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.
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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