Professional
Added to YB: 2025-05-09
Pitch date: 2025-03-31
AVGO [neutral]
Broadcom Inc.
+105.08%
current return
Author Info
No bio for this author
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$1.7T
Pitch Price
$165.70
Price Target
N/A
Dividend
0.72%
EV/EBITDA
51.49
P/E
75.46
EV/Sales
27.37
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'.
Read full article (1 min)