Broadcom is one of the best dividend growth stories in the market, growing earnings fast while returning more and more to shareholders. Its dividend rose from $0.19 a share in 2016 to $2.36 in 2025, a 29.3% compound annual growth rate. x.comÂ
Techquity
Technology Investor, Fundamental Research
Broadcom's business model, cash flow, order book and dividend growth make it a long-term investment no-brainer, per Th96Trading. Broadcom is the most undervalued stock in the market right now; the attached chart shows quarterly revenue up 227.3% over five years to $22.19B. x.com x.comÂ
Broadcom is a buy because its fiscal 2028 EPS is reportedly on track to exceed $30. Per @dividendology, Broadcom made that projection; applying a 20x earnings multiple implies $600 a share and 82.5% upside, excluding dividends. x.comÂ
Broadcom looks overpriced at 83x trailing and 48x forward earnings and 29x sales, and could correct sharply if markets hit a 20% mid-term drawdown. Its strength is real: it acts like a high-end hedge fund, acquiring and operating only in leading tech themes and consistently landing on the right side of history. x.comÂ
Broadcom is not a typical cyclical tech company but a quality toll road on the modern digital highway. It combines what long-term compounding requires: a wide economic moat, an indispensable product, excellent capital allocation and a long runway for growth. x.comÂ
Broadcom's positive free cash flow, liquidity and declining debt support its appeal. It is growing across every metric, adding financial strength to the investment case. x.comÂ
Broadcom's great earnings don't matter much at a P/E of 93 and forward P/E of 37. Valuation is the problem, and Broadcom, like a lot of others, needs a 20%+ pullback. x.comÂ
Broadcom looks like an obvious buy because its valuation has become attractive while its growth is at a multi-year high. The stock has actually lost money over the past year. x.comÂ
Broadcom's growth opportunities support a premium despite its stock not being dirt cheap. The selloff was much needed for big winners like it. Broadcom now occupies the position Microsoft did when it was called a 'gift' at $350 and one of the simplest buys of 2026, with around 75-85% upside in 1-2 years. It is a solid risk-reward buy here and lower. x.com x.com x.comÂ
Broadcom's demand case looks less credible because the person projecting a fourfold EPS increase by 2030 now says that demand comes from gamblers consuming tokens. The person raising roughly $100B to finance chips also warns that a lack of capital could stop the bubble. Broadcom is no longer appealing. x.com x.comÂ
Broadcom's significant exposure to Anthropic's AI infrastructure spending and custom AI chips adds to its growth case. Annual EPS is projected to rise nearly fourfold from $8.06 LTM to $30.38 by FY2028, while the stock trades roughly 30% below its all-time high. x.comÂ