AI Chip Deal Buzz: Recent discussions on X about Broadcom Inc. (AVGO) have been dominated by news of a multi-billion dollar chip deal with a major AI firm. Many users express optimism, highlighting the potential for this partnership to drive significant growth in Broadcom’s market cap. The excitement centers on the company’s role in powering AI infrastructure.
Stock Price Volatility: Alongside the positive buzz, some X posts note recent declines in AVGO’s stock price, with a reported 5.5% drop amid a broader selloff in AI stocks. Concerns about market trends and Federal Reserve rate uncertainties are also mentioned as factors impacting sentiment. A few users question if this signals a cooling in the AI sector.
Long-Term Outlook: Despite short-term dips, several discussions on X remain bullish on Broadcom’s future, citing strong demand for semiconductors and innovations in networking. Some point to institutional investments as a sign of confidence in the stock. The tone suggests a belief in Broadcom’s enduring strength in tech.
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 95 times in the past 6 months. Of those trades, 3 have been purchases and 92 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 5 sales selling 4,000 shares for an estimated $1,233,808.
- 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 18 times in the past 6 months. Of those trades, 13 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 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.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/11.
- SENATOR JOHN BOOZMAN 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 2,111 institutional investors add shares of Broadcom Inc. stock to their portfolio, and 1,872 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 12,713,939 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $4,194,455,615
- PRICE T ROWE ASSOCIATES INC /MD/ added 12,640,424 shares (+19.3%) to their portfolio in Q2 2025, for an estimated $3,484,332,875
- WELLINGTON MANAGEMENT GROUP LLP removed 10,906,362 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $3,598,117,887
- JANE STREET GROUP, LLC removed 7,333,469 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $2,021,470,729
- 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
- GOLDMAN SACHS GROUP INC added 5,280,368 shares (+16.6%) to their portfolio in Q2 2025, for an estimated $1,455,533,439
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
- Morgan Stanley issued a "Overweight" rating on 10/14/2025
- Barclays issued a "Overweight" rating on 10/14/2025
- Citigroup issued a "Buy" rating on 10/14/2025
- UBS issued a "Buy" 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
- Joseph Moore from Morgan Stanley set a target price of $409.0 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
- Christopher Danely from Citigroup set a target price of $415.0 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.
