Added to YB: 2026-03-18
Pitch date: 2026-01-14
AVGO [neutral]
Broadcom Inc.
-7.97%
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
$349.12
Price Target
N/A
Dividend
0.80%
EV/EBITDA
42.52
P/E
63.32
EV/Sales
23.29
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Emerald Wealth Partners Growth Equity Strategy Portfolio Holding: Broadcom Inc.
AVGO (holding update): FQ4 beat, FY2026 guide raised. Q1 AI rev now $8.2B (+100% YoY) vs $6.8B est; FY26 trajectory now ~$50B vs prior $40B. New orders from Anthropic (on Google TPU) + 5th hyperscaler validate custom ASIC strategy. High-speed networking critical for training/inference. Gaining share as AI shifts to cost-efficient inference workloads.
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