Professional
Added to YB: 2025-06-26
Pitch date: 2025-03-31
AVGO [neutral]
Broadcom Inc.
+127.01%
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
$1.8T
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
Baron Opportunity Fund Portfolio Holding: Broadcom Inc.
AVGO (holding update): Leading fabless semiconductor/software co (60%/40% rev split) beat expectations. AI revenue $4.1B quarterly, +77% YoY offsetting wireless/industrial decline. VMware integration driving software growth. Stock retreated on market tariff concerns despite strong results. Well-positioned with 3 custom AI accelerator customers (incl. Google's TPU) plus pipeline of 4 more partners.
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