Broadcom Inc (AVGO · NASDAQ)
AVGO · MARKET VIEW
Market view · as of Oct 8, 2026
Price (last ~year)
Broadcom's momentum accelerated sharply through fiscal 2026, with quarterly revenue climbing from $18.02B in the October 2025 quarter to $29.59B in the July 2026 quarter, driving trailing-twelve-month revenue to $89.10B and year-over-year revenue growth of 85.5%. Profitability is strong — gross margin of 75.5%, operating margin of 54.3%, and ROE of 44.3% — and the company beat estimates in all four of its last earnings reports, most recently reporting $3.03 versus a $2.83 consensus. The balance sheet carries $59.42B in total debt against $23.98B in cash (debt/EBITDA of 1.1x), while the July quarter generated $13.66B in free cash flow. The stock closed at $376.51, up 7.2% over five days but still 21.5% below its 52-week high, with a market cap of $1.79T and a P/E of 46.28.
Valuation
- Market cap
- $1.79T
- P/E
- 46.28
- PEG
- 0.361
- P/B
- 17.46
- P/S
- 20.13
- EV/EBITDA
- 33.92
- Beta
- 1.476
- Analyst target
- $531.31
Quality & returns
- Gross margin
- 75.5%
- Operating margin
- 54.3%
- Profit margin
- 42.9%
- ROE
- 44.3%
- ROA
- 15.4%
Price movement
- Last
- $376.51
- 1-month
- +3.5%
- 3-month
- -3.1%
- RSI (14)
- 67
- vs SMA200
- +2.6%
- 52-wk position
- 44.9% -21.5% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-07-31 | $29.59B | $16.06B | $13.09B | $18.27B |
| 2026-04-30 | $22.19B | $10.86B | $9.31B | $13.07B |
| 2026-01-31 | $19.31B | $8.67B | $7.35B | $11.15B |
| 2025-10-31 | $18.02B | $7.51B | $8.52B | $9.86B |
Recent news
- Somewhat-Bullish Broadcom, Oracle, and SpaceX pursue blockbuster debt deals amid AI buildout - WSJ · 2026-10-07
- Somewhat-Bullish The Bet Behind Analog Devices' 82% Run · 2026-10-07
- Neutral Form 4 Emergent Biosolutions Inc For: 7 October By Investing.com · 2026-10-07
- Neutral Marvell price target raised by Bank of America on $80 billion sales outlook · 2026-10-07
- Somewhat-Bullish ASML Holding N.V. vs. Broadcom: Which Technology Stock Is a Better Buy in 2026? · 2026-10-07
- Neutral Apple Is Setting The Stage For a Massive Windfall That Few Understand · 2026-10-07
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)