Track record · closed signal

Broadcom Inc. (AVGO) — closed signal from January 31, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on May 1, 2026.

Predicted vs. what happened

AVGO price · publication thesis → realized outcomesplit-adjusted

$320.00 – $336.00Entry zone — fair-value band

$331.30Published — price the day we called it

$390.93Target — the price the thesis aimed for

$429.31Peak — highest point inside the window, not a realized return

$421.28Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 74 days.

Peak price

$429.31

peak on April 23, 2026 — not a realized return

Peak gain

+29.6%

peak, from the publication price

Window close

$421.28

end-of-window price, context only

Days to target

Window

January 31, 2026 – May 1, 2026

The thesis — published January 31, 2026

Predicted growth

+18%

over the measurement window

Target price

$390.93

the price the thesis aimed for

Entry zone

$320.00 – $336.00

the fair-value band we waited for

Price at publication

$331.30

published January 31, 2026

Confidence

82%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Broadcom is a leader in the computer chips and networking gear used for building big AI systems. Large cloud companies are planning big AI projects, and Broadcom says it will supply custom chips to OpenAI, which strengthens its role. Because interest-rate news can swing tech stocks, a gradual buy on dips is safer than buying into quick price spikes.

Primary drivers

Deal to supply OpenAI custom chips strengthens sales case
Big cloud providers are increasing AI hardware spending
Strong market size and big-company stock liquidity reduce disruption
Buying on dips lowers risk when prices move fast

How it played out

AVGO: target reached in 74 days

Lyra published AVGO at 331.30 on 2026-01-31 with an 18% expected gain. The thesis pointed to Broadcom's role in chips and networking gear for large artificial intelligence systems, expected cloud hardware spending, a cited OpenAI custom-chip supply deal, and a preference for buying dips because rate news could move tech stocks fast.

Inside the window, AVGO reached the 390.93 target in 74 days. It peaked at 429.31 on 2026-04-23, a 29.6% gain. It ended the window at 421.28. The thesis played out, and the stock finished above the target.

What happened during the window

On 2026-03-04, Broadcom reported fiscal first-quarter results and gave a fiscal second-quarter revenue forecast. On 2026-04-15, Investor's Business Daily reported that Broadcom had announced an extended Meta custom-chip partnership through 2029.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Lyra

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This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

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