Broadcom Yönetim
Yönetim kriter kontrolleri 2/4
Broadcom CEO'su Hock Tan, Mar2006 tarihinde atandı, in görev süresi 20.25 yıldır. in toplam yıllık tazminatı $ 205.28M olup, şirket hissesi ve opsiyonları dahil olmak üzere 0.6% maaş ve 99.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.019% ine doğrudan sahiptir ve bu hisseler $ 335.84M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.4 yıl ve 8 yıldır.
Anahtar bilgiler
Hock Tan
İcra Kurulu Başkanı
US$205.3m
Toplam tazminat
| CEO maaş yüzdesi | 0.58% |
| CEO görev süresi | 20.3yrs |
| CEO sahipliği | 0.02% |
| Yönetim ortalama görev süresi | 6.4yrs |
| Yönetim Kurulu ortalama görev süresi | 8yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Jun 23
Broadcom: Strong AI Momentum, But Rising Infrastructure Risks Warrant A Downgrade
Summary Broadcom is downgraded to Hold/Avoid as its ~$2T mCap and 35.4x forward P/E fully price in aggressive AI revenue targets. AVGO’s dual-engine model—custom AI silicon and high-margin VMware software—secures a robust forward revenue base through FY2026, but introduces new credit and execution risks. The $35B Apollo/Blackstone XPV platform transforms Broadcom into a macro-infrastructure credit vehicle, locking in multi-year, gigawatt-scale AI hardware leases but exposing the balance sheet to client solvency and grid constraints. Key forward risks include credit contagion from bespoke ASICs, U.S. power grid bottlenecks, and executive transitions amid rising operational complexity. Read the full article on Seeking Alpha
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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| May 03 2026 | n/a | n/a | US$29b |
| Feb 01 2026 | n/a | n/a | US$25b |
| Nov 02 2025 | US$205m | US$1m | US$23b |
| Aug 03 2025 | n/a | n/a | US$19b |
| May 04 2025 | n/a | n/a | US$13b |
| Feb 02 2025 | n/a | n/a | US$10b |
| Nov 03 2024 | US$3m | US$1m | US$6b |
| Aug 04 2024 | n/a | n/a | US$5b |
| May 05 2024 | n/a | n/a | US$10b |
| Feb 04 2024 | n/a | n/a | US$12b |
| Oct 29 2023 | US$162m | US$1m | US$14b |
| Jul 30 2023 | n/a | n/a | US$14b |
| Apr 30 2023 | n/a | n/a | US$14b |
| Jan 29 2023 | n/a | n/a | US$13b |
| Oct 30 2022 | US$61m | US$1m | US$11b |
| Jul 31 2022 | n/a | n/a | US$10b |
| May 01 2022 | n/a | n/a | US$9b |
| Jan 30 2022 | n/a | n/a | US$8b |
| Oct 31 2021 | US$61m | US$1m | US$6b |
| Aug 01 2021 | n/a | n/a | US$6b |
| May 02 2021 | n/a | n/a | US$5b |
| Jan 31 2021 | n/a | n/a | US$4b |
| Nov 01 2020 | US$4m | US$1m | US$3b |
| Aug 02 2020 | n/a | n/a | US$2b |
| May 03 2020 | n/a | n/a | US$2b |
| Feb 02 2020 | n/a | n/a | US$3b |
| Nov 03 2019 | US$2m | US$1m | US$3b |
Tazminat ve Piyasa: Hock 'nin toplam tazminatı ($USD 205.28M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.41M ).
Tazminat ve Kazançlar: Hock 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Hock Tan (74 yo)
20.3yrs
Görev süresi
US$205,278,006
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 20.3yrs | US$205.28m | 0.019% $ 335.8m | |
| Chief Legal & Corporate Affairs Officer | 9.3yrs | US$28.62m | 0.0031% $ 55.3m | |
| President of Semiconductor Solutions | 3.9yrs | US$2.12m | 0.018% $ 327.7m | |
| Consultant | no data | US$28.16m | 0.0050% $ 90.1m | |
| Chief Financial Officer | no data | Veri yok | 0% $ 0 | |
| Chief Information Officer | 6.4yrs | Veri yok | Veri yok | |
| Director of Investor Relations | no data | Veri yok | Veri yok | |
| Vice President of Human Resources | no data | Veri yok | Veri yok | |
| Senior VP & GM of ASIC Products Division | 19.4yrs | Veri yok | Veri yok | |
| Senior VP & GM of Broadband Video Group | 2.9yrs | Veri yok | Veri yok | |
| Senior VP & GM of Core Switching Group | no data | Veri yok | 0.0012% $ 22.0m | |
| Senior VP and GM of Wireless Communications & Connectivity | 8.7yrs | Veri yok | Veri yok |
6.4yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş
Deneyimli Yönetim: AVGO 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.4 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| President | 20.3yrs | US$205.28m | 0.019% $ 335.8m | |
| Independent Director | 2.3yrs | US$367.57k | 0.034% $ 616.9m | |
| Independent Director | 7yrs | US$382.57k | 0.00038% $ 6.9m | |
| Independent Director | 10.3yrs | US$536.32k | 1.03% $ 18.6b | |
| Independent Director | 8.5yrs | US$421.32k | 0.00068% $ 12.3m | |
| Independent Chairman of the Board | 7.4yrs | US$412.57k | 0.00079% $ 14.2m | |
| Independent Director | 9.5yrs | US$387.57k | 0.0024% $ 43.3m | |
| Independent Director | 7.4yrs | US$377.57k | 0.00018% $ 3.2m |
8.0yrs
Ortalama Görev Süresi
66.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: AVGO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/26 21:41 |
| Gün Sonu Hisse Fiyatı | 2026/06/26 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 |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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 ayrıntıları GitHub sayfamızda mevcuttur; 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. 83 Bu analistlerden 48, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |