Added to YB: 2026-09-07
Pitch date: 2026-09-03
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
$1.7T
Pitch Price
N/A
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.21
P/E
45.59
EV/Sales
19.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Q2 2026 Snapshot
AVGO (earnings): Broadcom reported accelerating revenue growth and substantial margin expansion: revenue rose 85.5% to $29.6B, AI semiconductor revenue increased 221% to $16.7B, and operating margin expanded 17 points to 53.9%. AI revenue targets are $58B in FY26 and $230B in FY28, but $34.8B of Q4 revenue guidance was below the $35.03B estimate, while supply constraints and customer concentration remain key risks.
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