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
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Broadcom Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$389.28 |
| 52週高値 | US$495.00 |
| 52週安値 | US$281.61 |
| ベータ | 1.46 |
| 1ヶ月の変化 | 5.40% |
| 3ヶ月変化 | -7.60% |
| 1年変化 | 34.87% |
| 3年間の変化 | 341.54% |
| 5年間の変化 | 701.93% |
| IPOからの変化 | 23,959.33% |
最新ニュース
Seeking Alpha • Jul 30
Broadcom: Safer Choice For AI Hardware
Summary Broadcom is rated a 'Hold' due to robust business stability but limited near-term upside at current valuation. AVGO's AI-driven ASICs and networking segments are the primary growth engines, with projected CAGRs of 50% and 45% through 2030. Software provides anti-cyclical resilience and high margins, but renewal risks and competitive threats from Nutanix could pressure future profitability. Valuation combines DCF (70%) and multiples (30%), with AI capex trajectory and hyperscaler strategies as key sensitivities and risks. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 30
AVGO: AI Custom Silicon Contracts And Anthropic Financing Will Support FY27 Earnings Power
Broadcom's analyst fair value estimate has been adjusted to $675 from $650 as analysts factor in updated AI related chip demand expectations, reinforced long term custom silicon commitments with customers like Apple, and continued focus on margins despite mixed views on valuation and hyperscaler supplier diversification. Analyst Commentary Recent Street research on Broadcom highlights a mix of enthusiasm for the companys AI driven opportunities and caution around valuation and customer concentration.
ナラティブ更新 • Jul 16
AVGO: AI Custom Chip Contracts And Customer Shifts Will Shape Future Margins
Analysts have lifted Broadcom's implied fair value by about $32 to $371, citing higher margin expectations and continued AI related demand, even as they factor in a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research around Broadcom highlights a mix of enthusiasm for its AI exposure and custom silicon roadmap, alongside pockets of caution around valuation, concentration risk and the sustainability of current expectations.Recent updates
Seeking Alpha • Jul 30
Broadcom: Safer Choice For AI Hardware
Summary Broadcom is rated a 'Hold' due to robust business stability but limited near-term upside at current valuation. AVGO's AI-driven ASICs and networking segments are the primary growth engines, with projected CAGRs of 50% and 45% through 2030. Software provides anti-cyclical resilience and high margins, but renewal risks and competitive threats from Nutanix could pressure future profitability. Valuation combines DCF (70%) and multiples (30%), with AI capex trajectory and hyperscaler strategies as key sensitivities and risks. Read the full article on Seeking Alphaナラティブ更新 • Jul 30
AVGO: AI Custom Silicon Contracts And Anthropic Financing Will Support FY27 Earnings Power
Broadcom's analyst fair value estimate has been adjusted to $675 from $650 as analysts factor in updated AI related chip demand expectations, reinforced long term custom silicon commitments with customers like Apple, and continued focus on margins despite mixed views on valuation and hyperscaler supplier diversification. Analyst Commentary Recent Street research on Broadcom highlights a mix of enthusiasm for the companys AI driven opportunities and caution around valuation and customer concentration.ナラティブ更新 • Jul 16
AVGO: AI Custom Chip Contracts And Customer Shifts Will Shape Future Margins
Analysts have lifted Broadcom's implied fair value by about $32 to $371, citing higher margin expectations and continued AI related demand, even as they factor in a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research around Broadcom highlights a mix of enthusiasm for its AI exposure and custom silicon roadmap, alongside pockets of caution around valuation, concentration risk and the sustainability of current expectations.
ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.
新しいナラティブ • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.株主還元
| AVGO | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 1.9% | -3.8% | 1.0% |
| 1Y | 34.9% | 54.4% | 19.1% |
業界別リターン: AVGO過去 1 年間で54.4 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: AVGO過去 1 年間で19.1 % 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 | 7.5% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 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 ( 8% ) 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$1.85t |
| 収益（TTM） | US$29.32b |
| 売上高(TTM) | US$75.47b |
63.2x
PER（株価収益率24.5x
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$75.47b |
| 売上原価 | US$17.90b |
| 売上総利益 | US$57.57b |
| その他の費用 | US$28.25b |
| 収益 | US$29.32b |
直近の収益報告
May 03, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.16 |
| グロス・マージン | 76.28% |
| 純利益率 | 38.85% |
| 有利子負債／自己資本比率 | 74.0% |
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
0.7%
現在の配当利回り41%
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 | 2026/07/31 14:09 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/05/03 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 48 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。84
| アナリスト | 機関 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |