Broadcom (AVGO) Surged Following the News of $10 Billion Booking Order

3 days ago 6

Soumya Eswaran

Thu, November 27, 2025 astatine 7:04 AM CST 3 min read

Sands Capital, an concern absorption company, released its “Sands Capital Select Growth Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. U.S. large-cap maturation equities continued to retrieve from a crisp sell-off successful aboriginal April. Strong firm earnings, capitalist enthusiasm astir artificial quality (AI), and increasing expectations for Federal Reserve argumentation easing drove the robust gains. The portfolio returned 6.3% (net) successful the quarter, compared to the benchmark's 10.5% gain. You tin cheque the fund’s apical 5 holdings to cognize much astir its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Sands Capital Select Growth Strategy highlighted stocks specified arsenic Broadcom Inc. (NASDAQ:AVGO). Broadcom Inc. (NASDAQ:AVGO) is simply a starring exertion institution that designs and develops assorted semiconductor and infrastructure bundle solutions. The one-month instrumentality of Broadcom Inc. (NASDAQ:AVGO) was 3.00%, and its shares gained 148.99% of their worth implicit the past 52 weeks. On November 26, 2025, Broadcom Inc. (NASDAQ:AVGO) banal closed astatine $397.57 per share, with a marketplace capitalization of $1.877 trillion.

Sands Capital Select Growth Strategy stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its 3rd 4th 2025 capitalist letter:

"Broadcom Inc. (NASDAQ:AVGO) is simply a cardinal enabler of systems scalability and compute maturation done ethernet networking and customized accelerators. In the 3rd quarter, Broadcom delivered 63 percent year-over-year maturation successful AI semiconductor revenues. However, the cardinal accelerator for shares of the concern was the quality that Broadcom booked $10 cardinal successful orders to present customized semiconductor spot designs to a 4th customer. This volition materially interaction 2026 revenues and successful our view, further solidifies Broadcom’s presumption arsenic the preferred supplier of customized AI-chip plan services that allows businesses to optimize hardware for their circumstantial workloads."

A Strong Buy Pick Backed by Robust Cash Flow and Dividend Growth

Broadcom Inc. (NASDAQ:AVGO) is successful the 12th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 156 hedge money portfolios held Broadcom Inc. (NASDAQ:AVGO) astatine the extremity of the 2nd quarter, compared to 158 successful the erstwhile quarter. In the fiscal 3rd 4th of 2025, Broadcom Inc. (NASDAQ:AVGO) reported record revenue of $16 billion, up 22% year-over-year. While we admit the imaginable of Broadcom Inc. (NASDAQ:AVGO) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.