AVGO

Prezzo Broadcom

AVGO
$402,20
+$3,22(+0,80%)

*Data last updated: 2026-04-17 17:29 (UTC+8)

As of 2026-04-17 17:29, Broadcom (AVGO) is priced at $402,20, with a total market cap of $1,88T, a P/E ratio of 73,87, and a dividend yield of 0,62%. Today, the stock price fluctuated between $398,70 and $405,39. The current price is 0,87% above the day's low and 0,78% below the day's high, with a trading volume of 17,58M. Over the past 52 weeks, AVGO has traded between $195,94 to $414,61, and the current price is -2,99% away from the 52-week high.

AVGO Key Stats

Yesterday's Close$396,72
Market Cap$1,88T
Volume17,58M
P/E Ratio73,87
Dividend Yield (TTM)0,62%
Dividend Amount$0,65
Diluted EPS (TTM)5,26
Net Income (FY)$23,12B
Revenue (FY)$63,88B
Earnings Date2026-06-04
EPS Estimate2,38
Revenue Estimate$22,01B
Shares Outstanding4,76B
Beta (1Y)1.253
Ex-Dividend Date2026-03-23
Dividend Payment Date2026-03-31

About AVGO

Broadcom, Inc. is a global technology company, which designs, develops and supplies semiconductor and infrastructure software solutions. The company is headquartered in San Jose, California and currently employs 19,000 full-time employees. The firm operates through four segments: Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other. The company offers a range of products that are used in end-products, such as enterprise and data center networking, home connectivity, set-top boxes, telecommunication equipment, smartphones, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Its product portfolio ranges from discrete devices to complex sub-systems that include multiple device types, and also includes firmware for interfacing between analog and digital systems. Its products include mechanical hardware that interfaces with optoelectronic or capacitive sensors.
SectorTechnology
IndustrySemiconductors
CEOHock E. Tan
HeadquartersPalo Alto,CA,US
Official Websitehttps://www.broadcom.com
Employees (FY)33,00K
Average Revenue (1Y)$1,93M
Net Income per Employee$700,78K

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Broadcom (AVGO) is currently trading at $402,20, with a 24h change of +0,80%. The 52-week trading range is $195,94–$414,61.

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Broadcom (AVGO) Latest News

2026-04-16 22:32

Broadcom Stock Hits 2.5-Year High Streak, Up 28% in April on AI Chip Demand

Gate News message, April 16 — Broadcom (AVGO) stock extended its rally on Thursday, gaining 0.44% to close at $398.47, marking its eighth consecutive trading day of gains and the longest winning streak since December 2023. The stock has surged 28% in April and is now within striking distance of its all-time closing high of $412.97 set last December. If momentum continues, April would rank as the company's third-best performing month since its 2009 IPO. The semiconductor sector's broader recovery has fueled Broadcom's strength. Following a temporary market selloff after U.S. military action against Iran, investor sentiment has stabilized and capital is flowing back into chip stocks. The VanEck Semiconductor ETF has gained approximately 19% this month. Bank of America raised its 2026 forecast for non-memory semiconductor market growth to 25%, up from its prior estimate of 22%, citing sustained expansion in artificial intelligence and data center demand as core growth drivers. Broadcom's own business progress has also supported the stock's advance. The company recently disclosed expanded partnerships with Alphabet's Google, Meta Platforms, and AI startup Anthropic, strengthening its position in AI compute infrastructure. UBS upgraded its medium-term earnings outlook and now projects Broadcom will ship approximately 7 million TPU (tensor processing unit) accelerators by 2027, up from its previous forecast of 6 million. The firm maintained a "buy" rating with a $475 price target. Wall Street remains highly bullish on Broadcom. Among 54 analysts covering the stock, 51 have assigned "buy" or equivalent ratings, reflecting strong confidence in its long-term growth prospects.

2026-04-15 06:16

Broadcom Secures Expanded Meta Chip Deal as CEO Hock Tan Steps Down from Board to Advisory Role

Gate News message, April 15 — Broadcom and Meta announced yesterday (April 14) an expanded partnership extending through 2029, with Broadcom continuing to provide technical support for Meta's custom accelerators (MTIA). The initial commitment exceeds 1 gigawatt (GW) as part of Meta's multi-gigawatt deployment plan. Broadcom CEO Hock Tan will step down from Meta's board after two years to become an advisor, focusing on Meta's custom chip roadmap and infrastructure investment planning. The companies will jointly develop the industry's first AI chip using 2-nanometer process technology. Meta CEO Mark Zuckerberg stated the collaboration will support building computational infrastructure capable of bringing "personal super intelligence" to billions of users. Following the announcement, Broadcom (Nasdaq: AVGO) shares rose over 3% in after-hours trading on April 14, while Meta (Nasdaq: META) remained relatively flat. Broadcom's stock has gained nearly 10% year-to-date. MTIA (Meta Training and Inference Accelerator) is Meta's custom chip series designed for AI training and inference workloads, first introduced in May 2023. Tech giants are increasingly turning to application-specific integrated circuits (ASICs) like those Broadcom specializes in as alternatives to Nvidia and AMD's expensive, supply-constrained GPUs. Google pioneered custom ASIC development with Broadcom for its TPU (Tensor Processing Unit), and last week Broadcom announced expanded collaboration with Google and a new compute supply agreement with Anthropic.

2026-04-14 23:11

Broadcom Expands AI Chip Partnership with Meta, CEO Hock Tan to Become Advisor

Gate News message, April 14 — Broadcom and Meta announced a multi-year, multi-generation strategic partnership on April 14 to support Meta's rapidly expanding AI computing infrastructure. Building on existing collaboration, Broadcom will provide technical support for Meta's Training and Inference Accelerator (MTIA) chips, with the partnership planned to extend through 2029. The technology will serve as the core infrastructure for Meta's deployment of advanced AI data centers. The initial phase of the collaboration exceeds 1 gigawatt in scale. Given the expanded scope of this partnership, Hock Tan will step down from Meta's board of directors and transition to an advisory role, where he will provide guidance on Meta's custom chip roadmap.

2026-04-07 09:34

TradFi Rise Alert: AVGO (Broadcom) Rises Over 4%

Gate News: According to the latest Gate TradFi data, AVGO (Broadcom) has surged by 4% in a short period. Current volatility is significantly higher than recent averages, indicating increased market activity.

2026-04-07 00:23

Anthropic 年化收入超 300 亿美元,将与博通和谷歌合作扩大 AI 算力

Gate News 消息,4 月 7 日,Anthropic 在 X 平台发文表示,其年化收入已超过 300 亿美元,较 2025 年末的 90 亿美元大幅增长。Anthropic 证实将与博通和谷歌合作扩大 AI 算力,为其迅速扩张的业务提供支持。

Hot Posts su Broadcom (AVGO)

UncommonNPC

UncommonNPC

9 ore fa
Been thinking about where to invest in right now, and honestly two names keep popping up in my research - Broadcom and IBM. Both are doing something interesting in the AI and cloud space that most investors might be overlooking. Let me start with Broadcom. The chip maker has been absolutely crushing it with custom AI accelerators. Their fiscal 2025 numbers just came out and AI chip sales jumped 65% to hit $20 billion - that's nearly a third of their total revenue. What's wild is they're competing directly against Nvidia in certain use cases, but at way better efficiency rates for hyperscalers running inference workloads at scale. The whole company grew 24% in revenue and 40% in earnings last year, which is solid for a mature tech player. The street is expecting this momentum to accelerate too. Analysts are modeling 52% revenue growth and 51% EPS growth for the next fiscal year as their non-AI businesses stabilize. For a stock trading at 32x forward earnings, those growth numbers are actually pretty compelling if they hit them. Now IBM is a different story. Most people remember IBM as a legacy hardware company that was dying, but Arvind Krishna completely changed the script when he took over in 2020. He spun off the dead weight (Kyndryl), then pivoted hard into hybrid cloud and open-source applications using Red Hat. The strategy is genius - instead of fighting Amazon in public cloud, IBM is capturing companies that need flexibility between on-premises and cloud environments. Last year IBM grew revenue 8% and earnings 12%, which doesn't sound flashy until you remember this company was contracting for years. The forward guidance is conservative at 5% and 7% growth respectively, but the stock is only at 21x forward earnings. There's real upside here if execution continues. So if you're sitting on $10,000 wondering what to invest in right now, both of these are worth serious consideration. They're not flashy growth stocks, but they're positioned in the right spots - AI infrastructure and hybrid cloud - with reasonable valuations and clear paths to keep growing regardless of macro noise. Obviously do your own research and think about your timeline, but these are the kind of names that could compound nicely over a few years if the AI and cloud trends stay intact.
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Ryakpanda

Ryakpanda

13 ore fa
#Anthropic与OpenAI竞争升级 OpenAI、Anthropic竞速,谁是美国大模型第一股? 2026 年硅谷 AI 赛道最受瞩目的竞赛,当属 OpenAI 与 Anthropic 争夺美国大模型第一股。两家头部企业均计划在 2026 年底前完成 IPO,一场关于上市速度、财务实力与行业话语权的较量正式打响。 这场竞速背后暗藏多重挑战。OpenAI 内部矛盾凸显,CEO 奥特曼力推年内上市,但其 CFO 却以组织筹备不足、算力投入风险过高表示反对,公司预计上市前累计亏损将超 2000 亿美元,2028 年算力支出高达 1210 亿美元,盈利前景不明。 反观 Anthropic,收入增长势头强劲,年化收入已突破 300 亿美元,企业客户数量翻倍增长,财务模型显示其有望早于 OpenAI 实现盈利。不过,该公司同样背负巨额算力成本,与谷歌、博通签下大额算力协议,收入计算方式也引发是否 “美化报表” 的争议。 此外,大模型行业普遍面临定价难题,低成本 Token 与第三方工具调用易造成巨额亏损,商业模式尚未跑通。两家企业虽全力冲刺 IPO,却都深陷 “烧钱换增长” 的困境。相比 “第一股” 的虚名,如何建立可持续盈利模式,才是 AI 大模型企业亟待破解的核心命题。 OpenAI和Anthropic的上市竞速,是硅谷最受关注的一场IPO竞赛。 两家公司都不想落在对方后面,都希望在2026年年底前完成IPO,但在争夺“大模型第一股”这个头衔的背后,它们的财务状况和内部节奏存在明显差异。 OpenAI首席执行官奥特曼希望尽快上市,但他的首席财务官认为公司还没准备好。Anthropic的收入增长快,但同样面临巨大的计算成本压力。两家公司都依赖大规模的算力投入来维持竞争力,而这种投入的回报周期并不确定。  01 OpenAI的内部分歧 奥特曼希望OpenAI最早在今年第四季度上市,但根据OpenAI在最新融资轮次前向投资者展示的保密财务文件,该公司预计在开始产生正向现金流之前,累计亏损会超过2000亿美元。 一份财务文件显示,OpenAI预计2028年算力支出将达到1210亿美元。即便当年销售额几乎比前一年翻番,该公司预计仍会亏损850亿美元。这种亏损规模在上市公司中极为罕见。 但首席财务官萨拉·弗里尔(Sarah Friar)的看法与奥特曼不同,她不认为公司能在2026年准备好上市。 萨拉·弗里尔的理由是:流程性和组织性的工作尚未到位,支出承诺带来的风险太大。她也不确定OpenAI是否需要在未来几年投入那么多资金获取AI服务器,以及增速已放缓的收入能否支撑这些承诺。 此外,亚马逊和英伟达目前在OpenAI持有相当规模的权益,作为强绑定,强对赌的“战略股东”,也可能影响其上市时机。 至于CEO和CFO的分歧,在公开场合,弗里尔则有意淡化处理,只是强调IPO“目前不在考虑范围内”,因为OpenAI仍在努力“让公司达到与我们当前规模相匹配的持续升级状态”。 从IPO的态度,可以看出来奥特曼和弗里尔之间出现了一些微妙的变化。 2025年8月,弗里尔停止直接向奥特曼汇报,转而向菲吉·西莫(Fidji Simo)汇报,后者当时加入担任OpenAI应用业务的负责人。这种安排在大公司中并不常见,首席财务官通常直接向首席执行官汇报。 多位与弗里尔共事过的人士向《The Information》透露,奥特曼将她排除在某些与公司财务计划相关的谈话之外。例如,最近几个月,奥特曼与OpenAI最大投资者之一的负责人讨论服务器支出时,弗里尔并未在场。而之前关于同一话题的谈话,她曾参与其中。 另一位参加今年年初OpenAI高层会议的人士表示,会议涉及重大财务决策,弗里尔未被邀请,这同样不寻常。 值得注意的是,弗里尔私下表达的顾虑,与Anthropic首席执行官达里奥·阿莫代伊(Dario Amodei)最近的公开言论颇为相似。 阿莫代伊今年2月在一个播客里说:“就算技术真的按照我预测的最快速度在发展,收入能不能跟得上还不好说。但问题是,你买数据中心是按照(预期收入的)那个节奏来的。如果你的判断差了一两年,那可能就是灭顶之灾。” 阿莫代伊认为,即便只判断错了一年,或者增长率不是十倍而是五倍,结果就是破产。他接着补充:“我有点感觉,有些公司好像没认真算过这笔账,他们根本不知道自己扛着多大的风险。” 有些公司指的是谁呢?  02 Anthropic在美化报表? 从《华尔街日报》获取的财务数据来看,Anthropic的收入增长势头比OpenAI更猛。 它的年化收入已经超过300亿美元,而2025年底时这个数字约为90亿美元。今年2月宣布G轮融资时,Anthropic表示有超过500家企业客户的年化支出超过100万美元。现在,这个数字已超过1000家。 不到两个月内翻了一番。 OpenAI与Anthropic利润对比 根据《华尔街日报》统计的数据,即便包含训练成本(柱状图),Anthropic在2028年就能实现盈利,而OpenAI需要到2030年;而如果不包含训练成本(线图),Anthropic在2024和2025年就基本实现盈亏平衡。 日本瑞穗金融集团(Mizuho)的分析师估计,博通2026年从Anthropic获得的AI收入将达到210亿美元,2027年为420亿美元。 OpenAI与Anthropic不同业务部门年化收入 需要指出的是,两家公司在收入计算上存在差异,导致OpenAI的收入增速不如Anthropic迅猛。 一个关键的地方在于——Anthropic将其通过云合作伙伴进行的技术销售计入收入,而OpenAI不计入,这会让Anthropic的账面收入显得更好看,而Anthropic回应称,这符合标准会计实务,因为公司是交易中的主体。 另外,虽然口头上说怕收入跟不上,Anthropic从没暂停过算力投入。 根据Anthropic官方披露的信息,目前已经与谷歌和博通签署了新协议,将获得数吉瓦容量的下一代TPU算力,预计从2027年开始上线。绝大多数新增计算设施将设在美国。Anthropic首席财务官克里希纳·拉奥(Krishna Rao)称这是“迄今为止最重要的计算投入承诺”。 推理成本是另一项沉重负担。 OpenAI与Anthropic自由现金流对比 ChatGPT的消费级用户收入虽然规模相对较大,但付费用户只是很少的一部分,换句话说更多的推理成本没有转化为收入。Anthropic的情况稍好,大部分收入来自企业客户。 OpenAI发言人表示,公司支持免费用户是为了促进技术普及,并可以通过广告或转化订阅用户等方式获利,该发言人强调公司优先考虑增长而非利润。  03 定价模式的困境 大模型公司如何定价才能避免亏损,是一个尚未解决的问题。 小米大模型负责人罗福莉最近在一篇帖子中分析了这个问题。她认为Claude Code的订阅系统设计精巧,但可能并不赚钱,甚至在亏本——除非Anthropic的API利润率能达到10到20倍,她对此表示怀疑。 “在单个用户查询中,某些封装工具会发起多轮低价值工具调用,每轮都是独立的API请求,每个请求都携带超长的上下文窗口,经常超过10万token。即使有缓存命中也很浪费。”罗福莉说。 根据罗福莉的计算,每个查询的实际请求次数是Claude Code自身框架的数倍。换算成API定价,真实成本可能是订阅价格的几十倍,这是一个“巨大的深坑”。 罗福莉说,“大语言模型公司在找到既能合理定价又不至于亏损的方法之前,不应盲目打价格战。” 她认为,以极低价格出售Token、同时为第三方封装工具敞开大门,对用户看似有利,实则是一个陷阱。“把token卖得极便宜,同时对第三方harness大开方便之门,对用户看起来很美好,但这是一个陷阱。如果用户把注意力都浪费在低质量的代理 harness、不稳定且缓慢的推理服务、以及为了降本而降级的模型上,最终还是什么都做不成——这对用户体验和留存都不是健康的循环。”  04 结语 OpenAI和Anthropic都在争夺美国“大模型第一股”,都与持续融资和对赌有关,都面临着要持续不断烧钱,但商业回报还没得到彻底验证的问题。 但二者境况又有明显的差异。 OpenAI内部对上市时机存在分歧,Anthropic需要在收入快速增长的同时控制算力成本。而从行业的声量来看,Anthropic的口碑开始大有反超OpenAI的势头。 可以说,在大模型探索的路上,没有谁会是永远的第一,一旦技术路线失误,就有可能被竞争对手超越。OpenAI虽然是第一个打开ChatBot AI助手的公司,但却未必在所有的业务上都能时刻保持领先。 实际上,从行业健康的角度来说,在算力成本持续攀升、定价模式尚未成熟的背景下,如何构建可持续的商业模式,答案可能比“第一股”的头衔更重要。 不过这个判断,要把讲故事的人排除在外。
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GateNews

GateNews

18 ore fa
Gate News message, April 16 — Broadcom (AVGO) stock extended its rally on Thursday, gaining 0.44% to close at $398.47, marking its eighth consecutive trading day of gains and the longest winning streak since December 2023. The stock has surged 28% in April and is now within striking distance of its all-time closing high of $412.97 set last December. If momentum continues, April would rank as the company's third-best performing month since its 2009 IPO. The semiconductor sector's broader recovery has fueled Broadcom's strength. Following a temporary market selloff after U.S. military action against Iran, investor sentiment has stabilized and capital is flowing back into chip stocks. The VanEck Semiconductor ETF has gained approximately 19% this month. Bank of America raised its 2026 forecast for non-memory semiconductor market growth to 25%, up from its prior estimate of 22%, citing sustained expansion in artificial intelligence and data center demand as core growth drivers. Broadcom's own business progress has also supported the stock's advance. The company recently disclosed expanded partnerships with Alphabet's Google, Meta Platforms, and AI startup Anthropic, strengthening its position in AI compute infrastructure. UBS upgraded its medium-term earnings outlook and now projects Broadcom will ship approximately 7 million TPU (tensor processing unit) accelerators by 2027, up from its previous forecast of 6 million. The firm maintained a "buy" rating with a $475 price target. Wall Street remains highly bullish on Broadcom. Among 54 analysts covering the stock, 51 have assigned "buy" or equivalent ratings, reflecting strong confidence in its long-term growth prospects.
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