Broadcom (AVGO) 주식 개요
는 다양한 반도체 장치와 인프라 소프트웨어 솔루션을 설계, 개발, 공급하는 글로벌 기업입니다. 자세히 보기
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Broadcom Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$422.01 |
| 52주 최고가 | US$442.36 |
| 52주 최저가 | US$231.13 |
| 베타 | 1.44 |
| 1개월 변동 | -0.18% |
| 3개월 변동 | 26.99% |
| 1년 변동 | 79.08% |
| 3년 변동 | 425.32% |
| 5년 변동 | 801.13% |
| IPO 이후 변동 | 25,982.20% |
최근 뉴스 및 업데이트
Seeking Alpha • May 20
Broadcom: You Didn't Miss The Boat
Summary Broadcom (AVGO) remains a Strong Buy as AI-driven capex cycles fuel a multi-year growth inflection, supported by robust partnerships with hyperscale cloud clients. AVGO's AI chip revenue is projected to exceed $100 billion by 2027, driving expected sales from $64 billion in 2025 to over $200 billion within 30 months. Despite a trailing gross profit multiple above 40x, forward growth justifies the premium; even conservative models suggest ~20% annualized returns through 2030. Customer concentration and rising competition from Marvell pose risks, but AVGO's high-margin IP portfolio and design leadership anchor its bullish outlook. Read the full article on Seeking Alpha
내러티브 업데이트 • May 18
AVGO: Long Term AI Chip Partnerships Will Support Future Upside
Broadcom's analyst price target rises by about $1 to roughly $477 as analysts update their models in response to AI-driven semiconductor momentum, refreshed Q2 expectations, and evolving views on long-term data center silicon spending. Analyst Commentary Recent research points to a wide range of views on Broadcom, with many price targets moving higher around AI demand, long term data center silicon spending and updated earnings models, while a smaller group of cautious voices focus on valuation resets and competitive risks.Recent updates
Seeking Alpha • May 20
Broadcom: You Didn't Miss The Boat
Summary Broadcom (AVGO) remains a Strong Buy as AI-driven capex cycles fuel a multi-year growth inflection, supported by robust partnerships with hyperscale cloud clients. AVGO's AI chip revenue is projected to exceed $100 billion by 2027, driving expected sales from $64 billion in 2025 to over $200 billion within 30 months. Despite a trailing gross profit multiple above 40x, forward growth justifies the premium; even conservative models suggest ~20% annualized returns through 2030. Customer concentration and rising competition from Marvell pose risks, but AVGO's high-margin IP portfolio and design leadership anchor its bullish outlook. Read the full article on Seeking Alpha내러티브 업데이트 • May 18
AVGO: Long Term AI Chip Partnerships Will Support Future Upside
Broadcom's analyst price target rises by about $1 to roughly $477 as analysts update their models in response to AI-driven semiconductor momentum, refreshed Q2 expectations, and evolving views on long-term data center silicon spending. Analyst Commentary Recent research points to a wide range of views on Broadcom, with many price targets moving higher around AI demand, long term data center silicon spending and updated earnings models, while a smaller group of cautious voices focus on valuation resets and competitive risks.내러티브 업데이트 • Apr 29
AVGO: Long Term AI Partnerships Will Support Upside Despite Multiple Reset
Broadcom's analyst fair value estimate has inched up from about $472 to $475 as analysts factor in stronger AI driven revenue assumptions, continued ASIC program scaling, and reassurance around margins despite mixed revisions to sector multiples and growth expectations across recent research. Analyst Commentary Recent research around Broadcom highlights a mix of optimism about AI driven growth and cautious views on competitive and valuation risks.
내러티브 업데이트 • Apr 15
AVGO: AI Custom Chips And Key Cloud Deals Will Shape Future Balance
The analyst price target for Broadcom is updated to $360, with analysts pointing to stronger AI driven revenue visibility, solid execution in recent quarters and eased margin concerns, even as some firms refine targets to reflect changing sector multiples. Analyst Commentary Recent research on Broadcom centers on AI related growth visibility, margin durability and how much of that story is already reflected in the share price.
내러티브 업데이트 • Apr 01
AVGO: AI Custom Silicon Demand Will Drive FY27 Earnings Power
Analysts have raised Broadcom’s fair value estimate from $535.00 to $587.95, citing stronger AI-driven revenue expectations, higher projected profit margins, reduced margin concerns, and continued constructive long-term commentary on FY27 AI potential, partly offset by lower assumed future P/E multiples. Analyst Commentary Bullish analysts are largely framing Broadcom as a key AI beneficiary, with valuation views that have adjusted more to sector multiple moves than to company specific concerns.내러티브 업데이트 • Mar 18
AVGO: AI Infrastructure Demand Will Support Long Range Upside Despite Multiple Reset
Broadcom's analyst-derived fair value estimate has been adjusted higher to about $472, as analysts factor in stronger AI driven revenue expectations, easing margin concerns and increased long term visibility, which is reflected in a range of recent price target moves clustered around $450 to $545. Analyst Commentary Recent Street research around Broadcom clusters around AI driven growth, execution on custom silicon and networking, and the visibility of management’s long range AI revenue outlook.내러티브 업데이트 • Mar 04
AVGO: AI Infrastructure Demand Will Support Future Upside Despite Multiple Reset
Our updated Broadcom view reflects a modest cut to the analyst price target of roughly $3, to about $453, as analysts factor in recent target reductions tied to AI valuation resets, questions around premium multiples, and competitive shifts in custom accelerators. Analyst Commentary Recent research on Broadcom has turned more balanced, with several firms trimming price targets while generally maintaining constructive views on the business and its role in AI infrastructure.
새로운 내러티브 • Feb 20
Broadcom (AVGO): The VMWare Synergies & The Custom Silicon Moat
Broadcom in February 2026 is the ultimate "Hybrid" asset. It offers the high-margin revenue of a software giant (VMware) combined with the explosive growth of a custom AI-silicon leader.내러티브 업데이트 • Feb 18
AVGO: AI Custom Silicon And TPU Demand Will Support Future Upside
Our Broadcom analyst price target edges slightly lower to $456.59 from $456.56 as analysts factor in mixed recent calls, with some trimming targets on margin and competition concerns while others highlight support from AI related demand and potential TPU traction. Analyst Commentary Recent research on Broadcom reflects a mix of optimism around AI exposure and custom silicon, alongside caution on margins and valuation as expectations rise into 2026.내러티브 업데이트 • Feb 04
AVGO: AI Custom Silicon Demand Will Shape Future Earnings Power
Analysts have lifted their Broadcom fair value estimate from US$415.56 to US$535.00, citing stronger AI related revenue assumptions, slightly leaner profit margins, and a lower future P/E expectation as they recalibrate forecasts alongside a series of recent upgrades and higher price targets across the semiconductor group. Analyst Commentary Recent Street research around Broadcom has leaned constructive, with several firms revising price targets, initiating coverage, or resuming opinions that highlight the company as a key beneficiary of AI related spending and custom silicon demand.내러티브 업데이트 • Jan 21
AVGO: AI Custom Silicon Demand Will Drive Future Risk Reward Profile
Analysts raised their Broadcom fair value estimate from $403.66 to $456.56, reflecting expectations for higher projected revenue growth, slightly stronger profit margins, and a more moderate future P/E multiple supported by recent positive research on AI-related demand and custom silicon exposure. Analyst Commentary Recent Street research on Broadcom clusters around AI exposure, custom silicon, and the implications for valuation, margins, and long term growth execution.내러티브 업데이트 • Jan 06
AVGO: Custom AI Chip Deployments And OpenAI Deal Will Shape Future Balance
Narrative Update Analysts lifted their Broadcom fair value estimate from $344.62 to $365.10 as they update models for higher AI related revenue expectations, stronger profitability tied to custom accelerators for partners like OpenAI and Google, and a lower future P/E assumption that reflects rising conviction in the company's role in large scale AI deployments. Analyst Commentary Recent Street research on Broadcom has centered on the company’s role in large scale AI build outs, especially around custom accelerators for major cloud and AI customers.분석 기사 • Dec 17
News Flash: Analysts Just Made A Captivating Upgrade To Their Broadcom Inc. (NASDAQ:AVGO) Forecasts
Celebrations may be in order for Broadcom Inc. ( NASDAQ:AVGO ) shareholders, with the analysts delivering a significant...내러티브 업데이트 • Dec 15
AVGO: AI Accelerator Deals And OpenAI Partnership Will Shape Balanced Future Outlook
Analysts have lifted their Broadcom fair value estimate from approximately $274 to $345 per share, citing sharply higher expected AI driven revenue growth, stronger profit margins from custom accelerator wins with hyperscalers and OpenAI, and a supportive broader AI spending backdrop reflected in a wave of higher Street price targets. Analyst Commentary Street research remains broadly constructive on Broadcom, with a wave of higher price targets and fresh Buy and Outperform initiations underscoring confidence in the company as a key beneficiary of the AI infrastructure build out.
내러티브 업데이트 • Dec 13
A tech powerhouse quietly powering the world’s AI infrastructure.
Broadcom's Q4 Results: The Beat and Drop Market Update: Broadcom (AVGO) Q4 Fiscal 2025 Results Date of Report: December 11, 2025 Below is an analysis of Broadcom’s latest financial results, the subsequent valuation impact, and the specific reasons behind the market's negative reaction. 1.내러티브 업데이트 • Dec 01
AVGO: AI Partnerships And Customer Shifts Will Shape Risk And Reward Ahead
Analysts have increased their price target for Broadcom by approximately $9 to $404 per share, citing higher expected AI-related revenues and recent major customer wins as key factors behind the upward revision. Analyst Commentary Recent analyst research has highlighted a notable shift in sentiment toward Broadcom’s prospects, largely fueled by high-profile partnerships and accelerating AI revenue forecasts.내러티브 업데이트 • Nov 17
AVGO: Multi-Year Artificial Intelligence Partnerships Will Drive Market Momentum Ahead
Broadcom's analyst price target has risen by over $20, as analysts cite strengthened revenue expectations and multi-year upside from high-profile artificial intelligence partnerships and recent OpenAI collaboration announcements. Analyst Commentary Broadcom's recent partnership announcements and accelerated artificial intelligence momentum have drawn wide attention from industry analysts, leading to a wave of adjustments in price targets and outlooks.내러티브 업데이트 • Nov 01
AVGO: Upcoming AI Chip Production With Key Partner Will Shape Competitive Position
Broadcom's analyst price target has been raised from approximately $387 to $392, as analysts point to significant revenue and profit margin upside following recent AI-focused collaborations with OpenAI and positive supply chain checks. Analyst Commentary Analyst sentiment on Broadcom has grown increasingly favorable following major AI partnerships and a notable ramp in custom chip orders.내러티브 업데이트 • Oct 18
Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Broadcom's analyst price target has been increased from approximately $370 to $387 per share, as analysts cite strong revenue growth expectations following significant AI partnerships and expanded custom chip deployments with OpenAI. Analyst Commentary Recent analyst commentary reflects strong optimism regarding Broadcom's growth trajectory, with successive price target increases following its new strategic partnerships and record custom chip deployments.내러티브 업데이트 • Oct 04
Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Broadcom's analyst price target has been raised by analysts from $366.50 to $370.36, reflecting increased confidence in the company's growing AI opportunities and anticipated revenue expansion. Analyst Commentary Recent analyst commentary on Broadcom reflects heightened interest and debate surrounding the company's prospects amid rapidly evolving dynamics in artificial intelligence, custom silicon, and U.S.-based manufacturing.내러티브 업데이트 • Sep 14
Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Analysts have raised Broadcom’s price target to $366.50, citing accelerating AI custom silicon growth, robust earnings, a strengthening AI customer base, and strategic leadership stability. Analyst Commentary Bullish analysts cite Broadcom's accelerating AI custom silicon growth, including the recent addition of a fourth major AI customer (likely OpenAI), with expectations for AI revenue to grow 50%-60% in fiscal 2026 and reach $10B+ next year.내러티브 업데이트 • Sep 05
A tech powerhouse quietly powering the world’s AI infrastructure.
Broadcom Blows Past Q3 Expectations Revenue: $15.95B (+22% YoY) vs. $15.8B consensus Adj.내러티브 업데이트 • Aug 27
Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
Broadcom’s consensus price target has risen modestly to $302.16, driven by accelerating AI demand, strong custom silicon momentum, improved China access, and sustained AI pipeline growth, offsetting margin pressure from higher AI mix. Analyst Commentary Bullish analysts are raising estimates and price targets reflecting Broadcom's accelerating artificial intelligence (AI) demand, with AI-driven revenue growth guided 60% year-over-year into fiscal 2026.주주 수익률
| AVGO | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 2.7% | 2.7% | 1.2% |
| 1Y | 79.1% | 110.1% | 28.7% |
수익률 대 산업: AVGO은 지난 1년 동안 110.1%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: AVGO은 지난 1년 동안 28.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| AVGO volatility | |
|---|---|
| AVGO Average Weekly Movement | 5.9% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: AVGO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: AVGO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1961 | 33,000 | Hock Tan | www.broadcom.com |
는 다양한 반도체 장치와 인프라 소프트웨어 솔루션을 설계, 개발 및 국제적으로 공급하는 회사입니다. 이 회사는 두 가지 부문으로 운영됩니다: 반도체 솔루션과 인프라 소프트웨어. 이 회사는 맞춤형 실리콘 솔루션, 이더넷 스위칭 및 라우팅, 이더넷 NIC 컨트롤러, 물리 계층 장치, 광섬유 부품 등의 네트워킹 연결, RF 반도체 장치, 연결 솔루션, 맞춤형 터치 컨트롤러, 유도 충전 ASICS 등의 무선 장치 연결, PCIE 스위치, SAS 및 레이드 제품, 파이버 채널 제품, HDD 및 SSD 솔루션 등의 서버 및 스토리지 시스템 솔루션, 셋톱박스, 광대역 액세스 등의 광대역 솔루션 및 산업용 제품을 제공합니다.
Broadcom Inc. 기초 지표 요약
| AVGO 기초 통계 | |
|---|---|
| 시가총액 | US$1.96t |
| 순이익 (TTM) | US$24.97b |
| 매출 (TTM) | US$68.28b |
80.0x
주가수익비율(P/E)29.3x
주가매출비율(P/S)AVGO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| AVGO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$68.28b |
| 매출원가 | US$15.89b |
| 총이익 | US$52.39b |
| 기타 비용 | US$27.42b |
| 순이익 | US$24.97b |
최근 보고된 실적
Feb 01, 2026
다음 실적 발표일
Jun 03, 2026
| 주당순이익(EPS) | 5.27 |
| 총이익률 | 76.73% |
| 순이익률 | 36.57% |
| 부채/자본 비율 | 82.7% |
AVGO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.6%
현재 배당 수익률47%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/26 21:25 |
| 종가 | 2026/05/26 00:00 |
| 수익 | 2026/02/01 |
| 연간 수익 | 2025/11/02 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Broadcom Inc.는 82명의 분석가가 다루고 있습니다. 이 중 47명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |