Broadcom Inc.

NasdaqGS:AVGO Aktierapport

Börsvärde: US$2.0t

Broadcom Förvaltning

Förvaltning kriterier kontrolleras 2/4

Broadcom VD är Hock Tan, utsedd i Mar 2006, har en mandatperiod på 20.17 år. totala årliga ersättningen är $ 205.28M, bestående av 0.6% lön 99.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.019% av företagets aktier, värda $ 381.12M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 8.3 år respektive 7.9 år.

Viktig information

Hock Tan

Verkställande direktör

US$205.3m

Total ersättning

VD-lön i procent0.58%
Anställning som VD20.2yrs
Ägande av VD0.02%
Ledningens genomsnittliga anställningstid8.3yrs
Styrelsens genomsnittliga mandatperiod7.9yrs

Senaste uppdateringar av ledningen

Recent updates

Seeking Alpha May 04

Broadcom's AI Engine Could Power The Next Decade

Summary Broadcom’s AI semiconductor revenue surged 106% YoY to $8.4B in Q1 FY2026, with visibility toward $100B by 2027. Six hyperscaler partnerships drive multi-year XPU demand, with inference expansion improving monetization and durability across the AI cycle. VMware generated $6.8B in revenue with 78% margins and $9.2B in bookings, stabilizing cash flows and funding AI expansion. Valuation at ~29x EV/EBITDA and 36x earnings implies near-perfect execution. Read the full article on Seeking Alpha
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Ny analys 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysartikel 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...
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.
Analysuppdatering 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.

Analys av ersättningar till VD

Hur har Hock Tan:s ersättning förändrats jämfört med Broadcom:s resultat?
DatumTotal ersättningLönFöretagets resultat
Feb 01 2026n/an/a

US$25b

Nov 02 2025US$205mUS$1m

US$23b

Aug 03 2025n/an/a

US$19b

May 04 2025n/an/a

US$13b

Feb 02 2025n/an/a

US$10b

Nov 03 2024US$3mUS$1m

US$6b

Aug 04 2024n/an/a

US$5b

May 05 2024n/an/a

US$10b

Feb 04 2024n/an/a

US$12b

Oct 29 2023US$162mUS$1m

US$14b

Jul 30 2023n/an/a

US$14b

Apr 30 2023n/an/a

US$14b

Jan 29 2023n/an/a

US$13b

Oct 30 2022US$61mUS$1m

US$11b

Jul 31 2022n/an/a

US$10b

May 01 2022n/an/a

US$9b

Jan 30 2022n/an/a

US$8b

Oct 31 2021US$61mUS$1m

US$6b

Aug 01 2021n/an/a

US$6b

May 02 2021n/an/a

US$5b

Jan 31 2021n/an/a

US$4b

Nov 01 2020US$4mUS$1m

US$3b

Aug 02 2020n/an/a

US$2b

May 03 2020n/an/a

US$2b

Feb 02 2020n/an/a

US$3b

Nov 03 2019US$2mUS$1m

US$3b

Ersättning vs marknad: Hock s total kompensation ($USD 205.28M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.80M ).

Ersättning vs inkomst: Ersättningen för Hock har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Hock Tan (73 yo)

20.2yrs
Anställning
US$205,278,006
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Hock Tan
President20.2yrsUS$205.28m0.019%
$ 381.1m
Kirsten Spears
CFO & Chief Accounting Officer5.4yrsUS$28.16m0.0050%
$ 102.2m
Mark Brazeal
Chief Legal & Corporate Affairs Officer9.2yrsUS$28.62m0.0029%
$ 59.4m
Charlie Kawwas
President of Semiconductor Solutions3.8yrsUS$2.12m0.018%
$ 372.0m
Alan Davidson
Chief Information Officer6.3yrsinga uppgifteringa uppgifter
Ji Yoo
Director of Investor Relationsno datainga uppgifteringa uppgifter
Jill Turner
Vice President of Human Resourcesno datainga uppgifteringa uppgifter
Frank Ostojic
Senior VP & GM of ASIC Products Division19.3yrsinga uppgifteringa uppgifter
Rich Nelson
Senior VP & GM of Broadband Video Group2.8yrsinga uppgifteringa uppgifter
Ram Velaga
Senior VP & GM of Core Switching Groupno datainga uppgifter0.0012%
$ 24.8m
Mark Gonikberg
Senior VP and GM of Wireless Communications & Connectivity8.6yrsinga uppgifteringa uppgifter
Greg Lotko
Senior VP & GM of Mainframe Software Division8.3yrsinga uppgifteringa uppgifter
8.3yrs
Genomsnittlig anställningstid
59yo
Genomsnittlig ålder

Erfaren ledning: AVGO s ledningsgrupp är erfaren och erfaren ( 8.3 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Hock Tan
President20.2yrsUS$205.28m0.019%
$ 381.1m
Kenneth Hao
Independent Director2.3yrsUS$367.57k0.034%
$ 700.1m
Justine Page
Independent Director6.9yrsUS$382.57k0.00035%
$ 7.1m
Henry Samueli
Independent Chairman of the Board10.3yrsUS$536.32k1.04%
$ 21.2b
Gayla Delly
Independent Director8.4yrsUS$421.32k0.00065%
$ 13.2m
Harry You
Independent Director7.3yrsUS$412.57k0.00077%
$ 15.7m
Check Kian Low
Independent Director9.4yrsUS$387.57k0.0024%
$ 49.3m
Diane Bryant
Independent Director7.3yrsUS$377.57k0.00018%
$ 3.7m
7.9yrs
Genomsnittlig anställningstid
65.5yo
Genomsnittlig ålder

Erfaren styrelse: AVGO s styrelse anses vara erfaren ( 7.9 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/11 03:55
Aktiekurs vid dagens slut2026/05/11 00:00
Intäkter2026/02/01
Årlig intjäning2025/11/02

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Broadcom Inc. bevakas av 82 analytiker. 45 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Stefan ChangAletheia Analyst Network Limited
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP