Added to YB: 2026-09-04
Pitch date: 2026-09-02
AVGO [neutral]
Broadcom Inc.
+1.54%
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
$1.7T
Pitch Price
$351.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.99
P/E
46.88
EV/Sales
20.01
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AVGO Is Reporting, And I’m Holding Through It
AVGO (earnings): Broadcom remains a long-term holding through a demanding earnings setup: management’s $29.4B revenue guide matches the Street, including $16B of AI-semiconductor revenue, but gross margin is guided to ~74% from 77.1% as lower-margin AI mix exceeds 50%. At 30.6x forward earnings, guidance must hold and margins remain resilient; key questions are FY2027 AI guidance, memory costs, VMware renewals and new XPU customers.
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