Broadcom（AVGO）株式概要
ブロードコム社は、様々な半導体デバイスやインフラソフトウェアソリューションを設計、開発、国際的に供給している。 詳細
AVGO Community Fair Values
Create NarrativeSee what 1233 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Broadcom Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$421.28 |
| 52週高値 | US$429.31 |
| 52週安値 | US$195.94 |
| ベータ | 1.25 |
| 1ヶ月の変化 | 33.93% |
| 3ヶ月変化 | 31.51% |
| 1年変化 | 109.88% |
| 3年間の変化 | 569.70% |
| 5年間の変化 | 866.02% |
| IPOからの変化 | 25,937.08% |
最新ニュース
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.Broadcom: Isn't An Nvidia Killer, But It's A Growth Superstar Within The AI Ecosystem
Apr 27
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.Recent updates
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.Broadcom: Isn't An Nvidia Killer, But It's A Growth Superstar Within The AI Ecosystem
Apr 27AVGO: 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.
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.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.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.
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.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.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.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.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.News Flash: Analysts Just Made A Captivating Upgrade To Their Broadcom Inc. (NASDAQ:AVGO) Forecasts
Dec 17
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.
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.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.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.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.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.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.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.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.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.株主還元
| AVGO | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 0.7% | -0.8% | 0.9% |
| 1Y | 109.9% | 110.0% | 28.2% |
業界別リターン: AVGO過去 1 年間で110 % のリターンをもたらしたUS Semiconductor業界と一致しました。
リターン対市場: AVGO過去 1 年間で28.2 % の収益を上げたUS市場を上回りました。
価格変動
| AVGO volatility | |
|---|---|
| AVGO Average Weekly Movement | 5.9% |
| Semiconductor Industry Average Movement | 10.5% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: AVGO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AVGOの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1961 | 33,000 | Hock Tan | www.broadcom.com |
Broadcom Inc.は、さまざまな半導体デバイスやインフラ ソフトウェア ソリューションを設計、開発、国際的に供給しています。同社は2つのセグメントで事業を展開している：半導体ソリューションとインフラストラクチャー・ソフトウェア。カスタム シリコン ソリューション、イーサネット スイッチング & ルーティング、イーサネット NIC コントローラ、物理層デバイス、光ファイバー コンポーネントなどのネットワーキング コネクティビティ、RF 半導体デバイス、コネクティビティ ソリューション、カスタム タッチ コントローラ、誘導充電 ASICS などのワイヤレス デバイス コネクティビティ、PCIE スイッチ、SAS & RAID 製品、ファイバー チャネル製品、HDD & SSD ソリューションなどのサーバーおよびストレージ システム ソリューション、セットトップ ボックス、ブロードバンド アクセスなどのブロードバンド ソリューション、産業用を提供しています。また、VMware Cloud Foundation、Edge、vSphere Foundation、Telco Cloud Platform、プライベートAI、ライブリカバリ、アプリケーションネットワーキングとセキュリティ、アプリケーション開発とデータサービスなどのプライベートクラウドソフトウェアポートフォリオ、AIOPSと自動化、データベースとデータ管理、DEVXとDEVOPS、サイバーセキュリティとコンプライアンス管理、beyond code programs、基盤とオープンメインフレームソリューションなどのメインフレームソフトウェア、エンドポイント、ネットワーク、情報、アプリケーションセキュリティ、アイデンティティとアクセス管理などのサイバーセキュリティ、エンタープライズソフトウェア、fc san managementを提供している。Broadcom Inc.の製品は、人工知能ネットワークおよび接続性、家庭用接続性、セットトップ ボックス、ブロードバンド アクセス、電気通信機器、ワイヤレス デバイスおよび基地局、データ センター サーバーおよびストレージ システム、ファクトリー オートメーション、発電および代替エネルギー システム、電子ディスプレイなど、企業およびデータ センター ネットワーキングのさまざまなアプリケーションで使用されています。ブロードコムは1961年に設立され、カリフォルニア州パロアルトに本社を置いています。
Broadcom Inc. 基礎のまとめ
| AVGO 基礎統計学 | |
|---|---|
| 時価総額 | US$1.99t |
| 収益（TTM） | US$24.97b |
| 売上高(TTM) | US$68.28b |
79.9x
PER（株価収益率29.2x
P/SレシオAVGO は割高か？
公正価値と評価分析を参照収益と収入
| AVGO 損益計算書（TTM） | |
|---|---|
| 収益 | US$68.28b |
| 売上原価 | US$15.89b |
| 売上総利益 | US$52.39b |
| その他の費用 | US$27.42b |
| 収益 | US$24.97b |
直近の収益報告
Feb 01, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 5.27 |
| グロス・マージン | 76.73% |
| 純利益率 | 36.57% |
| 有利子負債／自己資本比率 | 82.7% |
AVGO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.6%
現在の配当利回り47%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/04 04:04 |
| 終値 | 2026/05/01 00:00 |
| 収益 | 2026/02/01 |
| 年間収益 | 2025/11/02 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Broadcom Inc. 45 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。82
| アナリスト | 機関 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |