Advertisement
AVGO vs QCOM
AVGO vs QCOM Stock Comparison: AI Momentum Clash
Key Takeaways
- AVGO has outperformed QCOM significantly, with 38% one-year gains versus QCOM's 18% decline, driven by robust AI chip demand.
- Broadcom's AI revenue is projected to double year-over-year in Q1 2026 to $8.2 billion, bolstering its market leadership.
- Qualcomm faces headwinds from global memory shortages impacting handset sales, leading to cautious Q2 guidance.
- AVGO trades at a forward P/E of around 32x with 0.8% yield, while QCOM offers a higher 2.5% yield at 29x P/E but weaker YTD performance down 18%.
- Analysts see 29% upside for AVGO amid AI backlog of $73 billion, contrasting QCOM's diversification into automotive and edge AI.
- Both stocks benefit from semiconductor trends, but AVGO's custom AI accelerators provide stronger near-term catalysts.
Introduction
Broadcom Inc. (AVGO) and QUALCOMM Incorporated (QCOM) are leading semiconductor firms pivotal to the AI and wireless connectivity boom. AVGO excels in custom AI chips and infrastructure software, while QCOM dominates mobile processors and 5G licensing. This comparison suits traders eyeing relative performance in volatile tech markets and investors assessing AI exposure versus diversification into automotive and edge computing. With recent earnings highlighting AI momentum for AVGO and supply challenges for QCOM, understanding their trajectories aids decisions on sector positioning amid evolving market dynamics.
AVGO Overview and Recent Performance
Broadcom Inc. (AVGO) designs semiconductors and infrastructure software, powering data centers, networking, and AI applications. In recent market activity, AVGO shares experienced a pullback from 52-week highs near $415, trading around $325 amid broader AI sector rotation. This follows strong fiscal 2025 results with $64 billion revenue, up 24% year-over-year, fueled by AI semiconductor sales reaching $20 billion—a 65% surge. Key influences include a $73 billion AI backlog and Q1 2026 guidance for $19.1 billion revenue, with AI doubling to $8.2 billion. Launches like Wi-Fi 8 for AI edge networking sustain optimism, despite valuation concerns, as analysts project 55% EPS growth for fiscal 2026.
QCOM Overview and Recent Performance
QUALCOMM Incorporated (QCOM) develops wireless technologies, including Snapdragon processors for mobiles, automotive, and IoT. Recent weeks saw QCOM shares decline around 18% year-to-date to near $141, pressured by a global memory chip shortage curbing smartphone production. Fiscal Q1 2026 delivered record $12.3 billion revenue, with automotive hitting over $1 billion again, but Q2 guidance of $10.2-11 billion fell short due to supply constraints. Diversification efforts, like the Alphawave Semi acquisition for data centers, offer upside in edge AI and PCs, though handset weakness dominates sentiment. Dividend hike to $0.89 signals confidence amid challenges.
Trending AI Robots
Tickeron’s Trending AI Robots page showcases the platform's top-performing AI Trading Bots, curated from hundreds available that trade thousands of tickers across stocks, ETFs, and more. These bots employ diverse strategies—from intraday scalping on 5-minute charts to swing trades on hourly timeframes—boasting impressive stats like annualized returns up to 279%, win rates of 70-80%, and profit factors exceeding 2.0 in recent simulations. Trending selections adapt to current volatility, highlighting bots excelling in AI/tech sectors with gains like 112% in semiconductors or 124% in aerospace. Ideal for today's choppy markets, they use advanced Financial Learning Models for real-time pattern recognition. Explore Trending AI Robots to deploy bots suited to conditions like AVGO's AI surge or QCOM's recovery potential.
Head-to-Head Comparison
AVGO and QCOM operate in overlapping semiconductor spaces but diverge in focus: AVGO's custom AI accelerators and Ethernet switches target hyperscaler data centers, while QCOM emphasizes mobile/edge AI via Snapdragon and licensing. Growth drivers contrast sharply—AVGO's AI backlog ensures visibility, projecting 28% revenue growth, versus QCOM's handset exposure amid memory shortages. Recent momentum favors AVGO, up 38% yearly despite YTD dip, over QCOM's 18% drop. Risk factors include AVGO's high P/E (68x trailing) and customer concentration, balanced by software recurring revenue; QCOM offers value at 29x P/E and higher 2.5% yield but faces supply volatility. Sector-wise, both leverage AI, but AVGO leads infrastructure, QCOM edge devices. Sentiment tilts to AVGO on AI catalysts, though QCOM's automotive gains provide diversification trade-offs.
Tickeron AI Verdict
Tickeron’s AI analysis favors AVGO in the current environment, citing superior trend consistency from AI revenue acceleration and $73 billion backlog, alongside relative stability versus QCOM's supply-disrupted handset momentum. Observable factors like 55% EPS growth forecast and analyst upside position AVGO probabilistically stronger for near-term outperformance, though QCOM's edge AI and value metrics warrant monitoring for rebound catalysts.
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.
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 undervalued. 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 1 FA rating(s) are green whileQCOM’s FA Score has 2 green FA rating(s).
- AVGO’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 2 green, 3 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 3 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s).
- AVGO’s TA Score: 3 bullish, 7 bearish.
- QCOM’s TA Score: 5 bullish, 5 bearish.
Price Growth
AVGO (@Semiconductors) experienced а -11.12% price change this week, while QCOM (@Semiconductors) price change was -16.24% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -10.58%. For the same industry, the average monthly price growth was -10.31%, and the average quarterly price growth was +83.46%.
Reported Earning Dates
AVGO is expected to report earnings on Sep 03, 2026.
QCOM is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Semiconductors (-10.58% 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.
| AVGO | QCOM | AVGO / QCOM | |
| Capitalization | 1.74T | 200B | 869% |
| EBITDA | 42.4B | 14B | 303% |
| Gain YTD | 5.855 | 11.844 | 49% |
| P/E Ratio | 65.25 | 23.86 | 273% |
| Revenue | 75.5B | 44.5B | 170% |
| Total Cash | N/A | 9.8B | - |
| Total Debt | 66.1B | 15.3B | 432% |
AVGO | QCOM | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 75 Overvalued | 48 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 59 | |
SMR RATING 1..100 | 99 | 27 | |
PRICE GROWTH RATING 1..100 | 50 | 48 | |
P/E GROWTH RATING 1..100 | 79 | 18 | |
SEASONALITY SCORE 1..100 | 47 | n/a |
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 (48) in the Telecommunications Equipment industry is in the same range as AVGO (75) 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 (12) in the Semiconductors industry is somewhat better than the same rating for QCOM (59) in the Telecommunications Equipment industry. This means that AVGO’s stock grew somewhat faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (27) in the Telecommunications Equipment industry is significantly better than the same rating for AVGO (99) in the Semiconductors industry. This means that QCOM’s stock grew significantly faster than AVGO’s over the last 12 months.
QCOM's Price Growth Rating (48) in the Telecommunications Equipment industry is in the same range as AVGO (50) 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 (18) in the Telecommunications Equipment industry is somewhat better than the same rating for AVGO (79) 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 (%) | 3 days ago 48% | 3 days ago 89% |
| Stochastic ODDS (%) | 3 days ago 88% | 3 days ago 72% |
| Momentum ODDS (%) | 3 days ago 64% | 3 days ago 74% |
| MACD ODDS (%) | 3 days ago 62% | 3 days ago 79% |
| TrendWeek ODDS (%) | 3 days ago 58% | 3 days ago 69% |
| TrendMonth ODDS (%) | 3 days ago 66% | 3 days ago 70% |
| Advances ODDS (%) | 11 days ago 80% | 14 days ago 65% |
| Declines ODDS (%) | 3 days ago 57% | 5 days ago 72% |
| BollingerBands ODDS (%) | 3 days ago 44% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 87% | 3 days ago 61% |
Advertisement