Broadcom Inc. is an American designer, developer, manufacturer and global supplier of a wide range of semiconductor and infrastructure software products. Broadcom's product offerings serve the data center, networking, software, broadband, wireless, and storage and industrial markets.
| Revenue (TTM) | $89.10B |
| Gross Profit (TTM) | $67.29B |
| EBITDA | $52.26B |
| Operating Margin | 54.30% |
| Return on Equity | 44.30% |
| Return on Assets | 15.40% |
| Revenue/Share (TTM) | $18.77 |
| Book Value | $20.88 |
| Price-to-Book | 17.46 |
| Price-to-Sales (TTM) | 19.29 |
| EV/Revenue | 19.93 |
| EV/EBITDA | 33.92 |
| Quarterly Earnings Growth (YoY) | 215.30% |
| Quarterly Revenue Growth (YoY) | 85.50% |
| Shares Outstanding | $4.77B |
| Float | $4.72B |
| % Insiders | 1.94% |
| % Institutions | 79.82% |
Volatility is currently expanding
A $10,000 stake in Broadcom a decade ago grew into a life-changing sum, but the company that delivered those gains barely resembles the one investors face today.
Recent news from Samsung, TSMC, and SpaceX suggests record CAPEX spending will continue.
Broadcom is rated a "Buy" with a $450 price target, offering ~25% upside as the market overstates its customer financing risk. AVGO's derating reflects concerns over a $29B deficiency guarantee and $42B convertible facility, yet its robust cash flow and capped exposures support valuation. AI revenue guidance remains strong, with FY2028 targeted at $230B and EPS estimates of $30, while current multiples (20x FY27, 12x FY28) appear attractive.
Broadcom's AI revenue is on a trajectory that Wall Street rarely sees, yet the stock sits nearly 30% below its highs with analysts predicting a massive rebound.
Broadcom remains a buy in my books despite near-term weakness, as its strategic position in custom silicon and data center networking for AI hyperscalers implies upside in the long term. AVGO is securing multi-year chip supply deals with Anthropic and OpenAI, using innovative debt financing structures to lock in future revenue streams. Valuation remains attractive on a growth-adjusted basis, with a forward non-GAAP PEG of 0.59x, well below sector and historical averages.
Company to Highlight OCP Rack-Based Innovations Enabling Scale-Up, Scale-Out, and Scale-Across Networks Across AI Clusters Company to Highlight OCP Rack-Based Innovations Enabling Scale-Up, Scale-Out, and Scale-Across Networks Across AI Clusters
Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) is arranging more than $50 billion in financing for custom artificial intelligence (AI) chips it is developing with OpenAI, as demand for computing capacity drives increasingly large funding deals. Apollo Global Management (NYSE:APO) and Blackstone are among the lenders Broadcom has approached, with discussions at an early stage and the size of the financing potentially subject to change, Bloomberg reports.
Three AI giants are racing to lock in tens of billions in long-term debt to buy chips that will be obsolete before the loans mature, and only one of them will have to answer for it if the bet goes
AI semiconductor revenue reached $16.7 billion, while management expects $115 billion in FY2027 and $230 billion by FY2028. Broadcom captures custom accelerators, Ethernet, optics, and connectivity, expanding its economics beyond simply supplying hyperscalers with AI chips. AVGO has $126.8 billion of purchase commitments concentrated in FY2027 and FY2028, supporting management's aggressive AI supply ramp.
Broadcom shares (NASDAQ: AVGO) slipped close to 2% in premarket trading Thursday after a report revealed that the technology company is seeking to raise around $50 billion in financing for a joint project with OpenAI. The decline came after Broadcom shares edged 0.19% higher Wednesday against a broader market sell-off, extending the stock's winning streak to four sessions.
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