AI Deal Sparks Buzz: Recent discussions on X about Broadcom Inc. (AVGO) have centered on a reported multi-billion dollar chip deal with a major AI player. Many users are excited about the potential for this to boost the company’s market cap significantly. The stock’s sharp rise following the news has fueled optimistic chatter.
Mixed Market Reactions: Despite the enthusiasm, some on X have noted a recent pullback in AVGO’s stock price amid broader semiconductor sector weakness. Concerns about a potential AI bubble and the stock dipping below key technical levels have sparked cautious remarks. This has led to debates over whether the rally can sustain momentum.
Growth and Valuation Debate: Posts on X also highlight Broadcom’s strong fundamentals, with some pointing to doubled share prices over the past year due to AI-driven demand. However, there’s ongoing discussion about whether the current valuation reflects future growth potential or poses risks. The sentiment remains divided as investors weigh recent performance against market trends.
Note: This discussion summary was generated from an AI condensation of post data.
Broadcom Inc. Insider Trading Activity
Broadcom Inc. insiders have traded $AVGO stock on the open market 96 times in the past 6 months. Of those trades, 3 have been purchases and 93 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 13 sales selling 842,695 shares for an estimated $250,357,760.
- HOCK E TAN (President and CEO) has made 0 purchases and 6 sales selling 445,912 shares for an estimated $134,838,216.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 26 sales selling 127,204 shares for an estimated $35,361,686.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 21 sales selling 104,979 shares for an estimated $28,017,294.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 20 sales selling 16,397 shares for an estimated $4,785,269.
- JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,498,720.
- HARRY L. YOU has made 3 purchases buying 3,550 shares for an estimated $1,227,870 and 0 sales.
- GAYLA J DELLY sold 3,000 shares for an estimated $795,390
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Broadcom Inc. Congressional Stock Trading
Members of Congress have traded $AVGO stock 19 times in the past 6 months. Of those trades, 14 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/06 and 1 sale worth up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $315,000 on 09/17, 08/15, 08/13, 07/29, 07/18 and 0 sales.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 07/18.
- REPRESENTATIVE RITCHIE TORRES sold up to $15,000 on 07/11.
- REPRESENTATIVE JAMES COMER sold up to $15,000 on 07/03.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 06/25.
- REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 2 purchases worth up to $30,000 on 06/17, 06/11 and 1 sale worth up to $15,000 on 06/10.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 06/11.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Inc. Hedge Fund Activity
We have seen 2,098 institutional investors add shares of Broadcom Inc. stock to their portfolio, and 1,934 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 31,423,170 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $10,366,818,014
- CAPITAL WORLD INVESTORS removed 12,713,939 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $4,194,455,615
- WELLINGTON MANAGEMENT GROUP LLP removed 10,906,362 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $3,598,117,887
- NORGES BANK removed 5,462,267 shares (-7.5%) from their portfolio in Q2 2025, for an estimated $1,505,673,898
- BNP PARIBAS FINANCIAL MARKETS removed 5,416,301 shares (-47.9%) from their portfolio in Q3 2025, for an estimated $1,786,891,862
- BANK OF AMERICA CORP /DE/ removed 5,123,905 shares (-7.6%) from their portfolio in Q3 2025, for an estimated $1,690,427,498
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,904,436 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $1,618,022,480
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Broadcom Inc. Government Contracts
We have seen $66,916,541 of award payments to $AVGO over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEW 66 MONTH OPEN-MARKET CONTRACT FOR RENEWAL OF CA SOFTWARE, SUPPORT SERVICES, AND MAINTENANCE. CA PROPRIE...: $41,249,999
- CA SOFTWARE MAINTENANCE: $21,091,011
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $3,629,376
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $728,962
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $170,880
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Broadcom Inc. Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 10/21/2025
- UBS issued a "Buy" rating on 10/14/2025
- Citigroup issued a "Buy" rating on 10/14/2025
- Morgan Stanley issued a "Overweight" rating on 10/14/2025
- Barclays issued a "Overweight" rating on 10/14/2025
- Keybanc issued a "Overweight" rating on 09/30/2025
- Macquarie issued a "Outperform" rating on 09/15/2025
To track analyst ratings and price targets for Broadcom Inc., check out Quiver Quantitative's $AVGO forecast page.
Broadcom Inc. Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 23 analysts offer price targets for $AVGO in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $435.0 on 10/21/2025
- Christopher Danely from Citigroup set a target price of $415.0 on 10/14/2025
- Ross Seymore from Deutsche Bank set a target price of $400.0 on 10/14/2025
- Tom O'Malley from Barclays set a target price of $450.0 on 10/14/2025
- Timothy Arcuri from UBS set a target price of $415.0 on 10/14/2025
- Joseph Moore from Morgan Stanley set a target price of $409.0 on 10/14/2025
- John Vinh from Keybanc set a target price of $420.0 on 09/30/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
