Added to YB: 2026-08-18
Pitch date: 2026-08-15
AVGO [neutral]
Broadcom Inc.
-13.15%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$396.47
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
Show full summary:
How Broadcom Makes Money
AVGO (earnings): Q1 2026 rev $22.2B; Semis $15.0B (67.6%, AI networking/ASICs—Tomahawk, Jericho, Google TPUs) + Infrastructure Software $7.2B (32.4%, VMware). GM 77.1%, op margin 67.2%, net income $9.3B (42%). Only 2.7% SG&A via Hock Tan's ruthless M&A cost-cutting. Debt-funded acquisitions.
Read full article (2 min)