Here’s What Lifted Broadcom (AVGO) in Q3

Core Insights - Carillon Tower Advisers released its third-quarter 2025 investor letter for the Carillon Eagle Growth & Income Fund, highlighting the S&P 500 Index's year-to-date return of 13.7% and the significant role of AI deployment as a market catalyst [1] Company Overview - Broadcom Inc. (NASDAQ:AVGO) is identified as a leading technology company specializing in semiconductor and infrastructure software solutions [2] - The stock closed at $351.96 per share on November 11, 2025, with a market capitalization of $1.662 trillion [2] Performance Metrics - Broadcom Inc. reported a one-month return of 0.18% and a remarkable 102.77% increase in share value over the last 52 weeks [2] - In the fiscal third quarter of 2025, Broadcom achieved record revenue of $16 billion, reflecting a 22% year-over-year growth [4] Strategic Developments - The management team of Broadcom announced a significant new customer that is expected to positively impact financial results in the second half of 2026, indicating a trend of new customer acquisitions favoring its semiconductor technology [3] - The company is positioned as a strong buy due to robust cash flow and dividend growth, ranking 12th among the 30 most popular stocks among hedge funds [4]