AVGO

Broadcom Inc.

Technology · $1.68T market cap

Share price

$355.14

close of Oct 3, 2026

Fair value

$101.92

Sticker Price

Payback Price

$40.77

buy price

Overpriced

AVGO is Overpriced: at $355.14 it trades 248% above its fair value of $101.92. Its buy price (Payback Price) is $40.77, 89% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

5 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth26.9% a year✓

Equity per share growth13.9% a year✓

Sales growth17.9% a year✓

Free cash flow growth19.8% a year✓

Return on invested capital14.8%✓

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Superinvestors

13 of the investors we track hold AVGO. In Q2 2026, 2 opened a position, 4 trimmed and 1 sold out. Who we track

Polen Capital Management

Polen Capital Management · as of Q2 2026

$740.5M

1,960,209 shares

Chase Coleman

Tiger Global Management · as of Q2 2026

$662.6M

1,754,062 shares

Jensen Investment Management

Jensen Investment Management · as of Q2 2026

$148.1M

392,082 shares

William Von Mueffling

Cantillon Capital Management · as of Q2 2026

$70.5M

186,760 shares

David Tepper

Appaloosa Management · as of Q2 2026

$56.7M

150,000 shares

Show all 13 holders

Torray Funds

Torray Funds · as of Q2 2026

$38.3M

101,468 shares

First Pacific Advisors

First Pacific Advisors · as of Q2 2026

$23.9M

63,167 shares

Dodge & Cox Funds

Dodge & Cox Funds · as of Q2 2026

$7.3M

19,290 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$2.2M

5,734 shares

Mairs & Power Funds

Mairs & Power Funds · as of Q2 2026

$1.4M

3,663 shares

Bill Nygren

Oakmark Funds · as of Q2 2026

$672K

1,779 shares

David Katz

Matrix Asset Advisors · as of Q2 2026

$422K

1,118 shares

Sarah Ketterer

Causeway Capital Management · as of Q2 2026

$303K

802 shares

Moves in Q2 2026

New position: David Tepper, Lee Ainslie

Trimmed: William Von Mueffling, Polen Capital Management, Jensen Investment Management, Chase Coleman

Sold out: Daniel Loeb

Insider activity

Since Jun 11, 2026: 1 open-market purchase worth $374K, 53 sales worth $283.7M and 6 other filings (stock awards, tax withholding and similar). Why purchases matter

Purchases

You Harry L.

director · 2026-06-11

Bought

$374K

Sales

Brazeal Mark David

Chief Legal & Corp Affairs Ofc · 2026-07-10

Sold

$10.0M

Brazeal Mark David

Chief Legal & Corp Affairs Ofc · 2026-07-08

Sold

$9.5M

DELLY GAYLA J

director · 2026-07-08

Sold

$728K

PAGE JUSTINE

director · 2026-06-29

Sold

$599K

Brazeal Mark David

Chief Legal & Corp Affairs Ofc · 2026-06-25

Sold

$9.7M

Show all 53 sales

SAMUELI HENRY

director · 2026-06-24

Sold

$84K

SAMUELI HENRY

director · 2026-06-24

Sold

$2.5M

SAMUELI HENRY

director · 2026-06-24

Sold

$18.3M

SAMUELI HENRY

director · 2026-06-24

Sold

$15.9M

SAMUELI HENRY

director · 2026-06-24

Sold

$12.6M

SAMUELI HENRY

director · 2026-06-24

Sold

$9.6M

SAMUELI HENRY

director · 2026-06-24

Sold

$13.2M

SAMUELI HENRY

director · 2026-06-24

Sold

$19.0M

SAMUELI HENRY

director · 2026-06-24

Sold

$9.1M

SAMUELI HENRY

director · 2026-06-24

Sold

$11.5M

SAMUELI HENRY

director · 2026-06-24

Sold

$8.2M

SAMUELI HENRY

director · 2026-06-24

Sold

$256K

SAMUELI HENRY

director · 2026-06-24

Sold

$2.4M

SAMUELI HENRY

director · 2026-06-24

Sold

$20.7M

SAMUELI HENRY

director · 2026-06-24

Sold

$16.7M

SAMUELI HENRY

director · 2026-06-24

Sold

$13.9M

SAMUELI HENRY

director · 2026-06-24

Sold

$10.3M

SAMUELI HENRY

director · 2026-06-24

Sold

$14.0M

SAMUELI HENRY

director · 2026-06-24

Sold

$18.6M

SAMUELI HENRY

director · 2026-06-24

Sold

$11.7M

SAMUELI HENRY

director · 2026-06-24

Sold

$12.6M

SAMUELI HENRY

director · 2026-06-24

Sold

$8.8M

Brazeal Mark David