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AVGO vs QCOM
Which Stock Would AI Choose? Broadcom (AVGO) vs. Qualcomm (QCOM) Stock Comparison
Key Takeaways
- AVGO (Broadcom) is scaling rapidly on custom AI (artificial intelligence) silicon and networking, while QCOM (Qualcomm) is managing a maturing smartphone market and an earlier-stage diversification effort.
- Broadcom's latest results showed AI semiconductor revenue growing roughly 221% year over year, versus a single-digit revenue contraction for Qualcomm's most recent quarter.
- Qualcomm trades at a lower valuation multiple but faces near-term headwinds from memory prices and a shrinking Apple modem relationship; Broadcom commands a premium but carries customer-concentration risk.
- Tickeron AI Verdict: Based on trend consistency, momentum, and catalyst strength, the AI model currently favors AVGO over QCOM.
- For deeper context on each name, explore AVGO Major News and AVGO Today's Price Move, as well as QCOM Major News and QCOM Today's Price Move.
- To see which strategies are currently in favor across the market, visit Trending AI Robots.
Introduction
Investors tracking the semiconductor sector often weigh two very different growth stories. Broadcom and Qualcomm both design essential silicon, yet they sit at opposite ends of the AI cycle. Broadcom has become a core supplier of custom AI accelerators and high-speed networking for hyperscale data centers, while Qualcomm remains the dominant force in smartphone processors and wireless licensing and is working to diversify into automotive and data-center computing. This stock comparison is most relevant for investors deciding between exposure to enterprise-driven AI infrastructure growth and a value-oriented play on mobile and diversified computing. Understanding their relative performance and market positioning helps clarify which risk profile suits a given portfolio.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs and supplies semiconductor and infrastructure software solutions, spanning networking, broadband, wireless, and enterprise software following its VMware acquisition. Its momentum is increasingly tied to custom AI silicon, where it co-designs accelerators (XPUs) and supplies networking technology for major cloud customers.
Recent market activity has underscored the company's AI-driven scale. In its latest reported quarter, total revenue reached a record level, rising roughly 86% year over year, with AI semiconductor revenue climbing about 221% and management guiding further acceleration. Adjusted EPS (earnings per share) also beat consensus estimates. However, the stock pulled back from its 52-week high, reflecting investor sensitivity to customer-concentration risk and the pace at which growth expectations are already priced in. Sentiment has remained broadly positive, with a strong majority of analysts maintaining buy ratings and price targets well above recent trading levels.
QCOM Overview and Recent Performance
Qualcomm Incorporated (QCOM) develops foundational wireless technologies and designs chips for smartphones, automotive, and connected devices, while also collecting royalties through its patent licensing business. Its Snapdragon platform remains central to the mobile ecosystem, but the company is actively expanding into automotive and custom data-center processors.
Recent performance has reflected a more challenging transition. Qualcomm's most recent quarterly revenue declined about 4% year over year, with handset revenue down sharply amid elevated memory prices and higher input costs. Net income also fell, and the company announced restructuring steps including workforce reductions. The stock dropped by a double-digit percentage in late October following these developments, leaving shares well below their 52-week high. On the positive side, automotive chip revenue grew significantly, and new custom-chip agreements with cloud providers signal an emerging data-center opportunity, though these segments remain smaller than the core handset business.
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Head-to-Head Comparison
The two companies differ sharply in business model and growth drivers. Broadcom generates a growing share of revenue from AI infrastructure, selling custom ASICs (application-specific integrated circuits) and networking gear to a concentrated group of hyperscale customers, which creates both a powerful growth engine and a concentration risk. Qualcomm's base is more diversified across millions of smartphone units, but that market is maturing and currently pressured by memory costs and the gradual loss of Apple modem business.
On momentum, Broadcom has demonstrated accelerating revenue and earnings growth, while Qualcomm is experiencing a cyclical soft patch. On valuation, Qualcomm's lower P/E (price-to-earnings) multiple reflects its slower near-term growth, whereas Broadcom's premium reflects the market's willingness to pay for AI exposure. Risk profiles also diverge: Broadcom faces customer-concentration and expectation-reset risks, while Qualcomm faces competitive and cost pressures as it pivots toward newer end markets.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings momentum, and the strength of forward-looking catalysts, Tickeron's AI model currently favors AVGO over QCOM. Broadcom's combination of accelerating AI revenue, record profitability, and constructive analyst positioning supports a more favorable relative setup, even accounting for its higher valuation and concentration risk. Qualcomm retains long-term diversification potential, but its near-term earnings trajectory and softer price momentum weigh on its comparative profile. This assessment is probabilistic and reflects current market positioning rather than a definitive prediction of future returns.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVGO is a Buy and QCOM is a Buy.
Aroon Indicator for AVGO shows an upward move is likely
AVGO's Aroon Indicator triggered a bullish signal on October 14, 2026. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 291 similar instances where the Aroon Indicator showed a similar pattern. In 244 of the 291 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at 84%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Moving Average Convergence Divergence (MACD) for AVGO just turned positive on October 28, 2026. Looking at past instances where AVGO's MACD turned positive, the stock continued to rise in 46 of 57 cases over the following month. The odds of a continued upward trend are 81%.
Following a +6.88% 3-day Advance, the price is estimated to grow further. Considering data from situations where AVGO advanced for three days, in 268 of 341 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.
AVGO may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 46 of 72 cases where AVGO's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 64%.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on AVGO as a result. In 61 of 89 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 69%.
AVGO moved below its 50-day moving average on October 08, 2026 date and that indicates a change from an upward trend to a downward trend.
The 50-day moving average for AVGO moved below the 200-day moving average on October 15, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where AVGO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 62%.
Fundamental Analysis (Ratings)
The Tickeron Profit vs. Risk Rating rating for this company is 20 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock better than average.
The Tickeron SMR rating for this company is 23 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Seasonality Score of 37 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 62 (best 1 - 100 worst), indicating fairly steady price growth. AVGO’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 77 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: AVGO's P/B Ratio (15.614) is slightly higher than the industry average of (6.106). P/E Ratio (40.406) is within average values for comparable stocks, (17.186). Projected Growth (PEG Ratio) (0.346) is also within normal values, averaging (3.803). Dividend Yield (0.008) settles around the average of (0.012) among similar stocks. P/S Ratio (18.622) is also within normal values, averaging (46.468).
The Tickeron PE Growth Rating for this company is 93 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
QCOM in upward trend: price may jump up because it broke its lower Bollinger Band on October 30, 2026
QCOM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 30 of 37 cases where QCOM's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 81%.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a +4.70% 3-day Advance, the price is estimated to grow further. Considering data from situations where QCOM advanced for three days, in 219 of 329 cases, the price rose further within the following month. The odds of a continued upward trend are 67%.
Bearish Trend Analysis
The 10-day RSI Indicator for QCOM moved out of overbought territory on September 28, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 30 similar instances where the indicator moved out of overbought territory. In 26 of the 30 cases, the stock moved lower in the following days. This puts the odds of a move lower at 87%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 43 of 63 cases where QCOM's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 68%.
The Momentum Indicator moved below the 0 level on October 30, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on QCOM as a result. In 64 of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 73%.
The Moving Average Convergence Divergence Histogram (MACD) for QCOM turned negative on October 30, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In 35 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 73%.
QCOM moved below its 50-day moving average on October 30, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for QCOM crossed bearishly below the 50-day moving average on October 30, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 16 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 56%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where QCOM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 74%.
The Aroon Indicator for QCOM entered a downward trend on October 26, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 31 (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron PE Growth Rating for this company is 36 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 57 (best 1 - 100 worst), indicating steady price growth. QCOM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 59 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.364) is normal, around the industry mean (6.106). P/E Ratio (18.663) is within average values for comparable stocks, (17.186). Projected Growth (PEG Ratio) (0.832) is also within normal values, averaging (3.803). Dividend Yield (0.022) settles around the average of (0.012) among similar stocks. P/S Ratio (4.513) is also within normal values, averaging (46.468).
The Tickeron Profit vs. Risk Rating rating for this company is 66 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 76, placing this stock slightly better than average.
AVGO | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 59 Fair valued | |
PROFIT vs RISK RATING 1..100 | 20 | 66 | |
SMR RATING 1..100 | 23 | 31 | |
PRICE GROWTH RATING 1..100 | 62 | 57 | |
P/E GROWTH RATING 1..100 | 93 | 36 | |
SEASONALITY SCORE 1..100 | 37 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (59) in the Telecommunications Equipment industry is in the same range as AVGO (77) in the Semiconductors industry. This means that QCOM’s stock grew similarly to AVGO’s over the last 12 months.
AVGO's Profit vs Risk Rating (20) in the Semiconductors industry is somewhat better than the same rating for QCOM (66) in the Telecommunications Equipment industry. This means that AVGO’s stock grew somewhat faster than QCOM’s over the last 12 months.
AVGO's SMR Rating (23) in the Semiconductors industry is in the same range as QCOM (31) in the Telecommunications Equipment industry. This means that AVGO’s stock grew similarly to QCOM’s over the last 12 months.
QCOM's Price Growth Rating (57) in the Telecommunications Equipment industry is in the same range as AVGO (62) in the Semiconductors industry. This means that QCOM’s stock grew similarly to AVGO’s over the last 12 months.
QCOM's P/E Growth Rating (36) in the Telecommunications Equipment industry is somewhat better than the same rating for AVGO (93) in the Semiconductors industry. This means that QCOM’s stock grew somewhat faster than AVGO’s over the last 12 months.
| AVGO | QCOM | |
|---|---|---|
| RSI ODDS (%) | N/A | 5 days ago 87% |
| Stochastic ODDS (%) | 3 days ago 64% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 69% | 3 days ago 73% |
| MACD ODDS (%) | 3 days ago 81% | 3 days ago 73% |
| TrendWeek ODDS (%) | 3 days ago 77% | 3 days ago 70% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 70% |
| Advances ODDS (%) | 5 days ago 79% | 6 days ago 67% |
| Declines ODDS (%) | 3 days ago 62% | 21 days ago 74% |
| BollingerBands ODDS (%) | 3 days ago 71% | 3 days ago 81% |
| Aroon ODDS (%) | 3 days ago 84% | 3 days ago 65% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AVGO’s FA Score shows that 2 FA rating(s) are green while QCOM’s FA Score has 1 green FA rating(s).
- AVGO’s FA Score: 2 green, 3 red.
- QCOM’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AVGO’s TA Score shows that 4 TA indicator(s) are bullish while QCOM’s TA Score has 2 bullish TA indicator(s).
- AVGO’s TA Score: 4 bullish, 5 bearish.
- QCOM’s TA Score: 2 bullish, 8 bearish.
Price Growth
AVGO (@Semiconductors) experienced а +1.37% price change this week, while QCOM (@Semiconductors) price change was -6.32% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -0.34%. For the same industry, the average monthly price growth was -18.87%, and the average quarterly price growth was -16.09%.
Reported Earning Dates
AVGO is expected to report earnings on Dec 10, 2026.
QCOM is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Semiconductors (-0.34% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
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