Why is AVGO down?
Down 13% in a year while the S&P 500 rose 12%; up 300% over three years.
- Revenue grew 23.9% a year from fiscal 2024 to fiscal 2025; its 3 peers' median grew 42.1% a year.
Down 13% in a year while the S&P 500 rose 12%; up 300% over three years.
We do the work for you. Every stock is scored and ranked, every 15 seconds while the market is open. Here it's 15 minutes behind. Pro members see it live.
| The company | Sales up 49% on the year |
| Latest filing | 8-K, Oct 27 |
TodayChip, data center, and memory stocks fell together: “OpenAI pledges data center power cuts”
After its last 4 reports it closed -5.5% on average, higher 1 of 4 times.
Averagefor quality, not price, 1 of 14 chart checks firingWhat the Quality Score means
AVGO is #27 of 84 by Quality Score.
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 27 |
Net income over four quarters: AVGO $38.3B, NVDA $193B, MRVL $2.64B, ARM $1.04B.
Reports Wed Dec 9, after the close (in 37 days). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
AVGO's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| Revenue | about $34.8B |
“Q4 consolidated revenue growth is forecasted to increase 93% year-over-year to $34.8 billion, and we expect to maintain our non-GAAP operating margin at 66%, flat from a year ago.”
From its results filing (SEC filing · Sep 2)
Sales grew 22% a year over 5 years, fiscal 2020 to 2025.
Pays $2.60 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Sep 2, 2026 | -4.2% | -2.7% | -1.8% |
| Jun 3, 2026 | -14.7% | -12.6% | -22.4% |
| Mar 4, 2026 | +4.0% | +4.8% | +7.6% |
Sales grew every year from 2018 to 2025, to $64B. It made a profit in each of the eight years.
One insider bought $374K across 1 filing, and 3 insiders sold $33.7M across 31 filings, in the last 6 months. The newest:
37 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: AVGO is 6.9% of SOXX, 6.1% of SPMO, and 6.1% of VYM, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Aug 31, 2026.
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.
“The markets in which we participate are highly competitive.”
AVGO scores 6 today, which Breakaway calls Average. It is #27 of 84 in Semiconductors by Quality Score, with 1 of 14 chart checks firing. Down 13% in a year while the S&P 500 rose 12%; up 300% over three years. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
AVGO scores 6 today, which Breakaway calls Average (6 to 10). That is #27 of 84 in Semiconductors by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind AVGO's 6.
One insider bought $374K across 1 filing, and 3 insiders sold $33.7M across 31 filings, in the last 6 months. The newest is Mark David Brazeal, Chief Legal & Corp Affairs Ofc, who sold $10M on Jul 10. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.