Broadcom Inc. (AVGO) — closed signal from October 3, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 1, 2026.
Predicted vs. what happened
What happened
Reached its target in 68 days.
The thesis — published October 3, 2025
Broadcom builds key chips and software that run AI and big networks. The stock has paused after a climb, but buying interest is starting to return while the recent average price still tilts higher. A reported $10B custom AI chip agreement and rising AI sales support the next few months. Main risks: orders can shift in timing and the stock is expensive. If buyers step back in, a run toward prior highs is possible.
Primary drivers
- Rising demand for custom chips that power AI data centers and servers
- Recent average price is trending up, hinting buyers are regaining control
- Reports of a multibillion-dollar deal for a custom AI chip program
- Strong investor interest in leading chipmakers within the sector
How it played out
AVGO: target reached in 68 days
Lyra published AVGO at 342.99 on 2025-10-03 with expected growth of 20%. The target was 410.81. The thesis pointed to demand for custom chips that power artificial intelligence data centers, a recent average price that still tilted higher, reports of a multibillion-dollar custom chip program, and investor interest in leading chipmakers.
Inside the window, AVGO reached 413.82 on 2025-12-10, above the 410.81 target. It reached the target in 68 days. By 2026-01-01, it ended at 346.10. The thesis played out because the target was reached before the window closed.
What happened during the window
On 2025-10-13, OpenAI and Broadcom announced a multi-year agreement to co-develop and deploy 10 gigawatts of custom accelerators and rack systems. On 2025-12-11, Broadcom reported fiscal fourth-quarter sales of 18.02 billion and profit of 8.518 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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