Broadcom has just come through a sharp pullback after a very strong multi year run, which puts a spotlight on whether the current share price is still supported by the cash the business can generate over time. Over the past 5 years, Broadcom has delivered a return of about 473%, so a lot of value is already tied to expectations about its future cash flows. Recent reports show revenue rising strongly on AI focused chips and infrastructure software, which can influence how durable Broadcom's margins and cash generation may be against the heavy investment needed to keep supplying that demand. Prefer to judge Broadcom on earnings? See what Broadcom's 36.4x P/E says about the price.
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