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

Shares of Broadcom Inc. (NASDAQ:AVGO) have been assigned a consensus rating of “Buy” from the thirty-four research firms that are covering the firm, Marketbeat reports. Two investment analysts have rated the stock with a hold rating, thirty have issued a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokers that have covered the stock in the last year is $433.8667.

Several brokerages have weighed in on AVGO. Robert W. Baird set a $420.00 price target on Broadcom in a report on Friday, December 12th. Susquehanna restated a “positive” rating and set a $450.00 price objective (up previously from $400.00) on shares of Broadcom in a report on Thursday, December 4th. Citigroup reiterated a “buy” rating on shares of Broadcom in a research note on Thursday, January 15th. Mizuho set a $480.00 price target on Broadcom and gave the stock an “outperform” rating in a research note on Friday, January 9th. Finally, JPMorgan Chase & Co. lifted their price target on Broadcom from $400.00 to $475.00 and gave the company an “overweight” rating in a report on Friday, December 12th.

Broadcom Stock Down 1.8%

AVGO opened at $325.17 on Monday. The firm has a market cap of $1.54 trillion, a P/E ratio of 68.31, a PEG ratio of 1.05 and a beta of 1.21. The business’s fifty day simple moving average is $343.88 and its 200 day simple moving average is $340.79. Broadcom has a 52 week low of $138.10 and a 52 week high of $414.61. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76.

Broadcom (NASDAQ:AVGO) last announced its earnings results on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share for the quarter, beating the consensus estimate of $1.87 by $0.08. The firm had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a net margin of 36.20% and a return on equity of 37.45%. The firm’s revenue for the quarter was up 28.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.42 EPS. As a group, equities research analysts anticipate that Broadcom will post 5.38 EPS for the current fiscal year.

Broadcom Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 31st. Investors of record on Monday, December 22nd were issued a $0.65 dividend. The ex-dividend date was Monday, December 22nd. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 dividend on an annualized basis and a yield of 0.8%. Broadcom’s payout ratio is presently 54.62%.

Insider Activity at Broadcom

In other Broadcom news, Director Henry Samueli sold 320,316 shares of Broadcom stock in a transaction on Monday, December 8th. The shares were sold at an average price of $400.53, for a total value of $128,296,167.48. Following the transaction, the director owned 37,326,540 shares in the company, valued at $14,950,399,066.20. This trade represents a 0.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Hock E. Tan sold 130,000 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $326.02, for a total transaction of $42,382,600.00. Following the sale, the chief executive officer directly owned 595,638 shares of the company’s stock, valued at $194,189,900.76. This represents a 17.92% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 779,101 shares of company stock worth $283,804,325. 2.00% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Broadcom

Several hedge funds and other institutional investors have recently made changes to their positions in the business. ROSS JOHNSON & Associates LLC raised its position in shares of Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 66 shares in the last quarter. SWAN Capital LLC increased its stake in shares of Broadcom by 261.9% in the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after buying an additional 55 shares during the last quarter. Miller Global Investments LLC acquired a new stake in Broadcom in the fourth quarter valued at $31,000. JCIC Asset Management Inc. bought a new position in Broadcom during the 3rd quarter valued at $31,000. Finally, Nvest Wealth Strategies Inc. bought a new position in Broadcom during the 4th quarter valued at $33,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Cathie Wood’s ARK filed a meaningful purchase (~87,148 shares), signaling institutional conviction in Broadcom’s exposure to AI infrastructure. Broadcom Inc. (AVGO) Draws ARK Investment Amid Positive AI Growth Outlook
• Positive Sentiment: Mirova US LLC materially increased its Broadcom stake, adding another institutional buyer to demand-side flows. Mirova US LLC Boosts Broadcom Stake by 589,713 Shares
• Positive Sentiment: Broadcom unveiled a Wi‑Fi 8 enterprise platform positioned for AI edge and enterprise networking — a product catalyst that could expand TAM for its networking chips. Broadcom Wi Fi 8 Launch Highlights AI Network Demand And Valuation Questions
• Positive Sentiment: Analysts and commentary are bullish on upside linked to hyperscaler CapEx (Google, Meta) and the AI infrastructure cycle — Forbes lays out a bull case toward ~$450 if demand trajectory holds. Here’s How AVGO Stock Could Rise To $450
• Neutral Sentiment: DA Davidson initiated coverage with a Neutral rating — a reminder that some sell-side views see limited near-term upside despite the AI backdrop. DA Davidson initiates coverage of Broadcom (AVGO) with neutral recommendation
• Negative Sentiment: Coverage and market commentary around the Wi‑Fi 8 launch also flagged valuation concerns — investors are debating whether Broadcom’s premium multiple already prices in the AI upside. Broadcom Wi Fi 8 Launch Highlights AI Network Demand And Valuation Questions
• Negative Sentiment: Some institutional managers trimmed positions (PRIMECAP, Randolph, SCS Capital reported cuts), creating localized selling pressure even as others added shares. PRIMECAP Management Co Cuts Broadcom Stake by 27,980 Shares

Broadcom Company Profile

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.