Added to YB: 2025-06-10
Pitch date: 2025-06-09
AVGO [neutral]
Broadcom Inc.
+71.13%
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
$2.0T
Pitch Price
$242.25
Price Target
208.00 (-50%)
Dividend
0.62%
EV/EBITDA
54.16
P/E
81.23
EV/Sales
29.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Inc. - $AVGO
AVGO (earnings update - overvalued): Broadcom Q2 rev +20% to $15B, AI semis +46% YoY (9 qtrs strong growth). Q2 FCF $6.4B (43% margin). XPU demand from 3 hyperscalers, 4 more prospects. Tomahawk6 switch enables 100K+ AI accelerator clusters. VMware integration successful. Stock overvalued at 30x P/E vs $208 DCF fair value.
Read full article (12 min)