Broadcom (AVGO) Forecast: AI Revenue Beyond This Year’s 50–60% Surge

2 weeks ago 9

Soumya Eswaran

Fri, December 5, 2025 astatine 7:35 AM CST 3 min read

Harding Loevner, an plus absorption company, released its “Global Equity Strategy” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The money returned 2.62% gross (2.52% net) successful the 3rd 4th of 2025, compared to a 7.74% instrumentality for the MSCI All Country World Index and 7.36% summation for the MSCI World Index. YTD, the strategy roseate 10.61% (net) compared to 18.86% and 17.83% for the indexes. The steadfast highlighted successful the missive that the past six months represented 1 of the strongest momentum phases successful implicit 70 years. Since the opening of the year, high-momentum stocks person outperformed low-momentum stocks by a singular 45 percent points, with overmuch of the maturation driven by advancements successful AI. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harding Loevner Global Equity 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 9.04%, and its shares gained 112.24% of their worth implicit the past 52 weeks. On December 4, 2025, Broadcom Inc. (NASDAQ:AVGO) banal closed astatine $381.03 per share, with a marketplace capitalization of $1.799 trillion.

Harding Loevner Global Equity Strategy stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its 3rd 4th 2025 capitalist letter:

"In IT, our overweight successful semiconductor and semiconductor-equipment holdings ASML and Broadcom Inc. (NASDAQ:AVGO) were helpful. The second raised its outlook for adjacent year, predicting that Al gross maturation volition accelerate from this year's complaint of 50-60%. Management didn't disclose its underlying gross estimates but indicated a "fairly worldly increase."

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Broadcom Inc. (NASDAQ:AVGO) is successful the 12th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 183 hedge money portfolios held Broadcom Inc. (NASDAQ:AVGO) astatine the extremity of the 3rd quarter, which was 156 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.