Added to YB: 2026-06-18
Pitch date: 2026-06-16
AVGO [neutral]
Broadcom Inc.
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
N/A
Price Target
N/A
Dividend
0.69%
EV/EBITDA
43.47
P/E
62.69
EV/Sales
24.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
What Does Broadcom Do?
AVGO (overview): Infra silicon leader; FY26 guide implies $118B annualized rev (+84% YoY), AI segment $64B run-rate (+200% YoY), $73B AI backlog, 3:1 book-to-ship. 78.6% GM, $26.9B FCF. ~$1.7T cap, 14.5x fwd rev, 25x FCF (~4% yield). Risks: Google >20% rev, 100% TSMC, NVDA Vera Rubin TCO threat.
Read full article (13 min)