Broadcom Inc. (AVGO) research: valuation against peers, fundamentals over time, risk and news coverage
AVGO
Broadcom Inc.No data in this window.
The themes this instrument belongs to, and the rest of what sits inside them — the peer set a screener gives you is statistical, this one is editorial.
The compute that trains it, the hyperscalers that buy the compute, and the software claiming to sell it.
Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.
- BREAKING STORYBULLISHBroadcom lines up $60 billion to build chips for Anthropic
Broadcom is amassing roughly $60 billion to fund the production of AI chips designed for Anthropic, according to Bloomberg.
- SPECIAL REPORTBEARISHAI Chip Skeptics Gain Ground as Broadcom, AMD Face New Doubts
Seeking Alpha analysis published this week argues Broadcom faces a new China-related risk to its AI story beyond margins, and separately that AMD's AI spending cycle could hit a wall, while Arm shares slid in the same period.
- BREAKING STORYBEARISHChina Probes State Data Centers' Use of Broadcom Network Switches
China is surveying how state-backed data centers use Broadcom switches, the Financial Times reported, raising the risk of restrictions on the U.S. chipmaker's networking gear.
- SPECIAL REPORTNEUTRALChip Stocks Split Between 'Dead Money' Calls And Dip-Buying
One analysis calls Micron "likely dead money from here" while another argues the market has misjudged the scale of any AI slowdown and lists five reasons to buy Broadcom's recent dip.
- SPECIAL REPORTNEUTRALApplied Materials Trails Broadcom And Intel In AI Chip Revenue Growth
Applied Materials now generates $9.1 billion in quarterly revenue after three consecutive quarterly gains, but that growth trails Broadcom, whose revenue has more than doubled in two years on AI demand.
- MARKET REPORTNEUTRALStocks Are Being Pulled Two Directions: AI Optimism Against Iran Risk
U.S. stocks are being driven by two competing forces at once, according to market commentary: continued optimism over AI spending, and unease tied to Iran-related geopolitical risk.
- MARKET REPORTBULLISHBroadcom Shares Fall Even After Strong Quarter and AI Growth Forecast
Broadcom's stock dipped despite strong fiscal Q3 results, a disconnect analysts attribute to short-term profit-taking rather than any change in the company's AI growth trajectory.
- MARKET REPORTNEUTRALBroadcom's AI Revenue Growth Fails to Satisfy Wall Street's Expectations
Broadcom reported strong AI revenue growth, but according to Yahoo Finance, Wall Street wanted an even bigger number.
- BREAKING STORYBULLISHBroadcom Gets Two Analyst Upgrades Tied to AI Chip Demand
Macquarie upgraded Broadcom citing its Anthropic growth outlook, while Rosenblatt initiated coverage with a buy rating the same day.
- MARKET REPORTNEUTRALBroadcom Slides on Disappointing Results as Wall Street Splits on Valuation
Broadcom shares fell after results disappointed investors, even as analysts remained divided, with price targets ranging from $475 to $575.
- SPECIAL REPORTNEUTRALBroadcom's 25% Pullback Exposes a Widening AI Valuation Gap With AMD
Broadcom stock trades 25% below its high even though Hock Tan's 2027 AI revenue guidance of over $100 billion has not moved since June, while the market prices AMD's less-certain AI chip challenge very differently.
- SPECIAL REPORTNEUTRALDruckenmiller Exits Broadcom, Rotates Into Other AI Compute Names
Stanley Druckenmiller sold his Broadcom position and moved into other artificial intelligence companies, a shift framed as a rotation within the AI compute supply chain rather than a retreat from the theme.
Every figure on this page is fetched and computed in your browser from free public sources — end-of-day prices and reported financials from Yahoo Finance's open endpoints, and our own archive for the coverage panel. Fundamental history on the free tier runs about four fiscal years and five quarters. Data is best-effort and unaudited; this is market research, not investment advice.
Guides conservatively — has come in above its own forecast in 9 of 15 quarters.
n = 15 resolved forecasts · Q2 FY2022 to Q3 FY2026 · 2 still outstanding
Next report expected 03 Sept 2026 (Q3 FY2026) — Estimated from the issuer's own filing history: FY2025Q3 results were released on 2025-09-04. source
| Period | Measure | Guided | Issued | Reported | Landed | Deviation | Verdict | Sources |
|---|---|---|---|---|---|---|---|---|
| Q4 FY2026 | Revenue | $34.8bn | 2026-09-02 | — | — | — | PENDING | guidance |
| “Fourth quarter revenue guidance of approximately $34.8 billion;” | ||||||||
| Q3 FY2026 | Revenue | $29.4bn | 2026-06-03 | $29.6bn | +0.1% | ABOVE | guidance · result | |
| “Third quarter revenue guidance of approximately $29.4 billion;” | ||||||||
| Q2 FY2026 | Revenue | $22.0bn | 2026-03-04 | $22.2bn | +0.4% | ABOVE | guidance · result | |
| “Second quarter revenue guidance of approximately $22.0 billion; and” | ||||||||
| Q1 FY2026 | Revenue | $19.1bn | 2025-12-11 | $19.3bn | +0.6% | ABOVE | guidance · result | |
| “First quarter revenue guidance of approximately $19.1 billion; and” | ||||||||
| Q4 FY2025 | Revenue | $17.4bn | 2025-09-04 | $18.0bn | +3.0% | ABOVE | guidance · result | |
| “Fourth quarter revenue guidance of approximately $17.4 billion; and” | ||||||||
| Q3 FY2025 | Revenue | $15.8bn | 2025-06-05 | $16.0bn | +0.5% | ABOVE | guidance · result | |
| “Third quarter revenue guidance of approximately $15.8 billion; and” | ||||||||
| Q2 FY2025 | Revenue | $14.9bn | 2025-03-06 | $15.0bn | +0.2% | ABOVE | guidance · result | |
| “Second quarter revenue guidance of approximately $14.9 billion; and” | ||||||||
| Q1 FY2025 | Revenue | $14.6bn | 2024-12-12 | $14.9bn | +1.7% | ABOVE | guidance · result | |
| “First quarter revenue guidance of approximately $14.6 billion; and” | ||||||||
| Q4 FY2024 | Revenue | $14.0bn | 2024-09-05 | $14.1bn | 0.0% | IN LINE | guidance · result | |
| “Fourth quarter revenue guidance of approximately $14.0 billion; and” | ||||||||
| FY 2024revised | Revenue | $51.0bn | 2024-06-12 | — | — | — | PENDING | guidance |
| “Fiscal year 2024 revenue guidance of approximately $51.0 billion; and” | ||||||||
| FY 2024revised | Revenue | $50.0bn | 2024-03-07 | — | — | — | PENDING | guidance |
| “Fiscal year 2024 revenue guidance of approximately $50.0 billion; and” | ||||||||
| FY 2024 | Revenue | $50.0bn | 2023-12-07 | — | — | — | PENDING | guidance |
| “Fiscal year 2024 revenue guidance of approximately $50.0 billion; and” | ||||||||
| Q4 FY2023 | Revenue | $9.27bn | 2023-08-31 | $9.29bn | 0.0% | IN LINE | guidance · result | |
| “Fourth quarter revenue guidance of approximately $9.27 billion; and” | ||||||||
| Q3 FY2023 | Revenue | $8.85bn | 2023-06-01 | $8.88bn | 0.0% | IN LINE | guidance · result | |
| “Third quarter revenue guidance of approximately $8.85 billion; and” | ||||||||
| Q2 FY2023 | Revenue | $8.70bn | 2023-03-02 | $8.73bn | 0.0% | IN LINE | guidance · result | |
| “Second quarter revenue guidance of approximately $8.7 billion; and” | ||||||||
| Q1 FY2023 | Revenue | $8.90bn | 2022-12-08 | $8.91bn | 0.0% | IN LINE | guidance · result | |
| “First quarter revenue guidance of approximately $8.9 billion; and” | ||||||||
| Q4 FY2022 | Revenue | $8.90bn | 2022-09-01 | $8.93bn | 0.0% | IN LINE | guidance · result | |
| “Fourth quarter revenue guidance of approximately $8.9 billion; and” | ||||||||
| Q3 FY2022 | Revenue | $8.40bn | 2022-05-26 | $8.46bn | +0.3% | ABOVE | guidance · result | |
| “Third quarter revenue guidance of approximately $8.4 billion; and” | ||||||||
| Q2 FY2022 | Revenue | $7.90bn | 2022-03-03 | $8.10bn | +2.1% | ABOVE | guidance · result | |
| “Second quarter revenue guidance of approximately $7.9 billion; and” | ||||||||
Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.