Broadcom Gestione
Criteri Gestione verificati 2/4
Broadcom Il CEO è Hock Tan, nominato in Mar2006, e ha un mandato di 20.17 anni. la retribuzione annua totale è $ 205.28M, composta da 0.6% di stipendio e 99.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.019% delle azioni della società, per un valore di $ 381.12M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.3 anni e 7.9 anni.
Informazioni chiave
Hock Tan
Amministratore delegato
US$205.3m
Compenso totale
| Percentuale dello stipendio del CEO | 0.58% |
| Mandato del CEO | 20.2yrs |
| Proprietà del CEO | 0.02% |
| Durata media del management | 8.3yrs |
| Durata media del Consiglio di amministrazione | 7.9yrs |
Aggiornamenti recenti sulla gestione
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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Feb 01 2026 | n/a | n/a | US$25b |
| Nov 02 2025 | US$205m | US$1m | US$23b |
| Aug 03 2025 | n/a | n/a | US$19b |
| May 04 2025 | n/a | n/a | US$13b |
| Feb 02 2025 | n/a | n/a | US$10b |
| Nov 03 2024 | US$3m | US$1m | US$6b |
| Aug 04 2024 | n/a | n/a | US$5b |
| May 05 2024 | n/a | n/a | US$10b |
| Feb 04 2024 | n/a | n/a | US$12b |
| Oct 29 2023 | US$162m | US$1m | US$14b |
| Jul 30 2023 | n/a | n/a | US$14b |
| Apr 30 2023 | n/a | n/a | US$14b |
| Jan 29 2023 | n/a | n/a | US$13b |
| Oct 30 2022 | US$61m | US$1m | US$11b |
| Jul 31 2022 | n/a | n/a | US$10b |
| May 01 2022 | n/a | n/a | US$9b |
| Jan 30 2022 | n/a | n/a | US$8b |
| Oct 31 2021 | US$61m | US$1m | US$6b |
| Aug 01 2021 | n/a | n/a | US$6b |
| May 02 2021 | n/a | n/a | US$5b |
| Jan 31 2021 | n/a | n/a | US$4b |
| Nov 01 2020 | US$4m | US$1m | US$3b |
| Aug 02 2020 | n/a | n/a | US$2b |
| May 03 2020 | n/a | n/a | US$2b |
| Feb 02 2020 | n/a | n/a | US$3b |
| Nov 03 2019 | US$2m | US$1m | US$3b |
Compensazione vs Mercato: La retribuzione totale di Hock ($USD 205.28M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.79M ).
Compensazione vs guadagni: La retribuzione di Hock è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Hock Tan (73 yo)
20.2yrs
Mandato
US$205,278,006
Compensazione
Mr. Hock E. Tan served as Independent Director of Meta Platforms, Inc. since February 14, 2024 until April 2026. He has been President, Chief Executive Officer and Director at Broadcom Inc. since March 200...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 20.2yrs | US$205.28m | 0.019% $ 381.1m | |
| CFO & Chief Accounting Officer | 5.4yrs | US$28.16m | 0.0050% $ 102.2m | |
| Chief Legal & Corporate Affairs Officer | 9.2yrs | US$28.62m | 0.0029% $ 59.4m | |
| President of Semiconductor Solutions | 3.8yrs | US$2.12m | 0.018% $ 372.0m | |
| Chief Information Officer | 6.3yrs | Nessun dato | Nessun dato | |
| Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Vice President of Human Resources | no data | Nessun dato | Nessun dato | |
| Senior VP & GM of ASIC Products Division | 19.3yrs | Nessun dato | Nessun dato | |
| Senior VP & GM of Broadband Video Group | 2.8yrs | Nessun dato | Nessun dato | |
| Senior VP & GM of Core Switching Group | no data | Nessun dato | 0.0012% $ 24.8m | |
| Senior VP and GM of Wireless Communications & Connectivity | 8.6yrs | Nessun dato | Nessun dato | |
| Senior VP & GM of Mainframe Software Division | 8.3yrs | Nessun dato | Nessun dato |
8.3yrs
Durata media
59yo
Età media
Gestione esperta: Il team dirigenziale di AVGO è esperto e expertise (durata media dell'incarico 8.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 20.2yrs | US$205.28m | 0.019% $ 381.1m | |
| Independent Director | 2.3yrs | US$367.57k | 0.034% $ 700.1m | |
| Independent Director | 6.9yrs | US$382.57k | 0.00035% $ 7.1m | |
| Independent Chairman of the Board | 10.3yrs | US$536.32k | 1.04% $ 21.2b | |
| Independent Director | 8.4yrs | US$421.32k | 0.00065% $ 13.2m | |
| Independent Director | 7.3yrs | US$412.57k | 0.00077% $ 15.7m | |
| Independent Director | 9.4yrs | US$387.57k | 0.0024% $ 49.3m | |
| Independent Director | 7.3yrs | US$377.57k | 0.00018% $ 3.7m |
7.9yrs
Durata media
65.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AVGO sono considerati esperti (durata media dell'incarico 7.9 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 20:58 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/02/01 |
| Utili annuali | 2025/11/02 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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.
| Analista | Istituzione |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |