Added to YB: 2026-06-08
Pitch date: 2026-06-04
AVGO [neutral]
Broadcom Inc.
-5.37%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.8T
Pitch Price
$407.61
Price Target
N/A
Dividend
0.67%
EV/EBITDA
44.43
P/E
64.20
EV/Sales
24.80
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Q1 2026 Snapshot
AVGO (earnings): Q1 FY26 rev $22.2B (+48% YoY); AI semis $10.8B (+143%). Bookings $30B+ vs $10.8B shipped; visibility to 2028. AI semi targets: $56B 2026, $100B+ 2027. Customers: Google, Anthropic, OpenAI, Meta +2. 67% op margin, $10.3B FCF (46%). Stock fell as AI guide $16B missed buyside $18B.
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