Broadcom マネジメント
マネジメント 基準チェック /24
Broadcomの CEO はHock Tanで、 Mar2006年に任命され、 の在任期間は 20.17年です。 の年間総報酬は$ 205.28Mで、 0.6%給与と99.4%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.019%を直接所有しており、その価値は$ 378.09M 。経営陣と取締役会の平均在任期間はそれぞれ8.3年と7.9年です。
主要情報
Hock Tan
最高経営責任者
US$205.3m
報酬総額
| CEO給与比率 | 0.58% |
| CEO在任期間 | 20.2yrs |
| CEOの所有権 | 0.02% |
| 経営陣の平均在職期間 | 8.3yrs |
| 取締役会の平均在任期間 | 7.9yrs |
経営陣の近況
Recent updates
Seeking Alpha • May 28
Broadcom: The Dual Moat Is Still Undervalued
Summary Broadcom is compounding earnings at scale, driven by custom AI chips and VMware-based enterprise software, with durable moats in both segments. AI semiconductor revenue is structurally inflecting, guided to $10.7B in Q2 FY26 (+140% YoY) and targeting $100B by FY27, underpinned by deep hyperscaler partnerships. VMware is transforming into a high-margin, recurring-revenue engine, supporting Broadcom's enterprise AI platform ambitions and providing resilient cash flow. Despite a premium P/E, AVGO's PEG of 0.88x signals undervaluation relative to growth; management guides for robust capital returns and margin stability, with June earnings as the next catalyst. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$3b |
報酬と市場: Hockの 総報酬 ($USD 205.28M ) は、 US市場 ($USD 14.78M ) の同規模の企業の平均を上回っています。
報酬と収益: Hockの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Hock Tan (73 yo)
20.2yrs
在職期間
US$205,278,006
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 20.2yrs | US$205.28m | 0.019% $ 378.1m | |
| CFO & Chief Accounting Officer | 5.4yrs | US$28.16m | 0.0050% $ 101.4m | |
| Chief Legal & Corporate Affairs Officer | 9.2yrs | US$28.62m | 0.0029% $ 59.0m | |
| President of Semiconductor Solutions | 3.8yrs | US$2.12m | 0.018% $ 369.0m | |
| Chief Information Officer | 6.3yrs | データなし | データなし | |
| Director of Investor Relations | no data | データなし | データなし | |
| Vice President of Human Resources | no data | データなし | データなし | |
| Senior VP & GM of ASIC Products Division | 19.3yrs | データなし | データなし | |
| Senior VP & GM of Broadband Video Group | 2.8yrs | データなし | データなし | |
| Senior VP & GM of Core Switching Group | no data | データなし | 0.0012% $ 24.6m | |
| Senior VP and GM of Wireless Communications & Connectivity | 8.6yrs | データなし | データなし | |
| Senior VP & GM of Mainframe Software Division | 8.3yrs | データなし | データなし |
8.3yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: AVGOの経営陣は経験豊富で経験豊富です（平均在職期間は8.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| President | 20.2yrs | US$205.28m | 0.019% $ 378.1m | |
| Independent Director | 2.3yrs | US$367.57k | 0.034% $ 694.6m | |
| Independent Director | 6.9yrs | US$382.57k | 0.00038% $ 7.7m | |
| Independent Chairman of the Board | 10.3yrs | US$536.32k | 1.04% $ 21.0b | |
| Independent Director | 8.4yrs | US$421.32k | 0.00068% $ 13.7m | |
| Independent Director | 7.3yrs | US$412.57k | 0.00077% $ 15.6m | |
| Independent Director | 9.4yrs | US$387.57k | 0.0024% $ 48.9m | |
| Independent Director | 7.3yrs | US$377.57k | 0.00018% $ 3.6m |
7.9yrs
平均在職期間
65.5yo
平均年齢
経験豊富なボード: AVGOの 取締役会 は 経験豊富 であると考えられます ( 7.9年の平均在任期間)。
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 | 2026/05/29 19:04 |
| 終値 | 2026/05/29 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. 47 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 |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |