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.

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Consensus
Buy
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Valuation
Overvalued
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Similar
NVIDIA, NVDA
TOP PICK

A core position. Well diversified. Mostly semiconductor, but also a slow-growing infrastructure software business. Will benefit from AI. Conservative management, estimating AI-related revenues will grow to 25% next year from 10% in 2022. Makes custom chips, multi-billion partnerships. Network chips tap into growth of AI. Yield is 2.11%.

(Analysts’ price target is $880.11)
BUY

She doesn't own any semis, but likes AVGO, because it took a long time to come back and is starting to break out. Its PE isn't as high as Nvidia's, but much cheaper.

BUY

So what if semis have soared 44% this year? AVGO offers consistent, reliable earnings, has a diversified model, has relationships with Alphabet and Apple and is growing at a reasonable price.

BUY

Will benefit from the AI rally though it may be early to see this increase. They report next week. Likes it.

HOLD

Stock's done spectacularly well. CEO has done wonders. Acquisitions have worked out, a couple more are pending approval. Cheap at 16x earnings. Stock's popped on latest AAPL news. Remains a core holding.

WAIT

Very fairly priced. Wait until they report. Last earnings report EPS was $10.45, beat on top and bottom and gave better guidance. Wait until the $600 level, and try for $575.

(Analysts’ price target is $640.00)
BUY
Likes it. A leader, massive company. Performs reasonably well compared to peers. 75% of revenue comes from semis, 25% from infrastructure software. He picked ORCL instead. Fantastic CEO, Q3 record revenues. Pretty decent dividend of 2.4%. (Analysts’ price target is $685.00)
COMMENT
Develops and manufacturers semiconductor and infrastructure software products for networking, wireless, and broadband. 75% of revenue is from semi side, 25% is from infrastructure software side. (Analysts’ price target is $685.00)
BUY
She can't believe it trades at 11.6x earnings and pays a 3.5% dividend and yet is down 35% this year. It has not been spared. She likes their mix of AI, cloud computing and data centre. Likes this mix of revenues which will help margins. She doesn't see excess inventory from them. They generate $16 billion of free cash flow a year, so they can buyback shares, raise their dividend and buy companies.
TOP PICK
Company has evolved to have market leadership (#1 or #2) in in each product segment. Supplies key chips to Apple and other tech companies. End markets are tilted towards cloud and data centers. High end smart phone market holding up well. Good at executing M&A activity.
WAIT
Good CEO, very good company. Passive fund flows ran the sector up. Valuation is being reevaluated. Wait until you see a floor during a recession. When you buy, buy for the long term.
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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.
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