Added to YB: 2025-12-29
Pitch date: 2025-12-24
AVGO [neutral]
Broadcom Inc.
-4.86%
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
$1.6T
Pitch Price
$351.06
Price Target
480.00 (+44%)
Dividend
0.78%
EV/EBITDA
46.37
P/E
69.92
EV/Sales
25.54
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Inc. (AVGO): Comprehensive Analysis and Investment Thesis
AVGO (overview): Custom AI chip leader w/ $73B backlog, projects AI revenue from $12.2B (FY24) to $78B (FY28). VMware integration adds stable software cash flows despite customer friction from 500-600% price increases. Risks: extreme customer concentration (top 5 = 40-50% revenue), margin compression, potential AI capex cycle slowdown. Trading 71x P/E vs $480 target.
Read full article (19 min)