Analysts Set Broadcom Inc. (NASDAQ:AVGO) Price Target at $436.33

Shares of Broadcom Inc. (NASDAQ:AVGO) have been given a consensus recommendation of “Buy” by the thirty-three ratings firms that are currently covering the stock, MarketBeat Ratings reports. One analyst has rated the stock with a hold recommendation, twenty-nine have given a buy recommendation and three have given a strong buy recommendation to the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $436.3333.

A number of equities analysts have weighed in on AVGO shares. Raymond James Financial set a $420.00 price target on shares of Broadcom and gave the stock an “outperform” rating in a research report on Thursday, November 20th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $475.00 target price (up previously from $400.00) on shares of Broadcom in a report on Friday, December 12th. Evercore ISI raised their price target on Broadcom from $342.00 to $403.00 and gave the company an “outperform” rating in a report on Wednesday, October 15th. Truist Financial upped their price objective on Broadcom from $500.00 to $510.00 and gave the stock a “buy” rating in a research note on Friday, December 19th. Finally, Deutsche Bank Aktiengesellschaft set a $430.00 target price on Broadcom and gave the stock a “buy” rating in a research report on Friday, December 12th.

Broadcom Stock Performance

Shares of AVGO opened at $349.85 on Friday. The business has a 50-day simple moving average of $362.88 and a two-hundred day simple moving average of $326.38. The company has a quick ratio of 1.58, a current ratio of 1.71 and a debt-to-equity ratio of 0.76. Broadcom has a 52 week low of $138.10 and a 52 week high of $414.61. The stock has a market cap of $1.66 trillion, a price-to-earnings ratio of 73.50, a PEG ratio of 1.19 and a beta of 1.19.

Broadcom (NASDAQ:AVGO) last announced its quarterly earnings data on Thursday, December 11th. The semiconductor manufacturer reported $1.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.08. The company had revenue of $18.02 billion during the quarter, compared to the consensus estimate of $17.46 billion. Broadcom had a return on equity of 37.45% and a net margin of 36.20%.The firm’s revenue was up 28.2% on a year-over-year basis. During the same period in the previous year, the company posted $1.42 EPS. On average, analysts expect that Broadcom will post 5.38 EPS for the current year.

Broadcom Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 22nd will be given a dividend of $0.65 per share. The ex-dividend date is Monday, December 22nd. This is an increase from Broadcom’s previous quarterly dividend of $0.59. This represents a $2.60 annualized dividend and a dividend yield of 0.7%. Broadcom’s dividend payout ratio (DPR) is 54.62%.

Key Headlines Impacting Broadcom

Here are the key news stories impacting Broadcom this week:

• Positive Sentiment: Strong analyst conviction — multiple firms have reiterated Buy/Overweight ratings and raised price targets, supporting upside expectations and institutional demand. Broadcom Inc. (AVGO) up 51% YTD, Wall Street Still Sees 31% Upside
• Positive Sentiment: Sector tailwind from AI infrastructure — commentary on NVIDIA’s Groq deal highlights that as AI shifts from training to inference, networking and data‑center suppliers like Broadcom stand to benefit. The Lazy Way to Play NVIDIA’s $20B Groq Deal
• Positive Sentiment: Dividend increase and strong fundamentals — Broadcom recently raised its quarterly payout and continues to report outsized margins and revenue growth, which supports the long‑term income/quality case. MarketBeat: AVGO profile & dividend details
• Neutral Sentiment: Insider selling is heavy but partly explained — several late‑Dec Form 4s reflect RSU tax‑withholding or diversification through exchange funds, which reduces the outright negative signal for most sales. Broadcom’s Insider Selling: A Big Red Flag, or Business as Usual?
• Neutral Sentiment: Technical/market‑momentum questions — chart studies note the rally may be losing directional momentum, which can increase short‑term volatility despite the longer‑term bull case. Broadcom Stock: Is The Rally Losing Directional Momentum?
• Negative Sentiment: Large discretionary insider sales (CEO Hock Tan and other officers) — material reductions by executives draw investor scrutiny and can weigh on sentiment even when there are stated diversification/tax reasons. SEC Form 4: Hock Tan sale
• Negative Sentiment: Post‑earnings margin/guidance concerns — the Dec. earnings beat was followed by a sharp pullback as investors parsed flat non‑AI guidance and gross‑margin questions, which can cap near‑term upside. Post‑earnings selloff analysis

Insider Transactions at Broadcom

In other Broadcom news, insider Mark David Brazeal sold 38,281 shares of Broadcom stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $327.65, for a total value of $12,542,769.65. Following the sale, the insider directly owned 266,494 shares in the company, valued at approximately $87,316,759.10. The trade was a 12.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Henry Samueli sold 320,316 shares of the stock in a transaction dated Monday, December 8th. The shares were sold at an average price of $400.53, for a total transaction of $128,296,167.48. Following the transaction, the director directly owned 37,326,540 shares of the company’s stock, valued at $14,950,399,066.20. This trade represents a 0.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 650,701 shares of company stock valued at $239,190,157. 2.00% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Broadcom

A number of hedge funds have recently made changes to their positions in AVGO. Brighton Jones LLC grew its stake in shares of Broadcom by 21.8% in the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after buying an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Broadcom by 10.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after acquiring an additional 756 shares during the last quarter. United Bank grew its position in Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after acquiring an additional 1,014 shares in the last quarter. AlphaQuest LLC increased its stake in Broadcom by 633.3% during the first quarter. AlphaQuest LLC now owns 704 shares of the semiconductor manufacturer’s stock worth $118,000 after acquiring an additional 608 shares during the last quarter. Finally, Activest Wealth Management increased its stake in Broadcom by 86.5% during the first quarter. Activest Wealth Management now owns 1,932 shares of the semiconductor manufacturer’s stock worth $323,000 after acquiring an additional 896 shares during the last quarter. 76.43% of the stock is currently 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.