Price (90d)
$417.82Signal Score (90d)
138Quote
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 |
Social Signal Score
Earnings
Wed, Sep 2(in 2 weeks)
Consensus estimate $3.21 per share
Typical surprise +1.8% (median, so one quarter with a near-zero estimate can't distort it)
- 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
- Thu, Mar 6$1.60 vs $1.51beat
Estimates and results for AVGO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from AVGO's reported EPS growth of 33.0% a year over 4 years. Historical EPS growth of 33% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $18.22
- Implied price
- $328.01
- Return from $392.99
- -3.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $163.08 — -58.5% 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 |
|---|---|---|---|---|---|
| 20.0% | -17.9% | -14.2% | -11.0% | -8.2% | -5.7% |
| 25.0% | -14.5% | -10.6% | -7.3% | -4.4% | -1.8% |
| 30.0% | -11.1% | -7.0% | -3.6% | -0.5% | 2.2% |
| 35.0% | -7.6% | -3.4% | 0.2% | 3.3% | 6.1% |
| 40.0% | -4.2% | 0.1% | 3.9% | 7.1% | 10.0% |
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.
Prediction Markets
Live market-implied probabilities from Polymarket. These are odds traders are paying for, not forecasts — and not investment advice.
- Will Broadcom (AVGO) Q3 AI revenue be above __?$5K vol · resolves Sep 2, 2026
- Will Broadcom (AVGO) Q3 AI revenue be above $16B?73%
- Will Broadcom (AVGO) Q3 AI revenue be above $17B?19%
- Will Broadcom (AVGO) Q3 AI revenue be above $18B?13%
- Will Broadcom (AVGO) Q3 AI revenue be above $19B?6%
- Will Broadcom (AVGO) Q3 AI revenue be above $15B?95%
Mentions (24)
- News (RSS)economictimes·16h ago·Neutral
…elated to the buildout of AI data centers.With investors nervous about high valuations of AI-related stocks that have soared in recent years, chipmakers including Broadcom and Intel also dropped on Friday."A lot of the drivers in the market right now are around various parts of AI, and (Applied Materials) is an example of a company that had a 'beat and raise' but expectations were high and so the stock sold off," said Thomas Martin, senior portfolio manager at GLOBALT Investments in Atlanta…
View source ↗ - 4chan /biz/biz·19h ago·Negative
Ok I’m selling an AVGO put spread this is dumb
View source ↗ - 4chan /biz/biz·20h ago·Negative
Why is AVGO dumping?
View source ↗ - News (RSS)zerohedge·23h ago·Neutral
… maneuver. In the ~$35B Apollo/Blackstone TPU facility, Anthropic’s paper borrows the rating of its investment-grade backers: Google guarantees lease shortfalls, and Broadcom guarantees the residual value of the silicon on the ~$31B senior tranche. The co-signers are standing behind the bills and protecting Anthropic’s counterparties. OpenAI is the “naked” borrower, making it the weakest and most volatile credit in the ecosystem. Its revenue mix is fragile - ~60% consumer. With burn hovering at …
View source ↗ - News (RSS)seekingalpha·1d ago·Neutral
Broadcom: XPU Growth Trajectory Underestimated, Stock A Bargain
View source ↗ - News (RSS)fool·1d ago·Negative
Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028 Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club.
View source ↗ - News247wallst.com·1d ago·Neutral
3 AI Infrastructure Stocks Powering the Data Center Boom in August The AI factory buildout is accelerating into the back half of 2026, and August has brought fresh evidence that hyperscaler capex is picking up, from NVIDIA's $3 billion Lancium investment tying compute directly to power infrastructure to sovereign AI announcements out of Asia.
View source ↗ - Newsfool.com·1d ago·Negative
Prediction: 2 Unstoppable Artificial Intelligence (AI) Hardware Leaders That Will Join Alphabet in the $4 Trillion Club by 2028 Taiwan Semiconductor expects elevated AI growth through the end of the decade. Broadcom has a huge catalyst coming up next year.
View source ↗ - News (RSS)economictimes·1d ago·Positive
US stocks: S&P 500 notches record-high close as rate-hike worries ease The S&P 500 has hit a historic peak, largely influenced by a surge in technology stocks. With producer price inflation showing stability, expectations of a Federal Reserve rate hike have diminished. Memory chip giants Sandisk and Micron Technology reported impressive increases in their stock prices, alongside positive movements for other major firms like Broadcom and Meta Platforms.
View source ↗ - Newsetftrends.com·1d ago·Neutral
The Future of AI Investing: Harbor Debuts 5 New Ecosystem ETFs As the artificial intelligence (AI) race reshapes global markets, investors are looking beyond single-stock concentration and shifting focus toward the broader global supply chains powering the revolution.
View source ↗ - News (RSS)yahoo·1d ago·Positive
Nvidia and Broadcom Deepen AI Financing Push — But Wolfe Sees Long-Term Risks
View source ↗ - News247wallst.com·2d ago·Positive
3 Semiconductor Stocks to Buy Before the Next AI Earnings Wave in August The next leg of the AI trade runs through late August and early September, when three of the largest AI infrastructure names step up to report.
View source ↗ - News (RSS)thestreet·2d ago·Positive
Cathie Wood buys $16.2 million of popular semiconductor stock Cathie Wood, head of Ark Investment Management, often makes moves in some of her favorite tech stocks around earnings season. That's exactly what she's doing with Broadcom (AVGO), adding shares of the chipmaker ahead of its upcoming earnings report. Last year, the flagship Ark Innovation ETF gained ...
View source ↗ - News (Marketaux)finance.yahoo.com·3d ago·Positive
2 Unstoppable Artificial Intelligence (AI) Stocks That Will Join Amazon in the $3 Trillion Club by 2027 I think it will be Taiwan Semiconductor [+335 characters]
View source ↗ - News (RSS)investing.com·4d ago·Negative
Broadcom credit rating cut to Marketweight on XPV concerns
View source ↗ - News (Marketaux)finance.yahoo.com·5d ago·Neutral
Marvell (MRVL) vs. AVGO and NVDA: Can AI Interconnect Growth Deliver the Earnings Its Premium Valuation Demands? By comparison, Broadcom Inc[+230 characters]
View source ↗ - Newsfool.com·6d ago·Positive
Top Semiconductor Stock Outpacing Nvidia With a 36% Gain Over 6 Months Broadcom's positioning in the ASIC chip industry has helped it outperform Nvidia over the past six months. AI semiconductor revenue more than doubled year over year, and it's projected to more than triple year over year.
View source ↗ - News (Marketaux)insidermonkey.com·6d ago·Positive
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push Broadcom (NASDAQ:AVGO)[+304 characters]
View source ↗ - News (Marketaux)finance.yahoo.com·6d ago·Neutral
Nvidia, Micron or Broadcom: What Would Raymond Dalio Do? Broadcom (NASDAQ:AVGO)[+236 characters]
View source ↗ - News (Marketaux)finance.yahoo.com·6d ago·Positive
Broadcom Vs. Nvidia: The Real Challenger and Champion Story in Chips It sounds nuts, but SoFi1 is giving new [+272 characters]
View source ↗ - 4chan /biz/biz·8d ago·Neutral
god AVGO has been a huge disappointment post-earnings. unlike it's more handsome, and taller brother MSFT
View source ↗ - News (Alpha Vantage)Yahoo Finance·24d ago·Positive
How a $10,000 Investment in Broadcom Under Hock Tan Grew to $3.2M Broadcom, under CEO Hock Tan, has transformed a $10,000 investment at its 2009 IPO into $3.28 million, a 32,734% return. Tan's strategy of aggressive acquisitions and focus on AI is aiming for over $100 billion in AI revenue by 2027, backed by substantial orders from hyperscalers like Google and Meta. While analysts see significant upside, the stock's high valuation and customer concentration pose risks.
View source ↗ - News (Alpha Vantage)24/7 Wall St.·24d ago·Positive
How a $10,000 Investment in Broadcom Under Hock Tan Grew to $3.2M A $10,000 investment in Broadcom (AVGO) since its 2009 IPO would have grown to $3.28 million by July 20, 2026, under CEO Hock Tan's leadership, representing a 32,734% return. Tan's strategy of aggressive acquisitions and capital allocation has transformed the company into a $1.5 trillion infrastructure powerhouse, with substantial growth in AI semiconductor revenue. Despite high valuation and customer concentration risks, analysts
View source ↗ - News (RSS)arstechnica·36d ago·Neutral
Allstate accuses Broadcom of auditing it because it quit VMware, CA Broadcom accuses Allstate of dodging VMware audits.
View source ↗