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Added to YB: 2026-07-08

Pitch date: 2026-07-05

AVGO [neutral]

Broadcom Inc.

-1.26%

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

$1.7T

Pitch Price

$373.61

Price Target

367.00 (-2%)

Dividend

0.72%

EV/EBITDA

41.64

P/E

59.99

EV/Sales

23.32

Sector

Semiconductors and Semiconductor Equipment

Category

value

Show full summary:
$AVGO DCF valuation model

AVGO (overview): DCF challenges bullish consensus. Assumes 5Y/5Y rev growth 34%/13.8%, 2.6% perpetuity, 55.3% adj EBITDA margin, 9.8% WACC, 10.2x exit, 12% tax, 1.46 sales/capital. FY25 rev $63.9B (+24%); Q2 FY26 +48%, Q3 guide +75% on AI. PT $367 = fair value; not a buyer here.

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