Added to YB: 2026-03-12
Pitch date: 2026-01-13
AVGO [bullish]
Broadcom Inc.
+9.88%
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
$1.8T
Pitch Price
$347.57
Price Target
N/A
Dividend
0.70%
EV/EBITDA
42.81
P/E
61.72
EV/Sales
23.98
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Jensen Quality Growth Equity Composite New Position: Broadcom Inc.
AVGO (new position): Global tech co designing semiconductors & infrastructure software foundational to cloud, enterprise, telecom networks. Core supplier in AI build-out via custom AI accelerators co-developed w/ hyperscalers, high-speed Ethernet switches/routers/optical components. Exposure to AI compute, high-bandwidth networking, Ethernet-based fabric migration. Upgraded business quality, strong mgmt alignment. Attractive long-duration compounder.
Read full article (1 min)