year.
- Hock Tan (Broadcom CEO) cited a backlog of $73 billion in AI product orders but did not provide a 2026 revenue forecast, disappointing investors.
- Analysts remain optimistic, with 96% rating the stock a buy, citing strong demand for Broadcom's custom chips and AI-centric products.
