Professional
Added to YB: 2025-10-24
Pitch date: 2025-10-22
AVGO [bullish]
Broadcom Inc.
-1.7%
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
$1.6T
Pitch Price
$339.75
Price Target
N/A
Dividend
0.78%
EV/EBITDA
46.37
P/E
69.92
EV/Sales
25.54
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.
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