What is Broadcom Inc?
designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
The story behind the price, the case for and against, and what could go wrong. Open a part to read it.
designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company is listed on the NASDAQ in USA, operating in the Technology sector, with a market capitalisation of 1.73T, and a P/E ratio of 46.2x.
A short list of Semiconductors names that are close enough in size to make side-by-side comparison useful.
| Shares sold | Shares bought | |
|---|---|---|
| 0-3months | 0 | 0 |
| 3-6months | 0 | 0 |
| 6-9months | 14324,282 shares $106.4M | 0 |
| 9-12months | 0 | 0 |
Openbook research
The USD 22bn Skyworks-Qorvo merger completes today. Apple falls from 67% of sales to roughly 35%, and USD 500m of cost synergies carry the whole case.
Ciena posted record revenue up 37%, more than doubled operating margin and raised guidance, and still lost a tenth of its value in a session.
A Cisco stock analysis built on the FY2026 numbers. Revenue reached $63.3 billion, up 12%, while product gross margin fell. Here is what drives the business and what to watch next.
Record revenue, a raised full-year outlook, and a 10.28% fall in one session. The answer is in Marvell's gross margin guide, not the headline numbers.
This Broadcom stock analysis examines AVGO's Q2 FY2026 earnings, record AI chip revenue growth, balance sheet structure, dividend cover, and valuation multiples — so you can assess the fundamentals for yourself.