Broadcom Inc (AVGO) — Chart & Closelook Read

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Company snapshot — Broadcom Inc

AVGO in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does: Broadcom designs semiconductor devices and infrastructure software across two broad segments. Its chip side covers networking connectivity, custom silicon, ethernet switching, wireless components, server and storage interfaces, and broadband access parts. Its software side spans private cloud tools built on VMware, mainframe management, and cybersecurity products. It is based in Palo Alto and serves data-centre, telecom, industrial and consumer electronics customers worldwide.
Where it sits in the stack: In our index, the Rubin Build-Out 100, Broadcom sits in Layer 1, Design, within the Architects sleeve — the design houses that decide what AI compute silicon looks like before a foundry builds it. It supplies custom accelerator chips to hyperscalers and networking silicon that moves data between them, making it a customer of foundry capacity and a constraint on how much of the compute layer runs on merchant GPUs instead.
Who it is priced against: Closelook's peer group ties Broadcom to custom silicon and networking chips, alongside NVIDIA, Marvell, AMD, Qualcomm and Texas Instruments; the market also compares it directly with NVIDIA as the incumbent GPU architect.
Why Closelook tracks it: Broadcom holds a seat in the Rubin Build-Out 100 and the Nasdaq-100, and it carries a Closelook score with quality as its strongest module and valuation as its weakest. The diary has quoted it in a dossier on the AI chip constraint chain, a report on optical interconnect economics, and a primer on the GPU investment case.
What the diary watches: Whether custom ASIC volumes from hyperscalers keep growing fast enough to matter against merchant GPU demand, and whether the networking-silicon toll Closelook notes in pluggables holds as competition in that niche builds.

Broadcom Inc (AVGO) trades on US exchanges, classified under Technology, and sits in Layer 1 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelook company score reads 55/100 composite (momentum 37, quality 87, valuation 34) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: AVGO news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for AVGO, from the same nightly bakes the boards use. Research diary readings, not advice.

Chart structure 347.30 (+2.3%) · −8.8% vs 50-day · −5.9% vs 200-day · 29.8% off the 52-week high · 2 up sessions running Widest analyst gap — 29.8% off its high — yet the $510 consensus implies +46.7%. Technical tab → 2026-09-17
Closelook score Composite 55/100 across 7 modules · strongest quality 87 · weakest capital allocation 28 Altman Z 12.1 · Piotroski 8/9 · Beneish M -1.85 Quality tab → 2026-09-18
Print record 11 of 11 EPS beats · 10 of 11 revenue beats · windows 5 up / 2 flat / 4 down Window closed 8 September: flat, +0.4% — the first window inside the ±3% band since September 2024, on a card that had flipped sign every quarter for a year. Next print 10 December — est EPS $3.80 · est revenue ~$34.72B Print-record card → 2026-09-02
Latest print EPS 3.32 against 3.22 expected · surprise +3.1% Earnings wire → 2026-09-02
Analysts Buy · consensus target 510 (+46.7% to spot) · 54 buy / 6 hold / 0 sell Piper Sandler: Target set to $460 (+26.2% to spot) (2026-09-09) Analyst wire → 2026-09-09

The Street on this name 13 analyst actions on the wire · latest: price target by Piper Sandler, 2026-09-09 · last print 2026-09-02

The Street on this name

Analyst actions and the latest print for AVGO from the Closelook wires — third-party opinions on the record, not our readings.

Price target Piper Sandler — target 460 Target set to $460 (+26.2% to spot) 2026-09-09
Price target DA Davidson — target 350 from 400 Target cut to $350 from $400 (-1.5% to spot) 2026-09-04
Price target Truist — target 520 from 550 Target cut to $520 from $550 (+50.7% to spot) 2026-09-03
Latest print EPS 3.32 against 3.22 expected — a +3.1% beat 2026-09-02

13 actions on the analyst wire since 2026-08-13: 1 downgrade, 4 initiations, 8 target changes. Analyst wire → · Earnings wire →

Who it is priced against Custom silicon and networking chips · 5 names with week and year-to-date

Peer group

Custom silicon and networking chips

Curated competitor set — who the market prices this name against, not just who shares its sector.

NVDANVIDIA Corporation

day
+2.5%

vs 50d
+2.6%

off high
−7.2%

score
65

flow: getting stronger
MRVLMarvell Technology Group Ltd

day
+4.8%

vs 50d
+11.5%

off high
−27.0%

score
49

flow: losing force
AMDAdvanced Micro Devices Inc

day
+6.4%

vs 50d
+10.0%

off high
−6.8%

score
62

flow: losing force
QCOMQualcomm Incorporated

day
+2.1%

vs 50d
+11.9%

off high
−27.1%

score
56

flow: flat
TXNTexas Instruments Incorporated

day
−1.0%

vs 50d
−6.0%

off high
−22.7%

score
57

flow: losing force

Compared against AVGO on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-17

	Day	Week	Month	3 months
AVGO	+2.3%	−3.7%	−8.6%	−11.6%
Architects (Chip Design)	+3.8%	+2.9%	+10.3%	—
Rubin Build-Out 100	+1.5%	−2.2%	−2.9%	—

Against the index: 1.5 pts behind on the week, 5.7 pts behind on the month; against its Architects (Chip Design) sleeve 18.9 pts behind on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Broadcom Inc (AVGO)?

Broadcom Inc trades as AVGO on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-18.

Is AVGO in a Closelook index?

Yes — Broadcom Inc is a constituent of Rubin Build-Out 100, as of 2026-09-18.

What is Broadcom Inc's Closelook composite score?

55 out of 100, with momentum 37, quality 87 and valuation 34 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Broadcom Inc's earnings print record?

Across the 11 prints Closelook covers, Broadcom Inc beat EPS estimates 11 times and revenue estimates 10 times; the three-day reactions split 5 up, 2 flat and 4 down (moves beyond ±3%), as of the 2026-09-02 card. The full print-record card carries the per-print history.

Where does AVGO trade against its moving averages?

Widest analyst gap: 29.8% off its high — yet the $510 consensus implies +46.7%. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is AVGO doing against its Closelook index?

Over the past month Broadcom Inc is −8.6% against −2.9% for the Rubin Build-Out 100 — 5.7 points behind its index, as of 2026-09-17. Its Architects (Chip Design) sleeve is +10.3% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Broadcom Inc do?

Broadcom designs semiconductor devices and infrastructure software across two broad segments. Its chip side covers networking connectivity, custom silicon, ethernet switching, wireless components, server and storage interfaces, and broadband access parts. Its software side spans private cloud tools built on VMware, mainframe management, and cybersecurity products. Closelook's peer group ties Broadcom to custom silicon and networking chips, alongside NVIDIA, Marvell, AMD, Qualcomm and Texas Instruments; the market also compares it directly with NVIDIA as the incumbent GPU architect.

Where does Broadcom Inc sit in the AI build-out?

In our index, the Rubin Build-Out 100, Broadcom sits in Layer 1, Design, within the Architects sleeve — the design houses that decide what AI compute silicon looks like before a foundry builds it. It supplies custom accelerator chips to hyperscalers and networking silicon that moves data between them, making it a customer of foundry capacity and a constraint on how much of the compute layer runs on merchant GPUs instead. Broadcom holds a seat in the Rubin Build-Out 100 and the Nasdaq-100, and it carries a Closelook score with quality as its strongest module and valuation as its weakest. The diary has quoted it in a dossier on the AI chip constraint chain, a report on optical interconnect economics, and a primer on the GPU investment case.

What has Wall Street done on Broadcom Inc recently?

The most recent analyst action on Broadcom Inc on the Closelook wire is a price target by Piper Sandler on 2026-09-09 (target 460). 13 actions on the analyst wire since 2026-08-13: 1 downgrade, 4 initiations, 8 target changes. Its latest earnings print on the wire, 2026-09-02: EPS 3.32 against 3.22 expected — a +3.1% beat. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Broadcom Inc?

Broadcom Inc appears in 26 Closelook pieces, most recently Morning 10: Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505 (2026-09-18); Midday 10: Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83 (2026-09-17); Midday 10: Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69 (2026-09-16). What Closelook said most recently: Chips, the sort paused: semiconductor ETF +3.4% to $519.10; design bought wide — Astera Labs +9.1%, Arm +8.6%, Intel +7.7%, AMD +6.4% to $545.09, SanDisk +6.2%, Micron +5.5% to $977.50, Marvell +4.8%, TSMC +3.0%, Nvidia +2.5% to $219.34… (Morning 10, 2026-09-18). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for AVGO, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 26 pieces · newest: Morning 10, “Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505” (2026-09-18)

Mentioned on Closelook

Where AVGO appears in the diary — 26 pieces, newest first. Every link is our own writing.

Go deeper

Where to Invest in the AI Chip Constraint ChainDossier · $29 one-time, or included in C+

Long reads

Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026The risk isn't demand — it's that AMD, Broadcom custom ASICs, and hyperscaler in-house chips gradually erode GPU monopoly by 2028–2030.
Optical Interconnects — The Toll Nobody KeepsReport · 13 Aug 2026It is an oligopoly floor: Marvell and Broadcom collect a silicon toll on a large share of the world's high-speed pluggables.

101 and glossary

NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101The investment question is not "is NVIDIA a good company?" — it's "is NVIDIA's stock a good risk-adjusted investment at this price?" Key Companies NVDA NVIDIA Architecture owner — Hopper/Blackwell/Rubin TSM TSMC Fabrication + CoWoS…

Dailies

Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026Chips, the sort paused: semiconductor ETF +3.4% to $519.10; design bought wide — Astera Labs +9.1%, Arm +8.6%, Intel +7.7%, AMD +6.4% to $545.09, SanDisk +6.2%, Micron +5.5% to $977.50, Marvell +4.8%, TSMC +3.0%, Nvidia +2.5% to $219.34…
Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026Equities are trading the same reading: the S&P 500 ETF $762.12, +1.1%, back above Thursday's $757.83 after two closes under it; the Nasdaq-100 fund $716.33, +1.6%, above $708.69; the semiconductor ETF $518.02, +3.2%, above $505 for the…
Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69Midday 10 · 16 Sept 2026Chips reclaim $505 on the day rates fall: SOXX +2.0% to $508.60 — AMD +4.2% to $525.62, Marvell +3.3%, Arm +2.8%, Nvidia +1.9% to $216.19, TSMC +1.3%, Broadcom +1.0% — and the equipment names green with the designers: KLA +1.5%, Lam…
Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026The sort, day two, softened at the close: semiconductor ETF +1.0% to $502.07, still under $505 — AMD +2.8% to $507.32, Marvell +2.4%, Arm +1.7%, Nvidia +1.1% to $213.38, Micron +0.9%, memory ETF +1.9% to $55.85; the equipment names…
Rates — the 10-year hits 5.01%: Dow −0.9%, Russell −1.2%, the AI sort pauses, Oracle and Adobe hold their linesMidday 10 · 15 Sept 2026Inside chips the equipment names are still being sold — Lam −2.3%, Applied Materials −1.2%, KLA −0.9%, Broadcom −1.4% — while AMD +2.0%, Arm +2.7% and Marvell +2.0% bounce.
AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%Midday 10 · 14 Sept 2026The components priced on a race are being sold: Astera Labs −9.9%, Arm −8.9%, SK Hynix’s US line −7.3%, Lam Research −7.2%, Marvell −6.3%, SanDisk −6.3%, Micron −5.6%, Super Micro −5.5%, CoreWeave −5.2%, Intel −5.0%, AMD −4.8% to $491…
Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jumpMidday 10 · 11 Sept 2026Chips bought back in the order they were sold: Marvell +4.7%, Intel +2.9%, Arm +2.6%, AMD +2.1%, Astera +1.8%, Broadcom +1.3%, Lam +1.2%, Nvidia +0.7% — while SanDisk −3.4%, Western Digital −2.4% and Micron −0.1% do not come back
Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Under the fall, the midday flip held into the close: Cloudflare +10.5% on its OpenAI security service, Datadog +7.2%, Meta +6.6% on its Muse agent, Marvell +4.3%, Astera Labs +4.0%, while Nvidia, Broadcom, TSMC and ASML slipped and AMD…

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Company snapshot — Broadcom Inc

Signals for this name

Holdings on Closelook

The Street on this name

Peer group

Versus its index

The weather around this name

Quick answers

What is Broadcom Inc (AVGO)?

Is AVGO in a Closelook index?

What is Broadcom Inc's Closelook composite score?

What is Broadcom Inc's earnings print record?

Where does AVGO trade against its moving averages?

How is AVGO doing against its Closelook index?

What does Broadcom Inc do?

Where does Broadcom Inc sit in the AI build-out?

What has Wall Street done on Broadcom Inc recently?

Where has Closelook written about Broadcom Inc?

What does this page show?

Mentioned on Closelook

Related in the Closelook universe

Broadcom Inc (AVGO) — chart, structure and Closelook read

Toolbar

Picking a series

Studies

Drawing

Wave counts

Sharing

Per-ticker OHLC, SMA, performance.

Company snapshot — Broadcom Inc

Signals for this name

Holdings on Closelook

The Street on this name

Peer group

Versus its index

The weather around this name

Quick answers

What is Broadcom Inc (AVGO)?

Is AVGO in a Closelook index?

What is Broadcom Inc's Closelook composite score?

What is Broadcom Inc's earnings print record?

Where does AVGO trade against its moving averages?

How is AVGO doing against its Closelook index?

What does Broadcom Inc do?

Where does Broadcom Inc sit in the AI build-out?

What has Wall Street done on Broadcom Inc recently?

Where has Closelook written about Broadcom Inc?

What does this page show?

Mentioned on Closelook

Related in the Closelook universe