Marc Bou Malhab
Equity Research & Valuation Portfolio
USC Marshall School of Business · Finance
2
Research Reports
2
DCF Models
Semiconductors
Sector Coverage
10-Yr
Forecast Window
Featured Research
Micron Technology
MU
Rating
BUY
Target
$376.77
Upside
+132%
- Profit-regime transition from trough to durable mid-50s gross margins
- Operating leverage driving EBITDA from $9.1B to $25.3B by FY2026P
- Market under-crediting durability of normalized margin and cash generation
Broadcom Inc.
AVGO
Rating
BUY
Target
$405.06
Upside
+21.8%
- AI custom silicon leadership with structural demand visibility
- VMware integration creates durable, high-margin software franchise
- Debt/EBITDA declining from 1.9x to 0.3x by FY2030P