I Correctly Called Broadcom’s Rise Into the $1 Trillion Club in 2025. Here’s What I Predict for 2026.

Key Points

Broadcom (NASDAQ: AVGO) has been one of the undeniable winners of the artificial intelligence (AI) revolution, gaining nearly 500% since early 2023. In late 2024, I predicted that Broadcom would soar over the coming year, joining the $1 trillion club in 2025. Much to my surprise, the surge came much sooner than expected, with Broadcom stock gaining 39% in the weeks that followed, surpassing the trillion-dollar benchmark in December 2024.

Since then, the company has continued to outperform the broader market, gaining 63% over the past year, compared to 16% gains for the S&P 500. Broadcom currently sports a market cap of $1.56 trillion as of this writing, as demand for Broadcom’s data center and AI solutions remains strong.

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After the stock’s breakout performance over the past year, here’s what I expect from Broadcom in…