AVGO logo

Broadcom Inc. Stock Price

NasdaqGS:AVGO Community·US$1.8t Market Cap
  • 7 Narratives written by author
  • 4 Comments on narratives written by author
  • 1596 Fair Values set on narratives written by author

AVGO Share Price Performance

US$389.28
389.28 (0.00%)
US$651.05
Fair Value
US$389.28
389.28 (0.00%)
40.2% undervalued intrinsic discount
US$651.05
Fair Value
Price US$389.28
niteco US$651.05
AnalystConsensusTarget US$523.73
oscargarcia US$650.00

AVGO Community Narratives

Fair Value
·
Fair Value US$651.05 40.2% undervalued intrinsic discount

A Capital Allocation Favorite with Structural Importance

14users have liked this narrative
1users have commented on this narrative
100users have followed this narrative
·
Fair Value US$523.73 25.7% undervalued intrinsic discount

AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position

5users have liked this narrative
1users have commented on this narrative
702users have followed this narrative
Fair Value
·
Fair Value US$650 40.1% undervalued intrinsic discount

A tech powerhouse quietly powering the world’s AI infrastructure.

2users have liked this narrative
1users have commented on this narrative
52users have followed this narrative
US$651.05
40.2% undervalued intrinsic discount
Fair Value
Revenue
22% p.a.
Profit Margin
39.85%
Future PE
67.65x
Price in 2031
US$1.11k
US$456.56
14.7% undervalued intrinsic discount
Fair Value
Revenue
30% p.a.
Profit Margin
35%
Future PE
59x
Price in 2029
US$641.44
US$650
40.1% undervalued intrinsic discount
Fair Value
Revenue
25.47% p.a.
Profit Margin
23.21%
Future PE
102.38x
Price in 2031
US$1.03k
US$371.01
4.9% overvalued intrinsic discount
Revenue
31.8% p.a.
Profit Margin
52.88%
Future PE
27.15x
Price in 2029
US$509.9
US$523.73
25.7% undervalued intrinsic discount
Revenue
47.83% p.a.
Profit Margin
49.59%
Future PE
29.02x
Price in 2029
US$721.14

Updated Narratives

AVGO logo

A Capital Allocation Favorite with Structural Importance

Fair Value: US$651.05 40.2% undervalued intrinsic discount
100 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
AVGO logo

Broadcom will keep strong with a 30% Revenue Growth Driven by AI Demand

Fair Value: US$456.56 14.7% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
AVGO logo

A tech powerhouse quietly powering the world’s AI infrastructure.

Fair Value: US$650 40.1% undervalued intrinsic discount
52 users have set this as their fair value
1 users have commented on this narrative
1 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with outstanding track record.

2 Risks
4 Rewards

Broadcom Inc. Key Details

US$75.5b

Revenue

US$17.9b

Cost of Revenue

US$57.6b

Gross Profit

US$28.3b

Other Expenses

US$29.3b

Earnings

Last Reported Earnings
May 03, 2026
Next Reporting Earnings
n/a
6.16
76.28%
38.85%
74.0%
View Full Analysis

About AVGO

Founded
1961
Employees
33000
CEO
Hock Tan
WebsiteView website
www.broadcom.com

Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components; wireless device connectivity, including RF semiconductor devices, connectivity solutions, custom touch controllers, and inductive charging ASICS; servers and storage system solutions, such as PCIE switches, SAS & raid products, fibre channel products, and HDD & SSD solutions; broadband solutions, includes set-top box, and broadband access; and industrial. The company also offers a private cloud software portfolio, including the VMware Cloud Foundation, Edge, vSphere foundation, telco cloud platform, private AI, live recovery, application networking and security, application development and data services; mainframe software, such as AIOPS & automation, database & data management, DEVX & DEVOPS, cybersecurity & compliance management, beyond code programs, foundational & open mainframe solutions; cybersecurity, such as endpoint, network, information, application security, and identity & access management; enterprise software; and fc san management. Its products are used in various applications in enterprise and data center networking, including artificial intelligence networking and connectivity, home connectivity, set-top boxes, broadband access, telecommunication equipment, wireless device and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was founded in 1961 and is headquartered in Palo Alto, California.

Recent AVGO News & 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
Narrative Update 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.

Recent updates

No updates