Broadcom Inc (AVGO · NASDAQ)

Broadcom delivered 85.5% year-over-year revenue growth on a TTM revenue base of $89.10B, with quarterly revenue climbing from $18.02B in the October 2025 quarter to $29.59B in the July 2026 quarter, and it beat earnings estimates in all four of its last reports, most recently $3.03 versus $2.83 expected. Margins and cash generation are strong—75.5% gross margin, 54.3% operating margin, and $13.66B in quarterly free cash flow—while leverage remains modest at 1.1x debt/EBITDA against $59.42B in total debt and $23.98B in cash. The stock, at $355.14, is down 11.3% over three months and sits 26.0% below its 52-week high despite a 3.3% one-day gain, and news flow highlights a reported arrangement of up to $60B in financing for AI chip purchases. Valuation is rich at a 43.89 P/E and 18.41 P/S, though the PEG of 0.361 reflects the pace of earnings growth, which ran 215.3% year over year.