Added to YB: 2026-08-11
Pitch date: 2026-08-09
AVGO [bullish]
Broadcom Inc.
-1.07%
current return
Author Info
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$2.0T
Pitch Price
$426.99
Price Target
481.92 (+13%)
Dividend
0.61%
EV/EBITDA
49.22
P/E
71.19
EV/Sales
27.57
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom: The AI Arms Dealer That Wins Regardless
AVGO: AI arms dealer selling chips/networking to Google, Anthropic, OpenAI, Meta — wins regardless. Q2'26 AI rev $10.8B (+143%), 3:1 book-to-bill, visibility to 2028. FY26 AI rev guide $56B, 2027 >$100B. Capital-light: $10.26B FCF (46% of rev). PEG 0.58, FV $481.92 (+22.5%), 14% CAGR base. Risks: 6-customer concentration, untested $35B Apollo/Blackstone vehicle, margin headline, AI capex narrative break.
Read full article (8 min)