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NASDAQ:AVGO
Broadcom (AVGO)
411.38
+0.03 (0.01%)
as of Jun 18, 2026, 11:58:48 pm Market Open.
93 watching
Financials 
Technical Analysis 0
BUY
They've succeeded the last decade by fining less-competitive markets in memory and storage for semis, so it's less volatile than tech. Meanwhile, they're adding a software strategy by buying slow-growth infrastructure companies, which overlaps their existing customer base in networking and infrastructure, so this reduces their sales costs. They just bought VMware which will be accretive. Great stock, though he has taken some profits recently. Tech is still attractive.
Jamie Murray Owned
0
HOLD
They make chips that fit into many applications, like cars. Their 12-month outlook remains pretty good, but worries that microchips are cyclical. So, 12-24 months demand for chips could decline. This is okay for the next 6 months if you already hold, but wouldn't buy more now. He's slightly down on this name, but is confident this will return to new highs.
Bruce MurrayOwned
0
PAST TOP PICK
(A Top Pick Sep 28/20, Up 81%) The specialty chipmakers have done very well as demand remains high. Happy to own this.
Brendan CaldwellOwned
0
TOP PICK
Semis are the most important building blocks of the global economy. About 72-73% of revenue from chips, rest from software. Sells into a broad range of industries. Great recurring revenue. In reflation, you need rising dividends to offset rising rates, and this is a great way to do that instead of a utility or telecom. Yield is 2.66%, growing at 15-20% a year. (Analysts’ price target is $555.34)
David BurrowsOwned
0
BUY
It has a really great management team. They make wireless chips for iPhone, lots of products for data centers and are the epicenter for a lot of big growth projects. They layer acquisitions on top of all this. They are now looking to make another acquisition.
Jamie Murray Owned
0
TOP PICK
A leader across the entire communication sector, set top boxes and all the things Rogers and BCE need. They have server farms and cell phones. Management has a strong record of growth, acquisitions and profitability. It generates 25% of its revenue from infrastructure software. The dividend has grown every year. He sees it growing its earnings 10% and its multiple increases 10-15%, it will generate a very nice return per annum for several years. (Analysts’ price target is $529.45)
Bruce MurrayOwned
0
BUY
Semiconductor companies. They a had a great run over the last decade. He prefers Broadcom. It is one of his largest holdings. He would be buying it here. He sees 3-5 years growth.
Jamie Murray Owned
0
PAST TOP PICK
(A Top Pick Feb 11/20, Up 52%) They make semiconductor and networking chips. Recently they bought up legacy software companies. They roll their products into their account managers. Their gross margins have increased. It is a great capital allocation story. It is not as cheap as it was a year ago.
Jamie Murray Owned
0
PAST TOP PICK
(A Top Pick Sep 28/20, Up 19%) New 3-year deal with Apple. A core holding for him.
Brendan CaldwellOwned
0
BUY
HOLD
Great company, great stock. Has a big piece of consumer products through Apple. Continue to hold. Likes the story a lot.
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