Broadcom Inc vs Seagate Technology Holdings PLC — how do they compare? Broadcom Inc trades at $419.23 (market cap $1.98T), while Seagate Technology Holdings PLC trades at $881.5 (market cap $185.97B). The key difference: Broadcom Inc is far larger — about 10.6× Seagate Technology Holdings PLC's market cap, and Broadcom Inc pays the higher dividend (0.62%). Which is the better fit depends on your goals.
| AVGO | STX | |
|---|---|---|
Market Cap | $1.98T | $185.97B |
Sector | Technology | Technology |
52-Week High | $481.57 | $1.09K |
52-Week Low | $289.60 | $154.43 |
Enterprise Value | $2.02T | $188.12B |
Dividend Yield | 0.62% | 0.36% |
Signals from Pluang's Aura AI — not financial advice
Broadcom (AVGO) trades at $422.4, down 1.25% on the day, but maintains a bullish technical trend with strong support at $418. The company reported robust earnings, beating estimates for three consecutive quarters, with Q1 2026 EPS of $2.44 exceeding the $2.40 forecast. Revenue growth accelerated to $63.89 billion in 2025, up from $51.6 billion in 2024, while net income surged to $23.13 billion. Valuation multiples remain elevated with a P/E of 69.23, reflecting high investor expectations for AI-driven growth.
Outlook remains positive given strong AI revenue projections exceeding $100 billion by 2027, but high valuation and dependence on a few large customers pose risks. Analyst consensus is overwhelmingly bullish with 86% buy ratings and a $510.21 price target, suggesting 21% upside. Competitive pressures in the semiconductor space and macroeconomic volatility are key watchpoints for investors.
Seagate Technology (STX) trades at $800.74, down 1.48% today, with a bearish technical signal but strong recent earnings beats driven by AI storage demand. The company reported Q2 2026 EPS of $5.71, beating expectations of $5.10, with revenue growth and margin expansion supported by its HAMR technology and data center contracts. However, high valuation ratios (P/E 59.03, P/S 15.41) and negative shareholder equity pose fundamental concerns.
The outlook is mixed: AI-driven demand and analyst bullishness (54.91% buy ratings) support upside to the $1,130 consensus target, but elevated valuation, legal settlements, and competitive pressures in the storage market present significant risks. Cash flow volatility and debt levels require monitoring for sustained growth.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →