Added to YB: 2026-10-06
Pitch date: 2026-09-30
AVGO [bullish]
Broadcom Inc.
-2.22%
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
$1.7T
Pitch Price
$352.15
Price Target
1.2K (+249%)
Dividend
0.73%
EV/EBITDA
33.00
P/E
45.33
EV/Sales
19.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom: the AI winner?
AVGO: Broadcom is now a custom-AI-silicon tollbooth backed by VMware’s software annuity: fiscal Q3 revenue rose 86% to $29.6B, including $16.7B of AI semiconductor revenue, while free cash flow reached $13.7B. The dividend yields about 0.7% and is no longer the core thesis. At about $355, the shares are 18x fiscal 2027 consensus EPS and under 12x management’s fiscal 2028 marker; the base scenario is $420-520 by end-2027. Risks are six-customer concentration and falling gross margins.
Read full article (6 min)