Professional
Added to YB: 2024-07-30
Pitch date: 2024-06-30
AVGO [bullish]
Broadcom Inc.
+162.22%
current return
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
$2.0T
Pitch Price
$158.10
Price Target
N/A
Dividend
0.62%
EV/EBITDA
54.16
P/E
81.23
EV/Sales
29.66
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aristotle Focus Growth New Position: Broadcom Inc.
AVGO: Leading semiconductor & software co. Strong in data center networking, AI, cloud. R&D focus. VMware acq enhances software biz & AI server upgrades. Mission-critical products w/ high switching costs. Well-positioned for secular growth in AI/cloud. Recurring revenue from infrastructure software. Strong margins in niche markets.
Read full article (1 min)