Compare

Broadcom/$AVGO

1D1W1M3M6MYTD1Y5YMAX

About Broadcom

Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.
Ticker
$AVGO
Sector
Semiconductors
Primary listing
NASDAQ
Employees
33,000

Broadcom Metrics

BasicAdvanced
$1.7T
46.15
$7.83
1.46
$2.60
0.72%

What the Analysts think about Broadcom

Analyst ratings (Buy, Hold, Sell) for Broadcom stock.
Analyst projections of the future price of Broadcom stock.

Bulls say / Bears say

Broadcom’s AI semiconductor revenue reached $16.7 billion in the third quarter, up 221% year on year, and management expects $21.7 billion in the fourth quarter. Total revenue guidance of $34.8 billion implies 93% annual growth, showing that the AI ramp is already translating into substantial reported earnings. (Broadcom)
Custom accelerators and AI networking are gaining multi-year exposure across Google, Anthropic, OpenAI and Meta. Broadcom says it has visibility into successive accelerator generations, which could make its growth less dependent on selling a single chip cycle. (The Motley Fool, SDxCentral)
The VMware-led software segment adds a recurring, high-margin earnings base alongside the faster-growing chip business. Third-quarter infrastructure software revenue rose 29%, annual recurring revenue grew 15%, and the segment’s operating margin reached about 84%. (The Motley Fool, MarketBeat)
The AI opportunity is concentrated among six major customers, so a delay or cut in one hyperscaler’s spending could materially weaken the forecast. Recent reports that Anthropic wanted a slower ramp highlight the risk that committed-looking deployments may still change with AI economics and funding. (24/7 Wall St., The Motley Fool)
The shift towards custom AI chips is putting pressure on margins, while the share price still assumes exceptional execution. Gross margin fell to 75% in the third quarter and management indicated roughly 73% for the fourth quarter; a demanding valuation leaves less room for an AI-growth miss. (24/7 Wall St., Seeking Alpha)
Broadcom’s VMware licensing overhaul has caused customer pushback, with perpetual licences replaced by bundled subscriptions and reports of sharp price increases. That raises the risk of higher churn at renewal and could limit the software segment’s expected recurring-growth benefits. (Trefis, StorageNewsletter)
Data summarised monthly by Lightyear AI. Last updated on 17 Sept 2026.

Broadcom Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Broadcom Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise

Funds containing Broadcom

AllEURGBPUSD
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.