Professional
Added to YB: 2024-07-30
Pitch date: 2024-06-30
AVGO [bullish]
Broadcom Inc.
+98.88%
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
$1.5T
Pitch Price
$158.10
Price Target
N/A
Dividend
0.83%
EV/EBITDA
41.21
P/E
61.30
EV/Sales
22.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aristotle Focus Growth New Position: Broadcom Inc.
AVGO: Leading semiconductor & software co. Strong in data center networking, AI, cloud. R&D focus. VMware acq enhances software biz & AI server upgrades. Mission-critical products w/ high switching costs. Well-positioned for secular growth in AI/cloud. Recurring revenue from infrastructure software. Strong margins in niche markets.
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