AVGO

Broadcom Inc. AVGO logo
NASDAQ Technology
$300.99
+7.39 (+2.52%)
Updated: 3/31/2026, 4:00:01 PM
Open
$299.39
High
$303.57
Low
$292.22
Prev Close
$293.41
Volume
7.91M

Price History

Why Is AVGO ▲ Up Today?

+2.52%

Full AI analysis generates after market close. Showing live price data.

Financial Highlights

TTM 2025

Income Statement

Revenue
$63.89B
Gross Profit
$43.29B
67.8% margin
Operating Income
$25.48B
39.9% margin
Net Income
$23.13B
36.2% margin
EPS (Diluted)
$4.77
R&D Spend
$10.98B

Balance Sheet

Total Assets
$171.09B
Total Liabilities
$89.80B
Stockholders' Equity
$81.29B

Cash Flow

Operating Cash Flow
$27.54B
Investing Activities
-$580.0M
Net Cash Flow
$6.83B

SEC filing dated December 18, 2025. Source: Polygon.io / SEC EDGAR.

Highly Regarded Analysis

Updated Apr 10, 2026 • Refreshes daily
Rating
Highly Regarded
Risk
Medium
Target
$467.64
Type
Standard

Executive Summary

Broadcom is a global technology company focused on designing, developing, and supplying a range of semiconductors and infrastructure software solutions. It has demonstrated strong financial performance and growth potential, particularly in the AI semiconductor market, which positions it favorably. However, risks remain, including potential customer churn from VMware's pricing, margin compression in AI chips, and geopolitical challenges.

Bull Case

Broadcom's anticipated AI semiconductor revenue is poised to exceed $10.7 billion, with a remarkable year-over-year increase of 145%, highlighting the firm's robust outlook stemming from its expanding customer base and strong demand for AI-related products and services. Broadcom and Google announced a long-term supply agreement for TPUs and networking chips, until 2031.

Bear Case

Broadcom's Infrastructure Software revenue showed minimal growth, declining 2% quarter-over-quarter and increasing only 1% year-over-year, falling short of analyst expectations by approximately $190 million. The company's gross margin, while still robust at 77%, has decreased by 90 basis points, largely due to the rising proportion of its lower-margin custom accelerator revenue. Broadcom is also exposed to semiconductor cycle risks, high exposure to Apple and Google with potential design out risks, and competitive risks in networking, smartphone, storage, and enterprise software markets.

Technical Outlook

AVGO has not had significant price volatility in the past 3 months compared to the US market. The stock price has been rising.

Fundamental Health

Broadcom has strong financial health. The company's total assets are 89% higher than its total liabilities. The net income has soared by 148% YoY and by 8% QoQ. The company's EPS has surged by 145% YoY and by 8% QoQ.

Key Catalysts

  • AI Semiconductor Growth
  • VMware Synergies
  • Infrastructure Software Demand

This analysis was conducted by Highly Regarded's proprietary market analysis engine. It is not financial advice. Always do your own research and consult a financial advisor before making investment decisions.

Key Stats

P/E Ratio 63.1x
EPS (Diluted) $4.77
Gross Margin 67.8%
Operating Margin 39.9%
Net Margin 36.2%
Revenue (Qtr) $63.89B
Shares Outstanding 4.74B
As of TTM 2025

Next Earnings

Date Jun 4, 2026
Time TBD
Quarter Q2 2026
EPS Estimate $2.22

AVGO News

No recent news for AVGO.