Here’s What Lifted Broadcom (AVGO) in Q3

4 days ago 2

Soumya Eswaran

Wed, November 12, 2025 astatine 8:29 AM CST 2 min read

Carillon Tower Advisers, an concern absorption company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The S&P 500 Index continued its rally successful the 3rd quarter, ending the year-to-date returns astatine 13.7%. During this period, maturation and momentum were cardinal contributors to the market's performance. A important information of the marketplace is presently tied to the azygous catalyst of AI deployment, which means that immoderate weaknesses successful this conception could importantly endanger the market's aboriginal strength. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Carillon Eagle Growth & Income Fund 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 0.18%, and its shares gained 102.77% of their worth implicit the past 52 weeks. On November 11, 2025, Broadcom Inc. (NASDAQ:AVGO) banal closed astatine $351.96 per share, with a marketplace capitalization of $1.662 trillion.

Carillon Eagle Growth & Income Fund stated the pursuing regarding Broadcom Inc. (NASDAQ:AVGO) successful its 3rd 4th 2025 capitalist letter:

"Broadcom Inc. (NASDAQ:AVGO) is simply a starring supplier of AI computing power. During the quarter, the absorption squad announced a ample caller lawsuit that volition interaction fiscal results successful the 2nd fractional of 2026. This represents a continuation of caller lawsuit announcements favoring Broadcom’s semiconductor exertion implicit the past year. We judge that caller lawsuit wins apt volition enactment gross maturation implicit the adjacent 3 to 5 years."

A Strong Buy Pick Backed by Robust Cash Flow and Dividend Growth

Broadcom Inc. (NASDAQ:AVGO) is successful the 12th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 156 hedge money portfolios held Broadcom Inc. (NASDAQ:AVGO) astatine the extremity of the 2nd quarter, compared to 158 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.