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AVGO logo

Broadcom Inc. Stock Price

NasdaqGS:AVGO Community·US$1.8t Market Cap
  • 7 Narratives written by author
  • 4 Comments on narratives written by author
  • 1781 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AVGO Share Price Performance

US$0
-298.24 (-100.00%)
​
US$651.05
Fair Value
US$0
-298.24 (-100.00%)
​
Price US$0
Fri, 5 Jun 26
Fair ValueUS$651.05
Share Pricen/a

AVGO Community Narratives

NI
niteco
niteco's
Fair Value
·
Fair Value US$651.05 43.2% undervalued intrinsic discount

A Capital Allocation Favorite with Structural Importance

14users have liked this narrative
1users have commented on this narrative
158users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$523.73 29.4% undervalued intrinsic discount

AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position

7users have liked this narrative
4users have commented on this narrative
741users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$378.83 2.4% undervalued intrinsic discount

Excess Valuation Will Falter Amid Mounting Semiconductor Risks

5users have liked this narrative
0users have commented on this narrative
31users have followed this narrative
AVGO logo
Broadcom

A Capital Allocation Favorite with Structural Importance

Broadcom isn’t just riding the buzz around artificial intelligence—it sells the behind-the-scenes tech that keeps data moving, connected, and secure across modern computing. If the world keeps demanding more computing and networking over the coming years, Broadcom could benefit even if today’s AI leaders change.Read more

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NI
niteco
US$651.05
43.2% undervalued intrinsic discount
niteco's
Fair Value
Revenue
22% p.a.
Profit Margin
39.85%
Future PE
67.65x
Price in 2031
US$1.11k
View
AVGO logo
Broadcom

Broadcom will keep strong with a 30% Revenue Growth Driven by AI Demand

Broadcom is leaning into the surge in demand for chips and networking gear used to power artificial intelligence, with a handful of major tech customers expected to scale up their deployments over the next few years. The big question is whether that AI spending keeps rising—and whether Broadcom can keep supply, competition, and its software integration on track.Read more

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DO
DownUnder
US$456.56
19.0% undervalued intrinsic discount
DownUnder's
Fair Value
Revenue
30% p.a.
Profit Margin
35%
Future PE
59x
Price in 2029
US$641.44
View
AVGO logo
Broadcom

A tech powerhouse quietly powering the world’s AI infrastructure.

Broadcom is shifting from “just chips” to a mix of custom AI hardware and business software, putting it behind the scenes of many of the biggest cloud players. The big question is whether that momentum and customer reliance can keep paying off even as expectations for the stock run high.Read more

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OS
oscargarcia
US$650
43.1% undervalued intrinsic discount
oscargarcia's
Fair Value
Revenue
25.47% p.a.
Profit Margin
23.21%
Future PE
102.38x
Price in 2031
US$1.03k
View
AVGO logo
Broadcom

Broadcom - A Fundamental and Historical Valuation

️ Business Overview Key Metrics Total: 10/17 +2 ✅✅ Projected Operating Margin: 55.54% +2 ✅✅ Projected 5-Year Revenue CAGR: 23.77% +1 ✅ Last 5-Year ROIC: 13.80% +1 ✅ Estimated Cost of Capital: 12.51% (less than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +3.78% +2 ✅✅ Projected 5-Year EPS CAGR: 31.35% +1 ✅ Projected 5-Year Dividend CAGR: 14.28% +1 ✅ Moody's Rating: A3 +2 ✅✅ Morningstar Moat: Wide -1 ❌ Morningstar Uncertainty: High Broadcom demonstrates exceptional business metrics. Presenting high growth , high margins a wide moat and in a promising industry.Read more

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AN
andre_santos
US$258.71
42.9% overvalued intrinsic discount
andre_santos's
Fair Value
Revenue
20.51% p.a.
Profit Margin
30%
Future PE
35x
Price in 2036
US$840.94
View
AVGO logo
Broadcom

Excess Valuation Will Falter Amid Mounting Semiconductor Risks

Broadcom’s AI chip boom looks powerful, but this view argues the business may be more fragile than it seems because a few big customers and global politics can quickly change the demand picture. See why a shift in tech spending, tougher export rules, or fiercer rivals could hit results—even as its software push and product leadership keep the upside case alive.Read more

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AN
AnalystLowTarget
US$378.83
2.4% undervalued intrinsic discount
AnalystLowTarget's
Fair Value
Revenue
32.85% p.a.
Profit Margin
56.46%
Future PE
25.45x
Price in 2029
US$522.58
View
AVGO logo
Broadcom

Advancing AI Infrastructure And 5G Adoption Will Fuel Chip Demand

Broadcom’s growth story increasingly hinges on the plumbing that makes giant AI data centers work, and the company says demand from more big cloud customers is arriving faster than many expect. That could bring steadier long-term sales, but it also raises the stakes if a few key customers pull back or build more of this technology in-house.Read more

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AN
AnalystHighTarget
US$675
45.2% undervalued intrinsic discount
AnalystHighTarget's
Fair Value
Revenue
64.75% p.a.
Profit Margin
49.75%
Future PE
26.85x
Price in 2029
US$926.68
View
AVGO logo
Broadcom

AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position

Broadcom is riding a surge in demand for custom chips and the networking gear that connects giant AI systems, and it’s also pushing deeper into software through its VMware business. But a lot of that growth depends on just a handful of very large customers, and the VMware integration and heavy debt could become real pressure points if conditions change.Read more

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AN
AnalystConsensusTarget
US$523.73
29.4% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
47.83% p.a.
Profit Margin
49.59%
Future PE
29.02x
Price in 2029
US$721.14
View

Trending Discussion

T_
AVGO logo

AVGO has done a great job of diversifying its business around other great companies that needed direction in the AI build out. They have worked hand & hand to develop anything they needed to implement there objectives, as well as the development of there software, security, and switching. They have set themselves up for future growth in ways most have not noticed! Broadcom is truly a diamond in the open for anyone to see if you look at the company as a whole.

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0

Recently Updated Narratives

NI
niteco
AVGO logo

A Capital Allocation Favorite with Structural Importance

Fair Value: US$651.05 43.2% undervalued intrinsic discount
158 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
DO
DownUnder
AVGO logo

Broadcom will keep strong with a 30% Revenue Growth Driven by AI Demand

Fair Value: US$456.56 19.0% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
OS
oscargarcia
AVGO logo

A tech powerhouse quietly powering the world’s AI infrastructure.

Fair Value: US$650 43.1% undervalued intrinsic discount
54 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with outstanding track record and pays a dividend.

2 Risks
4 Rewards
View Full Analysis

Broadcom Inc. Key Details

US$75.5b

Revenue

US$17.9b

Cost of Revenue

US$57.6b

Gross Profit

US$28.3b

Other Expenses

US$29.3b

Earnings

Last Reported Earnings
May 03, 2026
Next Reporting Earnings
Sep 02, 2026
6.16
76.28%
38.85%
74.0%
View Full Analysis

About AVGO

Founded
1961
Employees
33000
CEO
Hock Tan
WebsiteView website
www.broadcom.com

Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components; wireless device connectivity, including RF semiconductor devices, connectivity solutions, custom touch controllers, and inductive charging ASICS; servers and storage system solutions, such as PCIE switches, SAS & raid products, fibre channel products, and HDD & SSD solutions; broadband solutions, includes set-top box, and broadband access; and industrial. The company also offers a private cloud software portfolio, including the VMware Cloud Foundation, Edge, vSphere foundation, telco cloud platform, private AI, live recovery, application networking and security, application development and data services; mainframe software, such as AIOPS & automation, database & data management, DEVX & DEVOPS, cybersecurity & compliance management, beyond code programs, foundational & open mainframe solutions; cybersecurity, such as endpoint, network, information, application security, and identity & access management; enterprise software; and fc san management. Its products are used in various applications in enterprise and data center networking, including artificial intelligence networking and connectivity, home connectivity, set-top boxes, broadband access, telecommunication equipment, wireless device and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was founded in 1961 and is headquartered in Palo Alto, California.

Recent AVGO News & Updates

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Broadcom Inc. Competitors

NVDA logo

NVIDIA

Symbol: NasdaqGS:NVDA
Market cap: US$5.3t
MU logo

Micron Technology

Symbol: NasdaqGS:MU
Market cap: US$1.1t
AMD logo

Advanced Micro Devices

Symbol: NasdaqGS:AMD
Market cap: US$768.4b
View more competitors

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