A 4-of-4 financial scorecard pairs 48% revenue growth and a 49% operating margin with a stock 25% below its high and weakening structure. At 61x earnings, 28 analysts see about 35% upside to a $499.04 average target — 95% Buy, 5% Hold, no Sells. Current price: $369.34.
Changes over time: Not surfaced by restnvest for Broadcom — all four counts are zero, a data gap rather than a finding.
Broadcom sits at the center of two large markets: custom AI accelerators and data-center networking silicon for hyperscalers, and enterprise infrastructure software anchored by VMware. The opportunity is the AI buildout — custom-chip and networking demand — layered on a recurring, high-margin software base that broadens the revenue mix beyond cyclical semiconductors.
Broadcom is the cleanest compounder in this group: restnvest scores the financial scorecard 4 of 4 strong, with scalable growth, cash-backed profits, comfortable coverage and compounding equity. Trailing revenue grew about 48% year over year as AI and the VMware acquisition scaled, at a 49% operating margin, a 36.1% free-cash-flow margin and a 37.3% return on equity. This is a business converting an AI and software mix into extraordinary cash generation, with debt from the VMware deal being paid down against that cash flow.
Y = price target. X = days remaining on call (negative = past expected hit window). Bubble size = Anachart Performance Score. Dashed vertical = the expected-hit boundary.
Chart shows 5 of 28 covering analysts. See all on Anachart →
Broadcom sets a best-in-group compounder against a rich multiple and a soft chart. The supportive side dominates: restnvest scores the financial scorecard 4 of 4 strong — scalable growth, cash-backed profits, comfortable coverage and compounding equity — with trailing revenue up about 48% year over year, a 49% operating margin, a 36.1% free-cash-flow margin and a 37.3% return on equity, as AI custom silicon, data-center networking and VMware software scale together. The cautious side is price and timing: at 61x trailing earnings the price tag scores at caution, and the stock is 25% below its high with weakening structure, leaving restnvest's valuation lens 2 of 4 sensible and timing 1 of 3 supportive. The analyst lens is the most bullish in this group — across 28 firms, 94.59% Buy, 5.41% Hold and zero Sell, a 93.45% hit ratio, and the most recent action a Mizuho Buy at $530. The $499.04 average target implies about 35% upside, with a tight range ($380 to $582). A long-term investor weighs a business converting the AI buildout and a recurring software base into extraordinary cash flow against a valuation that already embeds strong growth and a chart that has pulled back. Three data notes: revenue growth is the latest quarterly figure (47.9% year over year), as a clean annual figure was not available on the source page; restnvest does not surface a Changes Over Time section for Broadcom, so those counts are zero; and analyst performance scores use a hit-ratio-based 0-10 proxy.
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