Added to YB: 2025-06-05
Pitch date: 2025-03-31
AVGO [neutral]
Broadcom Inc.
+118.84%
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
$1.8T
Pitch Price
$164.71
Price Target
N/A
Dividend
0.69%
EV/EBITDA
43.47
P/E
62.69
EV/Sales
24.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Sands Capital Select Growth Strategy New Position: Broadcom Inc.
AVGO (new position): Key enabler of AI systems scalability via ethernet networking & custom accelerators. Benefits from AI scaling laws with high bandwidth, low-latency solutions. Growth drivers: ethernet switches gaining share in larger server clusters + market-leading custom chip design services helping clients optimize tech stack & costs.
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