Broadcom (AVGO)
Information Technology · Semiconductor design and infrastructure software
Global semiconductor and infrastructure software leader powering AI data centers, enterprise networks, and cloud environments with advanced silicon and mission-critical software.
What Broadcom does
Broadcom is a global technology leader that designs, develops and supplies semiconductor and semiconductor-based solutions, along with infrastructure software solutions. The company's semiconductor portfolio includes complex digital and mixed-signal devices, III-V based devices, network interface cards, switches, subsystems and racks used across enterprise and AI data centers, networking, storage systems, broadband, telecommunications, wireless, factory automation, and electronic displays. Its infrastructure software segment provides private cloud, mainframe software, cybersecurity, enterprise software, and fibre channel storage area networking (FC SAN) products that help enterprises modernize and secure hybrid cloud and edge environments.
Themes: ["AI infrastructure","Data center acceleration","Enterprise networking","Cloud infrastructure software","Cybersecurity","High-speed connectivity","5G/wireless infrastructure","Edge computing"]
Fundamentals
- Price$401.11 as of 2026-07-09 close
- Market cap$1.93T as of 2026-07-10
- 1-year return+44.3% as of 2026-07-09 close
- P/E65.82 as of 2026-07-10
- Net margin+38.9% as of 2026-07-10
- Gross margin+68.3% as of 2026-07-10
- ROE+36.4% as of 2026-07-10
- Debt / equity0.74 as of 2026-07-10
- Revenue growth (YoY)+32.3% as of 2026-07-10
- Revenue CAGR (3y)+24.4% SEC XBRL
- Beta1.47 as of 2026-07-10
Dividend: yield +0.7%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Competitive pressure and market volatility in semiconductor design, particularly as demand dynamics shift and technology nodes evolve","Customer concentration and dependence on major enterprise and cloud customers for significant revenue","Geopolitical and supply chain risks affecting semiconductor manufacturing, particularly for advanced nodes and international operations"]
Competitors & peers
- Intel (INTC)
- Nvidia (NVDA)
- AMD (AMD)
- Marvell Technology (MRVL)
- Qlogic (acquired)
- VMware (virtualization/cloud)
- Synopsys (SNPS)
- Cadence Design Systems (CDNS)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.