Price
$362.99-9.50%Social Signal Score
Analyst Ratings
60 analysts52-week range
- Last close
- $362.99
- Off 52w high
- -24.6%
- 200-day average
- $367.61
- vs 200-day
- -1.3%
Revenue
$29.59B+615.45%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Hock E. Tan
- Sector
- Technology
- Industry
- Semiconductors
- Employees
- 33,000
- Beta
- 1.46
- Country
- US
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 13.06
Financials
Revenue
$29.59B+615.4%Net Income
$13.09BEBITDA
$18.27B+1654.7%Free Cash Flow
$13.66B+1079.0%EPS (diluted)
$2.68Shares Outstanding (diluted)
4.89B+16.1%Operating Expenses
$3.89BCash & Debt
$23.98BReturn of Capital
$3.10BRevenue by Segment (annual)
$63.89BDividend per Share
$0.65Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $63.89B | $23.13B | $4.91 |
| 2024 | $51.57B | $5.89B | $1.27 |
| 2023 | $35.82B | $14.08B | $3.39 |
| 2022 | $33.20B | $11.49B | $2.74 |
| 2021 | $27.45B | $6.74B | $1.57 |
| 2020 | $23.89B | $2.96B | $0.66 |
| 2019 | $22.60B | $2.72B | $0.68 |
| 2018 | $20.85B | $12.26B | $2.93 |
| 2017 | $17.64B | $1.69B | $0.42 |
| 2016 | $13.24B | $-1.74B | $-0.48 |
| 2015 | $6.82B | $1.36B | $0.52 |
| 2014 | $4.27B | $263.00M | $0.11 |
| 2013 | $2.52B | $552.00M | $0.22 |
| 2012 | $2.36B | $563.00M | $0.23 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AVGO's reported EPS growth of 26.5% a year over 13 years.
- EPS in 5 years
- $15.90
- Implied price
- $286.17
- Return from $355.14
- -4.2% a year
To earn 15.0% a year on these assumptions you'd need to buy at $142.28 — -59.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| 16.5% | -18.7% | -15.0% | -11.8% | -9.0% | -6.6% |
| 21.5% | -15.2% | -11.3% | -8.0% | -5.1% | -2.6% |
| 26.5% | -11.7% | -7.7% | -4.2% | -1.2% | 1.4% |
| 31.5% | -8.2% | -4.0% | -0.4% | 2.7% | 5.5% |
| 36.5% | -4.7% | -0.4% | 3.3% | 6.6% | 9.5% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
66+32.84%Social Signal Score
Mentions (100)
- News (RSS)fool·10h ago·Neutral
Massive News for Broadcom Stock Investors The risks from circular financing are increasing in the AI industry.
View source ↗ - 4chan /biz/biz·10h ago·Negative
>>62756061 It's a waste of time if you're a smoothbrain. I used calculus a lot in my hobby drone project. >>62756066 Idk I just tried to diversify within finance. STAN - Asia wealth, BARC - IB AI profits, BGEO - idk interest rates are 8% there, how can they not make money? >>62756078 t. AVGO bagholder
View source ↗ - 4chan /biz/biz·10h ago·Neutral
>>62756056 BARC - 77% AVGO - 49% 31 dec 24 to 31 dec 25
View source ↗ - News (RSS)ft·11h ago·Neutral
Wall Street banks launch record $60bn chip deal for Broadcom and Anthropic Syndication of the massive financing package tests lending appetite amid growing concerns over mounting AI debt
View source ↗ - News (RSS)investing·17h ago·Neutral
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
View source ↗ - News (RSS)channelnewsasia·17h ago·Neutral
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
View source ↗ - 4chan /biz/biz·18h ago·Positive
AVGO you f****** turd pump PUMP f****** do anything holy s***
View source ↗ - News247wallst.com·21h ago·Neutral
Prediction: The AI Spending Boom Could Be Just Getting Started for This Company Broadcom's AI revenue is tripling while its stock sits nearly 30% below its peak, creating a gap that either signals a buying opportunity or a warning sign worth understanding before December's earnings report.
View source ↗ - News (RSS)fool·1d ago·Neutral
Broadcom vs. Intel: What Revenue Trends Tell Investors About These Artificial Intelligence Companies Broadcom's revenue has nearly doubled since late 2024, while Intel's has stalled — a widening gap that raises questions about competitive positioning.
View source ↗ - News (Marketaux)insidermonkey.com·1d ago·Positive
Here is Why Broadcom (AVGO) is a Good Investment at Today’s Price Broadcom Inc. (NAS[+319 characters]
View source ↗ - News (RSS)fool·1d ago·Neutral
What a $10,000 Investment Split Between Nvidia and Broadcom Could Be Worth by 2030 Nvidia and Broadcom are two frontrunners in the AI computing race.
View source ↗ - News (RSS)fool·1d ago·Neutral
Broadcom vs. Micron: Which Semiconductor Stock Is the Better AI Buy over the Next 3 Years? Both semiconductor companies are poised to grow at an incredible pace due to the incredible demand for memory and custom AI processors.
View source ↗ - News247wallst.com·1d ago·Negative
3 Semiconductor Stocks With Fortress Balance Sheets and Proven Dividend Raises Most chipmakers struggle to sustain dividends through brutal industry downturns, but three semiconductor companies have quietly built the cash flow machines and balance sheet discipline to keep raising payouts no matter where the cycle goes.
View source ↗ - News (RSS)zerohedge·2d ago·Negative
… reading the deals like a credit trader would. We have had a week of headlines about who is raising what. Amazon is moving $8 billion of chips off its balance sheet. Broadcom is lending $42 billion to its own customer. Nvidia is offering to backstop $125 billion of the debt people use to buy Nvidia. The coverage treats each number as a scoreboard. Hardly anyone asks the question that matters once the paper is sold, which is who is holding the risk and whether they know it. There is one person wh…
View source ↗ - News (RSS)fool·2d ago·Positive
Should You Forget Palantir and Buy These 2 Artificial Intelligence (AI) Stocks Instead? Broadcom and Applied Digital could be smarter AI infrastructure plays right now.
View source ↗ - News (RSS)fool·2d ago·Neutral
Prediction: This AI Chip Stock Will Be the Biggest Winner of 2027 (Hint: It’s Not Nvidia, AMD, or Broadcom) TSMC is the world's largest semiconductor foundry, which gives it immense pricing power.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
…rend, though, some them I just know. Despite that, you can't even imagine all the research that I've done. Here you go. 10 ticker portfolio: >BRK.B 12.5% >JNJ 7.5% >AVGO 15% >CDNS 12.5 >IDCC 12.5 >MA 10% >IDXX 10% >VRSK 7.5% >BMI 7.5% >USLM 5% If you want a more aggressive 6 ticker portfolio. Higher risk for potentially higher reward: >BRK.B 20% >AVGO 25% >IDCC 15% >IDXX 15% >MA 12.5% >BMI 12.5%
View source ↗ - Newsyoutube.com·3d ago·Neutral
Friday's Final Takeaways: AVGO $60B Chip Financing, "Skydance" Incoming On a day where Nvidia (NVDA) hit new all-time highs, Broadcom (AVGO) lined up a $60 billion AI chip financing deal. Meanwhile, a name has been decided on the company name that will form once Paramount Skydance (PSKY) and Warner Bros.
View source ↗ - News (RSS)fool·3d ago·Neutral
Got $1,000? 2 Growth Stocks Building the Data Centers of the AI Infrastructure Supercycle. AMD and Broadcom looked poised to lead during the next wave of the AI infrastructure build-out.
View source ↗ - News (RSS)fool·3d ago·Positive
Broadcom vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026? One company designs the chips that power AI. The other builds the factories that manufacture them. Both are indispensable, but only one has no competition at the cutting edge.
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Broadcom: The Anthropic Panic Looks Overblown
View source ↗ - News (RSS)fool·3d ago·Neutral
2 AI Networking Stocks That Could Help Make You a Fortune The market for data center connectivity systems is still growing rapidly, and Arista and Broadcom sit at the center of the boom.
View source ↗ - News247wallst.com·3d ago·Neutral
Prediction: 3 AI Stocks That Could Turn $10,000 Into $15,000 Broadcom, Marvell, and Oracle have gone in completely opposite directions in 2026, yet analysts see a path where all three deliver the same outsized result in 2027.
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Positive
Broadcom (AVGO) Seeks $60 Billion AI Chip Financing Amid Market Interest On October 01, 2026, Broadcom <[+188 characters]
View source ↗ - News (RSS)seekingalpha·4d ago·Positive
Broadcom gathers $60B financing package to fund AI chips for Anthropic: report
View source ↗ - News (RSS)seekingalpha·4d ago·Positive
Broadcom: Get Ready For A Breakout
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62745025 AVGO is the picks&shovels. Anthropic is the miner hoping to strike gold. Simple as.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62745016 when anthropic and AVGO agree to a debt loop where no one ever makes any real money or gets paid which one is the pick and which one is the shovel? I'll buy utilities I guess...
View source ↗ - News (Marketaux)gurufocus.com·4d ago·Positive
Broadcom's $42 Billion Anthropic Bet Adds a New Layer of AI Risk Broadcom Inc. (AVGO, F[+325 characters]
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>Broadcom to lend Anthropic up to $42 billion in deal to lease chips >"The company's relationship with Anthropic spans compute supply, equipment leasing and financing — giving the semiconductor company a central role in Anthropic's infrastructure buildout," Reuters reports. "That differentiates it from other major partners and investors such as Amazon, which primarily provide cloud infrastructure and distribution for Anthropic's model Claude." The Broadcom relationship amounts to up to $42 bil…
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>Broadcom to lend Anthropic up to $42 billion in deal to lease chips ΚΕΚΑROOOOO, IT KEEPS HAPPENING
View source ↗ - News (RSS)fool·5d ago·Neutral
Nvidia, Broadcom, and AMD Investors Need to Have Oct. 15 Circled on Their Calendars Taiwan Semiconductor is the main foundry for those three chip designers, and its report could impact their stocks, too.
View source ↗ - News (RSS)fool·6d ago·Positive
Better Buy: Marvell or Broadcom? These are excellent companies in the right place at the right time, but only one can be the better investment in this comparison.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
AVGO bros I can feel it in my bones tomorrow will finally be our day
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62737108 I'm not buying any chip s*** until AVGO is under 330 is my personal indicator. there are gains to be made elsewhere. that whole sector/AI trade narrative is getting turbo farmed by bots.
View source ↗ - 4chan /biz/biz·6d ago·Positive
Holy s*** this market is so d*** choppy. Barely eek'd out a profit on AVGO from buying on open. Any idea when this'll calm down?
View source ↗ - 4chan /biz/biz·7d ago·Negative
>>62735271 Not buying anything for the next 2 weeks will comparatively make you more than most investments. Once the cheapies appear and pink wojaks flood the catalogue, when smiggers are suiciding in their droves only then I will be slurping: MU, SNDK, NVDA, WDC, RDDT, META, AVGO, TSMC, NBIS, SKHY, BLOOM, ARM, PENG, GRRR, GRAB, CRDO, SMCI, TEM, POET
View source ↗ - News (RSS)fool·7d ago·Positive
Broadcom vs. Marvell Technology: Which Semiconductor Stock Is a Better Buy in 2026? Broadcom has locked-in AI revenue commitments from some of the most important companies in the industry. Marvell is growing faster but leans heavily on a small number of hyperscaler relationships.
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
…annualized dividend income by $95.91 (2.95%) to $3,347.22, with a portfolio yield of 8.22%. Exited 15 positions, reallocating $2,926.58 into names like HD, MCD, PEP, AVGO, and ORCL, increasing projected annual income by $67.64.
View source ↗ - Newsetftrends.com·8d ago·Positive
This Semiconductor Stock Is a Bargain; Seize It With This ETF In broad terms, the semiconductor industry usually isn't top of mind for value investors, but there are occasions when individual names in the group look like bargains. Some experts argue that Broadcom (AVGO) currently fits that bill.
View source ↗ - 4chan /biz/biz·8d ago·Neutral
>doesn't pump during green market >dumps during red market what is the point of AVGO?
View source ↗ - News (RSS)fool·8d ago·Positive
Broadcom vs. Marvell: The AI Supercycle Is Big Enough for Both. Here's the Better Buy. Broadcom and Marvell are both gaining from the AI infrastructure boom, but one stock offers a better risk-reward proposition.
View source ↗ - News (RSS)fool·9d ago·Neutral
Broadcom Stock Is Back Where It Ended 2025, but Its Earnings Are About 43% Higher. Is It a Buy? The chip designer's AI forecast has only risen since the stock peaked in June. Has the sell-off gone too far?
View source ↗ - News (RSS)fool·9d ago·Positive
What It Would Take for Broadcom Stock to Reach $500 Broadcom's AI growth is accelerating, but the path from custom chips and networking to a higher valuation depends on a few critical variables. Here's what investors should watch next.
View source ↗ - News (RSS)fool·10d ago·Positive
Nvidia vs. Broadcom: Whose AI Bull Case is Better? Nvidia and Broadcom are two premier AI investment options.
View source ↗ - News (RSS)zerohedge·11d ago·Neutral
…ituational Awareness, its own book, which tends to, cough, be just ahead of whale and retail orders, leaned into the same momentum names: Sandisk, Micron, CoreWeave, Broadcom, SMCI, Dell and Bloom Energy, all the names that defined the momentum trade trough July. And when the AI trade reversed, it lost $15 billion in a month. Most firms wouldn't survive a hit like that. At Jane Street it barely dented the year: by early August the firm had generated $40 billion in net trading revenue, already mo…
View source ↗ - News (RSS)fool·12d ago·Negative
Where Will Broadcom Stock Be in 5 Years? Broadcom is unlikely to match the performance of the previous five years, but that does not mean investors should dismiss it.
View source ↗ - News (RSS)zerohedge·12d ago·Neutral
… year earlier. Much of that figure is ship-to accounting for contract manufacturers assembling gear for non-Chinese customers, so true Chinese end-demand is smaller. AVGO rose about 0.5% on the headline, which suggests traders don't see much damage. Sure enough, while the near-term P&L hit is modest but the strategic cost is bigger: switching is set to become a multibillion-dollar market inside China, and it is being set aside for domestic suppliers. The bigger picture: Goldman's numbers on Chin…
View source ↗ - 4chan /biz/biz·12d ago·Neutral
>>62719828 >there's a massive bubble in the stock market how? The forward PE of Nvidia and AVGO are like 10 and inference bottle neck has not even kicked in. If anything people are completely oblivious about what is going on
View source ↗ - News (RSS)zerohedge·12d ago·Neutral
…a Partners is urging the theme-park operator to explore a sale. China’s State-owned Assets Supervision and Administration Commission has been surveying the number of Broadcom switches in state-controlled data centres in recent weeks, the FT reports. The Boeing engineers union recommended the company’s latest contract offer. While stocks are drifting lower, there is little urgency to the move. A packed agenda could quickly shake futures out of their early lull. As Bloomberg notes, "Investors look…
View source ↗ - News247wallst.com·12d ago·Neutral
Two Chip Giants, Two Very Different Dividends. Which One Pays You Better? Texas Instruments and Broadcom both raise their dividends every year, but the gap between their yields and growth trajectories forces a choice that retirement investors rarely think through carefully enough.
View source ↗ - News (RSS)investing·13d ago·Neutral
China reviews Broadcom switch use in state-backed data centres, FT reports
View source ↗ - News (RSS)ft·13d ago·Negative
China reviews dependence on Broadcom switches in data centres Survey comes amid drive to boost domestic players and reduce reliance on foreign AI infrastructure
View source ↗ - PodcastCompound And Friends·13d ago·Positive
… of the earnings. You know, the whole semi conductor sector is now at like a 10 or 20% discount for the S&P. There's a phenomenon you're pointing out is happening at Broadcom. There is so much. I think this is so great. There is so much disbelief that even if they're right,
View source ↗ - News (RSS)yahoo·13d ago·Neutral
Broadcom Just Named Its Next AI Customer. It Isn’t Google.
View source ↗ - News (Finnhub)CNBC·13d ago·Positive
A top chip stock analyst sees big things for Nvidia, Broadcom. How his case aligns with ours The bullish sentiment comes despite calls to slow down AI model development and rekindled investor enthusiasm for a competing part of the AI chip ecosystem.
View source ↗ - News (RSS)yahoo·14d ago·Positive
Broadcom vs. Intel: Which Semiconductor Stock Is a Better Buy in 2026?
View source ↗ - 4chan /biz/biz·14d ago·Neutral
>>62712367 Hawk Tuah is the Broadcom CEO?
View source ↗ - 4chan /biz/biz·14d ago·Neutral
>>62711567 >2 more weeks for real though I think SOXX probably crashes within the next two weeks. any pump here is fake and gay unless its breaks out above 560 imo anyways hope I can buy AVGO at 300 again that would be cool
View source ↗ - News (RSS)seekingalpha·14d ago·Positive
Broadcom: High Quality And Undervalued AI Stock
View source ↗ - News (Marketaux)gurufocus.com·15d ago·Positive
AVGO Looks 12.4% Undervalued on GF Value™ as Insider Selling Weighs on Sentiment On September 20, 2026, Broadcom[+213 characters]
View source ↗ - News (RSS)thestreet·15d ago·Negative
Jim Cramer shares a strong verdict on Broadcom stock for investors Jim Cramer watched what happened to Broadcom stock on September 14 and came to Mad Money that evening with a very specific read on the selloff.
View source ↗ - News (RSS)seekingalpha·15d ago·Positive
Broadcom: 5 Reasons To Buy This Dip
View source ↗ - News (RSS)fool·17d ago·Positive
Applied Materials vs. Broadcom: Comparing Sales Growth Trajectories for These Artificial Intelligence Companies Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.
View source ↗ - News247wallst.com·17d ago·Positive
Nvidia's Not Going to Be King for Life, So I Buy This Now Every AI boom crowns a new king, and betting on the current one at peak valuation is how investors get caught holding the bag when the throne shifts.
View source ↗ - News (RSS)fool·17d ago·Neutral
Nvidia vs. Broadcom: Whose AI Revenue Actually Grows Faster From Here? Broadcom has higher AI revenue growth projections, but Nvidia's larger and more diversified business could make its growth more durable.
View source ↗ - News (RSS)yahoo·18d ago·Neutral
Jim Cramer on Broadcom (AVGO): “The Stock May Be Too Cheap to Ignore”
View source ↗ - News (Marketaux)seekingalpha.com·18d ago·Positive
Broadcom: In An Expensive Tech Market, Buy (NASDAQ:AVGO) Broadcom (NASDAQ: [+218 characters]
View source ↗ - News247wallst.com·18d ago·Neutral
Meta Can Save $8.5 Billion in 2027 by Using It's Own MTIA Chips Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META | META Price Prediction) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon instead of buying third-party chips.
View source ↗ - 4chan /biz/biz·18d ago·Negative
>>62700032 >AVGO how is this anti-reddit?
View source ↗ - 4chan /biz/biz·18d ago·Neutral
My portfolio is the anti-reddit, Softbank, Tesla, SpaceX, AVGO, oil and gas and when OPENAI IPOs I will buy a big f****** stack.
View source ↗ - News247wallst.com·19d ago·Positive
3 Stocks That Have Made Long-Term Investors Rich and Could Do It Again Three names have quietly turned patient shareholders into wealthy ones, and each still has a specific forward case worth mapping out heading into the fall.
View source ↗ - News (RSS)seekingalpha·19d ago·Positive
Broadcom: Pacing The Frontier Could Be Bullish For Inference
View source ↗ - 4chan /biz/biz·19d ago·Neutral
>>62695906 GRRR WDC SNDK MU IREN NBIS ASTS RKLB RDDT AVGO
View source ↗ - 4chan /biz/biz·19d ago·Neutral
AVGO is going to pop off 6% today SO SAYETH SMIGSTRODAMUS
View source ↗ - News (RSS)fool·19d ago·Negative
Prediction: This Is What a $5,000 Investment in Broadcom Will Be Worth by 2028 Broadcom's market position is perfect for the coming AI specialization.
View source ↗ - News (RSS)thestreet·19d ago·Neutral
Broadcom CEO delivers blunt verdict on AI’s biggest debate right now AI’s potential benefits are enormous, but so are the consequences.
View source ↗ - News247wallst.com·19d ago·Neutral
This AI Stock Could Be Worth Far More Than Investors Think Broadcom just posted AI revenue growth of 221% year over year and guided for even bigger numbers ahead, yet the stock sits well off its highs and trades at a fraction of its closest custom-chip rival's multiple.
View source ↗ - News247wallst.com·20d ago·Neutral
3 Semiconductor Stocks to Buy Before AI Demand Explodes in September AI infrastructure spending keeps accelerating. Hyperscalers keep pulling forward orders for custom accelerators, high-bandwidth memory, and high-speed networking silicon, and the three semiconductor names below all delivered raised guidance in their most recent earnings reports.
View source ↗ - Newsyoutube.com·20d ago·Neutral
Bull v. Bear: AVGO Shows Strong Earnings Growth, Macro Risks Weigh on Stock Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. "The future for Broadcom (AVGO) is still extremely bright," says Kevin Hincks, pointing to strong earnings growth weighing out the stock's recent weakness.
View source ↗ - News (RSS)yahoo·20d ago·Neutral
An AI Slowdown Could Hurt Semiconductors, But Here’s Why You Should Load Up on Broadcom Stock
View source ↗ - News247wallst.com·20d ago·Positive
The AI Stock I'm Buying on Repeat (And It Isn't Nvidia) Everyone talks about one AI chip company, but a quieter rival is printing cash, slashing debt, and locking in the hyperscalers designing around it, and the recent pullback just made the case stronger.
View source ↗ - News (RSS)latimes·21d ago·Positive
Broadcom buys its Irvine office building Broadcom paid its former landlord, PRP Real Assets, $325 million for the 660,000-square-foot research campus in one of the largest office sales in Southern California in recent years.
View source ↗ - News (RSS)yahoo·21d ago·Neutral
Nvidia, Broadcom Tumble In AI Rotation; These U.K.-Based Names Gain
View source ↗ - News (Marketaux)finance.yahoo.com·21d ago·Positive
Fantastic News for Broadcom Stock Investors Broadcom (NASDAQ:AVGO)[+281 characters]
View source ↗ - 4chan /biz/biz·21d ago·Positive
>>62689034 >Snp and nasdaq nasdaq maybe if you're bullish but spy may as well be sgov to me unless you're playing weeklies me personally I might slurp cummin (ticker CMI) because I love cum and cum accessories and I'm also looking at some real estate for wednesday and maybe AVGO if it drops to 340 ish any other smiggers looking at individual stocks this week?
View source ↗ - 4chan /biz/biz·21d ago·Neutral
This FUD is great for the slurping. Just slurped some AVGO
View source ↗ - News (Marketaux)finance.yahoo.com·21d ago·Negative
S&P 500, Nasdaq fall on AI slowdown fears, oil price surge Nvidia and Broadcom each lost 3[+317 characters]
View source ↗ - News (RSS)fool·21d ago·Positive
Broadcom vs. Nvidia: 3 Key Metrics Point to the Stronger AI Chipmaker to Buy After Earnings Both chipmakers recently reported strong earnings results.
View source ↗ - 4chan /biz/biz·22d ago·Positive
>>62687449 I'm bullish on AVGO at ~340 this week
View source ↗ - News (Marketaux)acquirersmultiple.com·22d ago·Positive
Jeremy Grantham’s Latest Portfolio: Top 10 Holdings & Biggest Trades Top 10 Holdings & Weights Microsoft Cor[+353 characters]
View source ↗ - News (Marketaux)finance.yahoo.com·22d ago·Positive
Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings? The artificial intelligence (AI) hardwar[+245 characters]
View source ↗ - News (RSS)fool·22d ago·Negative
Nvidia vs. Broadcom: Which Trillion-Dollar AI Chip Stock Has More Upside After Their Latest Earnings? Nvidia and Broadcom both just delivered monster earnings reports.
View source ↗ - News (RSS)seekingalpha·22d ago·Neutral
Broadcom: Buckle Up For What's Coming
View source ↗ - News (RSS)yahoo·22d ago·Negative
Prediction: 2 AI Semiconductor Stocks That Will Join Micron and Broadcom in the $1 Trillion Club by 2028
View source ↗ - Newsseekingalpha.com·22d ago·Positive
Beyond Nvidia: Finding Opportunity In The AI Buildout AI infrastructure investment has outpaced revenue growth, pushing major tech players into negative free cash flow and increased debt financing. Broadcom (AVGO) faces margin compression and supply constraints despite strong AI revenue growth; its technical setup may signal a prolonged correction.
View source ↗ - News (RSS)fool·22d ago·Neutral
Prediction: 2 AI Semiconductor Stocks That Will Join Micron and Broadcom in the $1 Trillion Club by 2028 Strong earnings acceleration will push both of these companies into 13-figure territory.
View source ↗ - News (RSS)fool·22d ago·Neutral
Broadcom CEO Hock Tan Says Demand Already Exceeds Broadcom's $115 Billion AI Forecast. Here's What That Means for the Stock. Technology companies can't get enough of Broadcom's AI processors -- and the demand will likely cause Broadcom stock to continue climbing.
View source ↗ - News (Marketaux)insidermonkey.com·22d ago·Positive
Broadcom’s Anthropic Ramp Puts Google’s TPU Business in a Different Light That puts Google’s TPU technology at t[+300 characters]
View source ↗ - News (RSS)fool·22d ago·Neutral
Wall Street Analyst Sees Between 19% to 37% Upside in These 5 AI Chip Stocks Piper Sandler initiated coverage of Nvidia, Broadcom, AMD, Arm, and Marvell, all with "overweight" ratings.
View source ↗
Earnings
Wed, Dec 9(in 2 months)
Consensus estimate $3.82 per share
Typical surprise +1.8% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Sep 2$3.32 vs $3.22beat
- Wed, Jun 3$2.44 vs $2.40beat
- Wed, Mar 4$2.05 vs $2.03beat
- Thu, Dec 11$1.95 vs $1.87beat
- Thu, Sep 4$1.69 vs $1.66beat
- Thu, Jun 5$1.58 vs $1.57beat
Estimates and results for AVGO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Earnings Call — 2026Q2
Management and analyst remarks, with per-speaker sentiment.
- Ji YooHead of Investor Relations+0.10
Thank you, operator, and good afternoon, everyone. Joining me on today's call are Hock E. Tan, President and CEO; Charlie Kawwas, President, Semiconductor Solutions Group; and Ram Velaga, President, Infrastructure Software Group. Also joining is Kirsten Spears, Chief Financial Officer. As we announced, Kirsten will be retiring June 12. And today, we have joining us our incoming Chief Financial Off…
- Hock E. TanPresident and CEO+0.90
Thank you, Ji. Thank you, everyone, for joining today. In our fiscal Q2, 2026, total revenue reached a record $22.2 billion, up 48% year on year, above our guidance on strength in AI semiconductors. Q2 operating margin was a record 67%, and adjusted EBITDA was a record 69% of revenue, above our guidance. Even as our revenue scales up massively, driven by AI, our operating and EBITDA margins remain…
- Kirsten SpearsChief Financial Officer+0.20
Thank you, Hock. Let me now provide additional detail on our Q2 financial performance. Consolidated revenue was a record $22.2 billion for the quarter, up 48% from a year ago. Gross margin was 77.1% of revenue in the quarter, down 32 basis points year on year as semiconductors became a larger proportion of our product mix. Consolidated operating expenses were $2.2 billion, of which $1.6 billion wa…
- Harlan SurAnalyst, JPMorgan+0.10
Your line is open. Yes, good afternoon. Thank you for taking my question. Thanks for all your support, Kirsten. And Amy, welcome to the team. First, just a quick housekeeping item. Hock, on this fiscal year, AI sort of 2x growth second half over first half, that would put AI revenues over $60 billion with sequential growth in fiscal Q4, but you gave us the $56 billion number, which is only about 1…
- Hock E. TanPresident and CEO+0.90
That is a very complicated set of numbers and questions. To begin with, let's start with 2026. If you do the math, basically, two times the first half we shipped about in total AI revenue something in the range of $19 billion. If you want to be precise. So if it is, and if you do what I indicated, two times that, the second half gets to pretty much in the range of what we are talking about, which …
- Harlan SurAnalyst, JPMorgan+0.00
Got it. Okay. Thank you, Hock.…
- Blayne CurtisAnalyst, Jefferies+0.10
Hock, I wanted to ask you on the quarter, you had that 8-K with the long-term agreement with Google. I think, obviously, you are probably not going to tell me what the total value is there, but I think there is a lot of concern about share within that customer. I was just curious, now that you have this agreement, maybe you could speak a little bit more in terms of your confidence. And if there is…
- Hock E. TanPresident and CEO+0.80
It is a very strong agreement and it basically reflects the strength of the partnership we have simply because of the products we deliver, the multigenerational products, and the intellectual property we deploy into this whole program. To answer your questions specifically: it is a commitment that is very substantial in dollars. Now, we also accept the fact that while we like to win every design i…
Excerpts from AVGO's 2026Q2earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by AVGO officers and directors.
- Bought
- $374k
- Sold
- $596.0m
1 trade
78 trades
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
- Samueli Henrysold
21 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Richard W. Allenhouse · GA12 · disclosed Sep 23, 2026 (42d later)Buy$1,001 - $15,000
- David Taylorhouse · OH02 · disclosed Sep 7, 2026 (12d later)Buy$1,001 - $15,000
- John Boozmansenate · AR · disclosed Aug 20, 2026 (499d later)Buy$1,001 - $15,000
- Rick W. Allenhouse · GA12 · disclosed Aug 19, 2026 (36d later)Buy$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed Aug 7, 2026 (14d later)Buy$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Jul 8, 2026 (33d later)Buy$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed May 8, 2026 (11d later)Sell$1,001 - $15,000
- Shelley Moore Capitosenate · WV · disclosed May 7, 2026 (24d later)Sell$1,001 - $15,000
- Jared Moskowitzhouse · FL23 · disclosed May 1, 2026 (31d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Apr 9, 2026 (34d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (14d later)Sell$1,001 - $15,000
- Julia Letlowhouse · LA05 · disclosed Mar 13, 2026 (29d later)Sell$1,001 - $15,000
- Tony Wiedhouse · WI08 · disclosed Mar 12, 2026 (21d later)Sell$15,001 - $50,000
- David J. Taylorhouse · OH02 · disclosed Mar 9, 2026 (11d later)Buy$1,001 - $15,000
- Shelley Moore Capitosenate · WV · disclosed Mar 4, 2026 (23d later)Buy$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed Feb 3, 2026 (5d later)Buy$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed Feb 3, 2026 (18d later)Sell$1,001 - $15,000
- David J. Taylorhouse · OH02 · disclosed Jan 22, 2026 (14d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.