Broadcom Inc. (AVGO) — closed signal from October 8, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on January 6, 2026.
Predicted vs. what happened
What happened
Reached its target in 61 days.
The thesis — published October 8, 2025
Broadcom's share price has slipped and seems out of favor, yet interest in quality chip names is picking up. Its new Tomahawk 6, the first 102.4 Tbps Ethernet switch with co-packaged optics, strengthens its edge in AI networks and lowers power use. In the near term, a careful buy for a few months could work as buyers return, while its software arm helps keep results steadier through the usual chip cycle.
Primary drivers
- Share price fell hard recently, so a short-term rebound looks possible
- New Tomahawk 6 switch boosts AI networking speed while cutting power use
- Shares are easy to trade, and investor mood seems to be improving
- Software sales help smooth results when hardware demand rises and falls
How it played out
AVGO: target reached in 61 days
Lyra published AVGO on 2025-10-08 at 342.93 with expected growth of 18%. The thesis pointed to a recent share-price drop, a possible short-term rebound, Tomahawk 6 for artificial intelligence networking, easier trading, improving investor mood, and software sales that could smooth results through the chip cycle.
Inside the window, AVGO reached the target of 403.88 in 61 days. The peak was 413.82 on 2025-12-10, a 20.7% gain. By 2026-01-06 it ended at 343.77. The thesis played out on the target test. It got there, then gave most of the move back.
What happened during the window
On December 12, 2025, The Wall Street Journal reported that Broadcom posted quarterly sales of 18.02 billion and full-year sales of 63.9 billion. The same report said shares fell in after-hours trading as analysts questioned sales forecasts, backlog, and future margins.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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