Added to YB: 2026-09-07
Pitch date: 2026-09-03
AVGO [neutral]
Broadcom Inc.
Author Info
Gaetano shares institutional-quality research on the future of AI infrastructure and photonics. Deep dives, timely updates, and real education built for conviction investors. Sign up for the newsletter.
Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.7T
Pitch Price
N/A
Price Target
N/A
Dividend
0.73%
EV/EBITDA
33.21
P/E
45.59
EV/Sales
19.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
AVGO (Broadcom) Earnings + Signals for Networking
AVGO (earnings): Broadcom’s setup became more interesting after management forecast AI revenue of ~$115B in FY27 and ~$230B in FY28, with supply secured, while the shares remained near $364. Rough assumptions put the stock at ~12x FY28 earnings if that roadmap is achieved, versus ~19-20x FY27 adjusted EPS. Q3 AI semiconductor revenue rose 221% year over year, but the near-term bar remains high and execution on infrastructure, deployment and margins is unresolved.
Read full article (7 min)