Broadcom Inc. (NASDAQ:AVGO) is among the most profitable mega cap stocks to buy. On February 6, Cathie Wood’s ARK ETF posted the daily trades for the day, outlining a significant purchase of Broadcom Inc. (NASDAQ:AVGO) shares. Through the acquisition of 87,148 shares, ARK invested around $27 million in the company. A day prior to this, Jefferies maintained its Buy rating and $500 price target on Broadcom Inc. (NASDAQ:AVGO), which translates to an upside potential of approximately 45%. The firm highlighte ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the letter can be downloaded here. The fourth quarter of 2025 marked strong divergence from the market. Market leadership by AI beneficiaries and revival of cyclical sectors dominated the market, while quality growth strategies faced challenges. In Q4 2025, the portfolio returned 0.8% (Gross) and 0.6% (Net) compared to the MSCI EM Net TR Index ...

Group 1: Fund Performance - Baron Durable Advantage Fund returned 2.6% in Q4 2025, closely matching the S&P 500 Index's return of 2.7% [1] - The Fund achieved a total return of 16.6% in 2025, compared to 17.9% for the S&P 500 Index and 16.1% for the Morningstar Large Growth Category average [1] Group 2: Investment Focus - In 2026, the Fund aims to invest in high-quality, large-cap companies with strong competitive advantages and consistent shareholder returns, amidst geopolitical changes, regulatory trends, and advancements in artificial intelligence [1] Group 3: Taiwan Semiconductor Manufacturing Company (TSMC) - TSMC is highlighted as a significant contributor to the Fund's performance, with shares increasing by 9.0% in Q4 2025 and 55.5% for the entire year [3] - TSMC's stock closed at $361.91 on February 10, 2026, with a one-month return of 10.64% and a 75.36% increase over the past twelve months [2] - TSMC raised its 2025 revenue growth guidance to "close to mid-30s%" in USD terms, driven by strong demand for AI chips [3] - TSMC holds a 90% market share in leading-edge semiconductor manufacturing and 65% overall, indicating its unmatched competitive position [3] - The company is positioned to benefit from sustained growth due to the ongoing AI buildout, regardless of market share dynamics among competitors like NVIDIA and AMD [3]

Group 1 - Cooper Investors Global Equities Fund reported a portfolio return of -3.3% in Q4 2025, resulting in a yearly return of 2.6% affected by approximately 5% currency fluctuations [1] - The fund achieved an annualized return of 14.2% over the past three years, while the MSCI AC World Index had an annualized return of 21.3% during the same period [1] - The firm emphasizes a long-term investment strategy aimed at providing risk-adjusted returns above the market [1] Group 2 - Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is highlighted as a key stock in the fund's portfolio, with a market capitalization of $1.877 trillion [2] - TSMC's stock closed at $361.91 per share on February 10, 2026, with a one-month return of 10.64% and a twelve-month increase of 75.36% [2] - The fund has been invested in TSMC since May 2020, during which the company has achieved Earnings per Share growth of nearly 30% per annum and investment returns exceeding 36% on an annualized basis [3] - Recent growth for TSMC has been driven by demand for chips used in High Performance Computing applications, particularly in AI [3]

Broadcom Inc. (NASDAQ:AVGO) is one of the stocks Jim Cramer looked at recently. A caller asked if it is a good time to invest in the stock, and Cramer replied: Okay, I’m [of] two minds on Broadcom. It’s not a good time to get into it, but it’s a great company. So what are we going to do? We’re going to let it come down. It did bounce today. We’re going to hope that Hock Tan does a buyback. He’s got the earnings. I’m going to throw in, let me throw in NVIDIA… This company is a winner in this environment, n ...

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Hottest Stocks to Buy in 2026. On January 23, Cathie Wood made another purchase of Broadcom Inc. (NASDAQ: AVGO) shares, marking her fourth trade in the semiconductor firm this month. Through her Ark Innovation ETF (ARKK) and Ark Next Generation Internet ETF (ARKW), Wood added 49,048 shares of AVGO valued at $15.96 million on January 23. Cathie Wood Remains Bullish on Broadcom Amid AI and Datacenter Exposure Copyright: limonzest / 123RF Stock Photo Earlier, W ...

Core Viewpoint - Broadcom Inc. (NASDAQ:AVGO) is viewed positively by hedge funds, with Wells Fargo raising its price target and upgrading the stock due to confidence in new catalysts through 2026 [1]. Group 1: Financial Projections - Broadcom's AI semiconductor revenue is projected to reach $52.6 billion in 2026, reflecting a 116% year-over-year increase, and $93.4 billion in 2027, marking a 78% year-over-year increase [2]. - The non-AI semiconductor revenue outlook remains stable, with modest double-digit year-over-year growth expected for the Infrastructure Software business in FY2026, supported by a pipeline of approximately $73 billion at the end of FY25 [3]. Group 2: Company Overview - Broadcom Inc. designs, develops, and supplies a variety of semiconductor devices and infrastructure software solutions globally, operating in two main segments: Semiconductor Solutions and Infrastructure Software [4].

Core Viewpoint - Broadcom Inc. is viewed as a strong investment opportunity, particularly in the context of artificial intelligence, despite recent stock price declines [1][2]. Company Overview - Broadcom Inc. (NASDAQ:AVGO) specializes in semiconductor devices and infrastructure software, providing solutions for networking, connectivity, and storage [2]. - The company's products are utilized across various applications, including data centers, telecommunications, broadband, smartphones, industrial systems, and AI networking [2]. Recent Performance - Broadcom experienced a significant stock drop of 11.4% following a poorly received quarterly report, which also affected the broader AI data center stock group [2]. - Despite the recent decline, Broadcom reported a healthy top and bottom-line beat, along with strong sales and EBITDA guidance for the current quarter [2]. Market Position - The company is considered one of the more affordable options for investing in artificial intelligence, with ongoing growth in both software and hardware sectors [1]. - Broadcom's collaboration with major tech companies, such as Google, is expanding, indicating potential for future growth [1].

Group 1 - Broadcom Inc. (NASDAQ:AVGO) is recognized as one of the 15 Best S&P 500 Stocks to consider for 2026, with significant interest from investors like Cathie Wood, who purchased over 143,000 shares worth $50.74 million during a dip in share price [1] - Analysts are optimistic about Broadcom, with 92% of the 53 analysts covering the stock rating it as a Buy, and the shares have increased over 50% in the past year, indicating strong market performance [2] - Jefferies has maintained a Buy rating on Broadcom, designating it as a Top Pick, with a price target set at $500 and expectations for the company's EPS to exceed $19 per share by CY2028 [3] Group 2 - Broadcom is a leading designer and developer of semiconductor devices and infrastructure software solutions, operating through its Semiconductor Solutions and Infrastructure Software segments [4]

Company Overview - Broadcom Inc., founded in 1961 and based in Palo Alto, California, specializes in designing, developing, and supplying semiconductor devices and infrastructure software solutions globally. The company has a market capitalization of $1.6 trillion and is set to release its Q1 2026 earnings soon [1]. Earnings Expectations - Analysts project Broadcom to generate earnings of $1.66 per share for Q1 2026, reflecting an 18.6% increase from $1.40 per share reported in the same quarter last year. The company has exceeded bottom-line estimates in two of the past four quarters while missing in two [2]. - For fiscal 2026, the expected EPS is $8.46, indicating a 50.3% rise from $5.63 reported in fiscal 2025. Furthermore, EPS is anticipated to increase nearly 45.4% year over year to $12.30 in fiscal 2027 [3]. Stock Performance - Broadcom's stock has surged 36.8% over the past 52 weeks, outperforming the S&P 500 Index's 13.7% rise and the State Street Technology Select Sector SPDR ETF's 21.8% return during the same period [4]. Product Launch - On January 6, Broadcom's stock experienced a slight increase following the launch of its next-generation BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, BCM6714 and BCM6719, further enhancing its connectivity portfolio [5]. Analyst Ratings - The consensus opinion among analysts is highly bullish, with a "Strong Buy" rating overall. Out of 42 analysts covering the stock, 36 recommend a "Strong Buy," three suggest a "Moderate Buy," and three are neutral with a "Hold" rating. The average analyst price target is $455.22, indicating a potential upside of 38.4% from current levels [6].