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AVGO Compute / Networking

Broadcom

Custom AI silicon + networking

Detail page

Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity.

Price $310.51
1D change -2.92%
Market cap $1.47T
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric AVGO
Price $310.51
1D Change -2.92%
Market Cap $1.47T
Enterprise Value $157.00B
Trailing P/E 60.6
Forward P/E 17.6
Price / Sales 21.6
EV / Revenue 2.3
Revenue Growth 16.4%
Earnings Growth 188.1%
Gross Margin 76.7%
Operating Margin 31.8%
Net Margin 36.6%
ROE 33.4%
Free Cash Flow $25.50B
FCF Margin 37.4%
Debt / Equity 1.66x
Current Ratio 1.90x
Dividend Yield 84.00%
Next Earnings Jun 03, 2026
Quarterly Revenue $19.31B
Revenue QoQ +7.2%
Quarterly Net Income $7.35B
Net Income QoQ -13.7%

AVGO thesis lens

Custom AI silicon + networking

Why it could benefit

  • Broadcom benefits from AI through custom accelerators, networking chips, and high-speed connectivity.
  • Hyperscalers want alternatives to one-size-fits-all GPU designs, and Broadcom helps build them.
  • Its infrastructure-software cash flows can support long-term investment while reducing single-cycle risk.

Moat / edge

  • Deep engineering relationships with hyperscalers and OEMs.
  • Mission-critical connectivity in high-performance systems.
  • Diversified portfolio across semis and infrastructure software.

What to watch

  • Custom ASIC program wins and revenue ramps.
  • Networking demand tied to scale-out AI clusters.
  • Integration and returns from software assets.

Key risks

  • Large customers can have lumpy spending patterns.
  • Execution risk rises as custom programs scale in complexity.