Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
AVGO [bullish]
Broadcom Inc.
+4.62%
current return
Author Info
Sustainable Growth Advisers is a global equities firm focused on companies with predictable, above-average long-term earnings and free cash-flow growth. Sign up for the newsletter.
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$329.12
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.00
P/E
45.33
EV/Sales
19.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SGA U.S. Large Cap Growth New Position: Broadcom Inc.
AVGO: Initiated position. Transforming from custom ASIC provider to full rack-scale solutions vendor w/ Scale-up Ethernet. Diversifying customer base from 3 to 5 committed buyers (incl Anthropic). AI shift from training to inference creates stable revenue streams. 70% semi gross margin, 90% software. Over 20% revenue & earnings growth expected.
Read full article (2 min)