Broadcom Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 6/6
Broadcom verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 25.5%, während die Gewinne der Branche Semiconductor jährlich um gewachsen und zwar um 5.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 21.6%. Die Eigenkapitalrendite von Broadcom beträgt 33.4% und die Nettomargen betragen 38.8%.
Wichtige Informationen
25.46%
Wachstumsrate der Gewinne
21.44%
EPS-Wachstumsrate
| Semiconductor Wachstum der Industrie | 27.66% |
| Wachstumsrate der Einnahmen | 21.62% |
| Eigenkapitalrendite | 33.43% |
| Netto-Marge | 38.85% |
| Letzte Ertragsaktualisierung | 03 May 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • Jul 08
The Apple/Broadcom Deal: What It Is And, More Importantly, What It Is Not
Summary Broadcom secured a new multi-year, $30B supply agreement with Apple, extending their RF component partnership. The agreement extends the long-standing Apple/Broadcom collaboration until 2031, modernizes its Fort Collins facility, and ensures Apple's supply chain for advanced wireless chips. This renewal was widely expected and is not an AI silicon or XPU partnership; as a result, the market reaction has been muted. I reiterate a STRONG BUY on AVGO, targeting $50B FCF in 2024 and $550/share, with further and significant upside if an Apple XPU deal materializes. Read the full article on Seeking Alpha
Narrativ-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.
Narrativ-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 Narrativ • 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 Narrativ • 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.
Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Analyseartikel • Dec 17
News Flash: Analysts Just Made A Captivating Upgrade To Their Broadcom Inc. (NASDAQ:AVGO) Forecasts
Celebrations may be in order for Broadcom Inc. ( NASDAQ:AVGO ) shareholders, with the analysts delivering a significant...Narrativ-Update • Dec 15
AVGO: AI Accelerator Deals And OpenAI Partnership Will Shape Balanced Future Outlook
Analysts have lifted their Broadcom fair value estimate from approximately $274 to $345 per share, citing sharply higher expected AI driven revenue growth, stronger profit margins from custom accelerator wins with hyperscalers and OpenAI, and a supportive broader AI spending backdrop reflected in a wave of higher Street price targets. Analyst Commentary Street research remains broadly constructive on Broadcom, with a wave of higher price targets and fresh Buy and Outperform initiations underscoring confidence in the company as a key beneficiary of the AI infrastructure build out.
Narrativ-Update • Dec 13
A tech powerhouse quietly powering the world’s AI infrastructure.
Broadcom's Q4 Results: The Beat and Drop Market Update: Broadcom (AVGO) Q4 Fiscal 2025 Results Date of Report: December 11, 2025 Below is an analysis of Broadcom’s latest financial results, the subsequent valuation impact, and the specific reasons behind the market's negative reaction. 1.Narrativ-Update • Dec 01
AVGO: AI Partnerships And Customer Shifts Will Shape Risk And Reward Ahead
Analysts have increased their price target for Broadcom by approximately $9 to $404 per share, citing higher expected AI-related revenues and recent major customer wins as key factors behind the upward revision. Analyst Commentary Recent analyst research has highlighted a notable shift in sentiment toward Broadcom’s prospects, largely fueled by high-profile partnerships and accelerating AI revenue forecasts.Narrativ-Update • Nov 17
AVGO: Multi-Year Artificial Intelligence Partnerships Will Drive Market Momentum Ahead
Broadcom's analyst price target has risen by over $20, as analysts cite strengthened revenue expectations and multi-year upside from high-profile artificial intelligence partnerships and recent OpenAI collaboration announcements. Analyst Commentary Broadcom's recent partnership announcements and accelerated artificial intelligence momentum have drawn wide attention from industry analysts, leading to a wave of adjustments in price targets and outlooks.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Broadcom Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 03 May 26 | 75,465 | 29,317 | 4,232 | 11,991 |
| 01 Feb 26 | 68,282 | 24,972 | 4,065 | 11,689 |
| 02 Nov 25 | 63,887 | 23,126 | 3,995 | 10,977 |
| 03 Aug 25 | 59,926 | 18,813 | 3,369 | 10,230 |
| 04 May 25 | 57,046 | 13,241 | 3,397 | 9,533 |
| 02 Feb 25 | 54,529 | 10,397 | 3,788 | 9,255 |
| 03 Nov 24 | 51,574 | 6,168 | 4,411 | 9,310 |
| 04 Aug 24 | 46,815 | 5,487 | 4,368 | 8,464 |
| 05 May 24 | 42,619 | 10,222 | 3,656 | 7,469 |
| 04 Feb 24 | 38,865 | 11,582 | 2,817 | 6,366 |
| 29 Oct 23 | 35,819 | 14,082 | 1,341 | 5,253 |
| 30 Jul 23 | 35,454 | 13,869 | 1,545 | 5,062 |
| 30 Apr 23 | 35,042 | 13,565 | 1,480 | 4,959 |
| 29 Jan 23 | 34,412 | 12,599 | 1,410 | 4,908 |
| 30 Oct 22 | 33,203 | 11,223 | 1,383 | 4,919 |
| 31 Jul 22 | 31,680 | 9,826 | 1,349 | 4,922 |
| 01 May 22 | 29,994 | 8,629 | 1,372 | 4,872 |
| 30 Jan 22 | 28,501 | 7,531 | 1,329 | 4,849 |
| 31 Oct 21 | 27,450 | 6,437 | 1,347 | 4,854 |
| 01 Aug 21 | 26,510 | 5,773 | 1,412 | 4,836 |
| 02 May 21 | 25,553 | 4,586 | 1,494 | 4,859 |
| 31 Jan 21 | 24,685 | 3,662 | 1,670 | 4,890 |
| 01 Nov 20 | 23,888 | 2,664 | 1,821 | 4,968 |
| 02 Aug 20 | 23,197 | 2,232 | 1,865 | 4,963 |
| 03 May 20 | 22,891 | 2,332 | 1,847 | 4,970 |
| 02 Feb 20 | 22,666 | 2,532 | 1,765 | 4,852 |
| 03 Nov 19 | 22,597 | 2,707 | 1,708 | 4,696 |
| 04 Aug 19 | 22,265 | 3,004 | 1,508 | 4,467 |
| 05 May 19 | 21,813 | 3,486 | 1,332 | 4,191 |
| 03 Feb 19 | 21,310 | 6,514 | 1,207 | 3,976 |
| 04 Nov 18 | 20,848 | 12,278 | 1,027 | 3,768 |
| 05 Aug 18 | 20,248 | 11,690 | 1,001 | 3,648 |
| 06 May 18 | 19,648 | 10,976 | 967 | 3,516 |
| 04 Feb 18 | 18,824 | 7,699 | 877 | 3,409 |
| 29 Oct 17 | 17,636 | 1,698 | 777 | 3,302 |
| 30 Jul 17 | 16,928 | 601 | 730 | 3,270 |
| 30 Apr 17 | 16,257 | -168 | 758 | 3,257 |
| 29 Jan 17 | 15,608 | -1,760 | 755 | 3,215 |
| 30 Oct 16 | 13,240 | -1,627 | 764 | 2,674 |
| 31 Jul 16 | 10,944 | -587 | 590 | 2,155 |
| 01 May 16 | 8,887 | -57 | 505 | 1,617 |
| 31 Jan 16 | 6,960 | 1,430 | 412 | 1,081 |
| 01 Nov 15 | 6,824 | 1,391 | 415 | 1,049 |
| 02 Aug 15 | 6,574 | 1,058 | 430 | 996 |
Qualität der Erträge: AVGO hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: AVGODie aktuellen Gewinnspannen (38.8%) sind höher als im letzten Jahr (23.2%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: AVGOIn den letzten 5 Jahren sind die Einnahmen von 25.5% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: AVGODas Gewinnwachstum des Unternehmens im letzten Jahr (121.9%) übertrifft seinen 5-Jahres-Durchschnitt (25.5% pro Jahr).
Erträge im Vergleich zur Industrie: AVGO Das Gewinnwachstum im vergangenen Jahr (121.9%) übertraf das der Branche Semiconductor 22.6% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: AVGODie Eigenkapitalrendite des Unternehmens (33.4%) wird als hoch angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/12 01:45 |
| Aktienkurs zum Tagesende | 2026/07/10 00:00 |
| Gewinne | 2026/05/03 |
| 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 |
| |
| Verwaltung | 10 Jahre |
| |
| 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
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Broadcom Inc. wird von 83 Analysten beobachtet. 48 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 |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |