Added to YB: 2025-03-18
Pitch date: 2025-03-15
AVGO [bullish]
Broadcom Inc.
+94.2%
current return
Author Info
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Company Info
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.
Market Cap
$1.8T
Pitch Price
$185.61
Price Target
263.00 (-27%)
Dividend
0.69%
EV/EBITDA
43.47
P/E
62.69
EV/Sales
24.35
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Show full summary:
Broadcom Inc. – Impressive but also heavily reliant on AI and hyperscaler CapEx
AVGO: AI-driven Q1 beats, 25% rev growth to $14.9B. AI rev +77% YoY, $4.1B. VMware integration successful. 68% EBITDA margin, 40% FCF margin. $60B net debt manageable. Q2 guide strong: 19% rev growth, 66% EBITDA margin. $263 price target, 11.5% CAGR. Risks: AI slowdown, customer concentration.
Read full article (9 min)