Added to YB: 2026-09-02
Pitch date: 2026-08-30
AVGO [neutral]
Broadcom Inc.
+0.04%
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
$1.8T
Pitch Price
$369.52
Price Target
N/A
Dividend
0.70%
EV/EBITDA
42.58
P/E
61.38
EV/Sales
23.85
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Walks Into Earnings Carrying Its Own $100B Promise
AVGO (earnings): Broadcom enters Q3 with revenue guided up 84% to roughly $29.4B and AI-chip sales set to more than triple, yet a routine headline beat is unlikely to decide the stock’s reaction. The key questions are whether management lifts its fiscal 2027 AI-semiconductor revenue target above $100B, refreshes the $73B AI backlog, provides support for fiscal 2028 estimates and directly addresses Marvell’s addition to Google’s chip program.
Read full article (8 min)