Broadcom Inc.

Report azionario NasdaqGS:AVGO

Capitalizzazione di mercato: US$2.0t

Broadcom Crescita futura

Criteri Future verificati 6/6

Broadcom prevede che gli utili e i ricavi cresceranno rispettivamente di 30.9% e 27.3% all'anno. Si prevede che l'EPS crescerà di 30.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 56.7% in 3 anni.

Informazioni chiave

30.9%

Tasso di crescita degli utili

30.81%

Tasso di crescita dell'EPS

Semiconductor crescita degli utili25.8%
Tasso di crescita dei ricavi27.3%
Rendimento futuro del capitale proprio56.65%
Copertura analitica

Good

Ultimo aggiornamento20 Apr 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • May 04

Broadcom's AI Engine Could Power The Next Decade

Summary Broadcom’s AI semiconductor revenue surged 106% YoY to $8.4B in Q1 FY2026, with visibility toward $100B by 2027. Six hyperscaler partnerships drive multi-year XPU demand, with inference expansion improving monetization and durability across the AI cycle. VMware generated $6.8B in revenue with 78% margins and $9.2B in bookings, stabilizing cash flows and funding AI expansion. Valuation at ~29x EV/EBITDA and 36x earnings implies near-perfect execution. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Nuova analisi • Feb 20

Broadcom (AVGO): The VMWare Synergies & The Custom Silicon Moat

Broadcom in February 2026 is the ultimate "Hybrid" asset. It offers the high-margin revenue of a software giant (VMware) combined with the explosive growth of a custom AI-silicon leader.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • Sep 14

Accelerating AI Demand And VMware Integration Will Expand Future Opportunities

Analysts have raised Broadcom’s price target to $366.50, citing accelerating AI custom silicon growth, robust earnings, a strengthening AI customer base, and strategic leadership stability. Analyst Commentary Bullish analysts cite Broadcom's accelerating AI custom silicon growth, including the recent addition of a fourth major AI customer (likely OpenAI), with expectations for AI revenue to grow 50%-60% in fiscal 2026 and reach $10B+ next year.
Aggiornamento dell'analisi • Sep 05

A tech powerhouse quietly powering the world’s AI infrastructure.

Broadcom Blows Past Q3 Expectations Revenue: $15.95B (+22% YoY) vs. $15.8B consensus Adj.
Aggiornamento dell'analisi • Aug 27

Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership

Broadcom’s consensus price target has risen modestly to $302.16, driven by accelerating AI demand, strong custom silicon momentum, improved China access, and sustained AI pipeline growth, offsetting margin pressure from higher AI mix. Analyst Commentary Bullish analysts are raising estimates and price targets reflecting Broadcom's accelerating artificial intelligence (AI) demand, with AI-driven revenue growth guided 60% year-over-year into fiscal 2026.

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:AVGO - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
10/31/2028202,19089,389101,22295,45419
10/31/2027158,46570,77281,39283,27345
10/31/2026104,36442,47250,05652,08941
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
2/2/202022,6662,5329,4469,887N/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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di AVGO ( 30.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di AVGO ( 30.9% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di AVGO cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di AVGO ( 27.3% all'anno) crescerà più rapidamente del mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di AVGO ( 27.3% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di AVGO sarà molto alto tra 3 anni ( 56.7 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 09:54
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/02/01
Utili annuali2025/11/02

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Broadcom Inc. è coperta da 82 analisti. 45 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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