FY2026 EPS Estimates for Broadcom Raised by Erste Group Bank

Broadcom Inc. (NASDAQ:AVGO) – Analysts at Erste Group Bank boosted their FY2026 earnings estimates for Broadcom in a research report issued to clients and investors on Wednesday, February 18th. Erste Group Bank analyst H. Engel now expects that the semiconductor manufacturer will earn $8.69 per share for the year, up from their previous forecast of $8.66. The consensus estimate for Broadcom’s current full-year earnings is $5.38 per share. Erste Group Bank also issued estimates for Broadcom’s FY2027 earnings at $12.60 EPS.

Several other brokerages also recently commented on AVGO. Royal Bank Of Canada assumed coverage on Broadcom in a report on Wednesday, January 14th. They set a “sector perform” rating and a $370.00 price target on the stock. Bank of America upped their price objective on shares of Broadcom from $460.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, December 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a research note on Monday, December 29th. JPMorgan Chase & Co. boosted their target price on shares of Broadcom from $400.00 to $475.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. Finally, Rosenblatt Securities upped their price target on shares of Broadcom from $400.00 to $440.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Buy” and an average price target of $433.13.

Broadcom Stock Down 0.4%

AVGO opened at $332.65 on Monday. The business has a 50 day moving average price of $337.30 and a 200 day moving average price of $342.08. Broadcom has a twelve month low of $138.10 and a twelve month high of $414.61. The company has a debt-to-equity ratio of 0.76, a quick ratio of 1.58 and a current ratio of 1.71. The firm has a market cap of $1.58 trillion, a P/E ratio of 69.88, a price-to-earnings-growth ratio of 1.06 and a beta of 1.21.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, topping analysts’ consensus estimates of $1.87 by $0.08. The company had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The business’s quarterly revenue was up 28.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.42 earnings per share.

Broadcom Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were given a $0.65 dividend. The ex-dividend date was Monday, December 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio is 54.62%.

Insider Activity at Broadcom

In other news, CEO Hock E. Tan sold 70,000 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total transaction of $24,311,000.00. Following the sale, the chief executive officer directly owned 132,836 shares in the company, valued at approximately $46,133,942.80. The trade was a 34.51% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Harry L. You bought 1,000 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was purchased at an average price of $325.13 per share, with a total value of $325,130.00. Following the completion of the purchase, the director directly owned 36,602 shares of the company’s stock, valued at $11,900,408.26. This represents a 2.81% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 779,101 shares of company stock worth $283,804,325 in the last three months. Company insiders own 2.00% of the company’s stock.

Hedge Funds Weigh In On Broadcom

A number of hedge funds and other institutional investors have recently made changes to their positions in AVGO. Baring Financial LLC raised its holdings in shares of Broadcom by 2.2% in the 4th quarter. Baring Financial LLC now owns 1,359 shares of the semiconductor manufacturer’s stock worth $470,000 after buying an additional 29 shares in the last quarter. Five Oceans Advisors boosted its stake in Broadcom by 0.4% in the 4th quarter. Five Oceans Advisors now owns 8,191 shares of the semiconductor manufacturer’s stock valued at $2,835,000 after buying an additional 29 shares in the last quarter. Arthur M. Cohen & Associates LLC grew its position in Broadcom by 0.6% in the third quarter. Arthur M. Cohen & Associates LLC now owns 4,781 shares of the semiconductor manufacturer’s stock valued at $1,577,000 after acquiring an additional 30 shares during the period. Jackson Hole Capital Partners LLC raised its stake in Broadcom by 1.4% during the third quarter. Jackson Hole Capital Partners LLC now owns 2,170 shares of the semiconductor manufacturer’s stock worth $716,000 after acquiring an additional 30 shares in the last quarter. Finally, Private Wealth Partners LLC raised its stake in Broadcom by 0.7% during the third quarter. Private Wealth Partners LLC now owns 4,273 shares of the semiconductor manufacturer’s stock worth $1,410,000 after acquiring an additional 30 shares in the last quarter. 76.43% of the stock is owned by institutional investors.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom launched BroadPeak™, a next‑generation radio DFE SoC (5nm) for 5G Advanced and 6G massive MIMO that the company says cuts power by up to 40% and is shipping samples — a clear product catalyst for telco infrastructure revenue if adoption scales. Broadcom Introduces Industry’s First 6G Digital Front-End SoC for Massive MIMO
• Positive Sentiment: Analyst and commentary pieces are broadly constructive on Broadcom’s AI exposure and diversified revenue streams — several bullish analyst ratings and price targets (median ~$450) support upside expectations versus today’s price. (Analyst coverage cited across recent reports.)
• Positive Sentiment: Market commentary argues that AI capex volatility creates buying opportunities for hardware leaders like Broadcom as hyperscaler spending ramps, which can sustain multi‑year revenue growth. Broadcom: AI CapEx Panic Is Your Opportunity
• Neutral Sentiment: Broadcom reports a large AI backlog (reported ~US$73B) that underpins long‑term revenue visibility but has people debating whether the current multiple already prices that growth. That makes the stock sensitive to guidance and execution updates. Broadcom’s US$73b AI Backlog Puts Valuation And Risks In Focus
• Neutral Sentiment: Recent hedge‑fund activity is mixed — several firms (Woodline, Farallon, Owl Creek) added positions while others (D1 Capital, Altimeter, 3G Capital) trimmed — leaving institutional flows ambiguous for near‑term price direction. 3G Capital Partners Cuts 65,000 Broadcom Shares Stake
• Negative Sentiment: Elevated insider selling and large institutional reductions (e.g., a reported large Q4 trim by a major asset manager) increase near‑term downside risk if execution or guidance disappoints — investors watch insider/inst flows closely. (Quiver/filings summaries.)
• Negative Sentiment: Valuation concerns: multiple commentary pieces note Broadcom isn’t cheap today, so upside depends on continued strong execution, hyperscaler capex, and product adoption — any softness in guidance could pressure the shares. Broadcom Stock Isn’t Cheap. Why Bulls Still See Room to Run

About Broadcom

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.