Broadcom Inc.
- Open
- 384.54
- Day high
- 386.74
- Day low
- 371.91
- Prev close
- 394.28
- Volume
- 21.9M
- Mkt cap
- $1.77T
- P/E (TTM)
- 51.5
- EPS (TTM)
- $7.27
- P/B
- 20.2
- P/S
- 21.7
- Yield
- 0.68%
- Per share
- $2.54
- ▼Insiders net selling -$266.3M over the last 3 months (1 open-market buy, 51 sales)
- 🏛Institutions accumulating (13F)
Broadcom Inc. (AVGO) is a Technology company listed on NASDAQ. The stock is up 31% over the past year. Over the trailing 3 months, insiders filed 1 open-market buy and 51 sales (SEC Form 4). Drillr has 19 published research articles covering AVGO.
Broadcom Inc. (AVGO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 21 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
AVGO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Jun 3, 2026 | $2.40 | $2.44 | +1.7% | $22.2B | +0.3% |
| Mar 4, 2026 | $2.03 | $2.05 | +1.0% | $19.3B | +0.3% |
| Dec 11, 2025 | $1.87 | $1.95 | +4.3% | $18.0B | +3.1% |
| Sep 4, 2025 | $1.66 | $1.69 | +1.8% | $16.0B | +0.8% |
| Jun 5, 2025 | $1.57 | $1.58 | +0.6% | $15.0B | +0.3% |
| Mar 6, 2025 | $1.51 | $1.60 | +6.0% | $14.9B | +2.1% |
| Dec 12, 2024 | $1.38 | $1.42 | +2.9% | $14.1B | -0.1% |
| Sep 5, 2024 | $1.22 | $1.24 | +1.6% | $13.1B | +0.7% |
| Jun 12, 2024 | $1.09 | $1.10 | +0.9% | $12.5B | +3.6% |
| Mar 7, 2024 | $1.04 | $1.10 | +6.1% | $12.0B | +1.4% |
| Dec 7, 2023 | $1.10 | $1.11 | +0.9% | $9.3B | -1.2% |
| Aug 31, 2023 | $1.04 | $1.05 | +1.0% | $8.9B | -4.3% |
AVGO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 1, 2026 | PAGE JUSTINEdirector | Sell | 1,602 | $373.86 |
| Jun 29, 2026 | Brazeal Mark Davidofficer: Chief Legal & Corp Affairs Ofc | Sell | 25,000 | $387.00 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 25,134 | $382.62 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 660 | $388.01 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 49,805 | $380.57 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 47,510 | $385.61 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 36,188 | $383.69 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 33,346 | $378.51 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 32,950 | $383.69 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 6,280 | $386.39 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 41,290 | $384.63 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 24,073 | $379.69 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 6,478 | $386.39 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 43,302 | $384.58 |
| Jun 26, 2026 | SAMUELI HENRYdirector | Sell | 26,889 | $382.63 |
Source: AVGO SEC Form 4 filings, latest Jul 1, 2026. For informational purposes only — not investment advice.
See the full AVGO insider & 13F page →AVGO research & analysis
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Broadcom Inc. company profile
Overview
Broadcom Inc. (NASDAQ:AVGO) is a global technology company that designs and develops semiconductor devices and infrastructure software solutions. Founded through a series of strategic acquisitions and mergers, the company has evolved from its origins as a semiconductor spinout to become one of the world's largest technology companies. In 2023, Broadcom completed its landmark $69 billion acquisition of VMware, significantly expanding its software capabilities and transforming it into a diversified technology platform serving both semiconductor and enterprise software markets. The company is headquartered in San Jose, California, and operates globally with a focus on mission-critical infrastructure technologies that power data centers, telecommunications networks, and enterprise computing environments.
Business
Broadcom operates through two primary business segments that serve different but complementary technology markets. Semiconductor Solutions represents approximately 55-60% of total revenue and focuses on designing complex digital and analog semiconductor devices. This segment produces specialized chips that enable critical infrastructure functions including networking equipment for data centers, wireless communication components for smartphones and base stations, broadband access chips for internet service providers, and storage controllers for enterprise data systems. The company's semiconductor products are particularly strong in artificial intelligence infrastructure, where they design custom AI accelerators (specialized processors optimized for machine learning workloads) and high-speed networking chips that connect AI computing clusters. These semiconductors are essential components that other companies integrate into their final products - for example, networking chips that go into data center switches or wireless chips that enable smartphone connectivity. Infrastructure Software accounts for approximately 40-45% of revenue and was significantly expanded through the VMware acquisition. This segment provides enterprise software solutions that help organizations manage their computing infrastructure, including virtualization software that allows multiple operating systems to run on single physical servers, cloud management platforms that help companies deploy and manage applications across different computing environments, and cybersecurity solutions. The software business operates on a subscription model where customers pay recurring fees for ongoing access to software capabilities and support services. VMware's flagship product, VMware Cloud Foundation, provides a comprehensive platform for private and hybrid cloud deployments, allowing enterprises to modernize their IT infrastructure while maintaining control over their data and applications.
Revenue model
Broadcom generates revenue through two distinct business models that serve different customer segments and market dynamics. The Semiconductor Solutions business operates on a traditional product sales model, where Broadcom designs and manufactures specialized chips that are sold to original equipment manufacturers (OEMs) and system integrators. Key customers include hyperscale cloud providers like Google, Amazon, and Microsoft who purchase custom AI accelerators and networking chips, telecommunications equipment manufacturers who buy wireless and broadband chips, and enterprise hardware vendors who integrate Broadcom's storage and networking semiconductors into their products. Revenue is generated through direct chip sales, with pricing influenced by semiconductor complexity, manufacturing costs, and competitive positioning. The business benefits from long design cycles that create customer switching costs, but faces margin pressure from memory component costs and cyclical demand patterns in end markets. The Infrastructure Software business operates primarily on a subscription model, where customers pay recurring annual fees for software licenses, maintenance, and support services. Enterprise customers ranging from Fortune 500 companies to government agencies pay for VMware's virtualization and cloud management software based on the number of processors, virtual machines, or users in their environment. This creates a predictable revenue stream with high renewal rates averaging 119% (meaning customers typically expand their usage over time). The software business enjoys higher gross margins than semiconductors but requires significant ongoing investment in research and development to maintain competitive positioning against cloud-native alternatives. Factors that increase margins include the transition from perpetual to subscription licensing (providing more predictable revenue), successful customer upselling during renewal cycles, and operational efficiencies from integrating acquired software assets. Margin pressures come from competitive pricing in enterprise software markets, the need for continuous product innovation, and integration costs from major acquisitions like VMware.
Competitive moat
Broadcom's competitive advantages stem from its deep technical expertise and strategic market positioning, though the strength of these moats varies across business segments. In semiconductors, the company benefits from significant barriers to entry including the complexity of designing custom AI accelerators and networking chips, which requires years of specialized engineering expertise and substantial R&D investment. The company's relationships with major hyperscale customers create switching costs, as these customers invest heavily in integrating Broadcom's custom silicon into their infrastructure and would face significant costs and delays in switching to alternatives. However, this moat faces potential challenges from customers developing their own chips in-house (as some hyperscalers have begun doing) and from well-funded competitors like NVIDIA expanding into networking and custom silicon markets. The infrastructure software business, anchored by VMware, possesses a stronger moat through customer entrenchment and switching costs. Enterprise customers have built their entire IT infrastructure around VMware's virtualization platform, making it extremely costly and risky to migrate to alternatives. The software integrates deeply with existing enterprise systems, creates dependencies through specialized skills and processes, and would require significant time and resources to replace. However, this moat faces pressure from cloud-native alternatives offered by public cloud providers and the broader industry shift toward containerization technologies that reduce dependence on traditional virtualization. Overall, Broadcom's moat is moderately strong but not impregnable, requiring continuous innovation and strategic execution to maintain competitive positioning against well-resourced competitors and evolving technology trends.
Risks & safety
Broadcom demonstrates a strong financial position with adequate margin of safety, though elevated debt levels from major acquisitions require monitoring. • Liquidity and Solvency: Strong cash position of $9.3 billion with current ratio of 1.00, indicating adequate short-term liquidity. Free cash flow generation of $19.4 billion annually provides substantial cash generation capability. • Debt Management: Debt-to-equity ratio of 0.95 reflects significant leverage from the VMware acquisition, but manageable given strong cash flow generation. The company's ability to generate nearly $20 billion in annual free cash flow provides debt service capacity. • Valuation Metrics: Trading at 35x EV/EBITDA and 46x P/E ratio, indicating premium valuation that reflects growth expectations but leaves limited margin for execution disappointments. Price-to-book ratio of 11.5x suggests significant premium to tangible book value. • Other Considerations: High return on equity of 8.7% demonstrates efficient capital utilization, while the company's track record of successful large acquisitions provides confidence in management's capital allocation capabilities.
Recent development
Over the past several years, Broadcom has executed a strategic transformation focused on artificial intelligence infrastructure and enterprise software consolidation. The company has positioned itself as a critical enabler of AI infrastructure by developing custom AI accelerators (XPUs) for major hyperscale customers, with AI revenue growing from $3.8 billion in fiscal 2023 to $12.2 billion in fiscal 2024. Management projects the AI serviceable addressable market will reach $60-90 billion by fiscal 2027, with Broadcom targeting three primary hyperscale customers while developing relationships with four additional potential customers. The landmark VMware acquisition completed in November 2023 represents the company's largest strategic pivot, adding $12 billion in annual software revenue and transforming Broadcom into a diversified technology platform. The integration has focused on streamlining VMware's product portfolio from 8,000 SKUs to 4 core offerings, transitioning customers from perpetual to subscription licensing models, and developing new AI-focused products like VMware Private AI Foundation for enterprise AI workloads. In semiconductors, the company is advancing next-generation technologies including the industry's first 2-nanometer AI XPU with 3.5D packaging and enhanced networking capabilities through its Tomahawk switch series. These developments target the ability to scale AI clusters to 500,000 accelerators, addressing the growing computational requirements of large-scale AI training and inference workloads. The strategic focus has shifted toward custom silicon solutions that provide differentiated value for hyperscale customers rather than competing in commodity semiconductor markets.
AVGO company profile · for informational purposes only — not investment advice.
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