Added to YB: 2025-03-11
Pitch date: 2025-03-07
AVGO [neutral]
Broadcom Inc.
+77.75%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.6T
Pitch Price
$187.90
Price Target
N/A
Dividend
0.78%
EV/EBITDA
46.37
P/E
69.92
EV/Sales
25.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Broadcom's Road to $90 Billion revenue: The Q1 Signal in AI's Noise
AVGO (earnings update): Custom AI accelerators for hyperscalers, $4.1B Q4 AI rev (+77% YoY). Unique approach vs Nvidia's GPUs. 3 major customers, 4 in dev. $60-90B SAM by 2027. VMware acquisition enhances enterprise AI. Risks: execution, customer concentration. Long-term bet on customization over general-purpose.
Read full article (6 min)