Broadcom Inc.
Broadcom Inc. (AVGO) is a major player in semiconductors and infrastructure software, with a market capitalisation around $1.62T. The company designs chips for data centres, networking, wireless devices, broadband, and storage, while its software arm—grown through acquisitions—adds recurring licence and support revenues. Investors often notice Broadcom for its scale, high gross margins and history of share buybacks and dividend payments. Key growth drivers include cloud spending, 5G wireless adoption and demand for high-performance networking components. That said, Broadcom operates in a cyclical industry and faces integration, regulatory and geopolitical risks as well as customer concentration. Valuation can reflect future expectations, and past performance is not a guarantee of future returns. This summary is for educational purposes only and not investment advice; suitability depends on an individual’s objectives, risk tolerance and circumstances.
Why It's Moving
Broadcom charges toward record highs on AI momentum ahead of pivotal earnings.
Broadcom's shares sit just shy of all-time highs after a blistering 75% rally in 2025, fueled by surging AI chip demand. Investors are laser-focused on tonight's fiscal Q4 earnings, expecting strong results and fresh insights into AI growth amid heightened options activity.
- CEO Hock Tan previously revealed a $10B deal from a new major customer, supercharging the AI revenue forecast for fiscal 2026.
- Analysts anticipate adjusted EPS of $1.87 on $17.5B revenue, with commentary on AI chips set to drive post-earnings volatility.
- Options volume exploded to 2.4x the 5-day average, 59% calls, pricing in a 6.6% expected move around the Dec 12 expiration.
Broadcom charges toward record highs on AI momentum ahead of pivotal earnings.
Broadcom's shares sit just shy of all-time highs after a blistering 75% rally in 2025, fueled by surging AI chip demand. Investors are laser-focused on tonight's fiscal Q4 earnings, expecting strong results and fresh insights into AI growth amid heightened options activity.
- CEO Hock Tan previously revealed a $10B deal from a new major customer, supercharging the AI revenue forecast for fiscal 2026.
- Analysts anticipate adjusted EPS of $1.87 on $17.5B revenue, with commentary on AI chips set to drive post-earnings volatility.
- Options volume exploded to 2.4x the 5-day average, 59% calls, pricing in a 6.6% expected move around the Dec 12 expiration.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Broadcom's stock with a target price of $408.82, indicating growth potential.
Financial Health
Broadcom is performing well financially, showing strong profits, revenue growth, and solid cash flow.
Dividend
Broadcom's low dividend yield of 0.66% indicates limited income potential for investors seeking dividends. If you invested $1000 you would be paid $6.60 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Data-centre demand
Broadcom's chips are central to servers and networking gear, so cloud and data-centre spending can boost revenues — though demand can be cyclical.
Enterprise software push
Acquisitions have grown recurring licence revenue, diversifying cash flow but adding integration and regulatory risks investors should monitor.
Geopolitical & supply
Global supply chains and customer concentration mean geopolitical tensions or component shortages can affect performance and increase volatility.
Compare Broadcom with other stocks
Nvidia vs Broadcom
Nvidia vs Broadcom: a quick comparison
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Apple vs Broadcom: Profile comparison
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Microsoft vs Broadcom: company comparison
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