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AVGO logo

Broadcom Inc. Stock Price

NasdaqGS:AVGO Community·US$1.7t Market Cap
  • 7 Narratives written by author
  • 4 Comments on narratives written by author
  • 1837 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

AVGO Share Price Performance

US$360.83
1.20 (0.33%)
​
US$523.73
Fair Value
US$360.83
1.20 (0.33%)
31.1% undervalued intrinsic discount
US$523.73
Fair Value
Price US$360.83
AnalystConsensusTarget US$523.73
niteco US$651.05
AnalystLowTarget US$369.88
Thu, 2 Jul 26
Fair ValueUS$523.73
Share Pricen/a

AVGO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$523.73 31.1% undervalued intrinsic discount

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

7users have liked this narrative
4users have commented on this narrative
770users have followed this narrative
NI
niteco
niteco's
Fair Value
·
Fair Value US$651.05 44.6% undervalued intrinsic discount

A Capital Allocation Favorite with Structural Importance

14users have liked this narrative
1users have commented on this narrative
162users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$369.88 2.4% undervalued intrinsic discount

Excess Valuation Will Falter Amid Mounting Semiconductor Risks

5users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
AVGO logo
Broadcom
21.0% undervalued intrinsic discount

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

View narrative
DO
DownUnder
DownUnder
Published 5 Jun
Read Narrative
AVGO logo
Broadcom
44.6% undervalued intrinsic discount

A Capital Allocation Favorite with Structural Importance

View narrative
NI
niteco
niteco
Published 5 Jun
Read Narrative
AVGO logo
Broadcom
44.5% undervalued intrinsic discount

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

View narrative
OS
oscargarcia
oscargarcia
Updated 4 Jun
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AVGO logo
Broadcom
39.5% overvalued intrinsic discount

Broadcom - A Fundamental and Historical Valuation

View narrative
AN
andre_santos
andre_santos
Published 17 Jan
Read Narrative
AVGO logo
Broadcom
2.4% undervalued intrinsic discount

Excess Valuation Will Falter Amid Mounting Semiconductor Risks

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
Read Narrative
AVGO logo
Broadcom
31.1% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 2 Jul
Read Narrative
AVGO logo
Broadcom
46.5% undervalued intrinsic discount

Advancing AI Infrastructure And 5G Adoption Will Fuel Chip Demand

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 30 Jul
Read Narrative

Trending Discussion

T_
AVGO logo

AVGO has done a great job of diversifying its business around other great companies that needed direction in the AI build out. They have worked hand & hand to develop anything they needed to implement there objectives, as well as the development of there software, security, and switching. They have set themselves up for future growth in ways most have not noticed! Broadcom is truly a diamond in the open for anyone to see if you look at the company as a whole.

1
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0

Recently Updated Narratives

NI
niteco
AVGO logo

A Capital Allocation Favorite with Structural Importance

Fair Value: US$651.05 44.6% undervalued intrinsic discount
162 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
DO
DownUnder
AVGO logo

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

Fair Value: US$456.56 21.0% undervalued intrinsic discount
13 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
OS
oscargarcia
AVGO logo

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

Fair Value: US$650 44.5% undervalued intrinsic discount
55 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Exceptional growth potential with outstanding track record and pays a dividend.

1 Risk
4 Rewards
View Full Analysis

Broadcom Inc. Key Details

US$89.1b

Revenue

US$21.8b

Cost of Revenue

US$67.3b

Gross Profit

US$29.0b

Other Expenses

US$38.3b

Earnings

Last Reported Earnings
Aug 02, 2026
Next Reporting Earnings
n/a
8.04
75.52%
42.94%
59.6%
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 • Sep 09

Broadcom: The $230 Billion AI Dream Is Getting Expensive

Summary Broadcom delivered record Q3 results, with AI semiconductor revenue up 221% and robust customer pipelines fueling ambitious multi-year growth targets. I project AI revenue to reach $230 billion by FY2028, but this relies on unprecedented infrastructure buildout, power availability, and successful execution across multiple hyperscaler partnerships. AVGO's current valuation already discounts much of the bull case, trading at 30.7x forward non-GAAP earnings, with future returns highly sensitive to execution and deployment risks. I assign a Sell rating as the risk/reward skews negative: the market is pricing in extraordinary growth while margin pressures and infrastructure dependencies introduce significant downside asymmetry. Read the full article on Seeking Alpha

Recent updates

No updates

Broadcom Inc. Competitors

NVDA logo

NVIDIA

Symbol: NasdaqGS:NVDA
Market cap: US$5.4t
MU logo

Micron Technology

Symbol: NasdaqGS:MU
Market cap: US$1.2t
AMD logo

Advanced Micro Devices

Symbol: NasdaqGS:AMD
Market cap: US$850.7b
View more competitors

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