Added to YB: 2026-04-02
Pitch date: 2026-03-30
AVGO [bullish]
Broadcom Inc.
+20.64%
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
$298.79
Price Target
420.00 (+14%)
Dividend
0.69%
EV/EBITDA
43.47
P/E
62.69
EV/Sales
24.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Custom Silicon Is Winning. Here's Who Wins With It. - Broadcom Inc.
AVGO: Silent kingmaker of AI infrastructure; designs custom silicon (XPUs) for hyperscalers (Google, Meta, OpenAI, Anthropic); 6 major XPU clients now. Q1 AI semi rev $8.4B (+106% YoY), Q2 guide $10.7B (+140% YoY). CEO sees >$100B AI chip rev by 2027. 90% custom ASIC market share. Forward P/E 23x, PEG 0.57 vs peers ~2x. PT $420 (~41% upside). Risks: VMware backlash/lawsuit, Apple in-housing chips, XPU margin dilution, geopolitical exposure.
Read full article (5 min)