Cathie Wood Goes Shopping: 3 Stocks She Just Bought

• Cathie Wood added to her stakes successful Broadcom, Deere, and Archer Aviation connected Thursday.

• Broadcom is simply a seven-bagger implicit the past 5 years, but it's inactive increasing faster than its guardant net multiple.

• Archer Aviation has fallen 40% from its October highs, but the entity could beryllium the bounds for its semipermanent prospects.

• 10 stocks we similar amended than Broadcom ›

Cathie Wood is winning again. The co-founder, CEO, and CIO of Ark Invest, turned heads successful 2020 by generating monster returns for her household of exchange-traded funds (ETFs) connected the spot of her assertive maturation investing style. She did it again past year. Her largest fund's 35% summation much than the doubled the marketplace average.

She's making moves aboriginal successful 2026. Ark bought shares of Broadcom (NASDAQ: AVGO), Deere (NYSE: DE), and Archer Aviation (NYSE: ACHR) connected Thursday, adding to her existing stakes. Let's instrumentality a person look astatine these 3 caller buys.

Broadcom whitethorn not beryllium a household sanction extracurricular of tech circles, but it would've been bully if it was well-known successful your location implicit the past fewer years. The supplier of semiconductor and tech infrastructure solutions has been a seven-bagger implicit the past 5 years. It is present the country's eighth astir invaluable stock, by marketplace cap.

It's successful the close spot astatine the close time. Broadcom claims that much than 99% of planetary net postulation crosses done immoderate benignant of its technology, a large spot to beryllium during the artificial quality (AI) boom. Broadcom banal is responding to the opportunity.

Revenue failed to apical 21% maturation successful each of the six years done fiscal 2023, consistently affirmative but clocking successful with single-digit gains successful fractional of those years. Revenue maturation exploded with a 44% surge successful fiscal 2024, earlier slowing to a 24% summation successful the fiscal 2025 twelvemonth that ended successful November. It's stepping connected the state again.

Analysts spot gross accelerating successful the caller fiscal year, with a 51% leap to $96 billion. Those aforesaid Wall Street pros are modeling a 49% summation successful net to scope $10.14 a share. Broadcom whitethorn not look inexpensive astatine 33 times guardant earnings, but close present it's increasing faster than that aggregate connected some ends of the income statement.

One tin besides reason that Broadcom deserves a marketplace premium due to the fact that of its consistency. It's a trendy AI play now, but it has rattled disconnected 16 consecutive fiscal years of gross growth. It has boosted its dividend successful 15 consecutive years. With astir each roads connected the accusation superhighway going done Broadcom, it's a thrust Wood doesn't caput taking.