Added to YB: 2025-09-09
Pitch date: 2025-09-05
AVGO [neutral]
Broadcom Inc.
-0.69%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$1.7T
Pitch Price
$342.16
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
Show full summary:
Broadcom 3QFY25 Earnings — The Network Is (Still) the Computer
AVGO (earnings update): AI shifts to accelerate mode with XPUs at 65% of AI revenue, Q4 AI guide $6.2B, new $10B+ customer in Q3 FY26. VMware cash engine (77% op margin, 90% top customers converted) funds multi-year custom XPU R&D. Tomahawk 6 & Jericho 4 cement AI fabric moat.
Read full article (6 min)