Added to YB: 2024-12-26
Pitch date: 2024-12-21
AVGO [bullish]
Broadcom Inc.
+59.91%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions worldwide.
Market Cap
$2.0T
Pitch Price
$225.09
Price Target
271.00 (-25%)
Dividend
0.57%
EV/EBITDA
60.85
P/E
106.08
EV/Sales
33.44
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Broadcom Inc. – A Deep Dive into this technology conglomerate
AVGO (wait for dip to $210): AI boom driving growth, 220% YoY AI rev to $12.2B. VMware integration ahead of schedule. Q4 rev $14.1B (+51% YoY), EPS $1.42 (+28%). FY24 FCF $19.4B (+10%). Raised dividend 11%. $60-90B AI SAM by FY27. 2-year PT $271 (11% CAGR). Waiting for better entry at $205-210.
Read full article (14 min)