Side by sideBroadcom (AVGO) and TI (TXN)Memos of October 10, 2026 and October 12, 2026
Broadcom vs TI stock: the numbers side by side (October 2026)
How do Broadcom and TI compare?
| Broadcom AVGO | TI TXN | |
|---|---|---|
| Revenue growth | 23.9%Year to Nov 2025 | 13.0%2025 |
| Operating margin | 39.9%Year to Nov 2025 | 34.1%2025 |
| Free cash flow | 26,914US$ millions · Year to Nov 2025 | 2,603US$ millions · 2025 |
| Free cash flow yield | 1.6%Today (Oct 8, 2026) | 1.0%Today (Oct 12, 2026) |
| Dividend yield | 0.7%Today (Oct 8, 2026) | 2.0%Today (Oct 12, 2026) |
| P/E, last 12 months | 46.0xToday (Oct 8, 2026) | 42.7xToday (Oct 12, 2026) |
| P/E, next 12 months | 18.7xToday (Oct 8, 2026) | 27.3xToday (Oct 12, 2026) |
| Weighted price forecast, about 1 year | 554.13 (+55 %)October 2027 | 300.86 (+9 %)October 2027 |
| Weighted price forecast, about 3 years | 548.37 (+55 %)October 2029 | 372.93 (+40 %)October 2029 |
Who leads on what?
| Leads | The lead is | |
|---|---|---|
| Revenue growth | Broadcom | The higher figure |
| Operating margin | Broadcom | The higher figure |
| Free cash flow | Broadcom | The higher figure |
| Free cash flow yield | Broadcom | The higher figure |
| Dividend yield | TI | The higher figure |
| P/E, last 12 months | TI | The lower figure |
| P/E, next 12 months | Broadcom | The lower figure |
| Weighted price forecast, about 1 year | Broadcom | The higher weighted return |
| Weighted price forecast, about 3 years | Broadcom | The higher weighted return |
What does each company do?
Broadcom sells semiconductors and infrastructure software.
Broadcom (AVGO), from our memo of October 10, 2026 · Broadcom stock forecast
Texas Instruments makes power and signal chips, microcontrollers—small computers on a chip that control a specific task—and processors, DLP—its chip-based technology for projecting images—calculators and custom chips.
TI (TXN), from our memo of October 12, 2026 · TI stock forecast
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