Added to YB: 2026-09-07
Pitch date: 2026-09-03
AVGO [bullish]
Broadcom Inc.
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
$1.7T
Pitch Price
N/A
Price Target
675.00
Dividend
0.73%
EV/EBITDA
33.21
P/E
45.59
EV/Sales
19.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Q3’FY26 Earnings: The Customer Is the Integrator
AVGO (earnings): Broadcom’s Q3 confirmed extraordinary AI scale but not stronger value capture: revenue reached $29.6B, AI semiconductor revenue rose 221% to $16.7B, and management sees AI revenue reaching $115B in FY27 and $230B in FY28. Yet semiconductor gross margin was ~67% as memory-rich XPUs increased, while hyperscalers retain architectural control. Attractive modeled upside requires networking gains, cash conversion and contained financing exposure.
Read full article (9 min)