Added to YB: 2025-06-10
Pitch date: 2025-06-06
AVGO [neutral]
Broadcom Inc.
+29.35%
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
$243.08
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
Broadcom Earnings — Broadcom's AI Infrastructure Kingdom Keeps Expanding
AVGO (earnings update): Q2 revenue $15B (+20% YoY) with AI revenue up 46% to $4.4B. AI networking +170% YoY. VMware acquisition delivers 76% margins with 87% subscription conversion. Operates as AI infrastructure utility with lock-in effects. Q3 guidance: $5.1B AI revenue (+60% YoY). Undervalued vs cyclical semis despite utility-like characteristics.
Read full article (4 min)