Broadcom Inc.

Informe acción NasdaqGS:AVGO

Capitalización de mercado: US$1.8t

Broadcom Crecimiento futuro

Future controles de criterios 6/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Broadcom de 33.5% y 30% por año respectivamente. Se prevé que el BPA crezca en un 32.9% al año. Se espera que la rentabilidad financiera sea de 55.1% en 3 años.

Información clave

33.5%

Tasa de crecimiento de los beneficios

32.95%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Semiconductor27.3%
Tasa de crecimiento de los ingresos30.0%
Rentabilidad financiera futura55.11%
Cobertura de analistas

Good

Última actualización25 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Seeking Alpha • Jun 23

Broadcom: Strong AI Momentum, But Rising Infrastructure Risks Warrant A Downgrade

Summary Broadcom is downgraded to Hold/Avoid as its ~$2T mCap and 35.4x forward P/E fully price in aggressive AI revenue targets. AVGO’s dual-engine model—custom AI silicon and high-margin VMware software—secures a robust forward revenue base through FY2026, but introduces new credit and execution risks. The $35B Apollo/Blackstone XPV platform transforms Broadcom into a macro-infrastructure credit vehicle, locking in multi-year, gigawatt-scale AI hardware leases but exposing the balance sheet to client solvency and grid constraints. Key forward risks include credit contagion from bespoke ASICs, U.S. power grid bottlenecks, and executive transitions amid rising operational complexity. Read the full article on Seeking Alpha
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.
Artículo de análisis • 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...
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • Nov 01

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

Broadcom's analyst price target has been raised from approximately $387 to $392, as analysts point to significant revenue and profit margin upside following recent AI-focused collaborations with OpenAI and positive supply chain checks. Analyst Commentary Analyst sentiment on Broadcom has grown increasingly favorable following major AI partnerships and a notable ramp in custom chip orders.
Actualización de narrativa • Oct 18

Accelerating AI Demand And VMware Integration Will Expand Future Opportunities

Broadcom's analyst price target has been increased from approximately $370 to $387 per share, as analysts cite strong revenue growth expectations following significant AI partnerships and expanded custom chip deployments with OpenAI. Analyst Commentary Recent analyst commentary reflects strong optimism regarding Broadcom's growth trajectory, with successive price target increases following its new strategic partnerships and record custom chip deployments.
Actualización de narrativa • Oct 04

Accelerating AI Demand And VMware Integration Will Expand Future Opportunities

Broadcom's analyst price target has been raised by analysts from $366.50 to $370.36, reflecting increased confidence in the company's growing AI opportunities and anticipated revenue expansion. Analyst Commentary Recent analyst commentary on Broadcom reflects heightened interest and debate surrounding the company's prospects amid rapidly evolving dynamics in artificial intelligence, custom silicon, and U.S.-based manufacturing.

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:AVGO - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
10/31/2028228,729108,795122,385115,73727
10/31/2027172,21379,25788,28088,80048
10/31/2026106,04044,45449,89050,59241
5/3/202675,46529,31732,76233,622N/A
2/1/202668,28224,97228,91129,684N/A
11/2/202563,88723,12626,91427,537N/A
8/3/202559,92618,81324,93025,438N/A
5/4/202557,04613,24122,69723,235N/A
2/2/202554,52910,39720,73421,260N/A
11/3/202451,5746,16819,41419,962N/A
8/4/202446,8155,48718,65519,186N/A
5/5/202442,61910,22218,46118,942N/A
2/4/202438,86511,58218,39318,864N/A
10/29/202335,81914,08217,63318,085N/A
7/30/202335,45413,86917,37117,840N/A
4/30/202335,04213,56517,08217,545N/A
1/29/202334,41212,59916,86017,286N/A
10/30/202233,20311,22316,31216,736N/A
7/31/202231,6809,82615,30415,694N/A
5/1/202229,9948,62914,42214,811N/A
1/30/202228,5017,53113,70714,137N/A
10/31/202127,4506,43713,32113,764N/A
8/1/202126,5105,77313,11413,571N/A
5/2/202125,5534,58612,76113,208N/A
1/31/202124,6853,66212,38312,852N/A
11/1/202023,8882,66411,59812,061N/A
8/2/202023,1972,23210,73511,192N/A
5/3/202022,8912,3329,96910,433N/A
2/2/202022,6662,532N/A9,887N/A
11/3/201922,5972,707N/A9,697N/A
8/4/201922,2653,004N/A9,853N/A
5/5/201921,8133,486N/A9,681N/A
2/3/201921,3106,514N/A9,327N/A
11/4/201820,84812,278N/A8,880N/A
8/5/201820,24811,690N/A8,204N/A
5/6/201819,64810,976N/A7,613N/A
2/4/201818,8247,699N/A6,883N/A
10/29/201717,6361,698N/A6,551N/A
7/30/201716,928601N/A5,944N/A
4/30/201716,257-168N/A5,251N/A
1/29/201715,608-1,760N/A4,290N/A
10/30/201613,240-1,627N/A3,411N/A
7/31/201610,944-587N/A2,641N/A
5/1/20168,887-57N/A2,270N/A
1/31/20166,9601,430N/A2,311N/A
11/1/20156,8241,391N/A2,318N/A
8/2/20156,5741,058N/A2,117N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (33.5% al año) de AVGO es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (33.5% al año) de AVGO crezcan más rápidamente que el mercado US (18.6% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de AVGO crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (30% al año) de AVGO crezcan más rápidamente que los del mercado US (12.7% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos (30% al año) de AVGO crezcan más rápidamente que un 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de AVGO sea muy elevada dentro de 3 años (55.1%).

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/26 21:41
Precio de las acciones al final del día2026/06/26 00:00
Beneficios2026/05/03
Ingresos anuales2025/11/02

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial 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. 48 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.

AnalistaInstitución
Stefan ChangAletheia Analyst Network Limited
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP