Broadcom Inc. (AVGO) — closed signal from August 14, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on November 12, 2025 — +13.7% at the close.
Predicted vs. what happened
What happened
Reached its target in 76 days.
The thesis — published August 14, 2025
Broadcom's price has been climbing and the recent average price is rising too, suggesting steady buying. A major bank called it a top AI pick, and a respected model gave it a perfect score, hinting that big investors are active. But the company's results have not fully matched the upbeat mood. The stock looks pricey, and AI orders might cool to a more normal pace, so it's better to buy on dips than chase.
Primary drivers
- Price trend is up, and the recent average price keeps steadily climbing
- Sells parts and software that are heavily used in AI-focused data centers
- Backed by a major bank and a top score from a respected stock rating model
- Share price looks expensive, so build a position in steps to limit downside
How it played out
AVGO: target reached in 76 days
Lyra published AVGO on 2025-08-14 at $311.88 with expected growth of 22%. The thesis pointed to an uptrend, a steadily rising recent average price, data-center demand tied to artificial intelligence, outside analyst support, and a high model score. It also said the stock looked expensive, so entries were meant to be built in steps.
Inside the window, AVGO reached the $379.11 target. It peaked at $385.74 on 2025-10-29, with a 23.7% gain, and reached the target in 76 days. By 2025-11-12, it ended at $354.54. The thesis played out.
What happened during the window
On September 4, 2025, Broadcom reported fiscal third-quarter revenue of $15.95 billion and adjusted earnings per share of $1.69. On October 13, 2025, OpenAI and Broadcom announced a multi-year deal to co-develop and deploy 10 gigawatts of custom accelerators and rack systems.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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