Broadcom Inc.(AVGO)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Broadcom Inc. (AVGO) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores AVGO at 84.5/100 on a 32-signal composite quality model, placing it at rank #8 of 2,961 stocks — the top 1% of the AI-ranked universe. AVGO scores in the top quartile across revenue scale (98.3), profitability (97.3), balance sheet strength (96.8). Shareholder dilution risk is elevated at 14.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Broadcom Inc. reports quarterly revenue of $29.6B, net income of $13.1B, an operating margin of 53.9%. Top institutional holders of AVGO by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. AVGO trades on the Nasdaq exchange and files with the SEC under CIK 1730168. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AVGO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Broadcom Inc. directly from SEC EDGAR.
AI Quality Score
84.5/100
AI Rank
#8
Revenue
$29.6B
Net Income
$13.1B
Free Cash Flow
$13.7B
Operating Margin
53.9%
AVGO key financials by period
Broadcom Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$63.9B
—
39.9%
FY 2024
10-K
$51.6B
$5.9B
26.1%
FY 2023
10-K
$35.8B
$14.1B
45.3%
FY 2022
10-K
$33.2B
$11.5B
42.8%
FY 2021
10-K
$27.4B
—
31.0%
FY 2020
10-K
$23.9B
—
16.8%
Institutions holding AVGO
Institutional investors reporting a position in Broadcom Inc. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-09-10 — Q3 FY2026 (quarter ended August 2, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Broadcom's Q3 revenue surged 85% YoY to $29.6B, driven by unprecedented demand for custom AI accelerators and networking solutions, with semiconductor solutions revenue jumping 127% YoY.
Biggest Revenue Drivers
Semiconductor Solutions$20.8B+127% YoY
Strong demand for networking solutions, primarily custom AI accelerators and AI networking products
Infrastructure Software$8.8B+29% YoY
Strong demand for VMware Cloud Foundation product, including additional license revenue on contracts without termination for convenience
Biggest Revenue Drivers
Total revenue: $29.6B+86% YoY
Semiconductor Solutions$20.8B+127% YoY
Strong demand for networking solutions, primarily custom AI accelerators and AI networking products
Infrastructure Software$8.8B+29% YoY
Strong demand for VMware Cloud Foundation product, including additional license revenue on contracts without termination for convenience
Largest Expense Items
Research and development$2.9B-5% YoY
Lower compensation from decreased headcount, offset by higher engineering project costs
Selling, general and administrative$1.0B-7% YoY
Lower compensation from decreased headcount
Margins: Gross margin was 69% in Q3 FY2026, up from 67% in Q3 FY2025, primarily due to strong product demand and revenue growth, partially offset by a higher mix of lower-margin semiconductor solutions revenue relative to infrastructure software.
Watch Items from the Filing
One distributor customer accounted for 50% of Q3 net revenue (vs. 32% in prior year); top five end customers represent approximately 55% of quarterly revenue. Loss of any major customer could materially harm business.
Maximum potential Backstop liability under AI XPV platform is approximately $29B upon deployment of all AI racks; fair value currently not material but could increase materially if customer defaults on lease obligations.
Approximately 95% of wafers manufactured by contract manufacturers come from TSMC; TSMC also serves competitors and could prioritize other customers or raise prices, disrupting supply and margins.
Remaining performance obligations under long-term customer contracts total $179.2B as of August 2, 2026, with ~25% expected to be recognized over next 12 months, providing strong revenue visibility for AI accelerators.
Operating income increased 171% YoY to $15.96B; operating margin expanded to 54% from 37%, demonstrating strong operating leverage from AI-driven revenue growth and cost discipline.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
