Added to YB: 2026-06-09
Pitch date: 2026-06-06
AVGO [neutral]
Broadcom Inc.
-1.5%
current return
Author Info
TheBigBerbowski is focused on finding high-growth companies - DC Infrastructure, Memory, AI. Deep dives, earnings breakdowns, market trends. Sign up for the newsletter.
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.8T
Pitch Price
$402.62
Price Target
N/A
Dividend
0.67%
EV/EBITDA
44.43
P/E
64.20
EV/Sales
24.80
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom $AVGO Q2 2026 Earnings Release
AVGO (earnings): Q2 FY26 rev $22.2B beat est $22.1B; EPS $2.44 vs $2.39; EBITDA $15.2B (69% margin). AI semi rev $10.8B +143% YoY; bookings $30B. Stock -20% in 2 days as mgmt reaffirmed but didn't raise FY27 >$100B guide & Q3 AI guide $16B missed $17.2B est. FY26 AI $56B. Selloff expectations-driven not thesis. Visibility to 2028. Author holds.
Read full article (5 min)