Added to YB: 2026-03-10
Pitch date: 2026-03-06
AVGO [neutral]
Broadcom Inc.
+2.66%
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
$327.25
Price Target
430.00 (+26%)
Dividend
0.76%
EV/EBITDA
44.77
P/E
66.57
EV/Sales
24.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom $AVGO 2026 Q1 Financial Report
AVGO (earnings): Q1 rev $19.31B (+29% YoY) beat $19.2B est; Q2 guide $22B (+47% YoY) crushed $20.5B est. Q1 AI rev $8.4B (+106% YoY), Q2 AI $10.7B (+140% YoY). Custom XPU +140% YoY w/ 6 hyperscale partners (Google, Meta, Anthropic, OpenAI). 68% EBITDA margin, $8B FCF (41% of rev). VMware ARR +19% YoY, 78% op margin. $7.8B buyback Q1+$10B approved. Mgmt targets $100B AI chip rev by 2027
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