Added to YB: 2026-07-21
Pitch date: 2026-07-17
AVGO [bullish]
Broadcom Inc.
-0.16%
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
$1.8T
Pitch Price
$378.76
Price Target
501.58 (+33%)
Dividend
0.70%
EV/EBITDA
42.81
P/E
61.72
EV/Sales
23.98
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom at $285: The Price One Whale Says We'll Never See
AVGO (sold puts): Sold 800x $300 Nov 2026 puts at $15, $1.2M premium, breakeven $285 (23% downside cushion, $12 above 52wk low). Q2 FY26 rev $22.19B (+48% YoY), AI rev $10.8B (+143%), 8th straight EPS beat. Apple locked through 2031 (~$30B). Q3 guide $29.4B; targets $100B AI rev 2027. Avg PT $501.58, IV mid-50s overpriced.
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