Added to YB: 2025-12-26
Pitch date: 2025-12-21
AVGO [neutral]
Broadcom Inc.
-1.32%
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
$346.03
Price Target
400.00 (+17%)
Dividend
0.76%
EV/EBITDA
47.29
P/E
71.35
EV/Sales
26.05
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AVGO | Broadcom Q4 2025 Financial Highlights
AVGO (earnings): Q4 rev $18.02B (+28% YOY) beat $17.47B est, EPS $1.95 (+37%) beat $1.87 est, 68% EBITDA margin. AI semiconductor rev +74% YOY, $73B AI backlog over 18 months. VMware integration successful with 19% growth. FCF $7.47B (41% of rev), dividend +10%. Forward P/E ~20x on $8.5-9 FY26 EPS est. Risks: customer concentration, antitrust scrutiny.
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