Professional
Added to YB: 2025-10-30
Pitch date: 2025-09-30
AVGO [bullish]
Broadcom Inc.
+9.69%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$2.0T
Pitch Price
$328.14
Price Target
N/A
Dividend
0.57%
EV/EBITDA
60.85
P/E
106.08
EV/Sales
33.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Polen Global Growth New Position: Broadcom Inc.
AVGO (new position): Leading custom AI chip provider capturing significant enterprise spending. As GenAI matures & inference workloads grow, custom chips expected to gain larger market share. Positioned for ~20% earnings growth over 3-5 years. Mid-to-high 30s multiple deemed fair valuation.
Read full article (1 min)