10 Stocks Moving On Key Analyst Calls

2. Broadcom Inc (NASDAQ:AVGO)

Number of Hedge Fund Investors: 156

Clare Pleydell-Bouverie, Co-Head of Global Innovation Team at Liontrust Asset Management, in a recent program on CNBC talked about the importance of networking in the AI boom. Here is what the analyst said:

Networking we think is possibly the most underappreciated growth story stretching out over the decade. And that’s because the chip is no longer the unit of compute. The data center is. If you think about GPUs on the market today, they’re 72 moving to 576. Speed and performance are as much determined by system level connectivity as it is by raw compute. And we’ve got clusters of these chips moving to a million in the data center. So that’s an awful lot of networking. Historically, networking maybe captured 10% of every dollar’s worth of investment in AI infrastructure. That’s moving to 20–30%. The key players we’re looking for here would be the likes of Broadcom Inc (NASDAQ:AVGO), leader in Ethernet networking.”

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding Broadcom Inc. (NASDAQ:AVGO) in its second quarter 2025 investor letter:

“Shares of fellow semiconductor giant Broadcom Inc. (NASDAQ:AVGO) also outperformed during the quarter, as customer demand for the company’s custom accelerator chips remained insatiable despite the uncertain economic environment. The company is on pace for 10 consecutive quarters of AI-related semiconductor growth and expects continued strong demand persist, due to the sizable AI opportunity. In addition to its dominant market position, the company’s history of strong capital returns to shareholders results in a favorable outlook for a sizable investor base.”