Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
AVGO [neutral]
Broadcom Inc.
+101.95%
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
$1.6T
Pitch Price
$165.38
Price Target
N/A
Dividend
0.78%
EV/EBITDA
46.37
P/E
69.92
EV/Sales
25.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Opportunity Fund Portfolio Holding: Broadcom Inc.
AVGO (holding update): Broadcom 60% semi/40% software co beating Q with AI revenue +77% YoY at $4.1B run rate offsetting weaker wireless & industrial segments. Strong VMware integration & subscription shift. Stock dipped on AI skepticism & tariff concerns despite Google's TPU 7 rollout & CEO confirming all 7 custom compute partners 'will aggressively ramp'.
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