Added to YB: 2025-07-18
Pitch date: 2025-06-30
AVGO [neutral]
Broadcom Inc.
+24.05%
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
$273.93
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
Mar Vista U.S. Quality Premier Strategy Portfolio Holding: Broadcom Inc.
AVGO (holding update): Shares rebounded from Q1 decline as fears of trade tensions & AI capex risks proved overblown. Solid fiscal Q2 2025 with accelerating AI chip growth forecast through FY2026. Leading custom ASIC provider expanding beyond Alphabet to 3 hyperscalers in production, 4 more in design phase. Custom chips offer cost/performance edge vs GPUs.
Read full article (1 min)