Broadcom Inc. (AVGO) — closed signal from July 6, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 4, 2025.
Predicted vs. what happened
What happened
Reached its target in 61 days.
The thesis — published July 6, 2025
Broadcom's shares jumped 28% in May-June and now sit just under $280. Days with price gains show heavier trading, signaling steady buying interest. Last quarter sales hit a record $15 B, with AI chips up 46%. Selling VeloCloud lets the firm focus on higher-margin chips. A move above $280 usually sparks automatic buying from investment funds, aiming for $297-$300 within three months, while the recent average price near $265 offers a safety net.
Primary drivers
- Price resting below $280 with strong buying hints it could soon climb higher.
- Record Q2 sales and AI revenue up 46% show demand is strong despite tariffs.
- Market excitement is high even as basics lag, and big trading volume backs it up.
- Tariff news on July 9 might drop price to $265, giving a cheaper entry point.
How it played out
AVGO: target reached in 61 days
Lyra published AVGO at $274.18 on 2025-07-06 with expected growth of 23%. The target was $336.03. The thesis pointed to buying interest below $280, record Q2 sales of $15 B, artificial intelligence chip revenue up 46%, the VeloCloud sale, and a possible move toward $297-$300 within three months.
Inside the window, AVGO reached a peak of $372.88 on 2025-09-11. That was a 36% peak gain, and the target was reached in 61 days. The stock ended the window at $337.72, still above the target. The thesis played out.
What happened during the window
On 2025-09-04, Broadcom reported fiscal third-quarter revenue of $15.95 billion and adjusted earnings of $1.69 per share. On 2025-09-05, Investor's Business Daily reported that Broadcom had announced orders from a fourth custom artificial intelligence processor customer.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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