NASDAQ:AVGO

Broadcom (AVGO)

396.81
+10.31 (2.67%)
as of Jul 22, 2026, 8:00:00 pm Market Open.
333 watching
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Investor Insights
star iconJul 22, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Broadcom (AVGO) is recognized as a key player in the competitive AI chip market, exhibiting a blend of value and growth opportunities. Analysts express confidence in its long-term trajectory, highlighted by substantial revenue and earnings growth projections, with some expecting an annual growth rate exceeding 60%. Despite some recent volatility and earnings guidance that led to share price drops, many experts advise buying on dips and maintaining positions, as Broadcom continues to deepen relationships with major clients like Google and Meta. Concerns regarding high valuations persist, alongside the competitive pressures exerted by Nvidia and other peers. Overall, AVGO is deemed a compelling investment for those looking to capitalize on the AI infrastructure boom, although caution about overvaluation levels is advised.

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Consensus
Buy
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Valuation
Overvalued
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TOP PICK
Broadcom Inc., a Delaware corporation headquartered in San Jose, CA, is a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions. Broadcom's category-leading product portfolio serves critical markets including data center, networking, enterprise software, broadband, wireless, storage and industrial. Broadcom Inc solutions include data center networking and storage, enterprise, mainframe and cyber security software focused on automation, monitoring and security, smartphone components, telecoms and factory automation. Social media mentions are up 400% in the past 24h.
WAIT
AVGO vs. ASML Both are great. AVGO is semiconductors, and ASML is semiconductor equipment. China, Europe, and the US are looking to build out foundry capacity. Longer term, it means a lot of capacity is coming online. Short term, it's good for equipment companies. Longer term, we'll have a glut, and this will be a structural challenge. Day trade the sector. High likelihood of price moving down due to price wars. He owns Samsung.
PAST TOP PICK
(A Top Pick Aug 30/21, Up 6%) A stable semi stock and trades cheaply at 13x 2022 PE and pays a 3.2% dividend. They grow by acquiring. They make chips for anything involving communications. They recently bought VMware. Well-managed company. Hoping to still own it. Lots of opportunity here.
BUY
They've succeeded the last decade by fining less-competitive markets in memory and storage for semis, so it's less volatile than tech. Meanwhile, they're adding a software strategy by buying slow-growth infrastructure companies, which overlaps their existing customer base in networking and infrastructure, so this reduces their sales costs. They just bought VMware which will be accretive. Great stock, though he has taken some profits recently. Tech is still attractive.
HOLD
They make chips that fit into many applications, like cars. Their 12-month outlook remains pretty good, but worries that microchips are cyclical. So, 12-24 months demand for chips could decline. This is okay for the next 6 months if you already hold, but wouldn't buy more now. He's slightly down on this name, but is confident this will return to new highs.
PAST TOP PICK
(A Top Pick Sep 28/20, Up 81%) The specialty chipmakers have done very well as demand remains high. Happy to own this.
BUY
A case where a stock goes down only due to an extraneous reason. They're struggling to meet strong demand. They're buying back shares. He admires the CEO. Sales and earnings are powerful now.
TOP PICK
Semis are the most important building blocks of the global economy. About 72-73% of revenue from chips, rest from software. Sells into a broad range of industries. Great recurring revenue. In reflation, you need rising dividends to offset rising rates, and this is a great way to do that instead of a utility or telecom. Yield is 2.66%, growing at 15-20% a year. (Analysts’ price target is $555.34)
BUY
It has a really great management team. They make wireless chips for iPhone, lots of products for data centers and are the epicenter for a lot of big growth projects. They layer acquisitions on top of all this. They are now looking to make another acquisition.
BUY ON WEAKNESS
Into networking, wireless, and broadband, which feeds into data centres that are going strong. 12-month price target of $535, so not much runway. 75% revenues from semis, 25% from software. His buying levels are at $478, and 453. Decent dividend of 2.9%.
BUY
$490 was the last high back in February, then traded sideways, then broke out. This can go a lot higher.
TOP PICK

A leader across the entire communication sector, set top boxes and all the things Rogers and BCE need. They have server farms and cell phones. Management has a strong record of growth, acquisitions and profitability. It generates 25% of its revenue from infrastructure software. The dividend has grown every year. He sees it growing its earnings 10% and its multiple increases 10-15%, it will generate a very nice return per annum for several years. (Analysts’ price target is $529.45)

BUY
Semiconductor companies. They a had a great run over the last decade. He prefers Broadcom. It is one of his largest holdings. He would be buying it here. He sees 3-5 years growth.
PAST TOP PICK
(A Top Pick Feb 11/20, Up 52%) They make semiconductor and networking chips. Recently they bought up legacy software companies. They roll their products into their account managers. Their gross margins have increased. It is a great capital allocation story. It is not as cheap as it was a year ago.
PAST TOP PICK

(A Top Pick Sep 28/20, Up 19%) New 3-year deal with Apple. A core holding for him.

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