Added to YB: 2026-09-15
Pitch date: 2026-09-12
AVGO [bullish]
Broadcom Inc.
-4.11%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.5T
Pitch Price
$348.93
Price Target
594.00 (+78%)
Dividend
0.81%
EV/EBITDA
30.01
P/E
41.13
EV/Sales
17.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom – Cheap For a Reason, But Oversold All The Same
AVGO: Broadcom looks oversold at $362: Q3 revenue rose 86% to $29.6B, AI semiconductor revenue surged 221% to $16.7B, and non-GAAP EPS increased 96% to $3.32. Management raised 2026 AI revenue guidance to $58B, but customer concentration and guarantees supporting OpenAI and Anthropic financing add material credit risk. At 12x forecast 2028 EPS, a conservative 18x multiple supports a $594 target and ~26% annualized return.
Read full article (18 min)