Broadcom Ausschüttungen und Rückkäufe
Zukünftiges Wachstum Kriterienprüfungen 4/6
Broadcom ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 0.77%, die durch die Erträge gut gedeckt ist. Das nächste Zahlungsdatum ist am 30th September, 2026 mit einem Ex-Dividenden-Datum von 21st September, 2026.
Wichtige Informationen
0.8%
Dividendenausschüttung
0.5%
Rückkaufsrendite
| Gesamte Aktionärsrendite | 1.3% |
| Zukünftige Dividendenrendite | 0.9% |
| Wachstum der Dividende | 17.4% |
| Nächster Dividendenzahlungstermin | 30 Sep 26 |
| Ex-Dividendendatum | 21 Sep 26 |
| Dividende pro Aktie | n/a |
| Ausschüttungsquote | 32% |
Jüngste Updates zu Dividenden und Rückkäufen
Recent updates
Seeking Alpha • Sep 15
Broadcom's Biggest Customers Want To Slow AI Down - They're Still Buying
Summary Broadcom Inc. maintains a Strong Buy rating as AI chip demand is robust, with $350 billion in shipments locked for fiscal 2027–2028. AVGO's AI revenue targets—$115B in 2027 and $230B in 2028—are grounded in secured supply and customer power constraints, not theoretical ceilings. Capex is rising sharply to address supply chokepoints, but operating margin remains strong at 67.9%, with AI now 56% of total revenue. AVGO's valuation has compressed to ~11.5x management's $30+ 2028 EPS target as market focus shifts to credit risk from AI lease guarantees. Read the full article on Seeking Alpha
Narrative-Update • Sep 03
AVGO: AI Custom Chip Ambitions And Debt Exposure Will Shape Returns
Analysts have trimmed their Broadcom price targets slightly, reflecting a lower fair value estimate from about $379 to $370. This revision factors in more moderate revenue growth assumptions, a marginally higher discount rate, stronger expected profit margins, and a reduced future P/E multiple following recent earnings and AI demand commentary.Narrative-Update • Aug 13
AVGO: AI Custom Chip Deals And Supplier Shifts Will Shape Future Returns
Analysts have lifted their fair value estimate for Broadcom by about $8 to $378.83, citing updated assumptions for slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple. Analyst Commentary Recent research on Broadcom shows a wide spread of opinions.
Narrative-Update • Jul 30
AVGO: AI Custom Silicon Contracts And Anthropic Financing Will Support FY27 Earnings Power
Broadcom's analyst fair value estimate has been adjusted to $675 from $650 as analysts factor in updated AI related chip demand expectations, reinforced long term custom silicon commitments with customers like Apple, and continued focus on margins despite mixed views on valuation and hyperscaler supplier diversification. Analyst Commentary Recent Street research on Broadcom highlights a mix of enthusiasm for the companys AI driven opportunities and caution around valuation and customer concentration.Narrative-Update • Jul 16
AVGO: AI Custom Chip Contracts And Customer Shifts Will Shape Future Margins
Analysts have lifted Broadcom's implied fair value by about $32 to $371, citing higher margin expectations and continued AI related demand, even as they factor in a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research around Broadcom highlights a mix of enthusiasm for its AI exposure and custom silicon roadmap, alongside pockets of caution around valuation, concentration risk and the sustainability of current expectations.
Narrative-Update • Jul 02
AVGO: Custom AI Chip Backlog And Partnerships Will Drive Future Upside
Broadcom's analyst-derived fair value target has shifted higher to about $524 from $477, as analysts factor in stronger AI custom XPU and TPU demand, improved margin assumptions, and a lower future P/E multiple relative to prior expectations. Analyst Commentary Recent research on Broadcom highlights a split between bullish analysts who see the post earnings pullback as an entry point and more cautious voices focused on customer concentration, AI visibility, and competitive shifts.Narrative-Update • Jun 18
AVGO: AI Custom Silicon Pipeline And Financing Platform Will Drive FY27 Earnings Power
Analysts have raised Broadcom's fair value estimate from $587.95 to $650.00, citing continued confidence in the company's advanced packaging position, custom XPU pipeline, and AI-related demand, along with modest updates to assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on Broadcom points to a broadly constructive tone, with many bullish analysts emphasizing the company’s position in AI compute, custom XPU programs, and advanced packaging as key supports for valuation.
Neues Narrative • Jun 05
A Capital Allocation Favorite with Structural Importance
Investment Thesis Broadcom is often viewed as an AI stock. I believe that framing understates both the quality and durability of the business.
Neues Narrative • Jun 05
Broadcom will keep strong with a 30% Revenue Growth Driven by AI Demand
Catalysts Rapid AI XPU ramp — deployment ramps across six major customers (Google, Anthropic, Meta, OpenAI and others) with management expecting multi‑gigawatt deployments in 2027, driving a large increase in chip volume. FY2027 AI chip TAM expansion — management states line‑of‑sight to >$100B of chip revenue in 2027 (chips only), implying outsized revenue growth if customer gigawatt plans materialize.Narrative-Update • Jun 03
AVGO: AI Custom Chip Dependency Will Test Margin Resilience And Downside Risk
Analysts have nudged Broadcom's implied fair value lower to about $339 from $360, even as they lift price targets across the stock to a range of roughly $470 to $582, citing expectations for stronger AI networking, custom XPU and ASIC momentum, along with continued traction in TPU related business. Analyst Commentary Recent Street research on Broadcom clusters around a common theme: strong interest in the company’s AI exposure, paired with more careful work on valuation, margin sustainability and long term growth assumptions.Narrative-Update • May 18
AVGO: Long Term AI Chip Partnerships Will Support Future Upside
Broadcom's analyst price target rises by about $1 to roughly $477 as analysts update their models in response to AI-driven semiconductor momentum, refreshed Q2 expectations, and evolving views on long-term data center silicon spending. Analyst Commentary Recent research points to a wide range of views on Broadcom, with many price targets moving higher around AI demand, long term data center silicon spending and updated earnings models, while a smaller group of cautious voices focus on valuation resets and competitive risks.Narrative-Update • Apr 29
AVGO: Long Term AI Partnerships Will Support Upside Despite Multiple Reset
Broadcom's analyst fair value estimate has inched up from about $472 to $475 as analysts factor in stronger AI driven revenue assumptions, continued ASIC program scaling, and reassurance around margins despite mixed revisions to sector multiples and growth expectations across recent research. Analyst Commentary Recent research around Broadcom highlights a mix of optimism about AI driven growth and cautious views on competitive and valuation risks.Narrative-Update • Apr 15
AVGO: AI Custom Chips And Key Cloud Deals Will Shape Future Balance
The analyst price target for Broadcom is updated to $360, with analysts pointing to stronger AI driven revenue visibility, solid execution in recent quarters and eased margin concerns, even as some firms refine targets to reflect changing sector multiples. Analyst Commentary Recent research on Broadcom centers on AI related growth visibility, margin durability and how much of that story is already reflected in the share price.Narrative-Update • Apr 01
AVGO: AI Custom Silicon Demand Will Drive FY27 Earnings Power
Analysts have raised Broadcom’s fair value estimate from $535.00 to $587.95, citing stronger AI-driven revenue expectations, higher projected profit margins, reduced margin concerns, and continued constructive long-term commentary on FY27 AI potential, partly offset by lower assumed future P/E multiples. Analyst Commentary Bullish analysts are largely framing Broadcom as a key AI beneficiary, with valuation views that have adjusted more to sector multiple moves than to company specific concerns.Narrative-Update • Mar 18
AVGO: AI Infrastructure Demand Will Support Long Range Upside Despite Multiple Reset
Broadcom's analyst-derived fair value estimate has been adjusted higher to about $472, as analysts factor in stronger AI driven revenue expectations, easing margin concerns and increased long term visibility, which is reflected in a range of recent price target moves clustered around $450 to $545. Analyst Commentary Recent Street research around Broadcom clusters around AI driven growth, execution on custom silicon and networking, and the visibility of management’s long range AI revenue outlook.Narrative-Update • Mar 04
AVGO: AI Infrastructure Demand Will Support Future Upside Despite Multiple Reset
Our updated Broadcom view reflects a modest cut to the analyst price target of roughly $3, to about $453, as analysts factor in recent target reductions tied to AI valuation resets, questions around premium multiples, and competitive shifts in custom accelerators. Analyst Commentary Recent research on Broadcom has turned more balanced, with several firms trimming price targets while generally maintaining constructive views on the business and its role in AI infrastructure.Narrative-Update • Feb 18
AVGO: AI Custom Silicon And TPU Demand Will Support Future Upside
Our Broadcom analyst price target edges slightly lower to $456.59 from $456.56 as analysts factor in mixed recent calls, with some trimming targets on margin and competition concerns while others highlight support from AI related demand and potential TPU traction. Analyst Commentary Recent research on Broadcom reflects a mix of optimism around AI exposure and custom silicon, alongside caution on margins and valuation as expectations rise into 2026.Narrative-Update • Feb 04
AVGO: AI Custom Silicon Demand Will Shape Future Earnings Power
Analysts have lifted their Broadcom fair value estimate from US$415.56 to US$535.00, citing stronger AI related revenue assumptions, slightly leaner profit margins, and a lower future P/E expectation as they recalibrate forecasts alongside a series of recent upgrades and higher price targets across the semiconductor group. Analyst Commentary Recent Street research around Broadcom has leaned constructive, with several firms revising price targets, initiating coverage, or resuming opinions that highlight the company as a key beneficiary of AI related spending and custom silicon demand.Narrative-Update • Jan 21
AVGO: AI Custom Silicon Demand Will Drive Future Risk Reward Profile
Analysts raised their Broadcom fair value estimate from $403.66 to $456.56, reflecting expectations for higher projected revenue growth, slightly stronger profit margins, and a more moderate future P/E multiple supported by recent positive research on AI-related demand and custom silicon exposure. Analyst Commentary Recent Street research on Broadcom clusters around AI exposure, custom silicon, and the implications for valuation, margins, and long term growth execution.Narrative-Update • Jan 06
AVGO: Custom AI Chip Deployments And OpenAI Deal Will Shape Future Balance
Narrative Update Analysts lifted their Broadcom fair value estimate from $344.62 to $365.10 as they update models for higher AI related revenue expectations, stronger profitability tied to custom accelerators for partners like OpenAI and Google, and a lower future P/E assumption that reflects rising conviction in the company's role in large scale AI deployments. Analyst Commentary Recent Street research on Broadcom has centered on the company’s role in large scale AI build outs, especially around custom accelerators for major cloud and AI customers.Kommende Dividendenausschüttung
Stabilität und Wachstum des Zahlungsverkehrs
Rufe Dividendendaten ab
Stabile Dividende: AVGODie Dividende je Aktie war in den letzten 10 Jahren stabil.
Wachsende Dividende: AVGODie Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren gestiegen.
Dividendenrendite im Vergleich zum Markt
| Broadcom Dividendenrendite im Vergleich zum Markt |
|---|
| Segment | Dividendenrendite |
|---|---|
| Unternehmen (AVGO) | 0.8% |
| Untere 25 % des Marktes (US) | 1.4% |
| Markt Top 25 % (US) | 4.2% |
| Branchendurchschnitt (Semiconductor) | 0.6% |
| Analystenprognose (AVGO) (bis zu 3 Jahre) | 0.9% |
Bemerkenswerte Dividende: AVGODie Dividende des Unternehmens (0.77%) ist im Vergleich zu den unteren 25 % der Dividendenzahler auf dem Markt US (1.38%) nicht bemerkenswert.
Hohe Dividende: AVGODie Dividende des Unternehmens (0.77%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt US (4.17%) niedrig.
Gewinnausschüttung an die Aktionäre
Abdeckung der Erträge: Mit einer relativ niedrigen Ausschüttungsquote (32.3%) sind die Dividendenzahlungen von AVGO gut durch die Erträge gedeckt.
Barausschüttung an die Aktionäre
Cashflow-Deckung: Mit einer relativ niedrigen Ausschüttungsquote (31.5%) sind die Dividendenzahlungen von AVGO durch den Cashflow gut gedeckt.
Entdecken Sie dividendenstarke Unternehmen
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/16 19:02 |
| Aktienkurs zum Tagesende | 2026/09/16 00:00 |
| Gewinne | 2026/08/02 |
| Jährliche Einnahmen | 2025/11/02 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
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Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Broadcom Inc. wird von 83 Analysten beobachtet. 49 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Janco Venter | Arete Research Services LLP |