Added to YB: 2025-12-17
Pitch date: 2025-12-13
AVGO [bullish]
Broadcom Inc.
-12.77%
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
$360.44
Price Target
548.00 (+74%)
Dividend
0.83%
EV/EBITDA
41.21
P/E
61.30
EV/Sales
22.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom – The AI Winner Most Investors Still Underestimate
AVGO: AI infrastructure powerhouse beats Q4 estimates w/ $18B revenue (+28% YoY), driven by 74% AI semiconductor growth to $6.5B. Custom silicon backlog hits $73B across Google, OpenAI, Anthropic deals. Raised FY26 estimates 50% to $96.5B revenue on accelerating XPU demand. 15.5% CAGR to $548 target despite margin pressure from product mix shift.
Read full article (19 min)