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Added to YB: 2024-10-15

Pitch date: 2024-10-15

AVGO [bullish]

Broadcom Inc.

+103.61%

current return

Author Info

No bio for this author

Company Info

Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.

Market Cap

$2.0T

Pitch Price

$176.78

Price Target

220.00 (-39%)

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:
Broadcom's AI Growth Potential Drives Mizuho to Raise Price Target to $220

AVGO: Mizuho PT $220. OpenAI custom AI chip win could unlock $16B/yr opp. by 2H25-2026E. 2nd in accelerator market after NVDA. F25E rev/EPS raised to $61.3B/$6.27, F26E to $68.6B/$7.31. AI rev growing >70% CAGR (F23-26E), leading GM/OM at 77%/61%. PT based on 35x F25E EPS.

Read full article (1 min)