AI Growth Surge: Recent chatter on social media has centered around Broadcom Inc.'s impressive AI revenue growth, with reports of a 74% year-over-year increase in Q4. Many users are excited about the company’s guidance for AI revenue to double in the next quarter, driven by demand for custom accelerators and networking solutions. This has sparked optimism among investors tracking the semiconductor space.
Mixed Reactions to Guidance: Despite the AI enthusiasm, some discussions highlight concerns over flat non-AI revenue projections, which have tempered excitement for a few. Posts also mention a significant deal with a major tech player, though delays in expected returns have led to cautious tones. A recent sharp pullback in stock price post-earnings has further fueled debates on whether this signals a buying opportunity or deeper issues.
Insider Moves and Market Outlook: Social media buzz also noted a large insider sale by the CEO, amounting to over $40 million, prompting speculation on confidence levels within the company. Meanwhile, others point to strong fundamentals like VMware integration and a robust AI backlog as reasons for long-term faith. The mix of reactions keeps the conversation lively and divided on the stock’s near-term trajectory.
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 187 times in the past 6 months. Of those trades, 4 have been purchases and 183 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 23 sales selling 1,163,011 shares for an estimated $378,655,313.
- HOCK E TAN (President and CEO) has made 0 purchases and 6 sales selling 458,154 shares for an estimated $147,438,640.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 59 sales selling 140,012 shares for an estimated $43,601,551.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 45 sales selling 54,762 shares for an estimated $15,869,748.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 43 sales selling 9,560 shares for an estimated $3,309,571.
- JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,587,952.
- HARRY L. YOU has made 4 purchases buying 4,550 shares for an estimated $1,552,999 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. Revenue
Broadcom Inc. had revenues of $18B in Q4 2025. This is an increase of 28.18% from the same period in the prior year.
You can track AVGO financials on Quiver Quantitative's AVGO stock page.
Broadcom Inc. Congressional Stock Trading
Members of Congress have traded $AVGO stock 19 times in the past 6 months. Of those trades, 13 have been purchases and 6 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. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Inc. Hedge Fund Activity
We have seen 2,095 institutional investors add shares of Broadcom Inc. stock to their portfolio, and 1,950 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 $67,073,179 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 IDIQ TASK ORDER FOR CLARITY INVESTMENT MANAGEMENT TOOL (IMT) SUPPORT SERVICES.: $885,600
- 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 16 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Benchmark issued a "Buy" rating on 12/12/2025
- Piper Sandler issued a "Overweight" rating on 12/12/2025
- Rosenblatt issued a "Buy" rating on 12/12/2025
- Bernstein issued a "Outperform" rating on 12/12/2025
- Oppenheimer issued a "Outperform" rating on 12/12/2025
- Mizuho issued a "Outperform" rating on 12/12/2025
- UBS issued a "Buy" rating on 12/01/2025
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 22 analysts offer price targets for $AVGO in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- William Stein from Truist Securities set a target price of $510.0 on 12/19/2025
- Timothy Arcuri from UBS set a target price of $475.0 on 12/15/2025
- John Vinh from Keybanc set a target price of $500.0 on 12/12/2025
- Harsh Kumar from Piper Sandler set a target price of $430.0 on 12/12/2025
- Christopher Danely from Citigroup set a target price of $480.0 on 12/12/2025
- Joshua Buchalter from TD Cowen set a target price of $450.0 on 12/12/2025
- Joseph Moore from Morgan Stanley set a target price of $462.0 on 12/12/2025
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.
