{ "ticker": "AVGO", "reference_close": "2026-09-23", "analysis_path": "data/analyses-data/AVGO.json", "analysis_sha256": "5455106db543c4cc0c8188ab54e819a7bbbced1d9fecc0426eb9c2c61985f867", "claims": [ { "path": "meta.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.date" }, { "path": "meta.dateDisplay", "value": "24 septembre 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.dateDisplay" }, { "path": "meta.version", "value": 3, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/meta/version" }, { "path": "meta.levelsCloseDate", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.levelsCloseDate" }, { "path": "meta.description", "value": "Broadcom : des puces d’IA qui triplent, un cours qui recule depuis août. Dossier au close du 23 septembre 2026, statut surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.description" }, { "path": "meta.ogDescription", "value": "Broadcom : croissance IA record, un distributeur à 50 % des revenus du trimestre, titre en retard sur les semi-conducteurs ; niveaux à surveiller.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.ogDescription" }, { "path": "meta.lastMcpRefresh", "value": "2026-09-24T17:10:20.226226381Z", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.lastMcpRefresh" }, { "path": "meta.levelsVerifiedAt", "value": "2026-09-24T17:10:20.226226381Z", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.levelsVerifiedAt" }, { "path": "meta.statusHistory.0.at", "value": "2026-09-24T17:10:20.226226381Z", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.at" }, { "path": "meta.statusHistory.0.note", "value": "refonte v3 du 24 septembre : nouveau scénario, clôture de référence du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/meta.statusHistory.0.note" }, { "path": "meta.statusHistory.0.close", "value": 354.99, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/meta/statusHistory/0/close" }, { "path": "header.price", "value": 354.99, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/header/price" }, { "path": "header.changePct", "value": -2.6197399462336124, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/header/changePct" }, { "path": "header.metrics.marketCap", "value": "1,69 T$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/header.metrics.marketCap" }, { "path": "header.metrics.volume", "value": "23,4 M", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/header.metrics.volume" }, { "path": "header.metrics.evEbitda", "value": "33,6×", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/header.metrics.evEbitda" }, { "path": "verdict.score", "value": 58, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/verdict/score" }, { "path": "verdict.confidence", "value": "Score éditorial non prédictif. Les chiffres d’entreprise viennent des dépôts SEC et des données XBRL officielles ; les niveaux, du close certifié du 23 septembre.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.confidence" }, { "path": "verdict.summary", "value": "Broadcom vient de publier son meilleur trimestre : 29,6 Md$ de chiffre d’affaires, des puces d’IA en hausse de 221 % et une prévision de 34,8 Md$ pour le trimestre suivant. Le cours, lui, a perdu environ 18 % depuis son plus haut du 10 août et fait moins bien que les paniers de semi-conducteurs sur vingt et une séances. Deux raisons tiennent la ligne. Un distributeur non nommé a pesé 50 % des revenus du trimestre, contre 32 % un an plus tôt, et les cinq premiers clients finaux environ 55 % : la croissance est puissante mais étroite. Et le titre se paie environ 34 fois l’EBITDA GAAP, un multiple qui supporte mal un taux à 10 ans au plus haut depuis 2007. Pas d’entrée au cours actuel. Le signal utile serait une clôture au-dessus du plus haut du 28 août ; une clôture sous le bas du 16 septembre ferait abandonner le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.summary" }, { "path": "verdict.whyBuy.0", "value": "Le chiffre d’affaires du troisième trimestre atteint 29,6 Md$ (+86 %), dont 16,7 Md$ de semi-conducteurs pour l’IA en hausse de 221 %.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.0" }, { "path": "verdict.whyBuy.1", "value": "La prévision du quatrième trimestre vise 34,8 Md$, dont 21,7 Md$ pour l’IA : la croissance accélère encore.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.1" }, { "path": "verdict.whyBuy.2", "value": "Le flux de trésorerie libre du trimestre, 13,7 Md$, représente 46 % des revenus : la société finance seule dividende et rachats.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.2" }, { "path": "verdict.whyBuy.3", "value": "Aucune émission d’actions n’est relevée en 2026, et la dette nette baisse : 10,53 Md$ remboursés contre 4,47 Md$ empruntés sur neuf mois.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyBuy.3" }, { "path": "verdict.whyAvoid.0", "value": "Au close du 23 septembre, la valeur d’entreprise représente 33,6 fois l’EBITDA GAAP des douze mois clos le 2 août : la valorisation suppose une croissance longue.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.0" }, { "path": "verdict.whyAvoid.1", "value": "Un distributeur non nommé a pesé 50 % des revenus du trimestre, et les cinq premiers clients finaux environ 55 % : une pause de leurs commandes se verrait immédiatement.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.1" }, { "path": "verdict.whyAvoid.2", "value": "Le titre a fait −0,9 % sur vingt et une séances contre +10,0 % pour SMH : le marché vend la publication plutôt qu’il ne l’achète.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.2" }, { "path": "verdict.whyAvoid.3", "value": "La dette totale reste de 59,4 Md$ au 2 août, héritage du rachat de VMware : elle pèse sur la marge de manœuvre si les taux restent hauts.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.whyAvoid.3" }, { "path": "verdict.controlChecklist.0.evidence", "value": "Série quotidienne certifiée au close du 23 septembre, source de repli documentée.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.0.evidence" }, { "path": "verdict.controlChecklist.1.statusLabel", "value": "Cinq clients finaux à 55 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.statusLabel" }, { "path": "verdict.controlChecklist.1.evidence", "value": "Le 10-Q publie un distributeur à 50 % du trimestre et les cinq premiers clients finaux à environ 55 %, contre environ 40 % un an plus tôt. Aucun nom publié.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.1.evidence" }, { "path": "verdict.controlChecklist.2.statusLabel", "value": "Micron le 30 septembre, Marvell le 6 octobre", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.statusLabel" }, { "path": "verdict.controlChecklist.2.evidence", "value": "Micron publie le 30 septembre après la clôture selon deux calendriers de données, sans confirmation de Micron ; Marvell tient sa journée investisseurs le 6 octobre, selon son communiqué du 27 août.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.evidence" }, { "path": "verdict.controlChecklist.2.action", "value": "Risque de gap les 1er et 7 octobre, dans l’horizon de dix séances.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/verdict.controlChecklist.2.action" }, { "path": "business.overview", "value": "

Broadcom conçoit des puces sur mesure pour les grands clouds, des accélérateurs d’IA dessinés pour chaque client et fabriqués à façon, ainsi que les commutateurs et puces réseau qui relient ces accélérateurs entre eux. S’y ajoute un pôle de logiciels d’infrastructure issu du rachat de VMware. Au troisième trimestre de l’exercice 2026, clos le 2 août, les semi-conducteurs ont pesé 20,8 Md$ sur 29,6 Md$ de revenus, et le logiciel 8,8 Md$.

La croissance vient presque entièrement de l’IA : 16,7 Md$ au trimestre, en hausse de 221 % sur un an et de 54 % sur trois mois. La direction attend 21,7 Md$ au trimestre suivant. Les puces sur mesure de Broadcom sont l’alternative principale aux processeurs graphiques de NVIDIA pour les clouds qui veulent maîtriser leur coût de calcul.

Le revers est la concentration, et elle s’aggrave. Le 10-Q du troisième trimestre indique qu’un distributeur a représenté 50 % des revenus du trimestre, contre 32 % un an plus tôt. Un distributeur n’est pas un client final unique : il revend à plusieurs acheteurs. La mesure utile est donc celle des clients finaux, que Broadcom estime lui-même : les cinq premiers pèsent environ 55 % des revenus du trimestre, contre environ 40 % un an plus tôt. Chaque trimestre record dépend d’un très petit nombre de programmes de puces, dont le calendrier appartient au client.

", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.overview" }, { "path": "business.segments.0.revenue", "value": "20,8 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.0.revenue" }, { "path": "business.segments.0.pct", "value": "70 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.0.pct" }, { "path": "business.segments.0.description", "value": "En hausse de 127 % sur un an, portés par l’IA.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.0.description" }, { "path": "business.segments.1.revenue", "value": "8,8 Md$ au trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.1.revenue" }, { "path": "business.segments.1.pct", "value": "30 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.1.pct" }, { "path": "business.segments.1.description", "value": "En hausse de 29 % sur un an.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.segments.1.description" }, { "path": "business.sourceRefs.0.name", "value": "Broadcom 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.name" }, { "path": "business.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/avgo-08022026x8kxex99.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.url" }, { "path": "business.sourceRefs.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.0.date" }, { "path": "business.sourceRefs.1.name", "value": "Broadcom 10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.name" }, { "path": "business.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.url" }, { "path": "business.sourceRefs.1.date", "value": "2025-12-18", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.sourceRefs.1.date" }, { "path": "business.coverageMatrix.1.decision", "value": "Communiqué du 2 septembre et 10-Q ; prochaine date non confirmée.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/business.coverageMatrix.1.decision" }, { "path": "news.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.0.date" }, { "path": "news.0.title", "value": "Troisième trimestre : 29,6 Md$ et une IA en hausse de 221 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.0.title" }, { "path": "news.0.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/avgo-08022026x8kxex99.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.0.sourceUrl" }, { "path": "news.1.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.1.date" }, { "path": "news.1.title", "value": "Le 10-Q confirme 59,4 Md$ de dette", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.1.title" }, { "path": "news.1.detail", "value": "La dette nette baisse : 4,47 Md$ empruntés et 10,53 Md$ remboursés sur neuf mois, financés par la trésorerie dégagée.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.1.detail" }, { "path": "news.1.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.1.sourceUrl" }, { "path": "news.2.date", "value": "2026-09-18", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.2.date" }, { "path": "news.2.title", "value": "Échange de 654 M$ d’obligations 2037", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.2.title" }, { "path": "news.2.sourceUrl", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526395593/d154803d424b3.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/news.2.sourceUrl" }, { "path": "fundamentals.rows.0.value", "value": "29,6 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.value" }, { "path": "fundamentals.rows.0.signal", "value": "+86 % sur un an, communiqué du 2 septembre", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.0.signal" }, { "path": "fundamentals.rows.1.value", "value": "16,7 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.value" }, { "path": "fundamentals.rows.1.signal", "value": "+221 % sur un an", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.1.signal" }, { "path": "fundamentals.rows.2.value", "value": "34,8 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.value" }, { "path": "fundamentals.rows.2.signal", "value": "Dont 21,7 Md$ pour l’IA", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.2.signal" }, { "path": "fundamentals.rows.3.value", "value": "13,7 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.value" }, { "path": "fundamentals.rows.3.signal", "value": "46 % des revenus du trimestre", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.3.signal" }, { "path": "fundamentals.rows.4.value", "value": "8,45 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.value" }, { "path": "fundamentals.rows.4.signal", "value": "Tableau des flux du 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.4.signal" }, { "path": "fundamentals.rows.5.value", "value": "Environ 55 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.value" }, { "path": "fundamentals.rows.5.signal", "value": "Contre environ 40 % au même trimestre de 2025, estimation de Broadcom", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.5.signal" }, { "path": "fundamentals.rows.6.value", "value": "50 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.value" }, { "path": "fundamentals.rows.6.signal", "value": "46 % sur neuf mois, contre 32 % au même trimestre de 2025 ; un distributeur revend à plusieurs clients", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.6.signal" }, { "path": "fundamentals.rows.7.value", "value": "89,1 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.value" }, { "path": "fundamentals.rows.7.signal", "value": "Douze mois glissants au 2 août 2026 (XBRL SEC)", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.7.signal" }, { "path": "fundamentals.rows.8.value", "value": "51,4 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.value" }, { "path": "fundamentals.rows.8.signal", "value": "Résultat opérationnel + amortissements, douze mois au 2 août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.8.signal" }, { "path": "fundamentals.rows.9.value", "value": "38,3 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.value" }, { "path": "fundamentals.rows.9.signal", "value": "Douze mois glissants au 2 août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.9.signal" }, { "path": "fundamentals.rows.10.metric", "value": "Dette au 2 août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.metric" }, { "path": "fundamentals.rows.10.value", "value": "59,4 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.value" }, { "path": "fundamentals.rows.10.signal", "value": "Dette totale inscrite au bilan du 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.10.signal" }, { "path": "fundamentals.rows.11.metric", "value": "Trésorerie au 2 août 2026", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.metric" }, { "path": "fundamentals.rows.11.value", "value": "24,0 Md$", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.value" }, { "path": "fundamentals.rows.11.signal", "value": "Liquidités et équivalents, bilan du 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.11.signal" }, { "path": "fundamentals.rows.12.value", "value": "33,6×", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.value" }, { "path": "fundamentals.rows.12.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur EBITDA GAAP douze mois au 2026-08-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.signal" }, { "path": "fundamentals.rows.12.comparison", "value": "Versus Nvidia à 26,5× et Qualcomm à 17,8× (statistiques courantes du 24 septembre, non point-in-time) : Broadcom se paie plus cher que Nvidia.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.12.comparison" }, { "path": "fundamentals.rows.13.value", "value": "19,4×", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.value" }, { "path": "fundamentals.rows.13.signal", "value": "Valeur d’entreprise au close du 2026-09-23 sur revenus GAAP douze mois au 2026-08-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.signal" }, { "path": "fundamentals.rows.13.comparison", "value": "Versus une croissance de 86 % au dernier trimestre : le multiple suppose que la croissance ralentisse sans s’arrêter.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.13.comparison" }, { "path": "fundamentals.rows.14.value", "value": "44,3×", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.value" }, { "path": "fundamentals.rows.14.signal", "value": "Douze mois glissants : capitalisation au 2026-09-23 sur résultat net GAAP douze mois au 2026-08-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.14.signal" }, { "path": "fundamentals.rows.15.value", "value": "261,97 $ par action", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.value" }, { "path": "fundamentals.rows.15.signal", "value": "Scénario : multiple ramené à vingt-cinq fois l’EBITDA GAAP par hypothèse, dette et trésorerie du 2026-08-02 inchangées, soit −26 % sous le close du 2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.signal" }, { "path": "fundamentals.rows.15.comparison", "value": "Versus le close : vingt-cinq fois place Broadcom près de Nvidia (26,5× le 24 septembre) et au-dessus de Qualcomm (17,8×) ; ce que coûterait ce rapprochement, pas un objectif.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.rows.15.comparison" }, { "path": "fundamentals.sourceRefs.0.name", "value": "Broadcom 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.name" }, { "path": "fundamentals.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/avgo-08022026x8kxex99.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.url" }, { "path": "fundamentals.sourceRefs.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.0.date" }, { "path": "fundamentals.sourceRefs.1.name", "value": "Broadcom 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.name" }, { "path": "fundamentals.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.url" }, { "path": "fundamentals.sourceRefs.1.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.1.date" }, { "path": "fundamentals.sourceRefs.2.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/fundamentals.sourceRefs.2.date" }, { "path": "earnings.beatNote", "value": "Troisième trimestre de l’exercice 2026 : bénéfice par action GAAP de 2,68 $ et ajusté de 3,32 $, résultat opérationnel GAAP de 16,0 Md$. La guidance du quatrième trimestre vise 34,8 Md$ de revenus et une marge opérationnelle ajustée d’environ 66 %, dont 21,7 Md$ de semi-conducteurs pour l’IA. L’écart entre GAAP et ajusté vient surtout de l’amortissement des actifs incorporels de VMware et de la rémunération en actions. Aucune date de prochaine publication n’est confirmée par l’émetteur à ce jour.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/earnings.beatNote" }, { "path": "earnings.sourceRefs.0.name", "value": "Broadcom 8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.name" }, { "path": "earnings.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/avgo-08022026x8kxex99.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.url" }, { "path": "earnings.sourceRefs.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/earnings.sourceRefs.0.date" }, { "path": "capitalStructure.sharesOutstanding", "value": "4,774 milliards d’actions au 28 août 2026 (page de garde du 10-Q)", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sharesOutstanding" }, { "path": "capitalStructure.shareHistory", "value": "Le nombre d’actions en circulation progresse lentement, de 4,74 milliards début février à 4,77 milliards fin août, sous l’effet de la rémunération en actions ; les rachats, 8,45 Md$ sur neuf mois, compensent une partie de cette dilution. Aucune émission d’actions n’est relevée dans les dépôts de 2026. Le financement passe par la dette, dont l’échange du 18 septembre ne change pas le montant. Un nombre d’actions entièrement dilué n’est pas calculable depuis ces seuls dépôts.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.shareHistory" }, { "path": "capitalStructure.sourceRefs.0.name", "value": "Broadcom 10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.name" }, { "path": "capitalStructure.sourceRefs.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.url" }, { "path": "capitalStructure.sourceRefs.0.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.0.date" }, { "path": "capitalStructure.sourceRefs.1.name", "value": "Broadcom 424B3", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.name" }, { "path": "capitalStructure.sourceRefs.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526395593/d154803d424b3.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.url" }, { "path": "capitalStructure.sourceRefs.1.date", "value": "2026-09-18", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/capitalStructure.sourceRefs.1.date" }, { "path": "filingsReview.filings.0.date", "value": "2026-09-02", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.date" }, { "path": "filingsReview.filings.0.form", "value": "8-K / Exhibit 99.1", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.form" }, { "path": "filingsReview.filings.0.accession", "value": "0001730168-26-000076", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.accession" }, { "path": "filingsReview.filings.0.finding", "value": "Communiqué du troisième trimestre de l’exercice 2026 : chiffre d’affaires de 29,6 Md$, en hausse de 86 %, dont 16,7 Md$ de semi-conducteurs pour l’IA (+221 %). Flux de trésorerie libre de 13,7 Md$. Prévision du quatrième trimestre à 34,8 Md$, dont 21,7 Md$ pour l’IA, et dividende trimestriel de 0,65 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.finding" }, { "path": "filingsReview.filings.0.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000076/avgo-08022026x8kxex99.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.0.url" }, { "path": "filingsReview.filings.1.date", "value": "2026-09-10", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.date" }, { "path": "filingsReview.filings.1.form", "value": "10-Q", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.form" }, { "path": "filingsReview.filings.1.accession", "value": "0001730168-26-000080", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.accession" }, { "path": "filingsReview.filings.1.finding", "value": "Rapport trimestriel au 2 août 2026 : un distributeur non nommé a représenté 50 % des revenus du trimestre et 46 % sur neuf mois, contre 32 % un an plus tôt ; les cinq premiers clients finaux, environ 55 % contre environ 40 %. Dette de 59,4 Md$ : 4,47 Md$ empruntés et 10,53 Md$ remboursés sur neuf mois.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.finding" }, { "path": "filingsReview.filings.1.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.1.url" }, { "path": "filingsReview.filings.2.date", "value": "2025-12-18", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.date" }, { "path": "filingsReview.filings.2.form", "value": "10-K", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.form" }, { "path": "filingsReview.filings.2.accession", "value": "0001730168-25-000121", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.accession" }, { "path": "filingsReview.filings.2.finding", "value": "Rapport annuel de l’exercice 2025 : un client, non nommé, a représenté 32 % du chiffre d’affaires, contre 28 % et 21 % les deux exercices précédents, et 44 % des créances. Le 10-Q publie 32 % au même trimestre de 2025 pour son distributeur principal : c’est vraisemblablement le même compte.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.finding" }, { "path": "filingsReview.filings.2.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000173016825000121/avgo-20251102.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.2.url" }, { "path": "filingsReview.filings.3.date", "value": "2026-09-18", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.date" }, { "path": "filingsReview.filings.3.form", "value": "424B3", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.form" }, { "path": "filingsReview.filings.3.accession", "value": "0001193125-26-395593", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.accession" }, { "path": "filingsReview.filings.3.finding", "value": "Prospectus d’échange de 654 004 000 $ d’obligations à 4,926 % échéance 2037 contre des titres identiques enregistrés : l’opération ne lève aucun fonds et, selon le texte, n’augmente pas l’endettement. Aucune émission d’actions n’est associée.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.finding" }, { "path": "filingsReview.filings.3.url", "value": "https://www.sec.gov/Archives/edgar/data/1730168/000119312526395593/d154803d424b3.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.3.url" }, { "path": "filingsReview.filings.4.date", "value": "2026-08-27", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.date" }, { "path": "filingsReview.filings.4.form", "value": "8-K / Exhibit 99.1 (Marvell)", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.form" }, { "path": "filingsReview.filings.4.accession", "value": "0001835632-26-000022", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.accession" }, { "path": "filingsReview.filings.4.finding", "value": "Communiqué de Marvell, seul concurrent direct de Broadcom sur les puces sur mesure : la société annonce une journée investisseurs le 6 octobre 2026 pour présenter sa stratégie de long terme et une accélération de son activité sur mesure au second semestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.finding" }, { "path": "filingsReview.filings.4.url", "value": "https://www.sec.gov/Archives/edgar/data/1835632/000183563226000022/q227_8kx812026ex-991.htm", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.filings.4.url" }, { "path": "filingsReview.contrarianRisks.0", "value": "Cinq clients finaux à environ 55 % des revenus du trimestre : le programme d’un seul acheteur peut décaler un trimestre entier.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.0" }, { "path": "filingsReview.contrarianRisks.3", "value": "La dette de 59,4 Md$ coûte plus cher à refinancer avec un taux à 10 ans au plus haut depuis 2007.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/filingsReview.contrarianRisks.3" }, { "path": "technicals.rsi14", "value": 44.73, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/rsi14" }, { "path": "technicals.macd", "value": -6.48, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/macd" }, { "path": "technicals.macdSignal", "value": -8.1, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/macdSignal" }, { "path": "technicals.ema20", "value": 360.29, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/ema20" }, { "path": "technicals.ema50", "value": 371.7, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/ema50" }, { "path": "technicals.ema200", "value": 367.53, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/ema200" }, { "path": "technicals.atr14", "value": 11.64, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/atr14" }, { "path": "technicals.badges.1", "value": "Couloir entre 335 et 376 $", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/technicals.badges.1" }, { "path": "technicals.supports.0", "value": 344.68, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/supports/0" }, { "path": "technicals.supports.1", "value": 337.29, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/supports/1" }, { "path": "technicals.supports.2", "value": 335.2, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/supports/2" }, { "path": "technicals.resistances.0", "value": 366.55, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/resistances/0" }, { "path": "technicals.resistances.1", "value": 372.02, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/resistances/1" }, { "path": "technicals.resistances.2", "value": 375.91, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/technicals/resistances/2" }, { "path": "technicals.setupNote", "value": "Le titre clôture à 354,99 $, sous ses moyennes à vingt, cinquante et deux cents séances, dans un couloir entre 335,20 $ et 375,91 $. Avant activation, aucune entrée ; une clôture sous 335,20 $, le bas du 16 septembre, abandonne le scénario. Activation sur une clôture au-dessus de $375.91, le plus haut du 28 août, qui ramènerait le titre au-dessus de sa moyenne à cinquante séances. Après activation, stop sous $359.29, le plus bas du 22 septembre, soit 1,4 ATR sous le déclencheur. Supports : 344,68 $, 337,29 $ et 335,20 $. Résistances : 366,55 $, 372,02 $ et 375,91 $.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/technicals.setupNote" }, { "path": "technicals.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/technicals.sourceRefs.0.date" }, { "path": "options.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/options.sourceRefs.0.date" }, { "path": "shortInterest.siPct", "value": "1,08 % du flottant", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/shortInterest.siPct" }, { "path": "shortInterest.daysToCover", "value": "2,58 jours, date de règlement non précisée par le snapshot", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/shortInterest.daysToCover" }, { "path": "shortInterest.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/shortInterest.sourceRefs.0.date" }, { "path": "insiders.signal", "value": "Aucun achat ni vente de marché dans la fenêtre relevée : seules deux retenues fiscales à l’acquisition d’actions attribuées, le 15 septembre, par le directeur juridique et la directrice financière. Couverture officielle partielle : aucun solde net publié.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/insiders.signal" }, { "path": "insiders.sourceRefs.0.name", "value": "Données de marché datées (provenance hashée) : formulaires 4", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.name" }, { "path": "insiders.sourceRefs.0.date", "value": "2026-09-24", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/insiders.sourceRefs.0.date" }, { "path": "macro.indicators.0.value", "value": "2026-09-23", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/macro.indicators.0.value" }, { "path": "macro.indicators.0.signal", "value": "354,99 $, séance complète", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/macro.indicators.0.signal" }, { "path": "macro.indicators.1.value", "value": "+4,75 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/macro.indicators.1.value" }, { "path": "macro.indicators.2.value", "value": "−0,87 %", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/macro.indicators.2.value" }, { "path": "macro.impact", "value": "Un titre valorisé sur la durée du cycle de l’IA est sensible aux taux longs : le 10 ans américain a clôturé à 5,11 % le 23 septembre, plus haut depuis juillet 2007, selon la courbe officielle du Trésor. Une hausse des taux réduit ce que le marché accepte de payer pour des bénéfices lointains.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/macro.impact" }, { "path": "risks.riskScore", "value": 6, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/risks/riskScore" }, { "path": "risks.riskSummary", "value": "Le risque de Broadcom n’est pas la demande d’IA, qui accélère : c’est sa concentration. Un distributeur a pesé 50 % des revenus du trimestre, cinq clients finaux environ 55 %, et la croissance de l’IA dépend de quelques programmes de puces. Tant qu’ils avancent, tout se tient ; un décalage chez un seul client se lirait dans un trimestre entier.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/risks.riskSummary" }, { "path": "risks.riskCards.0.points.0", "value": "Un distributeur non nommé à 50 % des revenus du trimestre, 46 % sur neuf mois.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.0" }, { "path": "risks.riskCards.0.points.1", "value": "Cinq clients finaux à environ 55 % ; un client à 44 % des créances fin 2025.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/risks.riskCards.0.points.1" }, { "path": "risks.riskCards.3.points.0", "value": "Taux à 10 ans au plus haut depuis 2007.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.0" }, { "path": "risks.riskCards.3.points.1", "value": "Multiple d’EBITDA élevé et dette de 59,4 Md$.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/risks.riskCards.3.points.1" }, { "path": "tradeIdea.statusNote", "value": "Surveiller. Avant activation : aucune entrée ; une clôture sous 335,20 $ abandonne le scénario. Activation : clôture au-dessus de 375,91 $, puis achat à l’ouverture suivante seulement sous 378,15 $. Après activation : stop sous 359,29 $. L’ancien plan d’attente du 30 août n’a jamais été activé.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.statusNote" }, { "path": "tradeIdea.entry", "value": 375.91, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/tradeIdea/entry" }, { "path": "tradeIdea.stop", "value": 359.29, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/tradeIdea/stop" }, { "path": "tradeIdea.tp1", "value": 406.44, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/tradeIdea/tp1" }, { "path": "tradeIdea.tp2", "value": 416.62, "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/values/tradeIdea/tp2" }, { "path": "tradeIdea.stopPct", "value": "-4.4%", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.stopPct" }, { "path": "tradeIdea.tp1Pct", "value": "+8.1%", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.tp1Pct" }, { "path": "tradeIdea.tp2Pct", "value": "+10.8%", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.tp2Pct" }, { "path": "tradeIdea.rr", "value": "1:1.84 TP1 / 1:2.45 TP2", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.rr" }, { "path": "tradeIdea.entryNote", "value": "Déclencheur sur clôture au-dessus du plus haut du 28 août, pas sur un franchissement en séance. Entrée à l’ouverture suivante uniquement sous 378,15 $ : au-delà, le R/R vers TP1 tomberait sous 1,5 avec le même stop. Le plafond n’est qu’à 2,24 $ au-dessus du déclencheur : un écart d’ouverture plus large annule l’entrée, il ne se rattrape pas. Sur les 250 dernières séances, 98 ouvertures ont dépassé la clôture de la veille de plus de 2,24 $ ; l’écart d’ouverture médian, dans un sens ou dans l’autre, vaut 4,00 $. Environ 39 % des déclenchements risquent donc de ne pas être achetables. Objectifs : TP1 aux trois quarts de la hauteur du couloir au-dessus du déclencheur, TP2 à sa hauteur entière. Liquidité : environ 8,4 Md$ échangés par séance, médiane des vingt dernières. Exemple de taille, non personnalisé : avec un budget de perte de 100 $, le risque au plafond, 18,86 $ par action, donne 5 actions.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.entryNote" }, { "path": "tradeIdea.thesis", "value": "Le marché a vendu Broadcom après un trimestre record : il escompte la dépendance à quelques clients finaux et un multiple élevé face à des taux en hausse. Avant activation, le dossier reste en surveillance et une clôture sous 335,20 $ l’abandonne. Une clôture au-dessus de $375.91 ramènerait le titre au-dessus de sa moyenne à cinquante séances ; l’entrée n’a lieu qu’à l’ouverture suivante et sous 378,15 $. Après activation, le stop sous $359.29 limite le risque à une fausse reprise. TP1 à 406,44 $ et TP2 à 416,62 $. Ne pas anticiper le déclencheur, ne pas acheter un gap au-dessus du plafond.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.thesis" }, { "path": "tradeIdea.catalysts.0", "value": "Une clôture au-dessus du plus haut du 28 août, sur un volume au moins égal à la médiane récente.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.0" }, { "path": "tradeIdea.catalysts.1", "value": "Deux dates dans l’horizon : les résultats de Micron le 30 septembre après la clôture, selon deux calendriers de données, et la journée investisseurs de Marvell le 6 octobre ; chacune peut ouvrir un gap.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.catalysts.1" }, { "path": "tradeIdea.invalidation.0", "value": "Avant activation : une clôture sous 335,20 $, bas du couloir, abandonne le scénario.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.0" }, { "path": "tradeIdea.invalidation.1", "value": "Après activation : une clôture sous 359,29 $ invalide le trade.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.1" }, { "path": "tradeIdea.invalidation.2", "value": "Ouverture au-dessus de 378,15 $ après la clôture de déclenchement : pas d’achat, le R/R deviendrait insuffisant.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/tradeIdea.invalidation.2" }, { "path": "globalScore.keyTakeawaysNegative.0", "value": "Un distributeur à 50 % des revenus du trimestre.", "as_of": "2026-09-23", "source_artifact": "analyses/AVGO/_runs/20260924/revision/numeric-evidence.json", "source_sha256": "9bbb06904ed5e3452750c41f1130ec56ab933b6a5c34dac7ae9302ff4e1066cd", "source_pointer": "/string_numeric_claims/globalScore.keyTakeawaysNegative.0" }, { "path": "globalScore.keyTakeawaysNegative.2", "value": "Multiple élevé face à des taux au plus haut depuis 2007.", "as_of": "2026-09-23", 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