Broadcom Inc.

NasdaqGS:AVGO Rapport sur les actions

Capitalisation boursière : US$1.8t

Broadcom Croissance future

Future contrôle des critères 6/6

Broadcom devrait augmenter ses bénéfices et son chiffre d'affaires de 33.5% et de 30% par an respectivement. Le BPA devrait croître de de 32.9% par an. Le rendement des capitaux propres devrait être 55.1% dans 3 ans.

Informations clés

33.5%

Taux de croissance des bénéfices

32.95%

Taux de croissance du BPA

Semiconductor croissance des bénéfices27.4%
Taux de croissance des recettes30.0%
Rendement futur des capitaux propres55.11%
Couverture par les analystes

Good

Dernière mise à jour08 Jul 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • 23h

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
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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.
Nouveau récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:AVGO - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
10/31/2028228,729108,795122,385115,73727
10/31/2027172,21379,25988,28088,80048
10/31/2026106,04044,45449,89050,59141
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

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AVGO ( 33.5% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de AVGO ( 33.5% par an) devraient croître plus rapidement que le marché US ( 18.1% par an).

Croissance élevée des bénéfices: Les bénéfices de AVGO devraient augmenter de manière significative au cours des 3 prochaines années.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AVGO ( 30% par an) devrait croître plus rapidement que le marché US ( 12.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AVGO ( 30% par an) devrait croître plus rapidement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de AVGO devrait être très élevé dans 3 ans ( 55.1 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/08 16:49
Cours de l'action en fin de journée2026/07/08 00:00
Les revenus2026/05/03
Revenus annuels2025/11/02

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Broadcom Inc. est couverte par 83 analystes. 48 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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