Added to YB: 2026-09-09
Pitch date: 2026-09-06
AVGO [bullish]
Broadcom Inc.
+1.36%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. Sign up for the newsletter.
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$363.68
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.27
P/E
45.68
EV/Sales
19.51
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom: I Had $204 Billion. Management Now Sees $230 Billion.
AVGO (earnings): Broadcom remains a high-conviction holding after Q3 AI semiconductor revenue reached $16.7 billion, above its $16 billion guide, and management projected $21.7 billion for Q4, $58 billion for the year, and $115 billion/$230 billion in FY2027/FY2028, with supply secured. Modeled FY2028 EPS of $30.04 implies 23%-36% annualized returns at 18x-22x, but the multiple depends on margins and whether deployments require proportionately more customer-financing support.
Read full article (8 min)