Broadcom (AVGO) Resumen de Acciones
Broadcom Inc. diseña, desarrolla y suministra internacionalmente diversos dispositivos semiconductores y soluciones de software de infraestructura. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 6/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 5/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
AVGO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Competidores de Broadcom Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$347.30 |
| Máximo en las últimas 52 semanas | US$495.00 |
| Mínimo de 52 semanas | US$289.96 |
| Beta | 1.46 |
| Cambio en 1 mes | -8.61% |
| Variación en 3 meses | -15.57% |
| Cambio de 1 año | 0.56% |
| Variación en 3 años | 329.64% |
| Variación en 5 años | 588.68% |
| Variación desde la OPV | 21,364.77% |
Noticias y actualizaciones recientes
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
Actualización de narrativa • 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.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 AlphaActualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.
Nueva narrativa • 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.
Nueva narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Rentabilidad de los accionistas
| AVGO | US Semiconductor | Mercado US | |
|---|---|---|---|
| 7D | -3.7% | -4.8% | -1.1% |
| 1Y | 0.6% | 47.7% | 11.7% |
Rentabilidad vs. Industria: Los resultados de AVGO fueron inferiores a los de la industria US Semiconductor, que obtuvo un rendimiento del 47.7% el año pasado.
Rentabilidad vs. Mercado: AVGO obtuvo unos resultados inferiores a los del mercado US, que fueron del 11.7% el año pasado.
Volatilidad de los precios
| AVGO volatility | |
|---|---|
| AVGO Average Weekly Movement | 5.9% |
| Semiconductor Industry Average Movement | 11.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: AVGO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de AVGO (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1961 | 33,000 | Hock Tan | www.broadcom.com |
Broadcom Inc. diseña, desarrolla y suministra diversos dispositivos semiconductores y soluciones de software de infraestructura a escala internacional. La empresa opera en dos segmentos: Soluciones de semiconductores y Software de infraestructura. La empresa ofrece conectividad de red, como soluciones de silicio personalizadas, conmutación y enrutamiento ethernet, controladores NIC ethernet, dispositivos de capa física y componentes de fibra óptica; conectividad de dispositivos inalámbricos, incluidos dispositivos semiconductores RF, soluciones de conectividad, controladores táctiles personalizados y ASICS de carga inductiva; servidores y soluciones de sistemas de almacenamiento, como conmutadores PCIE, productos SAS y raid, productos de canal de fibra y soluciones HDD y SSD; soluciones de banda ancha, incluidos decodificadores y acceso de banda ancha; e industrial.
Resumen de fundamentos de Broadcom Inc.
| Estadísticas fundamentales de AVGO | |
|---|---|
| Capitalización bursátil | US$1.62t |
| Beneficios(TTM) | US$38.27b |
| Ingresos (TTM) | US$89.10b |
43.3x
Ratio precio-beneficio (PE)18.6x
Ratio precio-ventas (PS)¿Está AVGO sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de AVGO | |
|---|---|
| Ingresos | US$89.10b |
| Coste de los ingresos | US$21.82b |
| Beneficio bruto | US$67.29b |
| Otros gastos | US$29.02b |
| Beneficios | US$38.27b |
Últimos beneficios comunicados
Aug 02, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 8.02 |
| Margen bruto | 75.52% |
| Margen de beneficio neto | 42.94% |
| Ratio deuda/patrimonio | 59.6% |
¿Cómo se ha desempeñado AVGO a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.7%
Rentabilidad actual por dividendo32%
Ratio de pagos¿Paga AVGO dividendos fiables?
Ver historial de dividendos e índices de referencia de AVGO| fechas de dividendos de Broadcom | |
|---|---|
| Fecha ex dividendo | Sep 21 2026 |
| Fecha de pago de dividendos | Sep 30 2026 |
| Días hasta ex dividendo | 3 days |
| Días hasta la fecha de pago de dividendos | 12 days |
¿Paga AVGO dividendos fiables?
Ver historial de dividendos e índices de referencia de AVGOAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/17 21:52 |
| Precio de las acciones al final del día | 2026/09/17 00:00 |
| Beneficios | 2026/08/02 |
| Ingresos anuales | 2025/11/02 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Broadcom Inc. está cubierta por 83 analistas. 49 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| Janco Venter | Arete Research Services LLP |