Latest revenue
$19.31B
as of 2026-02-01
Latest net income
—
as of 2026-02-01
Net margin
—
as of 2026-02-01
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $167.31B
- Enterprise value
- $222.36B
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- 44.76×
- Dividend yield
- 0.6%
- 52-wk high
- $442.36
- 52-wk low
- $231.13
- Beta
- —
- Shares out
- 404.0M
5-year trend
What this company does
Broadcom designs semiconductors and infrastructure software powering AI data centers, networking gear, broadband, wireless devices, and enterprise IT environments. The company makes most of its money selling chips and hardware products ($14.1B last quarter), with infrastructure software subscriptions and services adding another $5.2B. Revenue jumped 29% year-over-year to $19.3B as AI datacenter demand drives a structural shift, while Broadcom returned roughly $11B to shareholders via buybacks and dividends in the quarter.
Generated from AVGO's filing dated 2025-12-18
Key risks
- Heavy debt load: $63.8B long-term plus $2.3B short-term debt drove $801M quarterly interest expense, against $14.2B cash.
- Goodwill and intangibles of $128.1B represent 75% of total assets, creating material impairment risk if VMware/AI growth disappoints.
- Aggressive capital return outpacing cash generation: $7.85B buybacks plus $3.09B dividends vs $8.26B operating cash flow, drained cash $2B.
Generated from AVGO's filing dated 2025-12-18
Profitability
Gross margin
67.8%
7.5%Operating margin
39.9%
52.8%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-02-01 | $19.31B | +29.5% | — | — | — |
Q4 2025 2025-11-02 | $18.02B | +28.2% | — | — | — |
Q3 2025 2025-08-03 | $15.95B | +22.0% | — | — | — |
Q2 2025 2025-05-04 | $15.00B | +20.2% | — | — | — |
Q1 2025 2025-02-02 | $14.92B | +24.7% | — | — | — |
Q4 2024 2024-11-03 | $14.05B | — | — | — | — |
Q3 2024 2024-08-04 | $13.07B | +47.3% | — | — | — |
Q2 2024 2024-05-05 | $12.49B | — | — | — | — |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Semiconductors & Related Devices · SIC 3674
Your notes
Keep private notes on AVGO — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$1.6M
Insider selling
$1.15B
Net activity
−$1.14B
Distinct insiders
9
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns AVGO
Institutional value
$243.85B
Total shares held
793.8M
Distinct holders
727
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 308.0M | $95.33B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 128.4M | $39.75B | — | New |
| 3 | Invesco Ltd. | 33.3M | $10.31B | — | New |
| 4 | Legal & General Group Plc | 32.2M | $9.96B | — | New |
| 5 | VANGUARD FIDUCIARY TRUST CO | 27.2M | $8.43B | — | New |
| 6 | WELLS FARGO & COMPANY/MN | 25.7M | $7.95B | — | New |
| 7 | DIMENSIONAL FUND ADVISORS LP | 12.7M | $3.94B | — | New |
| 8 | Mitsubishi UFJ Asset Management Co., Ltd. | 11.0M | $3.41B | — | New |
| 9 | Vanguard Global Advisers, LLC | 10.4M | $3.21B | — | New |
| 10 | CITIGROUP INC | 9.5M | $2.93B | — | New |
| 11 | National Pension Service | 9.4M | $2.90B | — | New |
| 12 | Voya Investment Management LLC | 8.8M | $2.72B | — | New |
| 13 | RHUMBLINE ADVISERS | 8.2M | $2.54B | — | New |
| 14 | VANGUARD ASSET MANAGEMENT, Ltd | 8.0M | $2.47B | — | New |
| 15 | BNP PARIBAS FINANCIAL MARKETS | 7.8M | $2.42B | — | New |
| 16 | TD ASSET MANAGEMENT INC | 6.6M | $2.04B | — | New |
| 17 | NOMURA ASSET MANAGEMENT CO LTD | 5.8M | $1.79B | — | New |
| 18 | Russell Investments Group, Ltd. | 4.9M | $1.50B | — | New |
| 19 | JANE STREET GROUP, LLC | 4.7M | $1.45B | — | New |
| 20 | STIFEL FINANCIAL CORP | 4.5M | $1.39B | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
Product revenue jumped 39% to $14.1B while subscriptions grew only 9%—how much of that semiconductor surge is concentrated in three AI hyperscaler customers, and what's the customer concentration risk?
- 2
Stock-based compensation rose 70% to $2.18B versus 16% diluted EPS growth—why should investors view this $7.85B buyback as anything but offsetting dilution?
- 3
Inventory grew 30% to $2.96B and receivables jumped 18% to $8.46B against 29% revenue growth—are you seeing pull-ins or channel stuffing in AI orders?
Refreshed when AVGO files a new report · last from 2025-12-18