Added to YB: 2026-09-07
Pitch date: 2026-09-03
AVGO [bullish]
Broadcom Inc.
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
N/A
Price Target
600.00
Dividend
0.73%
EV/EBITDA
33.21
P/E
45.59
EV/Sales
19.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Broadcom after earnings thoughts
AVGO (added to position): Broadcom was added on the dip as its accelerating AI thesis outweighed merely in-line headline guidance. F3Q revenue rose 86% to $29.6B, AI semiconductor revenue surged 221% to $16.7B and EPS beat at $3.32. Management raised FY26 AI revenue to ~$58B and outlined ~$115B in FY27 and ~$230B in FY28. The $600 target applies ~25x to $23.60 CY27 EPS; supply constraints and AI-mix margin pressure remain risks.
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