Key Takeaways:
- Nancy Pelosi purchased Broadcom stock worth more than $1 million last month.
- This Nancy Pelosi stock could reasonably reach $391/share by the end of 2027, based on our valuation.
- This implies a total return of 25% for AVGO stock from today’s price of $313/share, with an annualized return of 10.6% over the next 2.2 years.
Former House Speaker Nancy Pelosi has gained attention for her strategic market timing and investment decisions, leading to widespread tracking of her stock portfolio.
If you had followed “Pelosi trades” since 2014, you would have returned more than 700%, compared to the S&P 500 returns of “just” 250%.
Investors closely monitor “Pelosi trades” seeking market insights amid volatility. Recent 2025 financial disclosures show Pelosi focusing on technology sector investments, particularly artificial intelligence leaders and high-profile growth stocks.
This “Nancy Pelosi stock tracker” phenomenon reflects growing interest in following her investment strategy, as Wall Street observers analyze her tech-heavy portfolio positioning in the current market environment for potential trading opportunities and market direction indicators.
Nancy Pelosi recently acquired shares of Broadcom (AVGO) worth more than $1 million, according to SEC filings. AVGO stock is up more than 2,400% in the past decade, valuing it at a market cap of $1.47 trillion.
So, let’s see if you should still own this Nancy Pelosi stock in 2025.
Why did Nancy Pelosi Buy AVGO Stock Last Month?
Broadcom has established itself as the definitive AI infrastructure leader, uniquely positioned to benefit from the explosive growth in artificial intelligence through its dominant positions in custom accelerators, networking solutions, and enterprise software.
The technology giant serves hyperscale customers and enterprises through its comprehensive portfolio. This spans AI semiconductors, Ethernet networking, and VMware’s cloud infrastructure solutions, creating multiple avenues to capitalize on AI adoption.
AVGO stock benefits from its strategic focus on custom AI accelerators (XPUs). It expects at least three customers to deploy one million AI-accelerated clusters by 2027. Ethernet networking represents 40% of AI revenue as the preferred standard for scale-out and scale-up deployments.
With initiatives including the breakthrough Tomahawk 6 switch, Broadcom continues to strength its competitive moat. The new switch enables 100,000+ AI accelerator clusters in just 2 tiers while expanding custom XPU deployments and accelerating VMware cloud migrations.
Additional catalysts for the Nancy Pelosi stock include a sustained 60% AI semiconductor growth trajectory extending into fiscal 2026.
With exceptional Q2 results showing 20% revenue growth to a record $15 billion and 67% adjusted EBITDA margins, AVGO stock maintains momentum. The AI infrastructure transformation continues accelerating globally.
Here’s why AVGO stock could deliver steady returns through 2027 as it scales its AI semiconductor leadership and captures the expanding enterprise cloud opportunity.
Try TIKR’s Valuation Model today for FREE (It’s the easiest way to find undervalued stocks) >>>
What the Model Says for AVGO Stock
We analyzed the upside potential for AVGO stock using valuation assumptions based on the company’s dominant position in AI infrastructure. The analysis also considers proven ability to generate exceptional margins while scaling revenue.
Analysts see a significant opportunity ahead for Broadcom. The company plays an irreplaceable role in AI cluster deployments while demonstrating successful VMware integration.
Sustainable competitive advantages across both semiconductor and software businesses provide additional support.
Broadcom’s focused approach on hyperscale customers and custom solutions provides pricing power and long-term visibility. This supports industry-leading profitability metrics.
Based on estimates of 20% annual revenue growth, 65% operating margins, and a normalized P/E valuation multiple of 33x, the model projects AVGO stock could rise from $313/share to $391/share.
That would be a 25% total return, or a 10.6% annualized return over the next 2.2 years.
Value stocks like Broadcom with TIKR’s new Valuation Model (It’s free) >>>
Our Valuation Assumptions
TIKR’s Valuation Model lets you plug in your own assumptions for a company’s revenue growth, operating margins, and P/E multiple, and calculates the stock’s expected returns.
Here’s what we used for AVGO stock:
1. Revenue Growth: 20%
In fiscal Q2, Broadcom’s AI sales grew by 46% year-over-year to over $4.4 billion, while infrastructure software rose 25%. Growth was driven by sustained hyperscale AI deployments and successful VMware customer conversions.
AVGO expects continued momentum with Q3 AI semiconductor revenue forecast at $5.1 billion (up 60% year-over-year). Management indicated this growth trajectory will sustain into fiscal 2026.
Additional drivers for the Nancy Pelosi stock include expanding custom XPU deployments across multiple customers.
Ethernet networking captures scale-up opportunities with 5-10x higher content. VMware’s ongoing subscription conversions show over 87% of large customers now on VCF.
We used a 20% forecast reflecting Broadcom’s unique position, benefiting from both AI training and the emerging inference boom. Multi-year customer commitments and 35-week lead times provide exceptional visibility.
2. Operating Margins: 65%
Broadcom demonstrates exceptional profitability with Q2 operating margins of 65% and adjusted EBITDA margins of 67%. This reflects a focus on high-value, differentiated solutions with significant barriers to entry.
Management’s strategic focus on profitable growth over market share supports sustained margin expansion.
The recurring nature of software revenue and premium positioning in AI infrastructure provides additional support.
3. Exit P/E Multiple: 33x
AVGO stock trades at reasonable multiples for a technology leader with dominant market positions. The Nancy Pelosi stock generates exceptional cash flow and has clear visibility into multi-year growth cycles driven by AI infrastructure buildouts.
Long-term competitive advantages from R&D leadership, customer intimacy, and comprehensive solution portfolios should support premium valuations. AI infrastructure demands continue accelerating.
Build your own Valuation Model to value any stock (It’s free!) >>>
What Happens If Things Go Better or Worse?
Different scenarios for AVGO stock through 2030 show varied outcomes based on AI adoption acceleration and competitive dynamics: (these are estimates, not guaranteed returns):
- Low Case: Slower AI deployment and competitive pressure → 8% annual returns
- Mid Case: Sustained AI growth and successful software integration → 15% annual returns
- High Case: Accelerated inference adoption and market expansion → 21%+ annual returns
Even in the conservative case, AVGO stock offers solid returns. This is supported by its essential role in AI infrastructure and diversified revenue streams across hardware and software.
The upside scenario could help the Nancy Pelosi stock to deliver exceptional performance if inference workloads accelerate beyond current expectations.
See analysts’ growth forecasts and price targets for any stock (It’s free!) >>>
Wall Street Analysts Are Bullish on These 5 Undervalued Compounders With Market-Beating Potential
TIKR just released a new free report on 5 compounders that appear undervalued, have beaten the market in the past, and could continue to outperform on a 1-5 year timeline based on analysts’ estimates.
Inside, you’ll get a breakdown of 5 high-quality businesses with:
- Strong revenue growth and durable competitive advantages
- Attractive valuations based on forward earnings and expected earnings growth
- Long-term upside potential backed by analyst forecasts and TIKR’s valuation models
These are the kinds of stocks that can deliver massive long-term returns, especially if you catch them while they’re still trading at a discount.
Whether you’re a long-term investor or just looking for great businesses trading below fair value, this report will help you zero in on high-upside opportunities.
Click here to sign up for TIKR and get our full report on 5 undervalued compounders completely free.
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
