Added to YB: 2026-06-16
Pitch date: 2026-06-13
AVGO [neutral]
Broadcom Inc.
-0.4%
current return
Author Info
JP Insights is analyzing the companies powering AI’s physical layer — semiconductors, datacenters, energy, and robotics. Focused on innovation-driven value and long-term reinvestment efficiency. 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
$395.51
Price Target
N/A
Dividend
0.68%
EV/EBITDA
44.08
P/E
63.59
EV/Sales
24.69
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom: Consensus Models the Guidance. The Order Book Models Something Else
AVGO (earnings update): FQ2 rev $22.2B (+48%), AI rev $10.8B (+143%) but booked $30B (3x book-to-bill). Author argues consensus FY28 AI rev $162B is a fade artifact; his scenario sees $204B (~18% upside), implying ~$29 EPS vs $25 consensus. At $385, 13x scenario EPS. Bear: power/supply sequencing slippage to 2029. Watch Sept 3 print.
Read full article (7 min)