Stocks to watch next week: Broadcom, Costco, Adidas, Aviva and Greggs

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• Greggs expects to open around 120 net new shops in 2026

  80% confidence

• Aviva is on track to achieve 2026 group targets one year early, expecting to deliver operating profit above £2bn in 2025 at around £2.2bn

  80% confidence

• Aviva's share price performance follows a series of disposals to slim down the business, strong earnings, consistent dividend growth and the well-received acquisition of Direct Line

  80% confidence

• Some analysts are suggesting that Aviva may resume share buybacks in 2026 at a rate of around £350m a year, after a gap in 2025 following the Direct Line deal

  80% confidence

• Nervous retailers in the US were ordering less product upfront as they waited to understand the full impact of president Donald Trump's tariffs

  80% confidence

• Profitability is anticipated to come under pressure as the growing contribution of lower-margin, full rack-scale AI solutions weighs on overall margins as FY2026 progresses

  80% confidence

• Unhelpful changes to tax rules and minimum wages, slowing UK economic growth, and cost-conscious consumers are all weighing on the outlook

  80% confidence

• Broadcom expects adjusted EBITDA to come at 67% of projected revenue

  80% confidence

• The improved profitability outlook reflects continued brand momentum, the better-than-expected business performance, as well as the company's successful efforts to partly mitigate the additional costs resulting from increased US tariffs

  80% confidence

• Analyst consensus reflects expectations for sustained revenue momentum, primarily driven by continued expansion in the AI semiconductor segment

  80% confidence

• Aviva aims to deliver operating EPS growth at an annual compound rate of 11%, take return on equity above 20% and return £7bn in cash to shareholders over three years

  80% confidence

• Full-year pre-tax profit guidance remains intact, expected to land at around £173m, down 9% on the prior year

  80% confidence

• The group's expected to say that underlying profits will flatline in 2026

  80% confidence

• Broadcom expects first quarter revenue of approximately $19.1bn, up 28% year-over-year

  80% confidence

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