Added to YB: 2026-09-04
Pitch date: 2026-09-02
AVGO [bullish]
Broadcom Inc.
+1.54%
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
$351.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
33.99
P/E
46.88
EV/Sales
20.01
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom earnings preview
AVGO (earnings): Broadcom’s July-quarter print and October outlook are positioned to beat expectations as Google TPU v8i, Meta MTIA Iris and Tomahawk 5 ramp alongside a legacy-semiconductor recovery. Channel checks indicate Broadcom remains Google’s exclusive volume partner for TPU v8-v11 under an agreement increasing purchases through 2031. FY26 AI revenue is projected above $56B, while upside depends on backlog commentary and eventual expansion of the current FY27 target above $100B.
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