Added to YB: 2026-03-12
Pitch date: 2026-01-13
AVGO [bullish]
Broadcom Inc.
-3.73%
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
$348.97
Price Target
N/A
Dividend
0.76%
EV/EBITDA
44.77
P/E
66.57
EV/Sales
24.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Jensen Quality Growth Equity Composite New Position: Broadcom Inc.
AVGO (new position): Global tech co designing semiconductors & infrastructure software foundational to cloud, enterprise, telecom networks. Core supplier in AI build-out via custom AI accelerators co-developed w/ hyperscalers, high-speed Ethernet switches/routers/optical components. Exposure to AI compute, high-bandwidth networking, Ethernet-based fabric migration. Upgraded business quality, strong mgmt alignment. Attractive long-duration compounder.
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