Broadcom Inc. (NASDAQ:AVGO) Receives Average Recommendation of “Moderate Buy” from Brokerages

Broadcom Inc. (NASDAQ:AVGO) has earned a consensus recommendation of “Moderate Buy” from the thirty-three brokerages that are presently covering the company, Marketbeat reports. Three research analysts have rated the stock with a hold rating, twenty-nine have issued a buy rating and one has given a strong buy rating to the company. The average 12 month price target among brokers that have issued a report on the stock in the last year is $435.30.

Several research analysts have recently issued reports on the stock. Zacks Research cut shares of Broadcom from a “strong-buy” rating to a “hold” rating in a report on Wednesday, March 4th. Robert W. Baird set a $420.00 price target on shares of Broadcom in a research note on Friday, December 12th. Benchmark reissued a “buy” rating and issued a $485.00 price target on shares of Broadcom in a research report on Thursday, March 5th. UBS Group set a $475.00 price objective on shares of Broadcom and gave the company a “buy” rating in a research note on Monday, December 15th. Finally, Truist Financial raised their price objective on Broadcom from $510.00 to $545.00 and gave the stock a “buy” rating in a report on Thursday, March 5th.

Broadcom Stock Up 1.4%

Broadcom stock opened at $320.40 on Friday. The stock has a market cap of $1.52 trillion, a PE ratio of 62.58, a P/E/G ratio of 0.68 and a beta of 1.22. The company has a debt-to-equity ratio of 0.80, a current ratio of 1.90 and a quick ratio of 1.73. The stock’s fifty day moving average is $331.12 and its two-hundred day moving average is $344.89. Broadcom has a 1-year low of $138.10 and a 1-year high of $414.61.

Broadcom (NASDAQ:AVGO) last released its quarterly earnings data on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.03 by $0.02. Broadcom had a return on equity of 38.61% and a net margin of 36.57%.The business had revenue of $19.31 billion during the quarter, compared to analysts’ expectations of $19.10 billion. During the same period in the prior year, the firm posted $1.60 EPS. The business’s quarterly revenue was up 29.5% compared to the same quarter last year. On average, sell-side analysts expect that Broadcom will post 5.38 EPS for the current fiscal year.

Broadcom Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 23rd will be given a $0.65 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. Broadcom’s dividend payout ratio is 50.78%.

Trending Headlines about Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Broadcom said it is shipping the world’s first end‑to‑end post‑quantum (PQC) in‑flight network encryption solution — a security product that can open enterprise spend and differentiate Broadcom in networking/security offerings. Broadcom Delivers the World’s First End-to-End PQC-safe, In-flight Network Encryption Solution
• Positive Sentiment: Production‑volume shipping of the Tomahawk‑6 family (industry’s first 102.4 Tbps switch) supports near‑term revenue upside in AI networking and strengthens Broadcom’s competitive position with hyperscalers. Broadcom (AVGO) Commences Production Volume Shipping of World’s First 102.4 Tbps Switch
• Positive Sentiment: Meta publicly confirmed Broadcom as a custom AI‑chip partner for its MTIA inference roadmap, validating a major hyperscaler design win that underpins recurring AI accelerator and networking demand. Why Meta’s AI Chip Announcement Has Broadcom Investors Paying Attention
• Positive Sentiment: Analysts and trade press highlight sharp AI revenue growth and semiconductor momentum (large AI sales increase and XPU/networking strength), which supports the bull case for FY26 upside. Broadcom’s AI Push Boosts Semiconductor Sales: More Upside Ahead?
• Neutral Sentiment: Street reaction is mixed — several price‑target raises and buy notes coexist with cautious takes about valuation and concentration risk, producing two‑sided flow into the tape. How The Broadcom (AVGO) Investment Story Is Shifting With AI Hopes And Valuation Doubts
• Neutral Sentiment: Broadcom’s VMware business remains visible (VMware Explore dates announced), supporting software cashflow, but these events are not immediate revenue surprises. VMware Explore 2026 Press Release
• Negative Sentiment: Clustered insider selling: multiple executives (including the CFO and senior officers) sold sizable blocks on March 16–17, which is weighing on sentiment and could prompt short‑term pressure even if sales are for diversification or tax planning. Kirsten M. Spears Form 4 (SEC)
• Negative Sentiment: Regulatory risk: a cloud‑industry group urged EU antitrust regulators to impose an interim measure against Broadcom over changes to the VMware Cloud Service Provider program — a potential near‑term headwind for Broadcom’s enterprise software franchise in Europe. Cloud industry group calls for EU interim measure against Broadcom over VMware

Insider Activity

In other Broadcom news, insider Charlie B. Kawwas sold 39,116 shares of Broadcom stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the transaction, the insider owned 74,626 shares of the company’s stock, valued at $24,000,467.86. The trade was a 34.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Kirsten M. Spears sold 36,292 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $321.60, for a total value of $11,671,507.20. Following the completion of the sale, the chief financial officer directly owned 327,760 shares of the company’s stock, valued at $105,407,616. The trade was a 9.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 528,970 shares of company stock worth $177,150,321 over the last ninety days. 1.90% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Norges Bank acquired a new position in shares of Broadcom in the fourth quarter valued at approximately $24,252,196,000. Cardano Risk Management B.V. lifted its holdings in shares of Broadcom by 895.2% during the fourth quarter. Cardano Risk Management B.V. now owns 12,689,800 shares of the semiconductor manufacturer’s stock worth $4,391,940,000 after purchasing an additional 11,414,701 shares during the period. Vanguard Group Inc. grew its position in Broadcom by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 483,442,939 shares of the semiconductor manufacturer’s stock valued at $133,261,046,000 after buying an additional 6,222,802 shares during the last quarter. Edgewood Management LLC purchased a new position in Broadcom in the 2nd quarter valued at $1,571,438,000. Finally, State Street Corp increased its stake in Broadcom by 2.7% in the 4th quarter. State Street Corp now owns 190,084,351 shares of the semiconductor manufacturer’s stock valued at $65,788,194,000 after buying an additional 5,040,801 shares during the period. 76.43% of the stock is owned by hedge funds and other institutional investors.

Broadcom Company Profile

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.