Added to YB: 2026-08-21
Pitch date: 2026-08-19
AVGO [neutral]
Broadcom Inc.
-5.32%
current return
Author Info
No bio for this author
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$363.66
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
Broadcom Dropped 3.17% on Zero Company News. At $380, That Tells You What You Actually Own.
AVGO (overview): Fell 3.17% to $380 on zero news, purely a rates story as Treasury yields surged. Bull: least speculative AI infra play via contracted custom silicon + recurring software. Bear: customer concentration, levered balance sheet, higher yields hit both AVGO multiple & hyperscaler capex hurdle. Author constructive, not buying dip; treats $380 as rich, rates-sensitive asset that makes chips. Watch Q print for revenue diversification.
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