Added to YB: 2026-09-09
Pitch date: 2026-09-07
AVGO [neutral]
Broadcom Inc.
+1.36%
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
$1.7T
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’s Free Cash Flow Doubled This Year. How Much of It Is Priced in?
AVGO (hold): Broadcom remains a hold: Q3 revenue rose 86% to $29.6bn, AI semiconductor revenue increased 221% to $16.7bn and free cash flow nearly doubled, supporting the higher 2026 earnings base and a 37.9x forward P/E. However, earning a 15% annual return still requires roughly 17-18% annual profit and cash-flow growth through 2031, despite customer concentration, capex dependence and semiconductor cyclicality.
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