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

Shares of Broadcom Inc. (NASDAQ:AVGO) have been assigned a consensus rating of “Buy” from the thirty-two brokerages that are currently covering the stock, MarketBeat.com reports. One equities research analyst has rated the stock with a hold recommendation, twenty-nine have issued a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year price target among brokerages that have issued ratings on the stock in the last year is $438.6071.

A number of analysts recently issued reports on the company. TD Cowen reissued a “buy” rating on shares of Broadcom in a research note on Friday, December 12th. Citigroup reaffirmed a “buy” rating on shares of Broadcom in a research note on Thursday, January 15th. Weiss Ratings reiterated a “buy (b)” rating on shares of Broadcom in a report on Monday, December 29th. Robert W. Baird set a $420.00 price objective on shares of Broadcom in a report on Friday, December 12th. Finally, Wall Street Zen raised shares of Broadcom from a “hold” rating to a “buy” rating in a research report on Saturday, December 13th.

Broadcom Stock Performance

AVGO stock opened at $328.80 on Thursday. The business’s 50-day moving average price is $357.93 and its two-hundred day moving average price is $335.05. The company has a current ratio of 1.71, a quick ratio of 1.58 and a debt-to-equity ratio of 0.76. The firm has a market cap of $1.56 trillion, a PE ratio of 69.08, a P/E/G ratio of 1.10 and a beta of 1.21. Broadcom has a 1-year low of $138.10 and a 1-year high of $414.61.

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

Broadcom Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 31st. Shareholders of record on Monday, December 22nd were paid a $0.65 dividend. The ex-dividend date of this dividend was Monday, December 22nd. This represents a $2.60 annualized dividend and a dividend yield of 0.8%. This is a positive change from Broadcom’s previous quarterly dividend of $0.59. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Insider Buying and Selling

In other news, Director Harry L. You acquired 1,000 shares of Broadcom stock in a transaction dated Thursday, December 18th. The stock was bought at an average cost of $325.13 per share, with a total value of $325,130.00. Following the completion of the transaction, the director directly owned 36,602 shares of the company’s stock, valued at approximately $11,900,408.26. This represents a 2.81% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Kirsten M. Spears sold 30,000 shares of the stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $347.82, for a total value of $10,434,600.00. Following the transaction, the chief financial officer owned 277,237 shares of the company’s stock, valued at approximately $96,428,573.34. The trade was a 9.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 779,901 shares of company stock valued at $284,069,237. Corporate insiders own 2.00% of the company’s stock.

Institutional Trading of Broadcom

Hedge funds and other institutional investors have recently made changes to their positions in the business. Assetmark Inc. boosted its holdings in shares of Broadcom by 2.4% during the 2nd quarter. Assetmark Inc. now owns 1,703,487 shares of the semiconductor manufacturer’s stock worth $469,566,000 after buying an additional 39,466 shares during the period. Capital Counsel LLC NY acquired a new stake in Broadcom during the second quarter worth approximately $221,000. Waterloo Capital L.P. lifted its position in Broadcom by 7.0% during the second quarter. Waterloo Capital L.P. now owns 48,361 shares of the semiconductor manufacturer’s stock worth $13,331,000 after acquiring an additional 3,180 shares during the last quarter. RiverFront Investment Group LLC boosted its holdings in shares of Broadcom by 107.6% during the second quarter. RiverFront Investment Group LLC now owns 16,524 shares of the semiconductor manufacturer’s stock worth $4,555,000 after acquiring an additional 8,566 shares during the period. Finally, Baltimore Washington Financial Advisors Inc. grew its position in shares of Broadcom by 23.6% in the second quarter. Baltimore Washington Financial Advisors Inc. now owns 46,317 shares of the semiconductor manufacturer’s stock valued at $12,767,000 after purchasing an additional 8,829 shares during the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: JPMorgan named Broadcom among its favorite chip stocks heading into earnings, reinforcing confidence in AVGO’s AI exposure and earnings upside. Nvidia, Broadcom, Micron among JPMorgan’s favorite chip stocks going into earnings
• Positive Sentiment: Citi also lists Broadcom as a top pick into earnings, and multiple sell-side firms (Wells Fargo, Mizuho and others) have recently issued bullish notes and raised targets — supporting medium-term upside tied to AI and data-center demand. Nvidia, Broadcom, NXP, Analog Devices are Citi’s top picks going into earnings
• Positive Sentiment: MarketBeat highlights TSMC’s strong AI-accelerator guidance and Meta’s “Meta Compute” initiative as potential structural tailwinds for Broadcom’s custom AI chips and networking products — a fundamental support for longer-term revenue growth. Why Taiwan Semiconductor and Meta Could Be the Hidden Bull Case for Broadcom
• Neutral Sentiment: Several write-ups discuss valuation and whether AVGO remains reasonably priced after a multi-year rally; these notes provide context but don’t change the upside catalysts. Is Broadcom (AVGO) Still Reasonably Priced After A 7x Run In Five Years
• Neutral Sentiment: Opinion and strategy pieces (Zacks, Forbes, 247WallSt) reiterate Broadcom’s AI exposure and growth profile; these can support investor conviction but highlight differing views on timing and valuation. Here is Why Growth Investors Should Buy Broadcom Inc. (AVGO) Now
• Negative Sentiment: Broadcom underperformed peers in today’s session and lagged as the broader market gained, a sign of short-term profit-taking and relative weakness versus some AI leaders. Broadcom Inc. stock underperforms Wednesday when compared to competitors
• Negative Sentiment: RBC initiated coverage at Sector Perform and flagged margin and valuation risks despite AI upside — a reminder that cost structure and pricing in AI infrastructure could pressure near-term margins. RBC initiates Broadcom (AVGO) at sector perform, flags margin and valuation risks despite AI upside
• Negative Sentiment: Social/aggregate coverage (Quiver/AI chatter) highlights heavy insider selling over the last 6 months and mentions geopolitical and margin concerns — these narratives can amplify short-term volatility. Broadcom Inc. Stock (AVGO) Opinions on AI Deals and Geopolitical Risks

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.