NASDAQ:AVGO

Broadcom (AVGO)

360.45
-8.89 (2.41%)
as of Jul 2, 2026, 8:00:00 pm Market Open.
334 watching
0
Investor Insights
star iconJul 2, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Broadcom (AVGO) is currently a focal point in the semiconductor sector, particularly due to its significant role in AI chip production. Several analysts have expressed mixed feelings about the stock, noting its impressive earnings performance yet cautioning on current high valuations and market volatility. The stock has seen substantial price ups and downs, with recent support levels being carefully monitored by experts. While a majority of analysts maintain a positive outlook and recommend the stock as a top pick, concerns about cyclicality and overvaluation persist. Growth prospects seem promising, particularly driven by strong partnerships with companies like Google and META, yet the prevailing sentiment remains cautious as market conditions change rapidly.

consensus icon
Consensus
Buy
valuation icon
Valuation
Overvalued
review icon
Similar
NVIDIA, NVDA
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.

BUY
The semis had a big rally today, and two analysts today predicted a strong report from AVGO next week. He agrees. If AVGO delivers, then the entire semi sector will rally.
BUY

Work from home triggered computer purchases, needing more semiconductors. 5G will also require semis, as well as vehicles and fridges. Semi outlook is wonderful. Intel is the only one that's struggling. He owns Broadcom, as they manufacture a lot of different components. Extremely well managed.

HOLD

Great company, great stock. Has a big piece of consumer products through Apple. Continue to hold. Likes the story a lot.

BUY

All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term. This and Nvidia are trying to do takeovers that require the permission of the Chinese government. Broadcom's CEO is very acquisitive, but ever since the trade war, China has made these deals very hard, while Washington treats AVGO as it it's too close to the Chinese government. So, without the trade war, AVGO can return to big deals.

Showing 136 to 150 of 189 entries