Broadcom Inc. (AVGO) — closed signal from January 15, 2026
Target reached Published before the outcome was known, scored automatically when the window closed on April 15, 2026.
Predicted vs. what happened
What happened
Reached its target in 90 days.
The thesis — published January 15, 2026
Broadcom makes chips and enterprise software used in data centers, so it can benefit from more AI computing. A new 25% tariff on AI chips caused worry, but exemptions for data-center and AI uses mean demand may not fall as much as feared. The stock is forming a base; consider buying on weakness and add later if the price action clearly improves.
Primary drivers
- Growing need for AI hardware in data centers supports chip and networking sales
- Tariff exemptions for data-center uses lessen the chance of a big demand drop
- The stock is forming a base, so accumulate in stages rather than chase moves
- Exposure to chips and infrastructure software gives multiple paths to revenue growth
How it played out
AVGO: target reached in 90 days
Lyra published AVGO on 2026-01-15 at 346.97, with 14% expected growth. The thesis pointed to growing need for artificial intelligence hardware in data centers, tariff exemptions for data-center uses, a base-forming stock setup, and exposure to both chips and infrastructure software.
Inside the window, AVGO reached a peak of 397.08 on 2026-04-15. That was above the 395.55 target, and the target was reached in 90 days. The stock ended at 396.72, still above the target. The thesis played out.
What happened during the window
On 2026-03-04, Broadcom reported fiscal first-quarter adjusted earnings of 2.05 per share on revenue of 19.31 billion and guided fiscal second-quarter revenue to 22 billion. On 2026-04-15, Investor's Business Daily reported that Broadcom had announced an expanded Meta partnership for custom artificial intelligence processors.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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