20269月
AVGO Sep 2026 · Hold
Hold. The report was prepared at $357.90, close to Fair value of $363.07, so the valuation offers limited near-term upside.Latest published research · analyzed 2026-09-08 · stale · sources stale
AVGO · アーカイブ
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USD 357.90
20265月
AVGO May 2026 · Sell
Broadcom is a premier aggregator of mission-critical semiconductor and infrastructure software franchises. The VMware acquisition boosts recurring revenue, while custom AI silicon provides secular tailwinds. However, at $412, the valuation is deeply disconnected from reality.Historical archived edition · analyzed 2026-05-08
20264月
AVGO Apr 2026 · Buy
Broadcom Inc. (AVGO) is a 'Mature Quality Compounder' that has successfully transitioned from a legacy semiconductor firm into a hybrid powerhouse of high-growth AI infrastructure and stable enterprise software. The company operates at the absolute center of the modern digital economy: its networking chips power the world’s data centers, its custom accelerators enable the training of large language models, and its software (VMware) manages the virtualization layers for the Fortune 500. Our investment thesis rests on the dual engine of Wide-Moat software cash flows and explosive AI networking growth. With operating margins of 45% and a recurring revenue base exceeding 60%, Broadcom offers a level of financial durability and cash generation that is rarely found in the semiconductor sector.Historical archived edition · analyzed 2026-04-28