SeekingAlpha · Aug 27, 2026
Nvidia Beats Again - But Cash Flow Must Keep Up With Blackwell's Growth
Nvidia Corporation is a medium-confidence Buy for 6â12 months. Click for more on NVDA and its recent blowout Q2 earnings release.

NASDAQ · AVGO
Technology · Semiconductors
$371.54
Up+$15.95 (+4.49%)
Updated Aug 28, 2026, 10:23 AM
SID Score
5.6/10
Composite research score
Smart Money
57/100
Neutral
Price performance
1M range · 21 trading sessions · Daily adjusted prices
AVGO closed at $371.54 after 21 trading sessions, down 4.20% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 27, 2026 | $361.79 | $371.72 | $360.61 | $371.54 | 21.33M |
| Aug 26, 2026 | $357.12 | $359.4699 | $350.06 | $355.59 | 19.2M |
| Aug 25, 2026 | $361.10 | $362.99 | $355.31 | $356.74 | 18.01M |
| Aug 24, 2026 | $364.965 | $366.17 | $358.71 | $358.76 | 18.72M |
| Aug 21, 2026 | $370.69 | $375.13 | $365.05 | $368.45 | 19.04M |
| Aug 20, 2026 | $364.39 | $367.12 | $362.2501 | $364.03 | 19.73M |
| Aug 19, 2026 | $372.40 | $373.91 | $357.6101 | $362.48 | 35.09M |
| Aug 18, 2026 | $384.315 | $385.7821 | $377.01 | $380.00 | 22.88M |
| Aug 17, 2026 | $397.26 | $399.36 | $391.31 | $392.43 | 20.04M |
| Aug 14, 2026 | $411.96 | $412.50 | $388.50 | $392.99 | 29.51M |
| Aug 13, 2026 | $415.805 | $424.92 | $411.41 | $417.82 | 13.18M |
| Aug 12, 2026 | $426.255 | $426.50 | $414.61 | $416.05 | 15.86M |
| Aug 11, 2026 | $426.07 | $426.76 | $413.23 | $416.08 | 12.88M |
| Aug 10, 2026 | $426.99 | $432.73 | $420.16 | $422.40 | 13.85M |
| Aug 7, 2026 | $428.40 | $430.84 | $421.61 | $427.76 | 14.7M |
| Aug 6, 2026 | $420.545 | $428.03 | $410.76 | $420.565 | 13.91M |
| Aug 5, 2026 | $421.70 | $427.00 | $416.89 | $418.28 | 16.88M |
| Aug 4, 2026 | $402.97 | $422.065 | $400.68 | $418.16 | 29.56M |
| Aug 3, 2026 | $384.405 | $392.605 | $374.61 | $392.23 | 17.34M |
| Jul 31, 2026 | $394.83 | $399.92 | $379.71 | $389.28 | 20.39M |
| Jul 30, 2026 | $380.35 | $388.68 | $377.54 | $387.84 | 23.64M |
The latest Smart Investors Daily articles mentioning AVGO.
AVGO research
Company profile and research snapshot.
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing, wired connectivity, and wireless connectivity. 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.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 26, 2026 | RBC Capital | Sector Perform | — |
| Aug 21, 2026 | BMO Capital | Outperform | — |
| Jul 7, 2026 | Erste Group | Hold | — |
| Jun 4, 2026 | JP Morgan | Overweight | — |
| Jun 4, 2026 | Macquarie | Neutral | — |
No generated briefing is available yet.
SeekingAlpha · Aug 27, 2026
Nvidia Corporation is a medium-confidence Buy for 6â12 months. Click for more on NVDA and its recent blowout Q2 earnings release.
SeekingAlpha · Aug 27, 2026
The top five contributors to relative performance during the quarter included Dell Technologies, Broadcom, Cummins, Rockwell Automation and Walmart. Read more here.
Benzinga · Aug 27, 2026
Broadcom (AVGO) stock rises nearly 2% premarket following strong NVIDIA earnings. Get technical analysis, target prices, and Q3 forecasts.
Benzinga · Aug 27, 2026
Kyndryl (NYSE:KD), a leading provider of mission-critical enterprise technology services, today announced an expanded strategic alliance with Broadcom to deliver end-to-end consulting services for VMware Cloud
Interpretive context generated from the platform’s current data sources.
Broadcom Inc. shares closed at $371.54, declining 4.0% in the most recent session, per SID market data. The stock has experienced significant short-term weakness, falling 12.9% over the trailing three-month period, while the one-month return showed a marginal gain of 0.33%. On a twelve-month basis, AVGO has declined 2.38%, underperforming broader technology benchmarks. Technically, the stock trades below its 50-day moving average of $386.59 but remains above its 200-day moving average of $363.26, according to Massive/Polygon data. The 14-day RSI registers at 22.9, placing the stock firmly in oversold territory. Broadcom carries a beta of 1.204, indicating higher volatility relative to the broader market. Average daily trading volume stands at approximately 22.9 million shares. The company maintains a market capitalization of approximately $1.91 trillion, positioning it among the largest semiconductor and infrastructure software firms globally.
Broadcom Inc. trades at a price-to-earnings ratio of 83.27, reflecting a substantial premium relative to the broader technology sector, per SID market data. The PEG ratio stands at 3.80, suggesting the stock's earnings multiple remains elevated even when adjusted for anticipated growth rates. The price-to-book ratio registers at 23.69, further underscoring the premium valuation assigned by the market, according to SEC filings. Broadcom currently offers a dividend yield of approximately 0.58%, providing modest income return relative to its growth-oriented profile. The company's $1.91 trillion market capitalization reflects investor confidence in its AI-related semiconductor and VMware-driven software revenue streams. The elevated valuation metrics indicate that the market is pricing in substantial future earnings expansion. With the stock trading in oversold territory at an RSI of 22.9, near-term price action may diverge from fundamental valuation signals as technical and fundamental dynamics interact.
Broadcom Inc. registers a smart money composite score of 57 out of 100, signaling a neutral overall positioning among sophisticated market participants, per SID market data. Institutional ownership scores a perfect 25 out of 25, indicating maximum conviction from large fund managers and asset allocators. Congressional trading activity also scores notably high at 22.9 out of 25, suggesting elevated interest from members of Congress in disclosed transactions, according to SEC filings. In contrast, insider activity scores 0 out of 25, driven by a distinctly bearish pattern: all 20 insider transactions recorded over the past 90 days were sales, with zero purchases reported per SEC Form 4 filings. Dark pool activity registers a moderate 9.0 out of 25. The divergence between strong institutional and congressional interest on one hand, and persistent insider selling on the other, creates a mixed signal profile. This pattern warrants monitoring as insider selling at this scale may reflect scheduled disposition plans or broader sentiment among company executives.
Broadcom Inc. has delivered three consecutive quarters of earnings beats, according to company earnings reports. In the most recent reported quarter ending December 2025, the company posted earnings per share of $1.95 against estimates of $1.90, a positive surprise of $0.05. The following quarter saw EPS of $2.05 versus the $1.88 consensus, representing a $0.17 upside surprise. The June 2026 quarter continued this trend with actual EPS of $2.44 compared to the $2.32 estimate, delivering a $0.12 beat. The next earnings report is scheduled for September 2, 2026, with analyst estimates currently set at $3.16 per share, reflecting expected sequential earnings growth of approximately 29.5% from the prior quarter. This anticipated acceleration aligns with broader expectations for expanding AI infrastructure demand. The consistent pattern of outperformance across recent quarters demonstrates operational execution that has repeatedly exceeded Wall Street projections, per analyst estimates.
Wall Street analyst sentiment on Broadcom Inc. reflects a moderately constructive but increasingly cautious tone, per SID consensus data. JP Morgan maintained its Overweight rating in June 2026, reaffirming confidence in AVGO's growth trajectory. BMO Capital initiated coverage with an Outperform rating in August 2026, adding a fresh bullish voice to the coverage universe. However, two notable downgrades have emerged in recent months: Macquarie downgraded AVGO from Outperform to Neutral in June 2026, while Erste Group lowered its rating from Buy to Hold in July 2026, according to Wall Street analyst reports. Most recently, RBC Capital reiterated its Sector Perform rating in August 2026, maintaining a neutral stance. The mixed signals suggest a growing divergence among analysts, with some viewing the 12.9% three-month price decline as warranted given elevated valuation multiples, while others maintain that Broadcom's AI and software catalysts justify continued bullish positioning. The consensus appears to be shifting toward a more balanced outlook.


The latest Smart Investors Daily articles mentioning AVGO.