Added to YB: 2025-12-16
Pitch date: 2025-12-12
AVGO [neutral]
Broadcom Inc.
+0.77%
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
$1.7T
Pitch Price
$359.72
Price Target
500.00 (+38%)
Dividend
0.72%
EV/EBITDA
41.87
P/E
60.33
EV/Sales
23.45
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom 4QFY25 Earnings: The Discipline Discount
AVGO (earnings): Physics beats narrative - $73B AI backlog w/ contracted delivery dates, 5 XPU customers vs 1 three years ago, Anthropic $21B binding orders for 2026. Evolving from chip vendor to full AI rack architect - lower gross margins (78%→74%) but 3x revenue base. OpenAI framework is 2027-29 alignment, not 2026 revenue catalyst. Stock sold off 5% on timing clarification despite exceptional Q4: AI semis +74% YoY, $26.9B FCF. VMware $73B backlog funds growth. Bull case: infrastructure utility rerating to $500+.
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