Added to YB: 2026-08-18
Pitch date: 2026-08-15
AVGO [neutral]
Broadcom Inc.
-1.22%
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
$397.26
Price Target
N/A
Dividend
0.66%
EV/EBITDA
45.31
P/E
65.40
EV/Sales
25.38
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
How Broadcom Makes Money
AVGO (earnings): Q1 2026 rev $22.2B; Semis $15.0B (67.6%, AI networking/ASICs—Tomahawk, Jericho, Google TPUs) + Infrastructure Software $7.2B (32.4%, VMware). GM 77.1%, op margin 67.2%, net income $9.3B (42%). Only 2.7% SG&A via Hock Tan's ruthless M&A cost-cutting. Debt-funded acquisitions.
Read full article (2 min)