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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

Show full summary:
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.

Read full article (2 min)