<- Go home

Added to YB: 2026-09-28

Pitch date: 2026-09-23

AVGO [bullish]

Broadcom Inc.

+1.03%

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

$349.21

Price Target

N/A

Dividend

0.73%

EV/EBITDA

32.99

P/E

45.31

EV/Sales

19.42

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
AVGO — Apr. 16 $260 puts, 1,000 sold

AVGO: Broadcom’s bullish setup rests on surging AI demand and strong cash generation: Q3 revenue rose 86% to $29.6B, AI semiconductor revenue grew 221% to $16.7B, and free cash flow reached $13.7B. Management expects Q4 AI revenue of $21.7B and total revenue of $34.8B. The trade sold 1,000 April 2027 $260 puts at $7.51, implying a $252.49 breakeven, about 27% below spot.

Read full article (2 min)