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Story summary
- Analysts said Broadcom stock is the better buy after the recent sell-off.
- Broadcom reported $22.2 billion revenue, AI sales up 143% to $10.8 billion, and guided Q3 AI revenue to $16.0 billion.
- Marvell posted $2.4 billion revenue, a 28% YoY rise, with data-center products accounting for over 75% of sales.
- Marvell expects 40% FY2027 revenue growth and trades at about 90 times earnings, while Broadcom trades near 64 times earnings.
