Tiger V
03-12
$Broadcom(AVGO)$ 

I’ve added to my position in AVGO following encouraging analyst and company updates. On March 5, RBC Capital Markets raised its price target to $360, citing a solid Q2 outlook and an even more bullish FY27 projection, highlighting Broadcom’s consistent execution and reliable management visibility. The company’s Q4 2025 results reinforce this confidence: CEO Hock Tan reported record revenue of $19.3 billion, up 29% YoY, driven by AI semiconductor growth, with adjusted EBITDA reaching $13.1 billion, or 68% of revenue. These strong fundamentals and growth in AI demand support the rationale for this investment.

AVGO
03-12 22:18
USBroadcom
SidePrice | FilledRealized P&L
Buy
Open
334.80
0
-5.82%
Holding
Broadcom
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