Added to YB: 2026-09-07
Pitch date: 2026-09-04
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
N/A
Dividend
0.73%
EV/EBITDA
33.21
P/E
45.59
EV/Sales
19.47
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Why I Sold META and Why Broadcom Looks Cheap
AVGO: Broadcom looks reasonably valued rather than outright cheap after a slight earnings selloff. Fiscal Q3 revenue rose 86% to $29.6B as AI semiconductor revenue grew 221% to $16.7B, but Q4 guidance of $34.8B came just below the $35.03B consensus. AI mix reduced non-GAAP gross margin by roughly 210 basis points to 75%, though operating margin rose to about 68%; management targets $115B of AI semiconductor revenue in FY27 and $230B in FY28. The smaller Broadcom sleeve is intended to diversify a Nvidia-heavy portfolio while retaining AI semiconductor exposure.
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