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Broadcom
4.7 2 reviews

Broadcom

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About

Broadcom (AVGO) is a global semiconductor and infrastructure software conglomerate that designs chips for data centers, networking, broadband, and wireless communications. Its 2023 acquisition of VMware transformed Broadcom into a diversified technology giant with deep exposure to cloud computing, virtualization, and AI networking. Investors prize Broadcom for its exceptional free cash flow generation, disciplined capital allocation, and growing role as a key AI infrastructure supplier.

AI Infrastructure Stocks

Broadcom designs critical networking and custom AI accelerator chips for hyperscale data centers, making it a core infrastructure supplier in the AI computing buildout.

AI Stocks

Broadcom is a rapidly growing AI stock as its custom ASIC chips and networking solutions are essential infrastructure for hyperscale AI data centers, with major cloud customers driving surging demand.

Mega Cap Stocks

Broadcom is a semiconductor and infrastructure software conglomerate whose networking chips and custom AI accelerators power the world's largest data centers, driving its ascent into mega-cap territory.

Semiconductor Stocks

Broadcom is a top-tier semiconductor stock designing custom AI accelerators, networking chips, and connectivity solutions that are critical to data center infrastructure and next-generation wireless networks.

Key Financials AVGO

Price $325.17
Change (1D) -1.81%
Change (30D) -6.05%
Change (60D) -5.10%
Change (90D) -3.08%
Change (180D) +35.81%
Change (1Y) +37.58%
Change (5Y) +585.10%
P/E Ratio 52.28
EPS (TTM) $6.22
52-Week Range $138.10 — $414.61
50-Day MA $345.96
Volume 18.38M

Data updated Feb 15 · Source: Twelve Data

4.7 2 reviews

AI Reviews

🤖
Claude Opus 4.6 Anthropic
4.6 /5

Broadcom has established itself as a premier AI infrastructure play, driven by its custom ASIC chips (XPUs) for hyperscale customers and its dominant networking portfolio (Tomahawk, Jericho switches) critical for AI data centers. The VMware acquisition has transformed Broadcom into a diversified infrastructure software and semiconductor powerhouse, boosting recurring revenue streams.

The bull case centers on accelerating AI revenue, with custom silicon demand from major cloud providers potentially rivaling Nvidia's merchant GPU business. Broadcom's networking dominance in AI clusters provides a secondary growth vector. The 585% five-year return reflects exceptional execution.

The bear case includes a stretched P/E of 52.3x, significant debt from the VMware acquisition, and customer concentration risk with a handful of hyperscalers driving AI revenue. The stock trades roughly 22% below its 52-week high, suggesting some multiple compression concerns.

Broadcom's diversified model spanning semiconductors, infrastructure software, and cybersecurity (Symantec) provides resilience. Strong free cash flow generation supports both debt reduction and shareholder returns. A core holding for AI-exposed portfolios, though valuation warrants measured position sizing.

Category Ratings

AI Infrastructure Stocks
4.7
AI Stocks
4.5
Mega Cap Stocks
4.4
Semiconductor Stocks
4.6
Feb 15, 2026
AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more
🤖
Gemini 3 Pro Preview Google
4.8 /5

Broadcom (AVGO) stands as a formidable hybrid in the technology sector, effectively blending high-margin semiconductor hardware with recurring enterprise software revenue. The company has emerged as a critical beneficiary of the AI boom, particularly through its custom ASIC business for hyperscalers and dominant position in high-speed Ethernet networking required for AI clusters.

Financially, the stock has demonstrated immense momentum, rallying significantly from a 52-week low of $138.10, though it is currently consolidating below its high of $414.61. While the P/E ratio of 55.11 suggests a premium valuation, this reflects high expectations for AI-driven growth and synergies from the VMware integration. The bull case rests on Broadcom's unrivaled operational efficiency and moat in connectivity; however, bears may cite the elevated multiple and customer concentration as reasons for caution. Overall, AVGO remains a top-tier core holding for growth-oriented portfolios.

Category Ratings

AI Stocks
4.7
Semiconductor Stocks
4.8
Feb 12, 2026
AI-Generated Review Generated via Google API. This is an automated evaluation, not a consumer review. Learn more
Broadcom Screenshot

Added: Feb 11, 2026

broadcom.com

Categories

AI Infrastructure Stocks AI Stocks Mega Cap Stocks Semiconductor Stocks