Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
AVGO [bullish]
Broadcom Inc.
+25.6%
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
$2.0T
Pitch Price
$330.08
Price Target
N/A
Dividend
0.62%
EV/EBITDA
54.16
P/E
81.23
EV/Sales
29.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SGA U.S. Large Cap Growth New Position: Broadcom Inc.
AVGO: Initiated position. Transforming from custom ASIC provider to full rack-scale solutions vendor w/ Scale-up Ethernet. Diversifying customer base from 3 to 5 committed buyers (incl Anthropic). AI shift from training to inference creates stable revenue streams. 70% semi gross margin, 90% software. Over 20% revenue & earnings growth expected.
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