Broadcom (AVGO) Hisse Özeti
Broadcom Inc. çeşitli yarı iletken cihazlar ve uluslararası altyapı yazılım çözümleri tasarlamakta, geliştirmekte ve tedarik etmektedir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 3/6 |
| Gelecekteki Büyüme | 6/6 |
| Geçmiş Performans | 6/6 |
| Finansal Sağlık | 4/6 |
| Temettüler | 4/6 |
Ödüller
Risk Analizi
AVGO Community Fair Values
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Analyst Price Targets
Top Community Narratives
Broadcom Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$368.45 |
| 52 Haftanın En Yüksek Seviyesi | US$495.00 |
| 52 Haftanın En Düşük Seviyesi | US$287.17 |
| Beta | 1.47 |
| 1 Aylık Değişim | -7.15% |
| 3 Aylık Değişim | -11.03% |
| 1 Yıllık Değişim | 25.32% |
| 3 Yıllık Değişim | 332.54% |
| 5 Yıllık Değişim | 642.93% |
| Halka arzdan bu yana değişim | 22,671.94% |
Son Haberler & Güncellemeler
Seeking Alpha • Aug 20
Broadcom: Marvell Panic Causes A Huge Buying Opportunity
Summary Broadcom Inc. remains a prime beneficiary of the AI boom, with robust profit growth expected for years. The recent selloff following the Marvell-Alphabet deal is seen as an overreaction; the partnership does not threaten AVGO’s position or growth trajectory. AVGO’s valuation is compelling, with downside risk already priced in even under conservative growth assumptions. Even with bearish growth scenarios, AVGO offers attractive annualized returns of 12%+, with potential for much higher upside if consensus is met or exceeded. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 13
AVGO: AI Custom Chip Deals And Supplier Shifts Will Shape Future Returns
Analysts have lifted their fair value estimate for Broadcom by about $8 to $378.83, citing updated assumptions for slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple. Analyst Commentary Recent research on Broadcom shows a wide spread of opinions.Recent updates
Seeking Alpha • Aug 20
Broadcom: Marvell Panic Causes A Huge Buying Opportunity
Summary Broadcom Inc. remains a prime beneficiary of the AI boom, with robust profit growth expected for years. The recent selloff following the Marvell-Alphabet deal is seen as an overreaction; the partnership does not threaten AVGO’s position or growth trajectory. AVGO’s valuation is compelling, with downside risk already priced in even under conservative growth assumptions. Even with bearish growth scenarios, AVGO offers attractive annualized returns of 12%+, with potential for much higher upside if consensus is met or exceeded. Read the full article on Seeking AlphaAnlatı Güncellemesi • Aug 13
AVGO: AI Custom Chip Deals And Supplier Shifts Will Shape Future Returns
Analysts have lifted their fair value estimate for Broadcom by about $8 to $378.83, citing updated assumptions for slightly higher revenue growth and profit margins, along with a modestly lower future P/E multiple. Analyst Commentary Recent research on Broadcom shows a wide spread of opinions.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • Jul 16
AVGO: AI Custom Chip Contracts And Customer Shifts Will Shape Future Margins
Analysts have lifted Broadcom's implied fair value by about $32 to $371, citing higher margin expectations and continued AI related demand, even as they factor in a slightly higher discount rate and a lower future P/E multiple. Analyst Commentary Recent Street research around Broadcom highlights a mix of enthusiasm for its AI exposure and custom silicon roadmap, alongside pockets of caution around valuation, concentration risk and the sustainability of current expectations.
Anlatı Güncellemesi • Jul 02
AVGO: Custom AI Chip Backlog And Partnerships Will Drive Future Upside
Broadcom's analyst-derived fair value target has shifted higher to about $524 from $477, as analysts factor in stronger AI custom XPU and TPU demand, improved margin assumptions, and a lower future P/E multiple relative to prior expectations. Analyst Commentary Recent research on Broadcom highlights a split between bullish analysts who see the post earnings pullback as an entry point and more cautious voices focused on customer concentration, AI visibility, and competitive shifts.Anlatı Güncellemesi • Jun 18
AVGO: AI Custom Silicon Pipeline And Financing Platform Will Drive FY27 Earnings Power
Analysts have raised Broadcom's fair value estimate from $587.95 to $650.00, citing continued confidence in the company's advanced packaging position, custom XPU pipeline, and AI-related demand, along with modest updates to assumptions for revenue growth, profit margins, and future P/E. Analyst Commentary Recent Street research on Broadcom points to a broadly constructive tone, with many bullish analysts emphasizing the company’s position in AI compute, custom XPU programs, and advanced packaging as key supports for valuation.
Yeni Anlatı • Jun 05
A Capital Allocation Favorite with Structural Importance
Investment Thesis Broadcom is often viewed as an AI stock. I believe that framing understates both the quality and durability of the business.
Yeni Anlatı • Jun 05
Broadcom will keep strong with a 30% Revenue Growth Driven by AI Demand
Catalysts Rapid AI XPU ramp — deployment ramps across six major customers (Google, Anthropic, Meta, OpenAI and others) with management expecting multi‑gigawatt deployments in 2027, driving a large increase in chip volume. FY2027 AI chip TAM expansion — management states line‑of‑sight to >$100B of chip revenue in 2027 (chips only), implying outsized revenue growth if customer gigawatt plans materialize.Anlatı Güncellemesi • Jun 03
AVGO: AI Custom Chip Dependency Will Test Margin Resilience And Downside Risk
Analysts have nudged Broadcom's implied fair value lower to about $339 from $360, even as they lift price targets across the stock to a range of roughly $470 to $582, citing expectations for stronger AI networking, custom XPU and ASIC momentum, along with continued traction in TPU related business. Analyst Commentary Recent Street research on Broadcom clusters around a common theme: strong interest in the company’s AI exposure, paired with more careful work on valuation, margin sustainability and long term growth assumptions.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Hissedar Getirileri
| AVGO | US Semiconductor | US Pazar | |
|---|---|---|---|
| 7D | -6.2% | -5.1% | -2.1% |
| 1Y | 25.3% | 58.5% | 18.8% |
Getiri vs. Endüstri: AVGO geçen yıl % 58.5 oranında getiri sağlayan US Semiconductor sektörünün gerisinde kaldı.
Getiri vs Piyasa: AVGO geçen yıl % 18.8 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| AVGO volatility | |
|---|---|
| AVGO Average Weekly Movement | 7.7% |
| Semiconductor Industry Average Movement | 12.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: AVGO son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AVGO 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1961 | 33,000 | Hock Tan | www.broadcom.com |
Broadcom Inc. çeşitli yarı iletken cihazlar ve uluslararası altyapı yazılım çözümleri tasarlar, geliştirir ve tedarik eder. Şirket iki segmentte faaliyet göstermektedir: Yarı İletken Çözümleri ve Altyapı Yazılımı. Şirket, özel silikon çözümleri, ethernet anahtarlama ve yönlendirme, ethernet NIC kontrolörleri, fiziksel katman cihazları ve fiber optik bileşenler gibi ağ bağlantısı; RF yarı iletken cihazları, bağlantı çözümleri, özel dokunmatik kontrolörler ve endüktif şarj ASICS dahil olmak üzere kablosuz cihaz bağlantısı; PCIE anahtarları, SAS ve raid ürünleri, fiber kanal ürünleri ve HDD ve SSD çözümleri gibi sunucular ve depolama sistemi çözümleri; set üstü kutu ve geniş bant erişimi içeren geniş bant çözümleri ve endüstriyel çözümler sunmaktadır.
Broadcom Inc. Temel Bilgiler Özeti
| AVGO temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.73t |
| Kazançlar(TTM) | US$29.32b |
| Gelir(TTM) | US$75.47b |
59.8x
F/K Oranı23.2x
P/S OranıAVGO aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AVGO gelir tablosu (TTM) | |
|---|---|
| Gelir | US$75.47b |
| Gelir Maliyeti | US$17.90b |
| Brüt Kâr | US$57.57b |
| Diğer Giderler | US$28.25b |
| Kazançlar | US$29.32b |
Son Raporlanan Kazançlar
May 03, 2026
Sonraki Kazanç Tarihi
Sep 02, 2026
| Hisse başına kazanç (EPS) | 6.16 |
| Brüt Marj | 76.28% |
| Net Kâr Marjı | 38.85% |
| Borç/Özkaynak Oranı | 74.0% |
AVGO uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
0.7%
Mevcut Temettü Verimi41%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/08/21 22:26 |
| Gün Sonu Hisse Fiyatı | 2026/08/21 00:00 |
| Kazançlar | 2026/05/03 |
| Yıllık Kazançlar | 2025/11/02 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Broadcom Inc. 82 Bu analistlerden 49, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| Janco Venter | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |