AVGO — Broadcom
Networking silicon (Tomahawk/Jericho switch ASICs), custom AI accelerators, and infrastructure software. The networking spine of hyperscale AI.
Coiled
42
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
82
Pricing Power
67.9%
Pop imminent
Financials
Numbers on the wire.
Market cap
$2.01T
P/E (TTM)
80.18
P/S (TTM)
29.32
EV / EBITDA
71.05
Gross margin
67.93%
Op margin
40.77%
Net margin
36.57%
FCF margin
—
Rev growth YoY
25.22%
EPS growth YoY
147.22%
ROE
32.85%
ROA
14.88%
Debt / Equity
0.83
Current ratio
1.90
Price / Book
19.66
Beta
1.44
Source: Finnhub. TTM = trailing twelve months.
Supply Chain
Layer Presence.
Our take
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.
Recent filings
From the EDGAR wire.
News
From the tape.
- YahooNvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage
- YahooNVIDIA Shares Rally Toward 52-Week High: Buy More or Lock in Gains?
- YahooThe Next Phase of the AI Boom Could Be Even Kinder to the Pick-and-Shovel Plays
- YahooQualcomm Is One of the Cheapest AI Stocks in the Trump Bull Market. Here’s Why That Gap May Close
- YahooThe stock market's semi-charmed life: Morning Brief
- YahooZacks Investment Ideas feature highlights: AMD, Nvidia and Broadcom
Flows
Who AVGO touches.
Supplies
Depends on