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AVGO|Story|Fin. StrengthEarnings|SentimentValuationWhat’s Changed|Leadership|RiskTechnical|Think|Disclaimers
Broadcom Inc.
NASDAQ · AVGO  ·  $479.26  ·  May 27, 2026  ·  Q1 FY2026
This Report
May 27, 2026
Q1 FY2026 · GARPify
Next Earnings Release
June 5, 2026
Q2 FY2026 · Broadcom Inc. IR
Next GARPify Update
Q2 FY2026
Following earnings · subject to change
Question 1
Is this a great company?
Hock Tan turned a $6.8B Agilent spinoff into a $68B AI infrastructure platform through eight major acquisitions in fifteen years. The model — buy quality, cut hard, harvest cash — is unfashionable, but the cash flow vindicates it. The harder question is whether it still works after VMware.
Question 2
Am I paying a fair price?
The reported numbers do not match the underlying business right now. TTM EPS of $5.13 and PE of 93× look extreme; the GAAP Q1 FY26 result of $1.50 EPS and forward PE of 42× tell a coherent story of an AI-leveraged compounder with rising cash flow.
Question 3
Is the trend my friend?
AI demand is real (+106% YoY in Q1, +121% guided for Q2); the multiple already reflects much of it. The honest base case shows +13% total return over three years at current valuations. Outsized returns require AI demand to exceed already-elevated expectations.

GARPify · Full Picture

Broadcom Inc. (AVGO)

Price · Uptrend

Price is in a range while the multiple cheapens — only possible because the engine is doing the work. Over the past year price +85% decomposes into earnings +147% offset by a multiple -25%. The engine factors (ROIC, FCF, margins) are near their own highs; watch revenue growth, free cash flow margin.

Factor reads — level & direction
Earnings growth
147%
▲ accelerating
79th pctile of own history
Revenue growth
7%
↔ steady
9th pctile of own history
Return on capital
18%
↔ range-bound
67th pctile of own history
Operating margin
42%
↔ range-bound
75th pctile of own history
Free cash flow margin
42%
▼ falling
58th pctile of own history
Gross margin
65%
↔ range-bound
83th pctile of own history
Earnings yield
1.66%
▲ rising · below risk-free
1.66% vs 10-yr UST 4.46% · ERP -2.8 pts
Shares outstanding
4.7B
▲ growing
10-yr net +19% · buybacks vs. dilution
Financial strength (Altman Z)
11.6
▲ safe zone
Z-score · >3 safe, <1.8 distress
What's driven the move — earnings × multiple
Price = earnings × multiple · P/E 54 → 60 over ~5 years
FactorDirection1-year5-year (per yr)
Earnings (EPS)rising+147%+43%/yr
Multiple (P/E)expanding-25%+2%/yr
= Priceuptrend+85%+46%/yr

How to read it. Every factor reports two things — where it sits in its own history (level) and which way it's moving (direction: up / down / range-bound), sign-unified so up = constructive. Price = earnings × multiple, so the top two rows multiply exactly to the price line. Context rows confirm the engine but don't enter the price math. Sources. YCharts (price, P/E, EPS, ROIC, margins, revenue). Scope. Describes condition across factors — not a score, rating, or buy/sell call.

GARPify — An interactive approach to investment selection.
Rate each section as you read
and see your results on the Think tab.
Start with the Story  →
GARPify draws on the frameworks of six investors who built their track records in public
We do not invent our methodology. We stand on the shoulders of people who did the work first.
Peter Lynch
GARP · find the compounder before the crowd
One Up on Wall Street →
Warren Buffett
Business quality · moat · long-term ownership
The Essays of Warren Buffett →
Charlie Munger
Mental models · invert · think clearly
Poor Charlie's Almanack →
Jim Collins
What makes great companies endure · flywheel
Good to Great →
Howard Marks
Cycles · sentiment · the pessimistic price signal
The Most Important Thing →
Trend analysis
Stage analysis · 1-year MA · when to act
Secrets for Profiting →
None of the investors named above is affiliated with GARPify, has reviewed this material, or endorses it. We cite their publicly available books and teachings because their thinking shaped our framework — the references are educational, not endorsements.
How We Got There
Part of a GARPify theme
Broadcom is one of the Data Centre Boom — five companies building the backbone of the AI buildout — the chips, networking, manufacturing, power and cooling the data centers run on. This report zooms into Broadcom; the theme report covers all five operators (NVIDIA, TSMC, Broadcom, Comfort Systems and Eaton) and the basket as a whole.
Read the Data Centre Boom theme report →
Next
The Broadcom Inc. Story →
The indispensable manufacturer of the world's most advanced chips — the toll-taker on the AI build-out.
The Broadcom Inc. Story
Applying the frameworks of Warren Buffett, Charlie Munger, Peter Lynch, Jim Collins, and Howard Marks
The question — could you explain it to a 12-year-old?

Before a single number matters, you have to understand what you’d actually own. Peter Lynch put it bluntly: if you can’t explain a business to a twelve-year-old in a minute, you don’t understand it well enough to risk your money on it. So this tab tells the story plainly and objectively — what the company does, how it earns its keep, and why that should last. Your job is the simplest and the hardest task in investing: can you hold the whole thing in your head, and would it make sense to a child? That is the conviction you record at the bottom.

How it fits the theme · Data Centre Boom
Broadcom is one of five data-center builders in this theme — custom AI silicon and the networking that ties data centers together. See how the five form a single thesis in: the theme report →

Peter Lynch told investors to buy what they understand. Warren Buffett looked for the toll bridge — the business everyone has to cross. Broadcom is neither. It is something stranger: a company most consumers have never heard of, with a name borrowed from a business it acquired, run by a man who has spent twenty years buying other people's companies and cutting them apart for the cash flow. Its product appears in nothing you can touch and everything you use. Its CEO is 73 years old and shows no sign of slowing down. And its most recent annual report contains a number that looks like a typo — earnings growth of 286 percent — that turns out to be neither a typo nor really earnings growth at all. Its story runs in three movements, and each one sets up a question the rest of this report answers.

Part 1 — History
The man who bought instead of invented

In 2005, Hewlett-Packard spun off a piece of itself that nobody much wanted — the semiconductor business that had once been Agilent's, and before that HP's, and before that a thousand engineers in a thousand cubicles making the unglamorous chips that go inside other people's products. Two private equity firms, KKR and Silver Lake, paid $2.7 billion for it and renamed it Avago Technologies. They needed a CEO. They hired a 53-year-old Malaysian-born engineer named Hock Tan, who had spent twenty years as a quiet operator in second-tier chip companies and held a Harvard MBA he rarely mentioned. Nobody outside the industry had heard of him. Nobody inside the industry expected what came next.

Tan had a thesis. Most semiconductor companies, he believed, wasted enormous sums on research that never produced profits — chasing markets that didn't materialize, funding moonshots out of vanity rather than discipline. The right model, he thought, was not invention but acquisition: buy a chip franchise that already worked, fire the salesforce that was too large, fire the engineers working on things nobody had asked for, raise prices on customers who had nowhere else to go, and let the cash flow do what cash flow does. It was an unfashionable thesis. It worked. Avago went public in 2009. By 2016, Tan had executed the most audacious deal of his career — a $37 billion reverse merger with a much larger company called Broadcom Corporation, after which he kept the name because it was more recognizable. From there the cadence accelerated. Brocade in 2017. CA Technologies in 2018. Symantec's enterprise security business in 2019. And then, in 2023, the deal nobody thought he could pull off — VMware, for $69 billion. The largest software acquisition in history. The press called it reckless. Customers called their lawyers. Tan raised prices and the cash flow did what cash flow does.

Today the company he built generates $68 billion of revenue and throws off 42 cents of free cash flow for every dollar that comes in the door. Its margins look like a software franchise. Its scale looks like a semiconductor giant. And somewhere along the way, almost by accident, it became indispensable to artificial intelligence.

Part 2 — The Present
Two sets of numbers, one of them real

Open any market-data terminal in June 2026 and look up Broadcom. The screen will tell you that earnings per share grew 286 percent year-over-year. It will tell you the stock trades at 93 times trailing earnings. Both numbers will sit there in black and white, retrieved from the company's audited financial statements, technically true. Both numbers are useless.

Here is what actually happened. When Broadcom bought VMware in November 2023, the accountants did what accountants must do with a $69 billion acquisition: they took the difference between what was paid and what could be assigned to identifiable assets, and they began amortizing it. Non-cash charges, billions of dollars per year, flowed through the income statement in 2024 and 2025. Reported earnings collapsed — not because the business got worse, but because the accountants were doing their job. Trailing-twelve-month EPS dropped from $3.29 to $1.15. The published P/E ratio, which divides price by those depressed earnings, ballooned to 190. The casual reader, glancing at a stock screen, would have concluded the stock was insanely expensive. The careful reader, doing the work, would have noticed the cash was still flowing.

Then, in the fourth quarter of fiscal 2025, the clock ran out on something even more obscure: a set of statutes of limitations on old tax positions. Broadcom recognized a one-time $2.1 billion non-cash tax benefit. The earnings number jumped. The 286 percent growth headline you see today is not the underlying business growing 286 percent. It is the depressed pre-tax-benefit trailing twelve months being compared to the post-tax-benefit trailing twelve months. The cash didn't change. The accounting did.

Strip all of that away and the picture clarifies. Q1 FY2026 GAAP earnings per share were $1.50, up 32 percent from the same quarter a year earlier. Revenue grew 29 percent to $19.3 billion. AI semiconductor revenue alone grew 106 percent to $8.4 billion, and management has guided to $10.7 billion in Q2. The company generated $8 billion of free cash flow in three months — 41 cents of every revenue dollar — and handed $10.9 billion of it back to shareholders through dividends and buybacks in the same quarter, while authorizing another $10 billion buyback for the rest of the year. The cash flow has never been more visible. The reported earnings have never been more confusing. Most quarterly reports tell a single story. Broadcom's tells two, and you have to know which one is real.

Part 3 — The Future Outlook
A great company at a great-company price

Here is the thing about a great company that everyone has agreed is great. The price tag goes up. Today Broadcom is worth about $2.3 trillion. The market is pricing it at 42 times next year's expected earnings — not the 93 times you see on the screen, but the 42 times that takes the accounting noise out of the calculation. By way of comparison, the broad U.S. stock market trades at about 24 times forward earnings for expected growth of 8 percent. Broadcom trades at 42 times forward earnings for guided growth of 47 percent in the next quarter alone. On those terms, the multiple is defensible. The market is paying up for growth, but it is paying for growth that management has told them is coming and that the cash flow already shows arriving.

Which is to say: the easy money has likely already been made. Three years ago Broadcom traded at 27 times earnings on a depressed multiple, before anyone had connected the dots between AI infrastructure spending and the company's custom-silicon business. An investor who bought then has more than quintupled their money. The investor buying today is buying a company whose excellence is now widely understood and whose stock price reflects that understanding.

For the price to keep working, three things have to happen. AI infrastructure spending by Google, Meta, Amazon, and the other hyperscalers has to keep growing. VMware customers, who are largely locked into long-term contracts but increasingly unhappy about the price increases, have to mostly stay locked in. And Hock Tan — the 73-year-old whose acquisition discipline built this company — has to either keep doing what he has been doing or hand it cleanly to someone who can. None of these things is guaranteed. All of them are plausible. The next seven tabs walk through each one in turn, end with a question you rate yourself, and let you decide what your conviction is worth at this price.

The bottom line. Broadcom is a great company at a price that already reflects most of what makes it great. Light 1 (Great Company) is unambiguous — the operating numbers, the AI position, the cash flow, the management discipline all clear that bar without trying. Light 2 (Fair Price) is the harder light. 42 times forward earnings is rich, and it requires AI demand to keep doing what it has been doing and VMware customers to keep paying what they have been paying. Light 3 (Trend My Friend) is green but stretched. The stock has been in an advance for years — the large majority of its weekly closes have printed above a rising 1-year moving average, and there has been no break in the window. But price today sits roughly 32 percent above that moving average — well into the extended end of its historical range, the kind of gap that healthy uptrends tend to close through a pause or pullback. The honest summary: a quality compounder at a fair-but-full price, in a confirmed but extended uptrend. The path to outperformance from here is narrower than it was two years ago. The path to disappointment is wider than it looks.

What You'll Discover
The story raises the questions. The eight tabs that follow answer them with data — each ends with a box for you to rate, and your conviction takes shape on the Think tab.
1
Financial Strength
Whether $66B of long-term debt is a problem or a financed bet on cash flow.
2
Earnings Growth
How GAAP EPS got from $1.14 to $1.50 in one year while TTM grew 286% — and which number you should believe.
3
Sentiment
Why the multiple swung from 22× to 190× and back — and what the market is actually pricing in today.
4
Valuation
Whether 42× forward PE is fair given 47% guided Q2 revenue growth.
5
Leadership
How Hock Tan turned an Agilent spinoff into a $2T+ company — and whether the playbook still works.
6
Risk
What hyperscaler capex compression or VMware customer churn would actually do to the thesis.
7
Technical
Whether the multi-year advance is still constructive or flashing extension warnings.
8
Think
Where you land after walking through all the evidence on your own terms.
From Here
TSMC makes the silicon the AI era runs on. The tabs that follow test whether its growth, its price, and its trend justify owning it today.
Does this story resonate with you?
Do you have a clear understanding of the company — clear enough to explain it to a 12-year-old?
Feel free to score this after you’ve explored the tabs.
Next
Financial Strength →
Why this company could survive a severe recession without threatening its finances.
Financial Strength
The question — strong enough to survive a storm and fund its own growth?

The fastest way to lose money in a great business is to own it through a crisis it isn’t built to survive. So this tab starts with the unglamorous question that decides whether you ever reach the good part: if the economy turned hard tomorrow — sales falling, credit drying up — would this company sail through, or be forced to sell assets, cut the dividend, or raise money at the worst possible moment? You’re weighing the debt it carries against the cash it throws off, and whether the one can always cover the other. But strength is not only defense. The same balance sheet that survives a downturn is the one with the firepower to act in it — to keep investing, buy back stock, or make the acquisition weaker rivals can’t afford. The best companies fund their own growth from the cash they generate, without leaning on the market’s goodwill. Strong balance sheets let you sleep; weak ones end the story early.

STRONG

Warren Buffett's test of a business is not how fast it grows but how durably it earns — whether it is a fortress that compounds capital at high rates and survives whatever the economy throws at it. He looks past the income statement to the balance sheet and the cash: Is there real free cash flow? Is the company drowning in debt, or does it own its own destiny? "The most important thing," in the spirit of his essays, "is to be in businesses with strong, durable economics." So before we celebrate the growth of Broadcom, Buffett would have us check whether the foundation beneath it is sound.

Is the balance sheet a strength or a risk?
Net financial debt of $51.9B against $28.9B TTM FCF — leverage is real but service capacity is comfortable.
Can the company survive a downturn?
$66.1B long-term debt was incurred to fund VMware; structurally a financed bet on the acquired cash flow.
Is the business generating real cash?
Capital allocation is shifting toward dividends ($3.1B/qtr) and buybacks ($7.8B in Q1 alone) as deal cadence slows.

Read each like a price chart. The actual metric (solid line, green when rising / red when falling) is plotted with its trend line (grey dashed) on the same axis. On mean-reverting metrics like margins and returns, a tinted band also marks the level versus the metric's own ten-year median; on cumulative-dollar metrics like free cash flow that band carries no signal, so it's omitted.

Free cash flow$29B
▲ rising · actual vs trend moving average · The cash left after the business runs and grows itself.

Free cash flow has reached $29 billion, up from about $3 billion a decade ago — roughly 27% a year. This is the actual cash left after the company has paid to run and expand itself, and it is the foundation everything else on this page rests on.

Free cash flow margin42%
↔ range-bound · actual vs trend moving average · How much of every sales dollar survives as cash.

About 42 cents of every sales dollar now converts to free cash — a margin most companies never approach. The tinted band marks where it sits against its own ten-year median; well above means the cash engine is running hotter than its own history, not merely bigger.

Return on invested capital18%
↔ range-bound · actual vs trend moving average · What the business earns on the capital tied up inside it.

Return on invested capital is 18% — the business earns back more than its entire invested-capital base in a single year. Buffett's fortress test is exactly this: not how fast a company grows, but how much it earns on the money tied up inside it.

Capital returned to shareholders$14B
▲ rising · actual vs trend moving average · Cash handed back through buybacks and dividends.

Broadcom Inc. returned about $14 billion to shareholders last year through buybacks and dividends, up from almost nothing five years ago. A balance sheet that can hand back tens of billions and still self-fund a record build-out is the definition of financial firepower.

actual risingactual fallingtrend lineabove medianbelow median

How it adds up — the fortress test

Putting it together. The four lines describe a balance sheet built like a fortress. The business throws off $29 billion of free cash a year at a 42% margin, earns 18% on the capital it puts to work, and still returned about $14 billion to shareholders — all while carrying essentially no net debt. Each line is rising, and the cash-conversion and return-on-capital lines sit well above their own ten-year medians, so this is a fortress getting stronger, not one coasting on past form. The one caveat is not financial but strategic: a large forward supply commitment, which is less a balance-sheet weakness than a wager on the demand thesis the rest of this report examines. On the question this tab asks — strong enough to survive a storm and fund its own growth? — the answer is unambiguous.

Your Rating
Is the balance sheet strong enough to survive a storm — and to fund its own growth?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Earnings Growth →
Where the 50% growth rate comes from. Whether it is sustainable.
What’s Changed
The question — did this quarter strengthen or weaken the thesis?

The thesis was set when you decided to own the company; the only question now is whether the latest quarter made it stronger or weaker. Most of what crosses the tape is noise — a penny beat, a soft week, a worrying headline. This tab strips that away and asks what actually moved: did earnings and guidance confirm the story, or crack it? Did the multiple do something the business didn’t? Read it as a standing check on your reasons for owning the company. If those reasons are intact, the day-to-day price is somebody else’s problem.

Verdict today
Quality
Price
Trend
As of
Quarter ended Mar 2026 · latest verified data
Quarter ended Mar 2026 — the latest read · reported Q1 fiscal 2026
EPS (TTM)
$5.13
+147% YoY
P/E vs 5-yr mean
60×
about its ~59× norm
Price · trend
$310
mixed vs its moving averages
Guidance
Broadcom guides one quarter at a time. After delivering $22.2 billion against a $22.0 billion guide, management points to roughly $29.4 billion next quarter — up 84% — with AI semiconductor revenue growing over 200% to $16 billion.
Thesis check — intact
The thesis holds: Hock Tan’s buy-and-discipline machine now sits underneath the AI build-out, though the one thing to watch is its growing reliance on a handful of large AI customers.
Bottom line — Still compounding, and still clearing the number it sets quarter after quarter — the precision cuts both ways, but so far it has earned the benefit of the doubt.
What if you’d just trusted management’s guidance?

Follow the earnings, not the share price. The dark line is the earnings the business delivered — the path management guided you to, year after year, and (per the scorecard above) hit. The shaded band is the share price drifting above and below that line as the market re-priced the very same earnings. Trust the guidance and the earnings line is your return; the band is just the market changing its mind.

Earnings guidanceShare price
$0$1123$2245$3368’16’18’20’22’24’26now$1059$3104
Earnings guidance
+27%/yr
Multiple move
+11%/yr
What you earned
+41%/yr

$100 invested exactly 10 years ago, price return (dividends excluded). The earnings line is what the company actually delivered; because management guided it closely, it is also very near what they told you to expect — which is the point: trusting the guidance would have earned you the earnings, and the multiple was noise you rode through.

A History of What’s Changed

The recent year quarter by quarter (the cadence we pull), then a year-by-year look further back — each read straight from the verified figures: what the business did and what the market did. Each card carries the three lights for that period: Price and Trend computed from the period’s own data, Quality held at the report’s standing verdict (it is a judgment, not a number that flips each quarter).

The trailing year — quarter by quarter
2026-03 · Compounding
QualityPriceTrend
EPS $5.13EPS YoY +147%P/E 60×vs 5-yr +3%Price $310Price (YoY) +85%
Trailing earnings reached $5.13 a share, up 147% from a year earlier (+7.7% on the prior quarter). The multiple sat near 60× (+3% versus its ~59× ten-year average), and the shares fell to $310.
2025-12 · Compounding
QualityPriceTrend
EPS $4.76EPS YoY +291%P/E 73×vs 5-yr +24%Price $346Price (YoY) +49%
Trailing earnings reached $4.76 a share, up 291% from a year earlier (+21.6% on the prior quarter). The multiple re-rated up to 73× (+24% versus its ~59× ten-year average), and the shares rose to $346.
2025-09 · Compounding
QualityPriceTrend
EPS $3.91EPS YoY +241%P/E 84×vs 5-yr +44%Price $330Price (YoY) +91%
Trailing earnings reached $3.91 a share, up 241% from a year earlier (+47.1% on the prior quarter). The multiple re-rated up to 84× (+44% versus its ~59× ten-year average), and the shares rose to $330.
2025-06 · Compounding
QualityPriceTrend
EPS $2.66EPS YoY +14%P/E 104×vs 5-yr +76%Price $276Price (YoY) +72%
Trailing earnings reached $2.66 a share, up 14% from a year earlier (+28.3% on the prior quarter). The multiple re-rated up to 104× (+76% versus its ~59× ten-year average), and the shares rose to $276.
The years before — annual
2024 · Setback — earnings fell
QualityPriceTrend
Rev +44%EPS -63%Op margin 30%ROIC 5%Yr-end P/E 190×Price (yr) +108%
Earnings
Revenue grew 44% to $51.6B; operating margin compressed to 30% as the company spent ahead of growth (or absorbed higher costs), so earnings fell. A higher share count (stock issued for deals) diluted the per-share figure. Net: earnings fell 63% to $1.22 a share.
Sentiment & valuation
The market re-rated the shares up toward 190× earnings by year-end, as investor enthusiasm for the story rebuilt — paying more for the same business.
2023 · Strong year — earnings compounding
QualityPriceTrend
Rev +8%EPS +26%Op margin 46%ROIC 23%Yr-end P/E 34×Price (yr) +100%
Earnings
Revenue grew 8% to $35.8B; margins widened to 46% — operating leverage, each new sales dollar dropping through to more profit, so earnings outran the top line. Net: earnings rose 26% to $3.29 a share.
Sentiment & valuation
The market re-rated the shares up toward 34× earnings by year-end, as investor enthusiasm for the story rebuilt — paying more for the same business.
2022 · Strong year — earnings compounding
QualityPriceTrend
Rev +21%EPS +75%Op margin 43%ROIC 18%Yr-end P/E 21×Price (yr) -16%
Earnings
Revenue grew 21% to $33.2B; margins widened to 43% — operating leverage, each new sales dollar dropping through to more profit, so earnings outran the top line. Net: earnings rose 75% to $2.62 a share.
Sentiment & valuation
The multiple cooled to about 21×, caught in the market-wide de-rating of growth stocks as interest rates rose — a valuation move more than a business one.
2021 · Strong year — earnings compounding
QualityPriceTrend
Rev +15%EPS +138%Op margin 32%ROIC 10%Yr-end P/E 44×Price (yr) +52%
Earnings
Revenue grew 15% to $27.4B; margins widened to 32% — operating leverage, each new sales dollar dropping through to more profit, so earnings outran the top line. Net: earnings rose 138% to $1.50 a share.
Sentiment & valuation
The multiple cooled to about 44×, as the market grew more cautious and simply paid less for the same growth — a valuation move more than a business one.
2020 · Pause — growth cooled
QualityPriceTrend
Rev +6%EPS -2%Op margin 18%ROIC 4%Yr-end P/E 70×Price (yr) +39%
Earnings
Revenue grew 6% to $23.9B; the pandemic disrupted volumes, and margins held near 18%, so earnings broadly tracked the top line. Net: earnings fell 2% to $0.63 a share.
Sentiment & valuation
The market re-rated the shares up toward 70× earnings by year-end, as near-zero rates and a flight to growth lifted valuations across the market — paying more for the same business.
2019 · Setback — earnings fell
QualityPriceTrend
Rev +9%EPS -77%Op margin 19%ROIC 5%Yr-end P/E 49×Price (yr) +24%
Earnings
Revenue grew 9% to $22.6B; operating margin compressed to 19% as the company spent ahead of growth (or absorbed higher costs), so earnings fell. A shrinking share count from buybacks added a further per-share lift. Net: earnings fell 77% to $0.64 a share.
Sentiment & valuation
The market re-rated the shares up toward 49× earnings by year-end, as investor enthusiasm for the story rebuilt — paying more for the same business.

Quarterly figures from the trailing-twelve-month pull; annual history from reported full-year figures. Each new quarter adds a full entry up top — metrics from the pull, guidance and thesis check from the earnings release.

Your Rating
Did this quarter strengthen or weaken the thesis?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Leadership →
Who is running it and whether their incentives align with yours.
Earnings Growth
The question — are the earnings real, and built to keep growing?

Peter Lynch kept it simple: over time, price follows earnings. So the question that matters most is not whether earnings rose last quarter, but whether the growth is real and whether it will keep coming. Real growth comes from selling more, to more customers, at healthy margins. The counterfeit version comes from buybacks flattering the per-share figure, one-time gains, or accounting that quietly borrows from tomorrow. This tab separates the two — is the company genuinely earning more, why, and is that engine of demand, pricing, and operating leverage durable enough to run for years? Trustworthy, growing earnings are the whole game; manufactured ones are a trap dressed up as a trend.

STRONG
Is the company growing earnings consistently?
Organic Q1 FY26 GAAP EPS growth of 32% YoY is the real number. TTM YoY of 286% is acquisition-distorted; ignore it.
Is growth accelerating or decelerating?
Revenue growth is accelerating sharply on AI (Semis +52%, AI specifically +106%); Software is flat (+1%).
Does management's guidance prove accurate?
EBITDA margin of 68% and FCF margin of 41% confirm earnings quality. Cash flows do not lie.

Read it like a price chart. The actual metric (solid line, green when rising / red when falling) is plotted with its moving-average trend line (grey dashed) on the same axis — the fundamental version of a price and its 200-day average. The tag (uptrend / downtrend / range-bound) reads where the actual sits relative to that trend line. On mean-reverting metrics like margins, a tinted band also marks the level versus the metric's own 10-year median; on cumulative-growth metrics like EPS and revenue that band carries no signal, so it's omitted.

Revenue$68B
▲ uptrend · actual vs trend moving average · Real customer demand driving the top line.

Revenue has reached $68B, compounding roughly 20% a year over five years. This is the top line — real customer demand — so its slope is the evidence that the earnings growth is backed by sales the company actually made, not by accounting choices.

Earnings per share (TTM)$5.13
▲ uptrend · actual vs 1-yr moving average · The bottom line — what each share earns.

Broadcom Inc. now earns $5.13 per share, up from $-0.41 a decade ago — about 28% a year. The actual line rides above its rising 1-year average and is still climbing: the bottom line itself is doing the work, not just the story around it.

Operating margin42%
▲ uptrend · actual vs trend moving average · Profit kept on each dollar of sales.

Operating margin stands at 42%, up about +10 points over five years, and is still grinding higher. A margin this high means each extra dollar of sales drops heavily to profit, so the expansion multiplies revenue growth on its way down to earnings.

Shares outstanding4.7B
▲ uptrend · actual vs trend moving average · The buyback lever — flat or rising means EPS isn't being manufactured.

Share count is 4.7B, up about 16% over the past decade. The dilution is mild, so the bulk of per-share growth still comes from the business rather than financial engineering.

actual risingactual fallingtrend lineabove medianbelow median

How it adds up — and what it's done to the price

Putting it together. The four lines describe an earnings engine running on real fuel: revenue compounding about 20% a year, operating margin still expanding, and a share count that has drifted up only mildly — so earnings per share has grown roughly 28% a year without help from buybacks. Price is simply earnings multiplied by the valuation the market puts on them. Over the past 5 years the stock compounded about +46% a year; of that, earnings supplied +43% a year while the multiple expanded 2% a year (P/E 54 to 60). The most recent year tells the same story — price +85% = earnings +147% with the multiple down 25%. The objective read: the price gains here have been driven by both rising earnings and a richer multiple the market is now paying.

Your Rating
Are the earnings real, and built to keep growing?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Sentiment →
What the market is pricing in. Where the pessimism is coming from.
Sentiment
The question — is the crowd’s mood an opportunity, or a warning?

Benjamin Graham imagined the market as a manic-depressive partner, Mr. Market, who shows up each day offering to buy or sell at a different price depending on his mood. Some days he is euphoric and will overpay; other days he is despondent and will hand you a wonderful business for a song. The trick, as Howard Marks teaches, is never to catch his mood — but to use it. This tab reads where sentiment sits today: is the crowd fearful, which can gift a patient owner a bargain, or greedy, which is usually when the most money is lost? You are not here to agree with the mood. You are here to decide whether it is working for you or against you.

STRONG
How does the market feel about this company right now?
Constructively bullish but not euphoric. Sell-side targets cluster $470-$525; institutional ownership is concentrated; no story-stock froth.
Has sentiment shifted recently?
The 22× to 190× PE swing was mostly mechanical from VMware amortization. Real sentiment shift is the re-rating as AI primary.
Is the crowd right or wrong historically?
10-year record favors the crowd; each panic produced a buyable low. Pattern creates complacency risk for future drawdowns.

Each chart reads like a price chart: the actual multiple (solid line, green rising / red falling) with its 1-year moving average (grey dashed). The amber dashed line is the yardstick — its own 5-year average, or the risk-free rate. This is about what the market pays for the business, not market timing.

Price-to-earnings (TTM)60×
▼ downtrend · actual vs 1-yr moving average · What the market pays per $1 of earnings.

The market pays about 60× Broadcom Inc.'s earnings — above its own five-year average of 59× (the dashed line). By its own history that makes the stock look expensive: when the solid line sits below the dashed one, the crowd is paying less for these earnings than it usually has.

Earnings yield (E/P)1.7%
▲ uptrend · actual vs 1-yr moving average · Those earnings as a yield on today's price.

Flip the multiple over and those earnings are a 1.7% yield on the price. The dashed line is the 4.5% you could earn risk-free from a 10-year Treasury — so today the stock yields less than government bonds. You're paying up for growth the company hasn't booked yet.

Share price$310
↔ range-bound · actual vs 1-yr moving average · What the multiple and earnings together produce.

And here is what that mood produces: the share price. Price is simply the earnings multiplied by the multiple on the first chart — when sentiment swings the multiple, this line swings with it, even when the business itself is steady.

risingfalling1-yr averageyardstick

How it adds up — and what it's done to the price

Sentiment asks a different question than valuation — not what Broadcom Inc. is worth, but how the crowd feels about owning it. Right now that mood has cooled. The multiple has compressed from its euphoric peaks to 60×, below both its own five-year average of 59× and where its theme peers trade; the earnings yield, at 1.7%, even sits under the 4.5% risk-free rate. The crowd that once paid 100×-plus for the future has stepped back — even as the company kept delivering.

That cooling cuts both ways. Falling enthusiasm for a business that keeps executing is exactly the setup value investors hunt for — being paid less for more. But "everyone already owns it" is its own risk: when a name is this widely held and admired, the marginal buyer is scarce and disappointment has further to fall. Sentiment can keep cooling well past fair.

So the useful read is neither "the crowd is wrong" nor "the crowd is right" — it's that the easy money, made while sentiment was expanding the multiple, is gone. From here the return has to come from earnings, not from the crowd paying up again. The regime history below shows how far the mood pendulum has swung before — and what an unreliable timer it makes.

A History of Broadcom's Sentiment Periods

Broadcom's PE multiple over the past three years tells a story that looks volatile on first inspection but is mostly mechanical once you understand the moving parts. Here are the distinct sentiment phases:

The three-year arc, stripped of accounting noise, is straightforward: Broadcom was re-rated as a primary AI infrastructure beneficiary between mid-2023 and mid-2025, and the forward PE has settled around 42× as the market's working consensus on what continued execution is worth. The wild swings in the TTM PE chart between 22× and 190× are mostly arithmetic — driven by acquisition amortization moving through the denominator — not by genuine swings in market sentiment. For sober analysis, anchor on the forward PE and on what the underlying cash flow is doing.

Q1–Q3 2023 · Pre-AI Re-Rating
PE 22–27× · "Cash machine, niche AI play"
Stock trades at $60–$90 with PE around 22–27×. The market views Broadcom as a profitable but mature semiconductor and software business. AI revenue has not yet been broken out as a separate growth narrative. Multiple sits below the ten-year average of ~45.6x.
Q4 2023 – Q2 2024 · AI Narrative Builds
PE 33–69× · "Maybe they're an AI winner too"
VMware closes in November 2023. AI revenue first disclosed as a meaningful line item. Stock advances from $112 to $161 while TTM EPS begins dropping from $3.29 to $2.32 under amortization charges. PE expands optically without underlying compression of the multiple.
Q3–Q4 2024 · The Optical Distortion Peak
PE 150–190× · "Headline number breaks"
10-for-1 stock split executes July 12, 2024. TTM EPS bottoms at $1.15. Reported PE reads 150–190× — not because the multiple expanded but because the denominator collapsed. Sophisticated investors look through to forward PE. Headline-driven media coverage gets the picture wrong.
2025 · Acquisition Absorbed
PE 80–104× · "Numbers normalizing"
TTM EPS recovers from $1.15 to $3.91 as VMware amortization runs through the early quarters and operating performance compounds. Stock advances from $167 to $330. The $2.1B Q4 FY25 tax benefit lands. Multiple compresses but remains elevated reflecting growth premium.
Q1 2026 · Current — Re-Rated as AI Primary
PE TTM 93× · PE Forward 42× · "Quality but pricey"
Stock at $479, at new highs. Forward PE of 42× sits well above pre-AI norms but is interpretable given guided 47% Q2 revenue growth and $10.7B Q2 AI revenue guidance. The market has accepted Broadcom as a tier-1 AI infrastructure name; the question is whether continued execution justifies the premium.
Stock Price — How the Market Has Voted Over Time
P/E Multiple — How Generous the Crowd Has Felt
The price-to-earnings multiple each week, against its 1-year and ten-year averages — the cleanest read on the crowd’s mood, since the multiple is simply how much they will pay per dollar of earnings.
Your Rating
Is the crowd’s mood an opportunity, or a warning?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Valuation →
How cheap or expensive it is vs its own history and vs peers.
Valuation
The question — would you pay today’s price?

A wonderful business and a wonderful investment are not the same thing — the difference is the price you pay. Buffett’s line is the whole tab: price is what you pay, value is what you get. Overpay for even a great company and you can wait years for it to grow into the price, earning little while you wait; buy it at a fair price and time works for you instead. This tab sizes up what you are being asked to pay today — against the company’s own history, and against what the future would have to deliver to justify it. The goal is not the cheapest stock on the screen; it is a fair price for a quality business. So, knowing what you now know about the company: would you pay today’s price?

How it fits the theme · Data Centre Boom
The theme report ranks all five data-center builders on multiple versus growth — see where Broadcom sits against NVIDIA, TSMC, Comfort Systems and Eaton in: the basket comps →
MIXED
What are you paying for this business today?
42× forward PE for guided 47% Q2 revenue growth is defensible but not cheap. Ignore the 93× TTM — it's distorted.
Is that cheap or expensive relative to history?
Expensive vs. its own pre-AI history (15-20× PE typical), in line with its ten-year average (58×) which is itself distorted.
What does the market expect from here?
Q2 guidance of $22B revenue +47% YoY is aggressive but achievable given AI demand visibility. Beat-and-raise cadence supports it.

The first two charts hold the multiple fixed and let earnings move — what the price would be at a single P/E (its own average, or its theme's); the green dashed line is today's P/E. The last is the PEG — the multiple against growth — versus the 1.0 fair line.

Against its own history

PriceAt its 5-yr average P/E (58.7×)At today's P/E (93.5×)

Hold the multiple at its own five-year average of 58.7× and today's earnings would carry the stock to ~$301 — about -3% above the $310 price, which screens as deeply cheap. But look where the navy line sat in 2021–22, far above the amber: the market was then paying 100×-plus for earnings that hadn't arrived. That euphoria is baked into the 58.7× average, so this line flatters the stock — a maturing company rarely re-rates back to its mania-era multiple. Treat it as the optimistic bound, not fair value.

Against its theme

PriceAt its theme multiple (38.8×)At today's P/E (93.5×)

Anchor instead to the multiple it's drifting toward — its theme peers (ETN, FIX, NVDA, TSM) at a ~38.8× median. On today's earnings that's worth ~$199, a 56% premium to its theme. This is the GARP-honest read: the fade theory holds that a leader's premium erodes toward its peer group as growth slows and competition arrives, so where it trades versus peers tends to stick where its own history doesn't. A 56% discount says the market is pricing Broadcom Inc. more cautiously than the companies sitting right beside it.

What the market expects. The forward P/E is 42.2× versus 93.5× trailing — paying less for next year's earnings than last year's means the market is pricing in roughly 122% earnings growth to show up.

Price relative to growth (PEG)

PEG1-yr averagefair value (1.0)

PEG ties price to growth — the multiple divided by the growth rate. At ~1.9 it sits well under the 1.0 line Lynch called fair: roughly 190¢ per point of growth. The catch is the denominator. PEG only stays this low while growth stays high; as earnings growth normalizes toward the market, the PEG creeps toward 1 even if the price never moves — the quiet way a dear stock can look cheap.

How it adds up — price against growth

Three yardsticks, and they disagree in a useful way. Against its own history Broadcom Inc. looks dramatically cheap — about -3% below its five-year-average multiple; against its theme peers it's a more measured 56% premium; on PEG it sits well under the 1.0 fair line. The honest anchor is the middle one: the peer multiple is what a maturing leader actually drifts toward, so a ~56% discount to its theme — not a -3% discount to its own bubble-era average — is the read that holds. Modestly cheap, not a screaming bargain.

Every one of those readings, though, rests on the same foundation: the growth. The discount to peers, the sub-1 PEG, a forward multiple below the trailing one — all of them assume earnings keep compounding near their recent pace. That's the GARP bargain and the GARP risk in one sentence. You aren't paying a premium multiple, but you are paying for the growth to continue, and the fade theory is blunt about the alternative: the multiple can compress faster than earnings grow, and the stock falls even as the business gets bigger. Multiple contraction is the tax on success.

So the question the charts can't answer is the one that matters — how durable is the growth that makes this multiple cheap? That's a judgment about the business, not the price. The calculator below is where you put your own number on it: choose a growth rate and an exit multiple, and see what three years could look like.

What Could This Be Worth in Three Years?

Starting EPS: $5.13 (TTM · verified) · Current price: $479 · today’s ~94× multiple vs a ~46× ten-year average · Click any scenario to load it into My Forecast below, then adjust the sliders yourself.
Bear Case
~$498
+4% total · +1% annually
EPS grows 10%/yr to $6.83. The multiple de-rates to 73× as conditions cool — the multiple does the damage, not the business.
Click to model →
Base Case
~$733
+53% total · +15% annually
EPS grows 15%/yr to $7.80. Multiple simply held at 94× — no re-rating assumed (today’s 94× sits above the ~46× ten-year average).
Click to model →
Bull Case
~$982
+105% total · +27% annually
EPS grows 21%/yr to $9.09 and the multiple re-rates toward 108×, back toward its longer-term average.
Click to model →
My Forecast
Set each year’s EPS growth and the exit multiple to model your own three-year scenario — starting from EPS of $5.13 and today’s price of $479.
Year 120%
Year 215%
Year 315%
Exit P/E94×
Horizon
Year 1 is a starting estimate — not guidance — pre-filled with the company’s recent EPS growth. Set all three years yourself. For management’s own guidance and how reliably they’ve hit it, see the Guidance scorecard in the Leadership tab.
Implied price in 3 years
$733
Implied EPS: $7.80
+53% total · +15%/yr
Illustrative model under your chosen assumptions — not a prediction. Broadcom Inc.’s 10-year average P/E is ~46; today’s is ~94. You do the thinking.
Your Rating
Would you pay today’s price?
Notes
Feel free to score this after you’ve explored the tabs.
Next
What’s Changed →
What has actually moved since the thesis was set — the metrics and the guidance.
Leadership
The question — would you hire this team?

You’re not buying a stock here — you’re hiring a team to run your money, and handing it to them for years. So this tab does what any careful employer does before making an offer: it reads the résumé, checks the references, and looks at how they’re paid — tenure and track record, what they did with the cash, whether their incentives point the same way yours do. By the end you’re answering one plain question: would you trust these people with your capital? That is the verdict you record below.

STRONG
Who is running this company?
Hock Tan (CEO 2006-) is a singular operator with a 20-year track record of disciplined acquisitions and margin expansion.
How long have they been here and what is their track record?
20-year CEO tenure inspires confidence on continuity but raises succession risk. He turns 73 in 2025; bench is not yet anointed.
Do they have skin in the game?
Strong shareholder alignment via 24+ years of dividend growth and accelerating buybacks; succession remains the open question.

Is the leadership team capable and trustworthy? Hock E. Tan has been CEO since 2006, two decades into a singular tenure. His track record is among the strongest in the semiconductor industry: revenue compounded at 22% per year over the past decade, gross margin expanded from 48% to 65%, free cash flow margin held above 40% through multiple acquisition integrations. He is famously direct on earnings calls, doesn't suffer analyst small talk, and runs the company on a tight P&L discipline that some employees find brutal but shareholders find profitable. CFO Kirsten Spears has held the role through the VMware acquisition and integration; her quarterly disclosures are detailed and her guidance has been conservative enough to be repeatedly beaten. The leadership team is small relative to a $2 trillion company — ten named executives, including segment presidents Charlie Kawwas (Semiconductor Solutions) and Ram Velaga (Infrastructure Software).

Does their tenure and track record inspire confidence? Hock Tan turned 73 in 2025. Succession is the single most important governance question on Broadcom that the company has not publicly addressed in detail. The internal candidates are obvious — Kawwas and Velaga, possibly the CFO — but no public anointing has occurred. The risk is not that Tan retires; the risk is that the playbook he built (cut hard, raise prices on locked-in customers, pursue large accretive deals) requires a particular kind of executive temperament that may not transfer. The acquisition machine specifically depends on Tan's personal relationships with target-company boards and his reputation for closing. A successor who is less willing to make the unpopular cost-cutting decisions would dilute the model. Investors should not own Broadcom assuming Tan stays; they should own it assuming a transition will happen within five years and verify that the bench is being prepared.

What about the board and shareholder alignment? The board is small (ten directors) and includes financial professionals as well as operating veterans. Insider ownership is modest; Tan's personal stake is meaningful but not dominant. Stock-based compensation runs at roughly $2.2 billion per quarter, which is substantial but in line with peers given the company's size. The proxy disclosure quality is solid; executive compensation is tied to revenue and EBITDA growth metrics that align with what shareholders care about. No major governance red flags surface in routine review.

The track record — how this team has run the business

You are hiring this team to steward your capital, so read the résumé: what they did with the cash, whether margins held, and whether they grew the share count or shrank it. Each era is the record, straight from the reported figures — the verdict is yours to draw.

2015–2019
Builder — issued stock to grow
Rev/yr +35%EPS/yr +7%Stock/yr +21%Op margin 19%ROIC 13%Share count +44%
Revenue compounded about 35% a year and earnings about 7%. Across these years management grew the share count about 44% — stock put to work on deals or pay while it let operating margin slip from 26% to 19%. Returns on capital averaged about 13% across the stretch.
What it meant for owners
For a shareholder, the stock compounded about 21% a year, though a roughly 44% larger share count meant each share you held became a smaller piece of a bigger company.
2019–2022
Builder — issued stock to grow
Rev/yr +14%EPS/yr +60%Stock/yr +21%Op margin 43%ROIC 10%Share count +5%
Revenue compounded about 14% a year and earnings about 60%. Across these years management grew the share count about 5% — stock put to work on deals or pay while it widened operating margin from 19% to 43%. Returns on capital averaged about 10% across the stretch.
What it meant for owners
For a shareholder, the stock compounded about 21% a year, though a roughly 5% larger share count meant each share you held became a smaller piece of a bigger company.
2022–2025
Builder — issued stock to grow
Rev/yr +24%EPS/yr +22%Stock/yr +84%Op margin 41%ROIC 16%Share count +13%
Revenue compounded about 24% a year and earnings about 22%. Across these years management grew the share count about 13% — stock put to work on deals or pay while it let operating margin slip from 43% to 41%. Returns on capital averaged about 16% across the stretch.
What it meant for owners
For a shareholder, the stock compounded about 84% a year, though a roughly 13% larger share count meant each share you held became a smaller piece of a bigger company.
2026 — the current-year plan
Promised, not yet delivered
Broadcom guides one quarter at a time. After delivering $22.2 billion against a $22.0 billion guide, management points to roughly $29.4 billion next quarter — up 84% — with AI semiconductor revenue growing over 200% to $16 billion.
What it means for owners
This is the promise, not the record. Whether you can bank on it comes down to one thing — this team’s history of keeping its word. The scorecard just below is that history.
Guidance scorecard — do they do what they say?

What this is. A judgment about management credibility — not the market’s reaction. The “beat” or “miss” you see in the headlines is measured against Wall Street’s consensus estimate; this is measured against the number management itself put on the table a quarter earlier. Meeting or beating your own guidance, quarter after quarter, says something about the people running the business — that they guide conservatively and keep their word. One quarter is noise. The multi-year pattern is character.

Met or beat its own next-quarter revenue guidance in all six of the last six reported quarters.
Broadcom guides a single revenue point (not a range) plus an adjusted-EBITDA-margin target; actuals have landed in-line to +3.5% above the guide every quarter, with AI semiconductor demand the recurring upside driver. The outstanding Q3 FY2026 guide of ~$29.4B implies +84% YoY growth.
PeriodGuidedActualvs guideResult
Q2 FY2026$22.0B$22.19B+0.8%Met
Q1 FY2026$19.1B$19.31B+1.1%Met
Q4 FY2025$17.4B$18.02B+3.5%Beat
Q3 FY2025$15.8B$15.95B+1.0%Met
Q2 FY2025$14.9B$15.00B+0.7%Met
Q4 FY2024$14.0B$14.05B+0.4%Met

Measured against the company’s own prior guidance (Next-quarter revenue vs guidance (US$)) — not Wall Street consensus. Drawn from the company’s own earnings releases.

Guidance & Management Credibility

Broadcom guides one quarter at a time — and what stands out is how precisely, and how aggressively, it does it. Rather than offer a vague full-year range, Hock Tan’s team puts out a specific revenue number for the coming quarter and then tends to clear it. The most recent quarter is the case in point: it had guided to about $22.0 billion and delivered $22.2 billion, with its AI-chip revenue ($10.8 billion, up 143%) landing above the company’s own forecast.

For the next quarter, management guided to roughly $29.4 billion in revenue — an 84% jump from a year earlier — and Tan went further, putting a hard number on the part everyone is watching: AI semiconductor revenue growing over 200% to $16 billion. Naming a figure that specific, on that line, is the move of a team that can see its order book and isn’t hedging. The thing to hold in mind is the flip side of that precision: Broadcom’s fortunes are now tightly tied to a handful of large AI customers and the pace of their spending, so the same guidance that looks fearless on the way up would turn quickly if that cycle cooled. So far, the company has earned the benefit of the doubt by beating the number it set, quarter after quarter.

Your Rating
Would you hire this team to run your money?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Risk →
What could go wrong. How serious each risk actually is.
Risk
The question — are these risks you can live with?

The surest way to protect your capital is to study how you might lose it. Charlie Munger built a career on inversion — solving every problem backwards — and risk is where the habit pays off most: before you tally the ways this company can win, you list the ways it can lose, and single out the ones you could never recover from. This tab works through what would have to go wrong for owning this to be a mistake — a moat that quietly erodes, a balance sheet that cracks under stress, a regulator, a shift in technology, a management misstep — and weighs how likely and how survivable each one really is. The aim is not a business with no risks; none exists. It is to know exactly what you are accepting, so you can answer the question at the bottom with your eyes open: are these risks you can live with?

How it fits the theme · Data Centre Boom
The theme report builds the integrated bear case for the whole basket — the risks Broadcom shares with the other four data-center builders are in: the basket risks →
MIXED

Charlie Munger's most powerful tool was inversion: "All I want to know is where I'm going to die, so I'll never go there." Rather than ask what makes Broadcom succeed, Munger would have us ask the opposite — what would make it fail? Invert the thesis, find the ways the investment dies, and then judge how likely and how survivable each one is. Poor Charlie's Almanack is built on this discipline: avoid the catastrophic error, and the winning takes care of itself. So we turn the optimism of the prior tabs upside down and ask, honestly, where the danger lies.

What could go wrong?
Concentrated hyperscaler customer base (top-3 likely >35% of semis), $66B leveraged balance sheet, succession risk.
How likely is it?
Manageable individually but correlated: a hyperscaler capex compression would simultaneously stress revenue, EBITDA, and the multiple.
Has management acknowledged it?
The base case is risks materialize in isolation; the bear case is hyperscaler capex compression correlates with multiple compression and stresses debt-service cushion simultaneously.
Five risks. What each one is, how serious it is, and what to watch.
HIGH
Hyperscaler customer concentration
Top three hyperscaler customers likely represent 35%+ of semiconductor revenue. A pullback or pause in capex by any one of them would visibly impact quarterly results. The company does not disclose exact customer concentration but the industry context makes this an unavoidable risk for any AI-leveraged semi name.
MEDIUM
VMware debt load and refinancing
$66.1B of long-term debt incurred to fund the VMware acquisition. Quarterly interest expense of $801M ($3.2B annualized). Interest coverage is comfortable today but refinancing windows in 2027-2029 will determine whether the debt stays cheap or becomes a meaningful drag on returns.
MEDIUM
CEO succession
Hock Tan turned 73 in 2025. His acquisition-and-cost-cutting playbook depends on a specific executive temperament. No public succession plan disclosed. Internal candidates are visible (Kawwas in Semis, Velaga in Software) but no anointing has happened.
LOW
AI silicon competition
Custom XPU silicon faces competition from NVIDIA general-purpose GPUs, AMD MI series, and the hyperscalers' increasingly capable internal designs. Broadcom's position in custom designs is strong but not exclusive. The window in which custom silicon meaningfully outperforms general-purpose may be finite.
LOW
VMware customer churn
VMware price increases on enterprise customers have driven Software segment revenue growth (1% in Q1 FY26). Competitors (Nutanix, Microsoft, open-source virtualization) are actively positioning for displacement. The bear case is that pricing power has limits and the segment becomes a slow-decay business.
The Verdict — Tick the Box or Not?
Identifiable, individually bounded, but with concerning correlation potential. A hyperscaler capex pause would compress revenue, margins, multiple, and debt cushion in sequence. Position sizing should reflect that the risks are not independent.
Your Rating
Are these risks you can live with?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Technical →
Whether now is the right moment to act, or whether patience is still the right answer.
Technical
The question — is the trend on your side, or are you fighting it?

Fundamentals tell you what to own; the chart tells you whether the market has come around to your view yet. Price moves through a recognizable rhythm — a long base, a breakout into a sustained advance above a rising 1-year moving average, a topping phase, then decline — because price trends tend to persist once they take hold. This tab is not about predicting the next tick; it is a timing and confirmation check on a thesis you have already built on the business. Is the stock in a healthy advance, price riding above a rising 1-year line with the trend working for you? Or is it breaking down, asking you to be patient and let a new base form? You are not here to trade the wiggles. You are deciding one thing: is the trend on your side, or are you fighting it?

STRONG
What phase is this stock in?
advance — the large majority of weekly closes above a rising 1-year MA over a multi-year span. No break in the window.
Where is price relative to the 1-year moving average?
Yes — about 32% above the rising 1-year MA, at the extended end of this name's historical range.
What does the volume pattern say?
Volume expansion on advances and contraction on pullbacks — classic constructive institutional accumulation pattern.

Each chart reads the price action plainly: the actual line (green when rising / red when falling) with its trend line (grey dashed); amber dashed marks the reference (new highs, or flat). This describes where the crowd has price — it is context for the fundamentals, not a trading signal.

Price & its 1-year trend$310
↔ range-bound · actual vs trend · The share price and its moving-average trend line.

The solid line is the share price; the dashed line is its 1-year trend, a moving average. The simplest technical read there is: when price holds above a rising trend line, the stock is in an uptrend. Broadcom Inc. is below its trend and that trend is rising, so by this measure it's in a trading range. That's a description of whether momentum is with the stock or against it — not a signal to act.

Drawdown from its peak-11%
↔ range-bound · actual vs trend · How far price sits below its own prior high.

This is how far price sits below its own prior peak. At -11% off its high, Broadcom Inc. is in a meaningful pullback. Drawdowns are where opportunity and risk both live — a quality business on sale, or the first leg of a longer decline. The chart can't tell you which; it only shows how deep the dip is against its own history.

1-year price momentum+85%
▲ uptrend · actual vs trend · The past year's price change — is the move accelerating or tiring?

Momentum is the past year's price change. At +85% the move is strong. Momentum tends to persist longer than people expect and then turn faster than they like — so read a fading line as a yellow flag worth watching, not as an exit by itself.

risingfallingtrend linereference

Why we study trends — and why price is only one of them

Studying trends is at the heart of how GARPify reads a company — and not only here. Every chart in this report is built the same way: an actual line against its own moving average, asking one question — is this measure improving or deteriorating? We ask it of earnings, revenue, margins, returns on capital and the multiple, because a business is a moving thing, and the direction of travel usually tells you more than any single snapshot.

Traditional technical analysis stops at price. It studies the chart and nothing else — the footprints of the crowd, cut off from what the company is actually doing — which is exactly why careful investors distrust it. Our quarrel isn't with reading trends; it's with reading only price. Price is the noisiest line we have, because it reflects mood as much as substance: the same stream of earnings can trade at 30 times or 130 times depending on how the crowd feels that year.

So we treat price as one trend among many, and the least decisive of them. Broadcom Inc.'s price trend can confirm the fundamentals — the business improving and the stock rising with it — or contradict them, a strong company whose chart is in retreat, which is more often an opportunity than a warning. What a price trend cannot do is overrule the trends that actually compound value. Read this tab last, and lightly: the business's trends decide; price only tells you what the crowd has made of them so far. The history below shows how Broadcom Inc.'s past technical phases resolved.

A History of Broadcom's Technical Periods

The three-year technical picture, broken down by era:

The bottom-line technical read on AVGO is constructive but stretched. The multi-year advance is intact, the MA continues rising, and the pullback during early-2025 broad-tech weakness held the structural uptrend. But the current ~32% extension above the MA is at the high end of this name's historical range — a real caution rather than a comfort. The risk on the technicals is that a deeper pullback to the MA would represent roughly a 24% drawdown from current levels — manageable for long-term holders, painful for short-term ones. A break of the MA on heavy volume would change the picture and would be the first such signal in years.

Mid-2023 · Initiates
Price $80–$95 · MA $65 · +25% above
VMware acquisition announcement pending; stock advances from the 2022 lows on AI-as-a-thesis emerging. Multiple expansion phase begins. Price comfortably above a rising MA — classic initiation.
Late 2023 – Mid 2024 · Acceleration
Price $112 → $161 · MA $90 → $130
VMware closes in November 2023. Stock advances 44% in eight months. The 10-for-1 split in July 2024 marks the period as a defining advance. No break attempted; pullbacks to the MA buy buyable.
Late 2024 · First Major Test
Price $232 · MA $175 · +33% above
Stock reaches extension levels not seen earlier in the move. A pullback to test the MA followed. The pullback held and the advance resumed — confirming character. Many similar-quality names in the basket showed equivalent extension at this point.
Early 2025 · Broad Tech Pullback
Price low $167 · MA still rising
52-week low of $226 set during early-2025 sector compression — broad tech selloff on AI-overbuild fears. Importantly, the 1-year MA continued rising throughout, and AVGO did not break into a downtrend. The pullback was sharp but the structural uptrend held. Distinct contrast with peers that did break their MAs.
Mid–Late 2025 · Resumption
Price $276 → $346 · MA $216 → $324
Recovery from the pullback exceeds prior highs. Multiple sequential record closes through Q3 and Q4 FY25 (calendar 2H 2025). MA reaccelerates upward. Each quarterly earnings beat is met with expanding volume — institutional accumulation pattern.
Current · Mid-2026
Price $479 · MA $364 · +32% above
Stock at new highs. Extension to the MA is now at the extended end of its historical range — a stretched but not broken uptrend. Volume on recent advances stayed elevated and the accumulation pattern continues, with no technical evidence of distribution; the caution is the size of the gap to the trend line, not its direction.
Your Rating
Is the trend on your side, or are you fighting it?
Notes
Feel free to score this after you’ve explored the tabs.
Next
Think →
Answer five questions that will clarify your thinking before you decide.
Think
The question — all in, would you own this?

This is where it comes together. You have read the business, weighed its strength and its earnings, taken the crowd’s temperature, judged the price, met the people running it, and named what could go wrong. The scorecard below gathers every light you lit along the way; the prompts beneath it make you say the thesis back in your own words — what it does, why the price is wrong, what has to go right, what would make you sell, and how much you’d commit. No one can take this last step for you. Buffett’s filter is the whole point: stay inside your circle of competence, and act only when the answer is a clear yes. So, knowing everything you now know — all in, would you own this?

How it fits the theme · Data Centre Boom
Once you’ve judged Broadcom, zoom out — the theme report asks the same questions of the basket as a whole in: the theme reading →
Your Ratings — Updated as you go
Section Your Rating Notes
Rate each section as you read — your results appear here automatically.
GARPify did the work. Now you do the thinking.

Every number in this report is only useful if it changes how you make a decision. Most investors read, nod, and move on. The ones who build wealth over time do something different — they write things down.

Not because writing is the point. Because writing forces you to be honest with yourself. You cannot write "I believe this business will compound at 15% for the next decade" without immediately knowing whether you actually believe it.

These five questions have no right answers. GARPify has no opinion on what you should decide. That is your job. This is just the structure that makes the job easier.

Take ten minutes. Be honest.

Part 1
My Decision Process
Answer these three questions in your own words before you decide. Writing forces clarity. Clarity prevents mistakes.
1. Why would you own this — the whole thesis in your own words?
A few sentences, in your words — not GARPify’s. If you can’t write the case simply, you don’t understand it yet.
2. What would make you sell — what fact or event would change your thesis?
Decide your exit before you enter. Name the facts that would prove you wrong.
3. How much of your portfolio would you commit, and why that amount?
Position sizing is a statement of conviction. Be honest with yourself.
Your verdict
All in, would you own this?
Feel free to score this after you’ve explored the tabs.
Creates a clean one-page summary you can keep.
You have done the work.
This is your space to think it through.
Disclaimers
Important information about this research and how to use it

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