Broadcom Is on Its Best Run Since 2023. What's Driving the Chip Stock Higher? -- Barrons.com

Dow Jones04-16 23:59

By Nate Wolf

Broadcom's stellar April looked set to continue Thursday as the chip stock rode a resurgent semiconductor trade back toward a record high.

Shares rose 0.3% to $397.78 in midday trading, putting Broadcom on pace to extend its winning streak to eight days. That would be its longest winning streak since December 2023, according to Dow Jones Market Data.

The stock has jumped 28% in April, marking its third best month since the company -- then known as Avago -- went public in 2009. Shares are just off their record closing high of $412.97 set in December.

A broad bounceback in the semiconductor trade has helped. Investors are flooding back into chip stocks after a selloff following the U.S. and Israel's initial attacks against Iran, with the VanEck Semiconductor exchange-traded fund up 19% in April.

BofA Securities now models annual growth of around 25% in the non-memory semiconductor market in 2026, up from an earlier estimate of 22%. Artificial intelligence and data-center markets, analyst Vivek Arya said, are driving the majority of the gains.

Much of Broadcom's recent rise is down to the company's own work, though. Just this month, the company disclosed extended deals with Alphabet's Google, Meta Platforms, and AI start-up Anthropic.

Following the Google and Anthropic deals, UBS lifted its medium-term estimates for Broadcom, projecting the company will ship 7 million tensor processing unit, or TPU, accelerators in 2027. That is up from a previous estimate of 6 million. UBS reiterated a Buy rating on the stock and a $475 price target.

Virtually all analysts are on the same page, with Broadcom remaining one of the most beloved megacap stocks on Wall Street. Of the 54 analysts polled by FactSet, 51 rate Broadcom the equivalent of a Buy.

Write to Nate Wolf at nate.wolf@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

April 16, 2026 11:59 ET (15:59 GMT)

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That would be its longest winning streak since December 2023, according to Dow Jones Market Data. \n</p>\n<p>\n  The stock has jumped 28% in April, marking its third best month since the company -- then known as Avago -- went public in 2009. Shares are just off their record closing high of $412.97 set in December. \n</p>\n<p>\n  A broad bounceback in the semiconductor trade has helped. Investors are flooding back into chip stocks after a selloff following the U.S. and Israel's initial attacks against Iran, with the VanEck Semiconductor exchange-traded fund up 19% in April. \n</p>\n<p>\n  BofA Securities now models annual growth of around 25% in the non-memory semiconductor market in 2026, up from an earlier estimate of 22%. Artificial intelligence and data-center markets, analyst Vivek Arya said, are driving the majority of the gains. \n</p>\n<p>\n  Much of Broadcom's recent rise is down to the company's own work, though. 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That would be its longest winning streak since December 2023, according to Dow Jones Market Data. \n\n\n  The stock has jumped 28% in April, marking its third best month since the company -- then known as Avago -- went public in 2009. Shares are just off their record closing high of $412.97 set in December. \n\n\n  A broad bounceback in the semiconductor trade has helped. Investors are flooding back into chip stocks after a selloff following the U.S. and Israel's initial attacks against Iran, with the VanEck Semiconductor exchange-traded fund up 19% in April. \n\n\n  BofA Securities now models annual growth of around 25% in the non-memory semiconductor market in 2026, up from an earlier estimate of 22%. Artificial intelligence and data-center markets, analyst Vivek Arya said, are driving the majority of the gains. \n\n\n  Much of Broadcom's recent rise is down to the company's own work, though. Just this month, the company disclosed extended deals with Alphabet's Google, Meta Platforms, and AI start-up Anthropic. \n\n\n  Following the Google and Anthropic deals, UBS lifted its medium-term estimates for Broadcom, projecting the company will ship 7 million tensor processing unit, or TPU, accelerators in 2027. That is up from a previous estimate of 6 million. UBS reiterated a Buy rating on the stock and a $475 price target. \n\n\n  Virtually all analysts are on the same page, with Broadcom remaining one of the most beloved megacap stocks on Wall Street. Of the 54 analysts polled by FactSet, 51 rate Broadcom the equivalent of a Buy. \n\n\n  Write to Nate Wolf at nate.wolf@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 16, 2026 11:59 ET (15:59 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2628212797","isCrawlerRequest":true}