$AVGO keeps putting up numbers that are hard to ignore.
• Revenue: $8.9B → $22.2B in 3 years (+150%)
• 39.4% CAGR
• AI demand continues to fuel record growth.
Quietly becoming one of the biggest winners of the AI infrastructure buildout
$QCOM 5Y Price Projection via versys running the numbers
Bear 2028: $112 (-41%)
Base 2028: $244 (+29%)
Bull 2028: $397 (+110%)
Base case assumes:
Revenue growing to $61B
EPS: $12.03
Exit P/E: 20x (AI tech)
Bull case doubles your money by 2028.
Compared $CRDO vs $AAOI vs $GLW using the new AI Scorecard on Versys.
Winner: $CRDO
• Wins 3/6 categories
• Revenue Growth: 205.7%
• Gross Margin: 68.0%
• Forward P/E: 21.9x (lowest)
$AAOI wins on analyst upside and institutional ownership.
$GLW has the lowest risk (Beta 1.16).
Revenue for $META grew 33.1% YoY.
Analyst target at $827.32 indicates 52.4% upside.
Current price $542.87, near 52W low of $520.26.
Gross margin at 81.9%.
$TENB is up 76.2% from its 52W low of $15.73.
Current price $27.72 is 22.3% below its 52W high of $35.69.
Analyst target $28.85 offers 4.1% upside.
Gross margin stands at 78.2%.
Revenue growth 9.6% YoY.
Revenue growth 15.8% YoY for $TSLA.
Gross margin at 19.1%.
$381.61 current price vs $421.16 analyst target (+10.4%).
Self-driving scrutiny after fatal crash.