Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
AVGO [bullish]
Broadcom Inc.
+4.01%
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
$1.6T
Pitch Price
$328.14
Price Target
N/A
Dividend
0.77%
EV/EBITDA
48.69
P/E
71.24
EV/Sales
25.88
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Polen Global Growth New Position: Broadcom Inc.
AVGO (new position): Leading custom AI chip provider capturing significant enterprise spending. As GenAI matures & inference workloads grow, custom chips expected to gain larger market share. Positioned for ~20% earnings growth over 3-5 years. Mid-to-high 30s multiple deemed fair valuation.
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