Broadcom (AVGO) Aandelenoverzicht
Broadcom Inc. ontwerpt, ontwikkelt en levert internationaal verschillende halfgeleiderapparaten en infrastructuursoftwareoplossingen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 0/6 |
| Toekomstige groei | 6/6 |
| Prestaties in het verleden | 6/6 |
| Financiële gezondheid | 4/6 |
| Dividenden | 0/6 |
AVGO Community Fair Values
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Analyst Price Targets
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Broadcom Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$446.77 |
| 52 Week Hoogtepunt | US$448.90 |
| 52 Week Laag | US$234.90 |
| Bèta | 1.44 |
| 1 maand verandering | 10.19% |
| 3 maanden verandering | 39.81% |
| 1 Jaar Verandering | 84.56% |
| 3 jaar verandering | 450.21% |
| 5 jaar verandering | 840.57% |
| Verandering sinds IPO | 27,512.48% |
Recent nieuws en 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
Narratiefupdate • 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.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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.
Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Rendement voor aandeelhouders
| AVGO | US Semiconductor | US Markt | |
|---|---|---|---|
| 7D | 7.9% | 3.6% | 1.5% |
| 1Y | 84.6% | 112.0% | 28.6% |
Rendement versus industrie: AVGO presteerde slechter dan de US Semiconductor -sector, die het afgelopen jaar een rendement van 112 % opleverde.
Rendement versus markt: AVGO overtrof de US markt, die het afgelopen jaar een rendement opleverde van 28.6 %.
Prijsvolatiliteit
| AVGO volatility | |
|---|---|
| AVGO Average Weekly Movement | 5.9% |
| Semiconductor Industry Average Movement | 11.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiele aandelenkoers: AVGO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van AVGO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1961 | 33,000 | Hock Tan | www.broadcom.com |
Broadcom Inc. ontwerpt, ontwikkelt en levert internationaal verschillende halfgeleiderapparaten en infrastructuursoftwareoplossingen. Het bedrijf is actief in twee segmenten: Halfgeleideroplossingen en infrastructuursoftware. Het bedrijf biedt netwerkconnectiviteit, zoals aangepaste siliciumoplossingen, ethernet switching & routing, ethernet NIC-controllers, apparaten voor de fysieke laag en glasvezelcomponenten; draadloze apparaatconnectiviteit, waaronder RF-halfgeleiderapparaten, connectiviteitsoplossingen, aangepaste touch controllers en inductieve oplaad ASICS; servers en opslagsysteemoplossingen, zoals PCIE-switches, SAS- & raid-producten, fibre channel-producten en HDD- & SSD-oplossingen; breedbandoplossingen, waaronder settopboxen en breedbandtoegang; en industriële oplossingen.
Broadcom Inc. Samenvatting
| AVGO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$2.02t |
| Inkomsten(TTM) | US$24.97b |
| Inkomsten(TTM) | US$68.28b |
84.7x
Koers/Winstverhouding31.0x
P/S-verhoudingIs AVGO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| AVGO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$68.28b |
| Kosten van inkomsten | US$15.89b |
| Brutowinst | US$52.39b |
| Overige uitgaven | US$27.42b |
| Inkomsten | US$24.97b |
Laatst gerapporteerde inkomsten
Feb 01, 2026
Volgende inkomensdatum
Jun 03, 2026
| Winst per aandeel (EPS) | 5.27 |
| Brutomarge | 76.73% |
| Nettowinstmarge | 36.57% |
| Schuld/Eigen Vermogen Verhouding | 82.7% |
Hoe presteerde AVGO op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.6%
Huidig dividendrendement47%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/29 10:15 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/02/01 |
| Jaarlijkse inkomsten | 2025/11/02 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Broadcom Inc. wordt gevolgd door 82 analisten. 47 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |