Added to YB: 2025-03-18
Pitch date: 2025-03-15
AVGO [bullish]
Broadcom Inc.
+85.71%
current return
Author Info
Rijnberk InvestInsights shares market-leading companies and top investment ideas through concise, high-conviction analysis. 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
$185.42
Price Target
263.00 (-24%)
Dividend
0.73%
EV/EBITDA
33.00
P/E
45.33
EV/Sales
19.42
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx
AVGO: AI-driven Q1 beats, 25% rev growth to $14.9B. AI rev +77% YoY, $4.1B. VMware integration successful. 68% EBITDA margin, 40% FCF margin. $60B net debt manageable. Q2 guide strong: 19% rev growth, 66% EBITDA margin. $263 price target, 11.5% CAGR. Risks: AI slowdown, customer concentration.
Read full article (9 min)