Broadcom
AVGOMarket price data through September 11, 2026.
Performance
Sep 2021 – Sep 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +110%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$172
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- March 2025
- The month this stock first became a Benson pick.
- Tracking duration
- 17 months
- How long Benson has been tracking this pick.
About Broadcom
Broadcom builds the custom computer chips and the behind the scenes software that keep the world's biggest data centers running. When a giant tech company wants a chip designed specifically for its own artificial intelligence systems, Broadcom is usually the one drawing it up. At roughly 1.7 trillion dollars in value, it is now one of the most valuable companies on the planet.
The case for and against
Both sides of the story, in plain English.
- Custom Chip King
Broadcom's artificial intelligence chip revenue hit 8.4 billion dollars in a single quarter, more than double the year before at 106% growth. The largest technology companies in the world now depend on Broadcom to design the custom chips at the heart of their AI systems.
- Profit Machine
Broadcom keeps nearly 39 cents of profit from every dollar it brings in, which is extraordinary for a company this large. Its software side adds close to 6.8 billion dollars a quarter of steady, repeat income that cushions the ups and downs of the chip business.
- Few Big Buyers
A large slice of that 8.4 billion dollars in AI sales comes from only a handful of enormous customers. If even one of them slows its spending or starts designing chips in house, growth could stall in a hurry.
- Sky High Hopes
Revenue has been growing almost 24% a year, and next quarter is pointed at roughly 22 billion dollars. Expectations that high leave very little room for a stumble, and any slowdown in AI spending would show up in Broadcom's numbers fast.
Other companies we track
How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-09-11. Model signals, scores, and risk labels can change and may be incomplete or wrong.
Want Benson to watch AVGO for you?
Get the app to follow every Benson pick live — and let Benson do the research for you.
Download on the App Store
Download Android app