Professional
Added to YB: 2026-09-23
Pitch date: 2026-06-30
AVGO [bullish]
Broadcom Inc.
-1.77%
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
$371.13
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.23
P/E
45.65
EV/Sales
19.56
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Global Durable Advantage ETF New Portfolio Holding: Broadcom Inc.
AVGO: The position was initiated after the post-earnings sell-off. Broadcom’s durable AI-infrastructure moat rests on leading silicon design, annual innovation and full-system co-design, capabilities that rebut concerns about customers vertically integrating future designs. Its Google agreement runs through 2031, while OpenAI, Meta, Anthropic and Apple add growth opportunities. Management expects ASIC unit volumes to match GPUs next year, supporting the view that Broadcom can capture the lion’s share of the custom silicon market.
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