Opinions The Panic-Proof Portfolio (Stockchase Research)
BroadcomAVGOTOP PICKMay 26, 2026
Stock price when the opinion was issued
As of Jul 06, 2026. Market Open.
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Tried to corner the market by introducing some products that were not as open source, and the market pushed back. That's why it hasn't been able to accelerate its networking business as much as expected. Earnings disappointed. They'll turn it around, more to come on networking. Interesting on this pullback.
She owns players with more upside.
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Premium contentOur PAST TOP PICK with AVGO has triggered its stop at $378. To remain disciplined, we recommend covering the position at this time. When combined with our previous guidance, this will result in a net investment gain of 2%.
Premium contentIn the last quarter, the company reported 2.05 USD per share, beating the 2.03 USD estimate by 0.93%. Revenue for the same period reached 19.31 B USD, despite the estimate of 19.26 B USD. For the next quarter, analysts expect 2.40 USD in earnings per share and 22.13 B USD in revenue. Social media mentions are up 350% in the past 24h.
It is second place in the semi conductor space for GPU's and can design them a little cheaper than NVDA. Has owned historically as a good financial model but now more for growth in AI. Has made strong acquisitions and has partnerships with Google and META.
Jamie Murray Premium contentPremium contentAVGO is like the smaller cousin of NVDA. Built GOOG's AI program, increasingly making waves with Anthropic (owns Claude). Interesting, but not a shoot-the-lights-out opportunity. He'd buy.
MRVL is trying to take a share of the chips that go into GOOG, and is already involved with AMZN cloud. Be careful. It's not a given that it's a capable designer of cutting-edge chips. Coin flip. We've been fooled before.
NVDA is actually more interesting than both.
They have the best platform in XPU. That's why they are partnering with Alphabet, Anthropic and now Meta (to reach consumers). The latter is a real, long-term partnership. He's owned this the past 5 years. Consistently grows.
Joe TerranovaLeader. His 12-month price target is $470. Extremely high margins as a designer and manufacturer. Whole spectrum of products. Decent dividend. Significant share buybacks.
Buy here, but leave some space to pick it up a bit lower too. Yield is 0.66%.
Kim Bolton
We reiterate this developer of semi-conductor chips used in global AI build out as a TOP PICK. They company's accelerator AI chips unlock customer customization that gives it a unique advantage, especially in data center networks. Analysts expect earnings growth over 45% annually for the next 3-5 years. We also like that cash reserves are growing, while debt is retired and shares bought back. We recommend trailing up the stop (from $340) to $378, looking to achieve $498 -- upside potential of 18%. Yield 0.6%
(Analysts’ price target is $479.40)