AVGOTechnology · SemiconductorsThe 50 Wall Street analysts covering Broadcom Inc. hold a median 12-month price target of $535 — +52.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 23 Sept 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Broadcom Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (92): The business earns solid, repeatable profits on what it owns.
Accruals (35): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (0): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on AVGO, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +52.7% from it.
Of the 20 most recent actions, 6 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Piper Sandler | Initiates | Overweight | $460 |
| 4 Sept 2026 | Citigroup | Maintains | Buy | $500 → $515 |
| 4 Sept 2026 | DA Davidson | Maintains | Neutral | $400 → $350 |
| 3 Sept 2026 | BMO Capital | Maintains | Outperform | $455 → $575 |
| 3 Sept 2026 | Cantor Fitzgerald | Maintains | Overweight | $525 → $600 |
| 3 Sept 2026 | Evercore ISI Group | Maintains | Outperform | $582 → $578 |
| 3 Sept 2026 | Keybanc | Reiterates | Overweight | $575 |
| 3 Sept 2026 | Macquarie | Upgrade | Outperform | $490 |
| 3 Sept 2026 | Morgan Stanley | Maintains | Overweight | $502 → $505 |
| 3 Sept 2026 | Raymond James | Maintains | Outperform | $450 → $475 |
| 3 Sept 2026 | RBC Capital | Reiterates | Sector Perform | $400 |
| 3 Sept 2026 | Rosenblatt | Maintains | Buy | $500 → $600 |
| 3 Sept 2026 | StoneX | Reiterates | Buy | $545 |
| 3 Sept 2026 | TD Cowen | Maintains | Buy | $500 → $475 |
| 3 Sept 2026 | Truist Securities | Maintains | Buy | $550 → $520 |
| 26 Aug 2026 | RBC Capital | Reiterates | Sector Perform | $400 |
| 26 Aug 2026 | RBC Capital | Reiterates | Sector Perform | — |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | $455 |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | — |
| 7 July 2026 | Erste Group | Downgrade | Hold | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AVGO appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 24 Sept 2026, Broadcom Inc. returned +4.0% against +17.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 15% of US stocks
Cheaper than 9% of US stocks
Cheaper than 5% of US stocks
Cheaper than 8% of US stocks
Higher than 91% of US stocks
Higher than 91% of US stocks
Higher than 82% of US stocks
Higher than 97% of US stocks
Higher than 95% of US stocks
Higher than 92% of US stocks
Higher than 97% of US stocks
Higher than 14% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Broadcom Inc. has a market value of $1.7T and an enterprise value of $1.7T.
Revenue in the twelve months to 31 July 2026: $89.1B. The latest quarter grew 85.5% year on year.
Net income over the same four quarters: $38.3B, a 42.9% net margin.
Diluted earnings per share, trailing twelve months: $7.83.
Free cash flow in the twelve months to 31 July 2026: $39.4B.
Broadcom Inc. spent $8.4B on share buybacks and $12.1B on dividends in the twelve months to 31 July 2026.
Trailing P/E: 45.3×; forward P/E: 18.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.73%, paying out 32% of earnings.
Broadcom Inc. employs 33,000 people — $2.7M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Broadcom Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Broadcom projects $230 billion in AI semiconductor revenue during fiscal 2028. The company's growth rate and current valuation are highlighted, with the stock described as attractively priced relative to that expansion.
Why it matters — A $230 billion AI revenue outlook for fiscal 2028 signals a substantial long-term growth opportunity that Broadcom watchers would want to track.
Morningstar published a bonus episode of The Morning Filter podcast in which co-host Dave Sekera and senior analyst William Kerwin discuss Broadcom, unpacking the company's current valuation, what the market may be missing, and the risks investors should watch out for.
Why it matters — AVGO watchers would care because a Morningstar analyst offers a detailed look at Broadcom's valuation and the risks surrounding it, providing perspective on whether the market fully appreciates the company.
The article discusses Broadcom's growth trajectory over the next five years, noting that its chip segment has driven recent massive stock growth while its software segment could become increasingly important going forward.
Why it matters — AVGO watchers would care because the piece examines how the balance between Broadcom's hardware and software businesses could shape its future growth.
Jensen Investment Management's Allen Bond, in an interview, highlighted Broadcom along with KLAC and Amphenol as companies positioned to benefit from AI demand regardless of which AI model prevails, framing them as an alternative to a direct NVIDIA bet.
Why it matters — The item draws attention to Broadcom as a potential AI beneficiary beyond the usual NVIDIA-centric trade, which may be of interest to AVGO watchers.
Broadcom shares fell around 2% on Wednesday alongside Intel and AMD as global equities paused after a four-day winning streak. The decline was driven by rising oil prices and higher Treasury yields weighing on investor sentiment.
Why it matters — This shows a market-wide pullback driven by macroeconomic factors such as oil prices and Treasury yields that can affect AVGO's valuation along with other semiconductor stocks.
The 50 Wall Street analysts covering Broadcom Inc. have a median 12-month price target of $535, with estimates ranging from $216 to $715. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 50 analysts covering Broadcom Inc., 47 rate it a Buy, 3 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Broadcom Inc. 73 out of 100 across roughly 4,600 US stocks as at 23 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Sept 2026, Broadcom Inc. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (92 of 100).
No one can know that. What the data says: the median 12-month target from 50 analysts implies +52.7% from the last close, and Ticker Nerd's factor model ranks Broadcom Inc. 73 out of 100 as at 23 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Broadcom Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AVGO are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $216 to $715 over the next 12 months.
Broadcom Inc. returned +4.0% over the 12 months to 24 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Broadcom Inc. is a global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions.
The most recent item we track (The Motley Fool, 24 Sept 2026): "Broadcom's Latest Prediction Makes the Stock a No-Brainer Buy Right Now". Broadcom projects $230 billion in AI semiconductor revenue during fiscal 2028. The company's growth rate and current valuation are highlighted, with the stock described as attractively priced relative to that expansion.
Broadcom Inc. is a global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions. The company serves a wide range of markets through two main business segments: Semiconductor Solutions and Infrastructure Software. Its semiconductor portfolio supports data centers, networking, broadband, wireless connectivity, storage, and custom silicon applications, while its software offerings help enterprises manage cloud infrastructure, cybersecurity, observability, and virtualization environments. Broadcom’s products and platforms are used by telecommunications providers, hyperscalers, businesses, and public-sector organizations that rely on high-performance connectivity, secure digital operations, and scalable enterprise systems. Broadcom Inc. plays a significant role in the technology supply chain by providing critical components and software that underpin modern communications, cloud computing, and AI-enabled infrastructure.
CEO Mr. Hock Eng Tan · 33,000 employees · United States · https://www.broadcom.com
