AVGO logo

Broadcom Inc. Stock Price

NasdaqGS:AVGO Community·US$2.0t Market Cap
  • 7 Narratives written by author
  • 4 Comments on narratives written by author
  • 1617 Fair Values set on narratives written by author

AVGO Share Price Performance

US$0
-292.93 (-100.00%)
US$651.05
Fair Value
US$0
-292.93 (-100.00%)
Price US$0

AVGO Community Narratives

Fair Value
·
Fair Value US$651.05 35.8% undervalued intrinsic discount

A Capital Allocation Favorite with Structural Importance

14users have liked this narrative
1users have commented on this narrative
104users have followed this narrative
·
Fair Value US$523.73 20.1% undervalued intrinsic discount

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

5users have liked this narrative
4users have commented on this narrative
706users have followed this narrative
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Fair Value US$675 38.0% undervalued intrinsic discount

Advancing AI Infrastructure And 5G Adoption Will Fuel Chip Demand

1users have liked this narrative
0users have commented on this narrative
34users have followed this narrative
US$651.05
35.8% undervalued intrinsic discount
Fair Value
Revenue
22% p.a.
Profit Margin
39.85%
Future PE
67.65x
Price in 2031
US$1.11k
US$650
35.6% 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
12.7% 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
20.1% 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 35.8% undervalued intrinsic discount
104 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 8.4% 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 35.6% 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
3 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
Sep 02, 2026
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 2h

Broadcom: Big, Bad News When Compute Leaders Need Optical Advantage (Upgrade)

Summary Broadcom Inc. is upgraded to Buy, driven by its AI compute leadership and robust supply-chain positioning via the OpenAI Jalapeño processor and $200B Samsung HBM/foundry lock-in. AVGO’s transition to an infrastructure-as-a-service revenue model, underpinned by multi-generational tech roadmaps, supports long-term premium valuations and a potential $4.3T market cap by FY2030. Key risks include potential U.S. bans on Chinese optical transceivers, which could disrupt the silicon photonics supply chain and pressure margins and deployment timelines. Monitoring Jalapeño production, optical DSP/SiPho supply chain stability, custom ASIC margin trends, and Samsung MoU execution is critical for validating the bullish thesis. 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

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