---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000884047.md"
description: "$Broadcom(AVGO.US)🚨 Broadcom (AVGO): Great Quarter But Valuation Is the Real Question!Broadcom delivered a strong beat. US$29.59B revenue, US$3.32 non-GAAP EPS and lifted its FY26 AI revenue guidance to US$58B. 📈 But there were caveats: Q4 revenue guidance ~US$34.8B (just below US$35B consensus) and gross margin expected to dip to ~73%. That triggered volatility in after-hours trading. ⚡📊 Valuation vs Peers ( It Depends on the Metric) :• Forward P/E: GAAP ~40x, non-GAAP ~31x → Nvidia ~23x, AMD ~80x• Growth-Adjusted P/S: AVGO 24.7x → Nvidia 14.7x, AMD 31.4x, Marvell 32.0xIn short: Cheaper than AMD & Marvell but pricier than Nvidia. 📉🔮 The Big Picture: The bull case hinges on AI revenue scaling from US$58B → US$115B → US$230B across FY26–FY28. At current share price of US$362 , are you paying a fair price for that future growth, or is it already priced in? 🤔📊 Full breakdown in the infographic — side-by-side comparison, valuation path and key risks!Opportunity or still too expensive? What’s your take? 👇"
datetime: "2026-09-03T03:43:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000884047.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000884047.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000884047.md)
author: "[Fattycat](https://longbridge.com/en/profiles/19854884.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)🚨 Broadcom (AVGO): Great Quarter…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Comments (4)

- **Fattycat · 2026-09-04T00:31:04.000Z**: Overnight trading- Lowest 342.33 and  closed 357.16. Lesson learned sell before news and buy back again when it drop $20- $25 ? Repeated twice . Will this repeat again in Q3 earnings ?Let monitor the share price. Tonight NFP. Happy trading.
- **Fattycat · 2026-09-03T13:06:30.000Z · 👍 1**: Don’t FOMO just for the sake of it. A great business can still be overpriced.Always ask yourself, are you paying the right price or too much? Always be careful and invest wisely ☺️
- **Christina · 2026-09-03T06:08:14.000Z · 👍 1**: the margin dip is mostly mix, custom xpu and asic work carries lower gross margin than the legacy semi business, so the faster the ai line grows the more it drags the blended number.
  - **Fattycat** (2026-09-03T06:17:00.000Z): Broadcom looks expensive to me. If I am given the choices, for the above the companies, I will choose Nvidia. 🤭


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**