Added to YB: 2025-01-17
Pitch date: 2025-01-15
AVGO [bullish]
Broadcom Inc.
+45.49%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$1.7T
Pitch Price
$233.56
Price Target
275.00 (-24%)
Dividend
0.72%
EV/EBITDA
51.49
P/E
75.46
EV/Sales
27.37
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom: Where will the upside come from in 2025
AVGO: AI drives 220% growth to 41% of semis. VMware synergies ahead of plan. $12.2B AI rev in FY24, 3 hyperscalers ramping custom ASICs. 2 new potential customers. Non-AI bottomed, recovery in 2025. 3yr PT $275 (30x '27 P/E). Risks: competition, macro headwinds.
Read full article (8 min)