Added to YB: 2025-09-23
Pitch date: 2025-09-20
AVGO [neutral]
Broadcom Inc.
+7.01%
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
$1.7T
Pitch Price
$340.37
Price Target
412.00 (+14%)
Dividend
0.72%
EV/EBITDA
41.87
P/E
60.33
EV/Sales
23.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom – An AI Powerhouse With 20%+ Growth and a 44% FCF Margin
AVGO (hold): Q3 beat driven by 63% YoY AI semiconductor growth to $5.2B, new $10B hyperscaler XPU contract boosts outlook. CEO Tan extended through 2030. AI revenue guidance raised to $6.2B Q4 (+66% YoY). Trades 37x FY26 EPS, 1.8x PEG. Hold rating, accumulate below $310-315, $412 target (8.5% CAGR). Risk: extreme customer concentration.
Read full article (14 min)