Broadcom Inc vs Dell Technologies Inc — how do they compare? Broadcom Inc trades at $418.79 (market cap $1.98T), while Dell Technologies Inc trades at $469.07 (market cap $284.93B). The key difference: Broadcom Inc is far larger — about 6.9× Dell Technologies Inc's market cap, and Broadcom Inc pays the higher dividend (0.62%). Which is the better fit depends on your goals.
| AVGO | DELL | |
|---|---|---|
Market Cap | $1.98T | $284.93B |
Sector | Technology | Technology |
52-Week High | $481.57 | $467.27 |
52-Week Low | $289.60 | $111.10 |
Enterprise Value | $2.02T | $304.51B |
Dividend Yield | 0.62% | 0.57% |
Signals from Pluang's Aura AI — not financial advice
Broadcom (AVGO) trades at $419.67, down 0.65% on the day, with a bullish technical signal from moving averages and strong support at $412. The company reported robust earnings beats in recent quarters, with Q1 2026 EPS of $2.44 exceeding the $2.40 estimate. Revenue grew to $63.89 billion in 2025, and net income surged to $23.13 billion, reflecting a 36.19% margin. Analysts maintain a strong buy consensus, with a $510.21 price target, citing AI-driven growth prospects.
The outlook for AVGO remains positive, driven by AI semiconductor demand and solid cash flow generation. However, high valuation multiples like a P/E of 69.23 pose risks if growth slows. Competitive pressures in the chip industry and macroeconomic volatility could challenge future performance, but institutional confidence and consistent earnings strength support a favorable investment case for long-term holders.
Dell Technologies stock trades at $467.28, up 2.04% today, with strong bullish momentum driven by AI server demand and consistent earnings beats. The technical outlook is bullish with moving averages supporting upward trends, while fundamentals show revenue growth to $95.57B in 2025 and a net income margin of 6.28%. Analyst consensus is positive with a $503.76 price target, reflecting optimism around Dell's positioning in the AI infrastructure market.
The outlook for Dell remains favorable due to robust AI-driven server demand and solid financial performance, though risks include valuation concerns at a P/E of 35.14 and competitive pressures. Investors should weigh the growth potential against potential margin compression and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
Broadcom--the combined entity of Broadcom and Avago--boasts a highly diverse product portfolio across an array of end markets. Avago focused primarily on radio frequency filters and amplifiers used in high-end smartphones, such as the Apple iPhone and Samsung Galaxy devices, in addition to an assortment of solutions for wired infrastructure, enterprise storage, and industrial end markets. Legacy Broadcom targeted networking semiconductors, such as switch and physical layer chips, broadband products (such as television set-top box processors), and connectivity chips that handle standards such as Wi-Fi and Bluetooth. The company has acquired Brocade, CA Technologies, Symantec's enterprise security business, and has a pending deal to acquire VMware to bolster its offerings in software.
Read more on AVGO →VMware is an industry titan in virtualizing IT infrastructure and became a stand-alone entity after spinning off from Dell Technologies in November 2021. The software provider operates in the three segments: licenses
Read more on DELL →