AVGO — Broadcom
Networking silicon (Tomahawk/Jericho switch ASICs), custom AI accelerators, and infrastructure software. The networking spine of hyperscale AI.
Coiled
0
52w range compression, breakout-adjusted
Watched
100
7-day news volume + tape quietness
Sound
100
Margins, growth, FCF composite
Critical
100
Supply-chain concentration × demand
Pressure
70
Pricing Power
68.3%
Filling fast
CHAIN-D scores pending — refresh after next quarterly run.
Numbers on the wire.
Market cap
$1.81T
P/E (TTM)
62.22
P/S (TTM)
24.17
EV / EBITDA
57.06
Gross margin
68.35%
Op margin
43.43%
Net margin
38.85%
FCF margin
—
Rev growth YoY
32.29%
EPS growth YoY
125.78%
ROE
36.40%
ROA
17.10%
Debt / Equity
0.74
Current ratio
2.24
Price / Book
22.49
Beta
1.46
Layer Presence.
Broadcom owns the AI-networking switch layer. Every scale-out fabric depends on it. Custom AI silicon (Google TPU manufacturing partner, Meta MTIA) is a second leg the market has only partially priced.
From the EDGAR wire.
From the tape.
- YahooBroadcom (AVGO) Stock Trades Down, Here Is Why
- YahooMarvell Stock And The Custom Chip Story The Market Underestimated
- YahooAI stock slump raises the question if investors are just taking profits or getting very nervous
- YahooA Look Back at Processors and Graphics Chips Stocks’ Q1 Earnings: Broadcom (NASDAQ:AVGO) Vs The Rest Of The Pack
- YahooSanDisk Says AI Is ‘Fundamentally’ Changing the NAND Market. Why That’s Good News for SNDK Stock.
- YahooHow Broadcom’s (AVGO) AI XPV Platform Ties Its Custom XPUs to the Next Wave of AI Compute Demand
Who AVGO touches.
Supplies
Depends on