Track record · closed signal

Broadcom Inc (AVGO) — closed signal from July 20, 2026

Near target Published before the outcome was known, scored automatically when the window closed on October 18, 2026 — -13.3% at the close.

Predicted vs. what happened

AVGO price · publication thesis → realized outcomesplit-adjusted

$365.00 – $380.00Entry zone — fair-value band

$379.10Published — price the day we called it

$439.76Target — the price the thesis aimed for

$432.73Peak — highest point inside the window, not a realized return

$328.75Window close — end-of-window price, context only

What happened

Near target

Came within reach: 88% of the predicted growth at its peak, just short of the target.

At window close

-13.3%

realized, from the publication price to the last close inside the window

Peak gain

+14.1%

peak, from the publication price — not a realized return

S&P 500, same window

+3.1%

SPY over the identical days, dividend-adjusted

Window close

$328.75

last close inside the window, ended October 18, 2026

Peak price

$432.73

peak on August 10, 2026 — not a realized return

Days to target

—

The thesis — published July 20, 2026

Predicted growth

+16%

over the measurement window

Target price

$439.76

the price the thesis aimed for

Entry zone

$365.00 – $380.00

the fair-value band we waited for

Price at publication

$379.10

published July 20, 2026

Confidence

72%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Broadcom combines AI networking chips, custom AI processors and infrastructure software, which supports strong growth and profit margins. The shares are trading below the short-term trend but have shown early signs of picking up, suggesting a possible rebound. Near-term upside looks modest for 0-3 months because of company debt and current valuation.

Primary drivers

AI networking and custom AI chips should boost sales
Infrastructure software adds steady, repeatable revenue
Improving price momentum hints at an early rebound
Money shifting to other chip types shows demand but raises swings

How it played out

AVGO: the thesis partially played out

Lyra published AVGO at $379.10 with expected growth of 16% over the short term. The thesis pointed to networking chips and custom processors for artificial intelligence, repeatable infrastructure software revenue, and improving price momentum. It also cited debt, valuation, and swings in chip demand as limits on near-term upside.

The shares reached a peak of $432.73 on August 10, a gain of 14.1%. That stayed below the $439.76 target, so the target was never reached. AVGO ended the window at $328.75 on October 18. The expected rebound came close to the target early, but it did not hold. The thesis partially played out.

What happened during the window

On September 2, 2026, Broadcom reported third-quarter revenue of $29.6 billion, up 86% from the prior-year period. It also reported $16.7 billion in semiconductor revenue tied to artificial intelligence, up 221% year over year.

Broadcom Announces Third Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend

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

Lyra

Read the next call before it closes.

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

See today’s picks All AVGO signals