Jeremy Grantham Advocates for Quality Stocks, Global Value Investments, and Japanese Markets
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 31 2025
0mins
Should l Buy AVGO?
Source: Barron's
Background: Jeremy Grantham, an influential investor, was born during the Great Depression and has navigated various economic cycles throughout his career.
Upcoming Publication: He will release a book titled The Making of a Permabear on January 13, which reflects on his investment experiences.
Investment Philosophy: Grantham emphasizes the concept of mean reversion as a core principle of his investment strategy.
Personal Insights: The book is noted for its blend of humor and humility, offering readers a glimpse into Grantham's perspective on investing.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AVGO?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AVGO
Wall Street analysts forecast AVGO stock price to rise
30 Analyst Rating
29 Buy
1 Hold
0 Sell
Strong Buy
Current: 313.840
Low
370.00
Averages
457.75
High
525.00
Current: 313.840
Low
370.00
Averages
457.75
High
525.00
About AVGO
Broadcom Inc. is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software and security solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides a variety of radio frequency semiconductor devices, wireless connectivity solutions, custom touch controllers, and inductive charging solutions for mobile applications. Its infrastructure software segment includes its private and hybrid cloud, application development and delivery, software-defined edge, application networking and security, mainframe, distributed and cybersecurity solutions, and its FC SAN business. It provides a portfolio of software solutions that enable customers to plan, develop, automate, manage and secure applications across mainframe, distributed, mobile and cloud platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
BJ's Wholesale Club Guidance Falls Short, Trade Desk Shares Surge
- BJ's Guidance Miss: BJ's Wholesale Club's full-year adjusted earnings guidance of $4.40 to $4.60 per share fell short of the $4.66 consensus, leading to a 4.5% drop in shares, despite beating fourth-quarter earnings and revenue expectations, indicating pressure in a competitive retail environment.
- Trade Desk Surge: Shares of Trade Desk soared 19% following reports of early talks with OpenAI regarding ad sales, suggesting potential new revenue streams and reflecting market optimism about the company's future growth prospects.
- Broadcom Strong Results: Broadcom reported a 29% year-over-year revenue increase in its fiscal first quarter, with adjusted earnings per share of $2.05 exceeding the $2.03 analyst estimate, resulting in a 6.4% stock price increase, showcasing robust performance and sustained market demand in the semiconductor sector.
- Veeva Systems Beats Expectations: Veeva Systems posted fourth-quarter earnings of $2.06 per share, surpassing the $1.93 analyst estimate, with revenue of $836 million exceeding the $811 million consensus, leading to a 10% stock price increase, highlighting the company's competitiveness and growth potential in the cloud solutions market.
See More
Astera Labs Positioned to Benefit from AI Growth Potential
- Investment Rating Upgrade: Loop Capital initiated coverage on Astera Labs with a buy rating and a $250 price target, indicating a potential upside of 120% from Wednesday's close, reflecting strong market optimism about its future growth prospects.
- Strong Customer Dependency: Amazon remains Astera Labs' largest customer, driving its lucrative Scorpio platform, and the analyst believes that Amazon's usage targets for Tranium 3 and 4 chips may materially exceed market expectations, further solidifying Astera's market position.
- AI Market Opportunities: The analyst noted that Astera Labs has opportunities across various generative AI silicon types (such as GPUs, Traniums, and TPUs), capable of addressing critical pain points in the AI server and cluster experience, with its value and importance increasing as server and cluster complexity grows.
- Industry Leadership Position: Despite facing intense competition and ongoing innovation, Astera Labs is viewed as a leader at the intersection of key AI infrastructure trends, with the potential for additional revenue growth, particularly benefiting from stronger Nvidia GPU and overall AI accelerator shipment increases.
See More
Laurene Powell Jobs Invests in AI Startups Amid Bubble Fears
- Investment Activity: Laurene Powell Jobs' Emerson Collective participated in a $1 billion fundraising for World Labs, indicating that ultra-wealthy families are actively investing in AI despite concerns over a potential bubble in the market.
- Product Innovation: World Labs' first product, Marble, enables users to create and edit 3D world models using text and image prompts, showcasing the application potential of AI technology in creative fields, which may attract more user and investor interest.
- Market Trends: According to Crunchbase data, AI-related startups raised a total of $171 billion in February, pushing the overall startup funding from all investors to a record $189 billion for the month, reflecting strong market confidence in AI technology.
- Risks and Opportunities: Although former Google CEO Eric Schmidt warned of hacking risks associated with AI models, he remains optimistic about the long-term economic returns of AI, suggesting that investors are willing to take risks, which reflects confidence in the future development of AI.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Upgrades and Downgrades: While specific company names and rating changes are not detailed in the report, such adjustments typically have a significant impact on the short-term performance of the affected stocks, prompting investors to pay close attention.
- Market Reaction Expectations: The adjustments made by analysts may trigger market volatility, especially when investor sentiment towards certain stocks is sensitive, potentially leading to increased trading volumes in the short term.
- Impact on Investor Decisions: As analysts revise their views on stocks, investors may reassess their strategies regarding buying or holding these stocks, thereby affecting overall market liquidity.
See More
S&P 500 Futures Steady in Pre-Market Session; Trade Desk and Veeva Systems Take the Lead
Market Opening: U.S. stock markets are set to open in two hours.
Trade Desk Performance: Trade Desk Inc. Cl A (TTD) saw a significant increase of 19.4% in pre-market trading.
Veeva Systems Performance: Veeva Systems Inc. Cl A (VEEV) experienced a rise of 10.4% in pre-market trading.
Overall Market Sentiment: The pre-market gains indicate a positive sentiment among investors for these companies.
See More
Stock Markets Driven by Concerns Over Iran: Key Factors and 5 Additional Insights for Today.
- Impact of Iran War: The ongoing conflict in Iran has significantly influenced investor sentiment throughout the week.
- U.S. Economic Data: Recent U.S. economic data has demonstrated the strong ability of hard economic figures to affect market movements.
See More
BJ's Wholesale Club Guidance Falls Short, Trade Desk Shares Surge
- BJ's Guidance Miss: BJ's Wholesale Club's full-year adjusted earnings guidance of $4.40 to $4.60 per share fell short of the $4.66 consensus, leading to a 4.5% drop in shares, despite beating fourth-quarter earnings and revenue expectations, indicating pressure in a competitive retail environment.
- Trade Desk Surge: Shares of Trade Desk soared 19% following reports of early talks with OpenAI regarding ad sales, suggesting potential new revenue streams and reflecting market optimism about the company's future growth prospects.
- Broadcom Strong Results: Broadcom reported a 29% year-over-year revenue increase in its fiscal first quarter, with adjusted earnings per share of $2.05 exceeding the $2.03 analyst estimate, resulting in a 6.4% stock price increase, showcasing robust performance and sustained market demand in the semiconductor sector.
- Veeva Systems Beats Expectations: Veeva Systems posted fourth-quarter earnings of $2.06 per share, surpassing the $1.93 analyst estimate, with revenue of $836 million exceeding the $811 million consensus, leading to a 10% stock price increase, highlighting the company's competitiveness and growth potential in the cloud solutions market.
See More
Astera Labs Positioned to Benefit from AI Growth Potential
- Investment Rating Upgrade: Loop Capital initiated coverage on Astera Labs with a buy rating and a $250 price target, indicating a potential upside of 120% from Wednesday's close, reflecting strong market optimism about its future growth prospects.
- Strong Customer Dependency: Amazon remains Astera Labs' largest customer, driving its lucrative Scorpio platform, and the analyst believes that Amazon's usage targets for Tranium 3 and 4 chips may materially exceed market expectations, further solidifying Astera's market position.
- AI Market Opportunities: The analyst noted that Astera Labs has opportunities across various generative AI silicon types (such as GPUs, Traniums, and TPUs), capable of addressing critical pain points in the AI server and cluster experience, with its value and importance increasing as server and cluster complexity grows.
- Industry Leadership Position: Despite facing intense competition and ongoing innovation, Astera Labs is viewed as a leader at the intersection of key AI infrastructure trends, with the potential for additional revenue growth, particularly benefiting from stronger Nvidia GPU and overall AI accelerator shipment increases.
See More
Laurene Powell Jobs Invests in AI Startups Amid Bubble Fears
- Investment Activity: Laurene Powell Jobs' Emerson Collective participated in a $1 billion fundraising for World Labs, indicating that ultra-wealthy families are actively investing in AI despite concerns over a potential bubble in the market.
- Product Innovation: World Labs' first product, Marble, enables users to create and edit 3D world models using text and image prompts, showcasing the application potential of AI technology in creative fields, which may attract more user and investor interest.
- Market Trends: According to Crunchbase data, AI-related startups raised a total of $171 billion in February, pushing the overall startup funding from all investors to a record $189 billion for the month, reflecting strong market confidence in AI technology.
- Risks and Opportunities: Although former Google CEO Eric Schmidt warned of hacking risks associated with AI models, he remains optimistic about the long-term economic returns of AI, suggesting that investors are willing to take risks, which reflects confidence in the future development of AI.
See More
Wall Street Analysts Adjust Ratings
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, indicating a shift in market sentiment that could influence investor decisions and market trends.
- Upgrades and Downgrades: While specific company names and rating changes are not detailed in the report, such adjustments typically have a significant impact on the short-term performance of the affected stocks, prompting investors to pay close attention.
- Market Reaction Expectations: The adjustments made by analysts may trigger market volatility, especially when investor sentiment towards certain stocks is sensitive, potentially leading to increased trading volumes in the short term.
- Impact on Investor Decisions: As analysts revise their views on stocks, investors may reassess their strategies regarding buying or holding these stocks, thereby affecting overall market liquidity.
See More
S&P 500 Futures Steady in Pre-Market Session; Trade Desk and Veeva Systems Take the Lead
Market Opening: U.S. stock markets are set to open in two hours.
Trade Desk Performance: Trade Desk Inc. Cl A (TTD) saw a significant increase of 19.4% in pre-market trading.
Veeva Systems Performance: Veeva Systems Inc. Cl A (VEEV) experienced a rise of 10.4% in pre-market trading.
Overall Market Sentiment: The pre-market gains indicate a positive sentiment among investors for these companies.
See More
Stock Markets Driven by Concerns Over Iran: Key Factors and 5 Additional Insights for Today.
- Impact of Iran War: The ongoing conflict in Iran has significantly influenced investor sentiment throughout the week.
- U.S. Economic Data: Recent U.S. economic data has demonstrated the strong ability of hard economic figures to affect market movements.
See More
