Broadcom Rides AI Semiconductor Growth: Can it Beat NVDA & AMD?
AVGO's AI semiconductor growth is accelerating on custom XPU and networking demand, even as NVIDIA and AMD intensify competition.
AVGO - Broadcom Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$503.07
DETAILS
HIGH:
$582.00
LOW:
$400.00
MEDIAN:
$515.00
CONSENSUS:
$503.07
UPSIDE:
36.33%
Stock News
Broadcom Urges Enterprises to Prepare Now for Post-Quantum Cyber Threats
Enterprises should treat post-quantum cryptography as a current business issue rather than a distant technology concern, according to Michael Jordan, Distinguished Engineer for Cybersecurity and Compliance at Broadcom NASDAQ: AVGO.
Broadcom Stock Making Moves Ahead of Earnings
Broadcom (NASDAQ:AVGO), up 4.1% at $370.30 at last check amid a broader sector lift thanks to Nvidia's earnings report.
5 Reasons to Buy Broadcom Stock Before Its Sept. 2 Earnings
Its custom chip business looks set to be a big driver, with a moat few people talk about. It also has a big opportunity in optical networking that deserves more investor attention.
The Week Ahead: August Jobs Report Takes Center Stage
Next week brings another wave of key economic data ahead of the Federal Reserve's Sept.
Broadcom Jumps Nearly 4% as AI Could Reach 54% of Sales
Broadcom (AVGO), the semiconductor and infrastructure-software powerhouse, jumped approximately 3.8% to $369.005 Thursday after Nvidia (NVDA) projected roughly
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Ark Invest was a buyer of tech stocks down as much as 53% from their recent all-time highs.
Breakfast News: Nvidia Crushed It. Who Cares?
Nvidia revenue more than doubles, Okta and Veeva climb on beats, and more
History Says This Is What Will Happen to Broadcom Stock After Sept. 2
The market's reaction to Broadcom's earnings will be heavily affected by management's outlook. Broadcom expects a strong 2027.
AMG National Trust Bank Makes New $7.69 Million Investment in Broadcom Inc. $AVGO
AMG National Trust Bank acquired a new stake in Broadcom Inc. (NASDAQ: AVGO) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 20,363 shares of the semiconductor manufacturer's stock, valued at approximately $7,692,000. A number of other institutional investors and hedge
AMS Capital Ltda Purchases Shares of 28,829 Broadcom Inc. $AVGO
AMS Capital Ltda purchased a new position in shares of Broadcom Inc. (NASDAQ: AVGO) during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 28,829 shares of the semiconductor manufacturer's stock, valued at approximately $10,890,000. Broadcom makes up about 3.7% of
Broadcom Inc (AVGO) Shares Fall 0.3% -- GF Value Says Still Overvalued
On August 26, 2026, Broadcom Inc (AVGO) shares fell 0.3% to $355.59, continuing a downward trend over the past month with a decline of 6.9%. The stock has fluct
NVDA vs. AVGO: Which AI Chip Giant Actually Wins for Retirement Portfolios in 2026?
Both NVIDIA and Broadcom just posted record quarters riding the same AI infrastructure wave, but for retirement investors, one of these chip giants fits the portfolio and one quietly works against it.
OpenAI's New AI Chip Could Be Good News for Broadcom
Broadcom Inc. (AVGO, Financials) may be one of the lesser-known beneficiaries of the push by OpenAI to build proprietary AI chips.According to BNP Paribas, Broa
Broadcom Is The New Nvidia, And That's The Problem
Broadcom Inc. shares are roughly flat year-to-date, and we don't expect things to turn for the better anytime soon. AVGO stock is caught in a similar situation to Nvidia, holding 70% of the ASIC market and now needing to fend off the growing competition or lose share. This means cutting price to remain competitive or losing market share as hyperscalers increasingly multi-source custom AI ASICs, which Google has already exemplified well.
Broadcom's Massive $100B AI Target vs. a High-Stakes Valuation
Broadcom (AVGO -1.54%) could emerge as one of the biggest beneficiaries of big tech's custom AI chip push. This video examines why that expanding role could support Broadcom's next phase of AI growth, even as its premium valuation raises the stakes.
A Leading Hedge Fund Just Placed Massive Bets on Broadcom and Intel Stocks. Should You Follow Suit?
These two chipmakers have had very different 2026s.
Prediction: These 3 AI Stocks Could Be the Next Big Winners
Artificial intelligence has reshaped the semiconductor and cloud-infrastructure landscape at a pace few investors imagined two years ago.
AMD vs. Broadcom: Which AI Stock Has the Bigger Upside Potential?
AMD's surging Data Center demand and stronger technical momentum give it an edge over Broadcom, despite both benefiting from AI growth.
Broadcom Fell 12.6% on Its Last Beat — Can It Avoid a Repeat in September?
Broadcom Inc. (NASDAQ:AVGO) shares are in the spotlight, with earnings on deck, key growth metrics in focus and a technical setup showing a golden cross under pressure.
Price Targets
Broadcom initiated with an Outperform at BMO Capital
$455.00
(was $364.03)
BMO Capital
Broadcom price target raised to $400 from $375 at DA Davidson
$400.00
(was $410.33)
D.A. Davidson
Broadcom price target raised to $550 from $545 at Truist
$550.00
(was $407.11)
William Stein
·
Truist Financial
Broadcom Stock Plunges 15% After Weak AI Guidance — Goldman Hikes Target To $525, Sees Nearly 30% Upside
$525.00
(was $407.07)
Goldman Sachs
Broadcom price target raised to $400 from $360 at RBC Capital
$400.00
(was $406.45)
Srini Pajjuri
·
RBC Capital
Broadcom price target raised to $535 from $450 at Oppenheimer
$535.00
(was $479.23)
Oppenheimer
Broadcom price target raised to $502 from $485 at Morgan Stanley
$502.00
(was $479.23)
Morgan Stanley
Broadcom price target raised to $575 from $500 at KeyBanc
$575.00
(was $479.23)
John Vinh
·
KeyBanc
Broadcom price target lowered to $485 from $490 at UBS
$485.00
(was $479.23)
UBS
Broadcom downgraded to Neutral from Outperform at Macquarie
$437.00
(was $479.23)
Macquarie
Broadcom price target raised to $515 from $430 at Deutsche Bank
$515.00
(was $479.23)
Ross Seymore
·
Deutsche Bank
Broadcom price target raised to $550 from $500 at Jefferies
$550.00
(was $479.23)
Blayne Curtis
·
Jefferies
Broadcom price target raised to $485 from $470 at Morgan Stanley
$485.00
(was $448.94)
Joseph Moore
·
Morgan Stanley
Broadcom price target raised to $490 from $450 at Susquehanna
$490.00
(was $421.86)
Christopher Rolland
·
Susquehanna
Broadcom price target raised to $582 from $490 at Evercore ISI
$582.00
(was $420.71)
Mark Lipacis
·
Evercore ISI
Broadcom price target raised to $490 from $475 at UBS
$490.00
(was $420.89)
Timothy Arcuri
·
UBS
Broadcom price target raised to $545 from $430 at Wells Fargo
$545.00
(was $416.79)
Wells Fargo
Broadcom initiated with a Neutral at DA Davidson
$335.00
(was $331.17)
D.A. Davidson
Broadcom upgraded to Outperform from Peer Perform at Wolfe Research
$400.00
(was $330.73)
Chris Caso
·
Wolfe Research
Broadcom upgraded to Overweight from Equal Weight at Wells Fargo
$430.00
(was $339.89)
Wells Fargo