Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-22
AVGO [bullish]
Broadcom Inc.
+7.65%
current return
Author Info
No bio for this author
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$338.36
Price Target
N/A
Dividend
0.72%
EV/EBITDA
41.87
P/E
60.33
EV/Sales
23.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Brasada Capital New Position: Broadcom Inc
AVGO (new position): AI duopoly w/ NVIDIA; custom AI chips (ASICs) revenue +225% to $8.6B in 2024, expecting ~170% growth to $24B this year. Google anchor customer, Meta/OpenAI multi-billion deals. Leads Ethernet networking, VMware software 92% gross margin. Bought after 30% pullback on tariff fears despite lower China exposure.
Read full article (2 min)