Broadcom Inc. (NASDAQ:AVGO) Receives Average Recommendation of “Moderate Buy” from Analysts

Broadcom Inc. (NASDAQ:AVGO) has received a consensus rating of “Moderate Buy” from the forty-one brokerages that are presently covering the company, Marketbeat Ratings reports. Three investment analysts have rated the stock with a hold recommendation, thirty-seven have given a buy recommendation and one has given a strong buy recommendation to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $527.20.

AVGO has been the topic of a number of recent research reports. Piper Sandler started coverage on shares of Broadcom in a research note on Wednesday, September 9th. They set an “overweight” rating and a $460.00 price target on the stock. Rosenblatt Securities began coverage on shares of Broadcom in a research note on Thursday, September 3rd. They issued a “buy” rating and a $600.00 price objective for the company. JPMorgan Chase & Co. reissued a “buy” rating on shares of Broadcom in a report on Thursday, September 3rd. Fox Advisors upgraded Broadcom to an “outperform” rating in a research report on Thursday, September 3rd. Finally, Royal Bank Of Canada started coverage on Broadcom in a report on Thursday, September 3rd. They issued an “outperform” rating for the company.

Broadcom Trading Up 2.1%

Shares of Broadcom stock opened at $362.51 on Tuesday. Broadcom has a 52-week low of $289.96 and a 52-week high of $495.00. The stock’s 50-day simple moving average is $372.33 and its 200 day simple moving average is $381.36. The stock has a market capitalization of $1.73 trillion, a P/E ratio of 46.30 and a beta of 1.46. The company has a debt-to-equity ratio of 0.57, a quick ratio of 2.29 and a current ratio of 2.50.

Broadcom (NASDAQ:AVGO) last issued its earnings results on Wednesday, September 2nd. The semiconductor manufacturer reported $3.32 earnings per share for the quarter, topping analysts’ consensus estimates of $3.22 by $0.10. The firm had revenue of $29.59 billion during the quarter, compared to analyst estimates of $29.24 billion. Broadcom had a net margin of 42.94% and a return on equity of 48.33%. The company’s quarterly revenue was up 85.5% on a year-over-year basis. During the same quarter last year, the business earned $1.69 earnings per share. As a group, research analysts anticipate that Broadcom will post 10.37 EPS for the current year.

Broadcom Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Monday, September 21st were issued a dividend of $0.65 per share. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. Broadcom’s dividend payout ratio is 33.21%.

Insider Activity

In other Broadcom news, insider Mark Brazeal sold 25,000 shares of the firm’s stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $401.33, for a total value of $10,033,250.00. Following the completion of the transaction, the insider owned 194,989 shares in the company, valued at $78,254,935.37. This trade represents a 11.36% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Gayla Delly sold 1,890 shares of Broadcom stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total value of $728,368.20. Following the transaction, the director directly owned 31,326 shares of the company’s stock, valued at $12,072,413.88. The trade was a 5.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 51,890 shares of company stock valued at $20,241,368. 1.90% of the stock is owned by corporate insiders.

Institutional Trading of Broadcom

Hedge funds and other institutional investors have recently bought and sold shares of the company. Rosenberg Matthew Hamilton lifted its stake in Broadcom by 7.3% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 6,153 shares of the semiconductor manufacturer’s stock worth $2,115,000 after purchasing an additional 417 shares in the last quarter. Park National Corp OH grew its position in shares of Broadcom by 21.3% during the 3rd quarter. Park National Corp OH now owns 84,676 shares of the semiconductor manufacturer’s stock valued at $29,737,000 after purchasing an additional 14,843 shares in the last quarter. Tompkins Financial Corp increased its holdings in shares of Broadcom by 2.8% in the third quarter. Tompkins Financial Corp now owns 10,690 shares of the semiconductor manufacturer’s stock worth $3,754,000 after purchasing an additional 289 shares during the period. Neville Rodie & Shaw Inc. increased its holdings in shares of Broadcom by 5.1% in the third quarter. Neville Rodie & Shaw Inc. now owns 53,631 shares of the semiconductor manufacturer’s stock worth $18,835,000 after purchasing an additional 2,623 shares during the period. Finally, Baker Tilly Wealth Management LLC raised its position in shares of Broadcom by 3.1% in the third quarter. Baker Tilly Wealth Management LLC now owns 7,957 shares of the semiconductor manufacturer’s stock worth $2,794,000 after buying an additional 238 shares in the last quarter. Institutional investors own 76.43% of the company’s stock.

Key Broadcom News

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Anthropic deal supports AI demand: Broadcom reportedly agreed to provide up to $42 billion in financing tied to Anthropic’s purchase of Broadcom-designed AI chips. The arrangement could help secure a major customer and support future revenue, while Anthropic’s potential IPO could provide additional capital for computing infrastructure. Broadcom Stock Jumps Following Reported $42 Billion Financing Deal With Anthropic
• Positive Sentiment: AI revenue momentum remains strong: Broadcom generated $16.7 billion in AI semiconductor sales in fiscal third-quarter 2026, up 221% year over year, and guided to $21.7 billion in the fourth quarter. Articles also point to potential further growth in 2027 and 2028, supporting the view that AI networking and custom-chip demand could remain a powerful earnings driver. Broadcom Trades Above Its Own Average Multiple While Growth Cools
• Positive Sentiment: Power constraints may favor Broadcom: Morgan Stanley estimates a significant U.S. data-center power shortfall, potentially delaying parts of the AI buildout. However, Nvidia and Broadcom may be relatively protected because their products can be deployed in existing or more power-efficient infrastructure, reducing the risk of an immediate demand hit. Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom
• Neutral Sentiment: Commercial terms could boost sales but affect economics: Broadcom is reportedly offering attractive terms to win additional business. That may accelerate customer adoption, although investors will need to assess whether financing, pricing concessions, or customer concentration reduce margins or increase risk. Massive News for Broadcom Stock Investors
• Negative Sentiment: Anthropic financing raises risk concerns: Analysts have questioned the circular nature of Broadcom lending money to a customer that then uses the funds to buy Broadcom chips. The arrangement could create credit, concentration, and demand-quality concerns if Anthropic’s growth or financing plans weaken. Broadcom’s Massive $42 Billion Chip-Buying Deal with Anthropic Raises Circular Financing Worries
• Negative Sentiment: Valuation leaves limited room for disappointment: Broadcom trades at a premium earnings multiple after its AI-driven rally. Continued exceptional growth is therefore necessary to justify the valuation, while any slowdown, customer bargaining pressure, or execution problems could increase volatility.

About Broadcom

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops, and supplies semiconductor and infrastructure software products. Its semiconductor solutions support wired and wireless communications, data center networking, broadband access, storage, industrial applications, and other markets.

The company’s semiconductor portfolio includes networking and switching products, custom application-specific integrated circuits, wireless connectivity components, radio-frequency devices, optical components, and storage-related solutions.