Yahoo · Sep 16, 2026
Broadcom CEO pushes back on AI slowdown fears
The chipmaker is sticking with its long-term targets despite growing questions about the AI spending cycle.
NYSE · AVGO
Broadcom Inc.
Technology · Semiconductors
$339.27
Up+$2.25 (+0.66%)
Updated Sep 16, 2026, 4:32 PM
SID Score
5.7/10
Composite research score
Smart Money
50/100
Neutral
- Market cap
- 1.91T
- P/E ratio
- 83.27
- Dividend yield
- 0.70%
- 52-week range
- $289.96 – $495.00
- Volume
- 24.78M
- Avg. volume
- 22.88M
Price performance
AVGO price history
1M range · 20 trading sessions · Daily adjusted prices
AVGO closed at $339.27 after 20 trading sessions, down 10.72% for the selected period.
- Last close
- $339.27
- Period change
- -10.72%
- Period low
- $339.27
- Period high
- $380.00
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $346.04 | $347.2599 | $337.90 | $339.27 | 24.78M |
| Sep 14, 2026 | $349.63 | $350.25 | $343.91 | $344.72 | 32.66M |
| Sep 11, 2026 | $364.85 | $366.78 | $361.64 | $361.99 | 21.17M |
| Sep 10, 2026 | $360.03 | $365.27 | $357.75 | $360.83 | 23.99M |
| Sep 9, 2026 | $366.23 | $368.01 | $359.25 | $364.38 | 25.92M |
| Sep 8, 2026 | $363.675 | $372.6999 | $362.74 | $368.56 | 30.46M |
| Sep 4, 2026 | $359.70 | $360.16 | $353.70 | $357.895 | 32.86M |
| Sep 3, 2026 | $351.74 | $359.40 | $342.3305 | $357.16 | 60.24M |
| Sep 2, 2026 | $369.68 | $371.09 | $364.65 | $367.24 | 38.87M |
| Sep 1, 2026 | $364.25 | $371.40 | $362.00 | $369.68 | 19.29M |
| Aug 31, 2026 | $369.52 | $372.75 | $366.30 | $370.34 | 21.95M |
| Aug 28, 2026 | $373.60 | $376.59 | $365.3513 | $368.79 | 16.6M |
| Aug 27, 2026 | $361.79 | $371.72 | $360.61 | $371.54 | 21.33M |
| Aug 26, 2026 | $357.12 | $359.4699 | $350.06 | $355.59 | 19.2M |
| Aug 25, 2026 | $361.10 | $362.99 | $355.31 | $356.74 | 18.01M |
| Aug 24, 2026 | $364.965 | $366.17 | $358.71 | $358.76 | 18.72M |
| Aug 21, 2026 | $370.69 | $375.13 | $365.05 | $368.45 | 19.04M |
| Aug 20, 2026 | $364.39 | $367.12 | $362.2501 | $364.03 | 19.73M |
| Aug 19, 2026 | $372.40 | $373.91 | $357.6101 | $362.48 | 35.09M |
| Aug 18, 2026 | $384.315 | $385.7821 | $377.01 | $380.00 | 22.88M |
Latest AVGO news
The latest Smart Investors Daily articles mentioning AVGO.
Stock researchCompany · Overview
AVGO research
Overview
Company profile and research snapshot.
Company profile
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing, wired connectivity, and wireless connectivity. It is primarily a fabless designer but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $431.25
- Implied upside
- —
- Analysts
- 30
| Date | Firm | Rating | Target |
|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | Overweight | — |
| Sep 4, 2026 | DA Davidson | Neutral | — |
| Sep 4, 2026 | Citigroup | Buy | — |
| Sep 3, 2026 | StoneX | Buy | — |
| Sep 3, 2026 | Truist Securities | Buy | — |
News briefing
Generated Sep 16, 2026, 3:06 PM
Why Is AVGO Up Today? AI Dominance and Valuation Support Gains
Broadcom (AVGO) is trading up 0.98% today as investors digest a mixed but ultimately supportive narrative around the company's dominant position in AI infrastructure. Multiple analysts are weighing in on the semiconductor giant's growth prospects, with particular focus on its massive AI revenue concentration and potential undervaluation relative to its long-term earnings power.
Bottom line: Broadcom is benefiting from strong conviction around its AI infrastructure dominance and apparent valuation discount relative to growth prospects, though investors should monitor the rising concentration of revenue in AI and emerging competition from custom chips. The key question for investors is whether the company's 62% AI revenue exposure represents peak penetration risk or merely the midpoint of a longer growth cycle that justifies current multiples.
SeekingAlpha · Sep 16, 2026
Broadcom: Pacing The Frontier Could Be Bullish For Inference
Broadcom AI semis outlook: inference-driven custom XPUs, revenue forecasts to FY28, plus key risks like lab concentration and capacity limits. Click for more on AVGO stock.
Yahoo · Sep 16, 2026
3 Semiconductor Stocks to Buy Before AI Demand Explodes in September
Hyperscalers keep pulling forward orders for custom silicon, high-bandwidth memory, and networking chips, and three semiconductor names just raised guidance into the surge. One of them already sees a $230 billion revenue trajectory taking shape, and another reports before the month ends.
Benzinga · Sep 16, 2026
Assessing Broadcom's Performance Against Competitors In Semiconductors & Semiconductor Equipment Industry
Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive
AI research layers
Interpretive context generated from the platform’s current data sources.
Broadcom Inc. Stock Performance
Broadcom Inc. shares closed at $339.27, reflecting a single-day decline of approximately 4.0% per SID market data. The stock has experienced sustained downward pressure across multiple timeframes, falling 17.5% over the past month and 9.78% over the trailing three months. On a one-year basis, AVGO has declined 16.53%, underperforming the broader technology sector. The stock currently trades well below both its 50-day moving average of $382.77 and its 200-day moving average of $364.24, indicating a bearish technical posture according to Massive/Polygon data. The 14-day relative strength index stands at 40.5, approaching oversold territory but not yet signaling an extreme reading. AVGO carries a beta of 1.204, suggesting above-average sensitivity to broader market movements. Average daily trading volume registers at approximately 22.9 million shares, reflecting robust liquidity. The company maintains a market capitalization of approximately $1.91 trillion.
Broadcom Inc. Valuation Analysis
Broadcom Inc. currently trades at a price-to-earnings ratio of 83.27, a premium valuation that reflects elevated growth expectations embedded in the stock price, according to SID market data. The PEG ratio stands at 3.80, indicating that the P/E multiple significantly exceeds the company's projected earnings growth rate. Additionally, AVGO's price-to-book ratio of 23.69 underscores a substantial premium over tangible asset value, consistent with its asset-light semiconductor and software business model per SEC filings. The company offers a dividend yield of approximately 0.58%, providing modest income to shareholders relative to the technology sector average. At a market capitalization of $1.91 trillion, Broadcom ranks among the largest companies globally. These valuation metrics position AVGO at the upper end of semiconductor industry multiples, reflecting the market's pricing of its AI infrastructure exposure and recurring software revenue streams following the VMware acquisition.
Smart Money Activity for AVGO
Broadcom Inc. registers a composite smart money score of 50 out of 100, reflecting a neutral overall signal according to SID market data. Institutional positioning scores a perfect 25 out of 25, indicating strong conviction from large fund managers who continue to maintain significant holdings. In contrast, insider activity scores 0 out of 25, driven by uniformly bearish transaction patterns — SEC Form 4 filings reveal 20 insider transactions over the past 90 days, all of which were sales with zero purchases recorded. This one-directional selling by corporate insiders represents a notable divergence from institutional sentiment. Congressional trading activity scores 16.3 out of 25, suggesting above-average interest from members of Congress per 13F institutional filings and congressional disclosure records. Dark pool activity registers at 9.1 out of 25, indicating below-average off-exchange institutional accumulation. The disconnect between maximum institutional conviction and complete absence of insider buying warrants monitoring as these signals historically carry predictive weight for future price direction.
Broadcom Inc. Earnings Outlook
Broadcom Inc. has delivered four consecutive quarters of earnings beats, demonstrating consistent execution above Wall Street expectations according to company earnings reports. In the most recent quarter, AVGO reported earnings per share of $3.32 versus an analyst estimate of $3.16, representing a positive surprise of $0.16 or approximately 5.1%. The prior quarter showed EPS of $2.44 against estimates of $2.32, a $0.12 beat. Two quarters ago, the company reported $2.05 versus the $1.88 consensus, delivering its largest percentage surprise at approximately 9.0%. The earliest quarter in the trailing four-period window showed EPS of $1.95 against an estimate of $1.90, a modest $0.05 upside surprise. The earnings trajectory demonstrates meaningful sequential growth, with EPS rising from $1.95 to $3.32 over four quarters per analyst estimates. This pattern of accelerating profitability aligns with expanding AI-related semiconductor demand and VMware integration synergies contributing to bottom-line results.
Wall Street Analyst Ratings for AVGO
Wall Street analysts maintain a predominantly bullish stance on Broadcom Inc., with recent coverage actions skewing toward Buy-equivalent ratings per SID consensus data. On September 10, 2026, Piper Sandler initiated coverage with an Overweight rating, adding a new bullish voice to the analyst community. On September 4, Citigroup maintained its Buy rating, while DA Davidson reiterated a Neutral stance, representing the sole cautious view among recent updates. StoneX and Truist Securities both maintained Buy ratings on September 3, reinforcing the prevailing positive consensus according to Wall Street analyst reports. Of the five most recent analyst actions, four carry Buy or Overweight recommendations, translating to an 80% bullish rate among active coverage. DA Davidson's Neutral rating stands as the primary outlier. The clustering of maintained Buy ratings immediately following the company's earnings report suggests that quarterly results reinforced existing investment theses among the covering analyst community. No downgrades have been recorded in the most recent coverage cycle.
