Added to YB: 2026-06-11
Pitch date: 2026-06-09
AVGO [neutral]
Broadcom Inc.
-2.46%
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
$1.9T
Pitch Price
$381.50
Price Target
900.00 (+129%)
Dividend
0.66%
EV/EBITDA
45.36
P/E
65.27
EV/Sales
25.32
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom 2QFY26: The Phase Transition
AVGO (overview): Q2FY26 rev record $22.2B, EBITDA $15.2B (69% margin), FCF $10.3B; AI semis $10.8B (+143% YoY), guided $16B Q3, ~$56B FY26, >$100B FY27. Stock sold off vs buy-side bar. Thesis shifts: not rack prime contractor but financeable AI infra silicon/networking layer. Bull (reclassification): FY29 EPS $38-42, $760-900. Base: $480-610. Bear (Google second-sourcing, capex reversion, margin compression): $250-350. At ~$386, cheap only if out-years arrive on time.
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