Financial Performance
5Y price score: 901
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 2,001.1%
US$ Per
Share
By default your notes are visible only to you.
287.1
52-week range
495.0
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
1.9 %
Dividend Yield TTM
0.7 %
Market cap $
$ 1,697,219
Price / Earnings TTM
59.5
Price / Book TTM
19.3
PEG TTM
0.7
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
22 %
657.4 %
2,001.1 %
Free cash flow per share growth
58.4 %
101.3 %
803.4 %
Earnings per share growth
85.4 %
657.1 %
873.5 %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Jun 3, 2026)
1) Strategic Leadership Changes and AI Focus - Ji Yoo introduced the leadership team, including Hock Tan (CEO) and Kirsten Spears (CFO), who will retire soon, with Amie Thuener stepping in. - Broadcom is heavily focused on AI semiconductor growth, with significant partnerships with major players like Google, Anthropic, and OpenAI, indicating a strong strategic direction in AI technology.
2) Record Financial Performance and Segment Results - Q2 2026 revenue reached a record $22.2 billion, up 48% YoY. - AI semiconductor revenue was a standout at $10.8 billion, up 143% YoY, contributing significantly to overall growth. - Non-AI semiconductor revenue was $4.2 billion, up 6% YoY, indicating a recovery in this segment. - Infrastructure software revenue was $7.2 billion, up 9% YoY, with strong bookings and ARR growth of 17%.
3) Operational Challenges and Supply Chain Management - Broadcom is experiencing high demand for AI semiconductors, with bookings exceeding $30 billion in Q2, indicating a robust backlog. - The company is managing supply chain challenges effectively, securing necessary components and planning for future demand, with visibility extending to 2028.
4) Guidance and Future Outlook - For Q3 2026, Broadcom expects consolidated revenue of $29.4 billion, up 84% YoY, with semiconductor revenue projected at $20.5 billion, up 124% YoY. - AI semiconductor revenue is anticipated to reach $16 billion, up over 200% YoY. - The company reiterated its long-term guidance for AI semiconductor revenue to exceed $100 billion in 2027, reflecting strong growth momentum.
5) Missing Information and Final Thoughts - While the call provided extensive insights into current performance and future expectations, specific figures on the total value of long-term agreements with customers were not disclosed. - Bottom line: Broadcom's strong Q2 performance, driven by AI semiconductor growth and strategic partnerships, positions the company favorably for continued expansion, making it an attractive prospect for investors looking for exposure to the AI sector.
Annual Reports, Presentations And IR Contacts
Go to the websiteBroadcom Inc — Financial Overview, Stock Price, Market Cap
Broadcom Inc is a company. Founded in 1961. As of August 26, 2026, the company's market capitalization is $1697219089200 with a current stock price of $356.74.
