Added to YB: 2026-04-08
Pitch date: 2026-04-05
AVGO [bullish]
Broadcom Inc.
+18.91%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
$314.43
Price Target
415.00 (+11%)
Dividend
0.72%
EV/EBITDA
41.64
P/E
59.99
EV/Sales
23.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom Inc. - $AVGO
AVGO: BUY at $310, PT $415 (34% upside). $73B AI backlog (18mo delivery) implies $48B FY26-27 rev vs consensus $36-38B. Custom XPUs (Google TPU7, Meta, Apple) at 70% GM driving 75% AI rev growth to $35B FY26, $48B FY27. VMware 80% upsell to VCF at 3-4x prior spend, 90%+ GM, tracking $25B ARR. 31x FY27E EV/EBITDA. Net debt $49B→$5B by FY27 on $37-48B FCF. Catalysts: Q2 beat, 3rd hyperscaler disclosure, VCF renewal data. Risks: hyperscaler capex cut, 20%+ VMware churn, TSMC geopolitical.
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