AVGO

Broadcom Inc (AVGO) | Rumor.io

Broadcom

AVGO

Attention (50-day avg)1.18%

Attention rank (50-day avg)#16

Bullish sentiment (50-day avg)73%

Price to earnings ratio44.7

Market capitalization1.7T

Earnings per share7.85

Dividend yield (TTM)0.74%

Revenue (annual)63.9B

Net income (annual)23.1B

Social

What share of all stock conversation is about AVGO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.42% -0.26	1.22% +0.33	1.46% +0.8	0.48% +0.12

Sep 30

Broadcom Inc.'s revenue growth is expected to continue, with a 34.8b Q4 guidance representing a 93% YoY increase, and the company is well-positioned to benefit from the rising focus on Agentic AI.
Analysts and investors are disagreeing over the stock's value, with some arguing that it's undervalued at current prices, and others pointing to the largest insider sale of the past 7 days as a negative sign.
A technical analyst predicts that the stock will reach $280 in 2029, based on conservative estimates of 22% net income growth, a 28x P/E ratio, and growth in the company's AI business.

Generated by AI

Sentiment

Of the messages about AVGO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	73.67% +9.58	71.81% -17.22	78.7% +11.47	78.1% -0.42
Bearish	26.33% -9.58	28.19% +17.22	21.3% -11.47	21.9% +0.42

Bullish· Sep 30

$AVGO is expected to reach $280 in 2029, driven by 22% net income growth, 28x P/E ratio, and growth in the AI business.
The stock price will be around $274, making it an attractive buy, with the author currently buying it every week.
$AVGO has strong forward guidance, with a $30+ EPS in 2028, and a market capitalization of $6 trillion at a 20 P/E ratio, making it an undervalued stock despite being treated like a mature semiconductor stock.

Bearish· Sep 29

Broadcom Inc. (AVGO) is experiencing a 3% price increase, which may be frustrating for investors trying to buy the stock.
The stock's 360 strike October calls are facing challenges, with some investors already losing 2/3 of their gains.
Analysts believe Broadcom is overvalued, trading at just 11.8x guided FY28 earnings with a 46% free cash flow margin, and is experiencing a downward trend with prices testing support around 339 and facing resistance near 360.

Generated by AI

Topics

Of the messages about AVGO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	16.57%	40.66%	31.58%	29.1%
Announcements	28.06%	2.66%	3.92%	7.4%
Macro	27.89%	25.55%	28.51%	39.79%
Technical Analysis	21.32%	10.82%	13.14%	8.91%
Earnings	4.66%	20.16%	22.79%	14.39%
Controversies	1.5%	0.15%	0.06%	0.4%

Earnings· Sep 12

Broadcom's Q3 FY26 earnings exceeded expectations, with non-GAAP EPS at $3.32 vs $3.21 expected, and AI semi revenue reaching $16.7M (+221% YoY).
The company guided Q4 to ~$34.8M, with AI semi revenue expected to reach $115B by FY27 and $230B by FY28.
Broadcom's stock has dropped 27% from its highs, with investors questioning whether the stock is a buy-the-dip opportunity or a falling knife, given its high P/E ratio of 50.

Analysts· Sep 13

94% of analysts are bullish on AVGO, with a target price of $531.85, and the company's AI-related revenue is expected to reach $58 billion in fiscal 2026.
AVGO's stock price has a favorable setup, with a 4-6-D sequence in the Markov Simulator, indicating a potential buying opportunity.
Broadcom is becoming a major AI infrastructure player, with the potential to benefit from continued AI spending beyond Nvidia's GPU business, making its stock a significant AI opportunity to watch.

Announcements· Sep 29

Broadcom Inc. ($AVGO) announced a new advanced chip substrate facility in Singapore with Toppan Holdings, supporting the growing demand for high-performance chips in the Asia-Pacific region.
Broadcom Inc. ($AVGO) has secured a $230 billion custom silicon footprint across major hyperscalers, trading at a low valuation multiple of 11.8x guided FY28 earnings with a 46% free cash flow margin.
Broadcom Inc. ($AVGO) has a significant exposure to Anthropic's equipment lease obligations, with the company's confidential IPO prospectus listing about $161.2 billion in non-cancelable lease obligations related to Broadcom.

Controversies· Jun 30

Broadcom's Chairman Henry Samueli sold $250M in $AVGO shares, which may signal concern among investors about the company's future.
The European Antitrust Agenda is breaking up with Broadcom's contentious unit, which may have implications for the company's operations.
Alphabet has given MediaTek the exclusive design contract for its upgraded TPU v9 chip, reducing its reliance on Broadcom and potentially impacting the company's revenue.

Macro· Sep 29

Broadcom's latest AI chip manufacturing partnership with TOPPAN is expected to strengthen its packaging supply chain, positioning the company for further growth in the AI infrastructure market.
The AI trade has a new problem: the cost of money, as the 10-year Treasury yield briefly hit 5.29%, and the S&P 500 and Nasdaq finished in the red, with the Dow down 0.26%.
The cost of money is a concern for AI labs, as they ramp up capital expenditures, and the real risk for Broadcom is not its current revenue, but whether these labs can continue to finance massive investments in AI computing infrastructure.

Technical Analysis· Sep 29

The price of $AVGO has lost the 200-day moving average and is trading at $349, with a next key level at $373.50.
The stock has formed a solid path above 360, with strong support at 347.5, and a reclaim of this level could open the way to $395 and $434.
The daily chart shows a Broadening Formation, with a partial decline that correctly predicts an upward breakout 87% of the time in a bull market, and has formed a partial decline that could lead to an upward breakout.

Generated by AI

Community

Of the messages about AVGO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	77.81%	73.92%	66.25%	55.42%
Newcomers	22.19%	26.08%	33.75%	44.58%

Regulars· Sep 30

The regulars are focusing on the disconnect between Broadcom's financial performance and its current stock price, highlighting revenue growth, guidance, and a low price-to-earnings ratio.
The company's strong position in the growing Agentic AI market is expected to drive demand and support its stock price, with major customers like OpenAI, Anthropic, and Meta contributing to this growth.
The regulars are also discussing the stock's potential price targets, with one user predicting a price of $280 in 2029 based on conservative estimates of earnings growth and P/E ratio, while another user is more bullish with a target price of $374.59.

Newcomers· Sep 30

Newcomers are focusing on the large insider sale of Broadcom Inc. (AVGO) stock, with some questioning Cathie's investment decision.
Some newcomers are discussing the stock's technical analysis, including holding the 4-hour level and taking a position towards a specific price target.
Others are analyzing the stock's fundamental value, with some arguing that the market cap is inflated due to the company's forward guidance and the 200-EMA level.

Generated by AI

News

History Says Broadcom Stock's Best Season Starts Now. It Has Risen in 13 Straight Fourth Quarters.

4h agoYahoo Finance

Broadcom Stock Jumps Nearly 3.2% as $16.7 Billion AI Engine Faces Margin Test

18h agofinance.yahoo.com

Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing

21h agoReuters

Broadcom-Toppan JV opens “first” substrate plant in Singapore

The company says the site is the first in the country able to produce high-end FC-BGA substrates, which are used in a broad range of high-performance computing chips.Bottom of Form

23h agoYahoo Finance

Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know

1d agoYahoo Finance

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart. | The Motley Fool

The biggest risk for the backbone of the artificial intelligence (AI) infrastructure build-out comes from within.

1d agoThe Motley Fool

Also Discussed

Investors talking about AVGO also mention

#	Name	Attention
1	Marvell Technology Inc.MRVL	0.55%+0.33
2	Taiwan Semiconductor Manufacturing Co. Ltd. ADRTSM	0.15%-0.09
3	QUALCOMM IncorporatedQCOM	0.11%+0.03
4	Micron Technology Inc.MU	17.5%+10.14
5	Oracle CorporationORCL	0.7%-0.09
6	Super Micro Computer Inc.SMCI	0.1%+0
7	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
8	Palo Alto Networks, Inc.PANW	0.06%-0.09
9	Sandisk Corp.SNDK	0.7%+0.13
10	ASML Holding N.V. NY Registered SharesASML	0.01%-0.02

Broadcom Inc

Technology
Semiconductors

Broadcom Inc. is a global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions. The company serves a wide range of markets through two main business segments: Semiconductor Solutions and Infrastructure Software. Its semiconductor portfolio supports data centers, networking, broadband, wireless connectivity, storage, and custom silicon applications, while its software offerings help enterprises manage cloud infrastructure, cybersecurity, observability, and virtualization environments. Broadcom’s products and platforms are used by telecommunications providers, hyperscalers, businesses, and public-sector organizations that rely on high-performance connectivity, secure digital operations, and scalable enterprise systems. Broadcom Inc. plays a significant role in the technology supply chain by providing critical components and software that underpin modern communications, cloud computing, and AI-enabled infrastructure.

Website

Location

3421 Hillview Ave

Palo Alto, CA, 94304

United States

Social

What share of all stock conversation is about AVGO?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.42% -0.26	1.22% +0.33	1.46% +0.8	0.48% +0.12

Sep 30

Broadcom Inc.'s revenue growth is expected to continue, with a 34.8b Q4 guidance representing a 93% YoY increase, and the company is well-positioned to benefit from the rising focus on Agentic AI.
Analysts and investors are disagreeing over the stock's value, with some arguing that it's undervalued at current prices, and others pointing to the largest insider sale of the past 7 days as a negative sign.
A technical analyst predicts that the stock will reach $280 in 2029, based on conservative estimates of 22% net income growth, a 28x P/E ratio, and growth in the company's AI business.

Generated by AI

Sentiment

Of the messages about AVGO that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	73.67% +9.58	71.81% -17.22	78.7% +11.47	78.1% -0.42
Bearish	26.33% -9.58	28.19% +17.22	21.3% -11.47	21.9% +0.42

Bullish· Sep 30

$AVGO is expected to reach $280 in 2029, driven by 22% net income growth, 28x P/E ratio, and growth in the AI business.
The stock price will be around $274, making it an attractive buy, with the author currently buying it every week.
$AVGO has strong forward guidance, with a $30+ EPS in 2028, and a market capitalization of $6 trillion at a 20 P/E ratio, making it an undervalued stock despite being treated like a mature semiconductor stock.

Bearish· Sep 29

Broadcom Inc. (AVGO) is experiencing a 3% price increase, which may be frustrating for investors trying to buy the stock.
The stock's 360 strike October calls are facing challenges, with some investors already losing 2/3 of their gains.
Analysts believe Broadcom is overvalued, trading at just 11.8x guided FY28 earnings with a 46% free cash flow margin, and is experiencing a downward trend with prices testing support around 339 and facing resistance near 360.

Generated by AI

Topics

Of the messages about AVGO that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	16.57%	40.66%	31.58%	29.1%
Announcements	28.06%	2.66%	3.92%	7.4%
Macro	27.89%	25.55%	28.51%	39.79%
Technical Analysis	21.32%	10.82%	13.14%	8.91%
Earnings	4.66%	20.16%	22.79%	14.39%
Controversies	1.5%	0.15%	0.06%	0.4%

Earnings· Sep 12

Broadcom's Q3 FY26 earnings exceeded expectations, with non-GAAP EPS at $3.32 vs $3.21 expected, and AI semi revenue reaching $16.7M (+221% YoY).
The company guided Q4 to ~$34.8M, with AI semi revenue expected to reach $115B by FY27 and $230B by FY28.
Broadcom's stock has dropped 27% from its highs, with investors questioning whether the stock is a buy-the-dip opportunity or a falling knife, given its high P/E ratio of 50.

Analysts· Sep 13

94% of analysts are bullish on AVGO, with a target price of $531.85, and the company's AI-related revenue is expected to reach $58 billion in fiscal 2026.
AVGO's stock price has a favorable setup, with a 4-6-D sequence in the Markov Simulator, indicating a potential buying opportunity.
Broadcom is becoming a major AI infrastructure player, with the potential to benefit from continued AI spending beyond Nvidia's GPU business, making its stock a significant AI opportunity to watch.

Announcements· Sep 29

Broadcom Inc. ($AVGO) announced a new advanced chip substrate facility in Singapore with Toppan Holdings, supporting the growing demand for high-performance chips in the Asia-Pacific region.
Broadcom Inc. ($AVGO) has secured a $230 billion custom silicon footprint across major hyperscalers, trading at a low valuation multiple of 11.8x guided FY28 earnings with a 46% free cash flow margin.
Broadcom Inc. ($AVGO) has a significant exposure to Anthropic's equipment lease obligations, with the company's confidential IPO prospectus listing about $161.2 billion in non-cancelable lease obligations related to Broadcom.

Controversies· Jun 30

Broadcom's Chairman Henry Samueli sold $250M in $AVGO shares, which may signal concern among investors about the company's future.
The European Antitrust Agenda is breaking up with Broadcom's contentious unit, which may have implications for the company's operations.
Alphabet has given MediaTek the exclusive design contract for its upgraded TPU v9 chip, reducing its reliance on Broadcom and potentially impacting the company's revenue.

Macro· Sep 29

Broadcom's latest AI chip manufacturing partnership with TOPPAN is expected to strengthen its packaging supply chain, positioning the company for further growth in the AI infrastructure market.
The AI trade has a new problem: the cost of money, as the 10-year Treasury yield briefly hit 5.29%, and the S&P 500 and Nasdaq finished in the red, with the Dow down 0.26%.
The cost of money is a concern for AI labs, as they ramp up capital expenditures, and the real risk for Broadcom is not its current revenue, but whether these labs can continue to finance massive investments in AI computing infrastructure.

Technical Analysis· Sep 29

The price of $AVGO has lost the 200-day moving average and is trading at $349, with a next key level at $373.50.
The stock has formed a solid path above 360, with strong support at 347.5, and a reclaim of this level could open the way to $395 and $434.
The daily chart shows a Broadening Formation, with a partial decline that correctly predicts an upward breakout 87% of the time in a bull market, and has formed a partial decline that could lead to an upward breakout.

Generated by AI

Community

Of the messages about AVGO, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	77.81%	73.92%	66.25%	55.42%
Newcomers	22.19%	26.08%	33.75%	44.58%

Regulars· Sep 30

The regulars are focusing on the disconnect between Broadcom's financial performance and its current stock price, highlighting revenue growth, guidance, and a low price-to-earnings ratio.
The company's strong position in the growing Agentic AI market is expected to drive demand and support its stock price, with major customers like OpenAI, Anthropic, and Meta contributing to this growth.
The regulars are also discussing the stock's potential price targets, with one user predicting a price of $280 in 2029 based on conservative estimates of earnings growth and P/E ratio, while another user is more bullish with a target price of $374.59.

Newcomers· Sep 30

Newcomers are focusing on the large insider sale of Broadcom Inc. (AVGO) stock, with some questioning Cathie's investment decision.
Some newcomers are discussing the stock's technical analysis, including holding the 4-hour level and taking a position towards a specific price target.
Others are analyzing the stock's fundamental value, with some arguing that the market cap is inflated due to the company's forward guidance and the 200-EMA level.

Generated by AI

Broadcom

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Sep 12

Analysts· Sep 13

Announcements· Sep 29

Controversies· Jun 30

Macro· Sep 29

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30

History Says Broadcom Stock's Best Season Starts Now. It Has Risen in 13 Straight Fourth Quarters.

Broadcom Stock Jumps Nearly 3.2% as $16.7 Billion AI Engine Faces Margin Test

Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing

Broadcom-Toppan JV opens “first” substrate plant in Singapore

Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart. | The Motley Fool

Also Discussed

Broadcom Inc

Company Information

Location

History Says Broadcom Stock's Best Season Starts Now. It Has Risen in 13 Straight Fourth Quarters.

Broadcom Stock Jumps Nearly 3.2% as $16.7 Billion AI Engine Faces Margin Test

Netlist seeks U.S. import ban on Micron chips used in Google, Nvidia AI computing

Broadcom-Toppan JV opens “first” substrate plant in Singapore

Broadcom Inc. (AVGO) is Attracting Investor Attention: Here is What You Should Know

Not Broadcom. Not AMD. Nvidia's Biggest Threat Continues to Be Something Near and Dear to Its Heart. | The Motley Fool

Also Discussed

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Sep 12

Analysts· Sep 13

Announcements· Sep 29

Controversies· Jun 30

Macro· Sep 29

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30