Recent discussions on X about Broadcom Inc. (AVGO) have been centered around the company's upcoming third-quarter earnings report, set to be released today after market close. Many are focusing on the firm's AI chip sales and software growth, especially given the stock's impressive 50% rise this year. The anticipation is palpable, with high expectations fueling lively debates across the platform.
Additionally, there is significant chatter about Broadcom's role as a leader in the AI semiconductor space, with some highlighting recent analyst upgrades and raised price targets as a sign of strong future potential. Others are questioning whether the current high price-to-earnings ratio can be justified by the upcoming results. This mix of optimism and scrutiny keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Broadcom Inc. Congressional Stock Trading
Members of Congress have traded $AVGO stock 36 times in the past 6 months. Of those trades, 20 have been purchases and 16 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 5 times. They made 5 purchases worth up to $265,000 on 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 has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/25 and 1 sale worth up to $15,000 on 03/19.
- 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 has traded it 4 times. They made 1 purchase worth up to $15,000 on 06/11 and 3 sales worth up to $45,000 on 04/03, 03/31, 03/11.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/11, 04/08 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR purchased up to $15,000 on 05/14.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 03/13 and 2 sales worth up to $300,000 on 05/12, 04/17.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 04/21, 03/20.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE KELLY MORRISON has traded it 4 times. They made 4 purchases worth up to $95,000 on 04/11, 03/21 and 0 sales.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/11, 03/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Inc. Insider Trading Activity
Broadcom Inc. insiders have traded $AVGO stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 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 18 sales selling 1,137,874 shares for an estimated $246,314,400.
- HOCK E TAN (President and CEO) has made 0 purchases and 3 sales selling 197,758 shares for an estimated $51,000,815.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 4 sales selling 155,000 shares for an estimated $36,108,800.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 2 sales selling 92,660 shares for an estimated $23,673,114.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) sold 10,000 shares for an estimated $2,528,810
- JUSTINE PAGE has made 0 purchases and 5 sales selling 4,000 shares for an estimated $997,840.
- 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. Hedge Fund Activity
We have seen 2,229 institutional investors add shares of Broadcom Inc. stock to their portfolio, and 1,754 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 17,161,157 shares (-99.3%) from their portfolio in Q2 2025, for an estimated $4,730,472,927
- FMR LLC added 15,242,268 shares (+15.0%) to their portfolio in Q2 2025, for an estimated $4,201,531,174
- 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
- CAPITAL INTERNATIONAL INVESTORS removed 12,484,722 shares (-7.6%) from their portfolio in Q2 2025, for an estimated $3,441,413,619
- JANE STREET GROUP, LLC removed 7,333,469 shares (-97.8%) from their portfolio in Q2 2025, for an estimated $2,021,470,729
- CAPITAL WORLD INVESTORS removed 6,799,578 shares (-4.4%) from their portfolio in Q2 2025, for an estimated $1,874,303,675
- VANGUARD GROUP INC added 6,222,802 shares (+1.3%) to their portfolio in Q2 2025, for an estimated $1,715,315,371
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Broadcom Inc. Government Contracts
We have seen $82,540,151 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...: $55,000,000
- CA SOFTWARE MAINTENANCE: $21,091,011
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $3,629,376
- BROADCOM CONTRACT: TASK ORDER FOR REPRESENTATIVE PAYEE MONITORING TOOL (RPMT) SUPPORT SERVICES.: $1,489,129
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $728,962
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 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 09/02/2025
- Oppenheimer issued a "Outperform" rating on 08/28/2025
- Goldman Sachs issued a "Buy" rating on 08/13/2025
- Mizuho issued a "Outperform" rating on 07/03/2025
- Barclays issued a "Overweight" rating on 06/09/2025
- Citigroup issued a "Buy" rating on 06/09/2025
- B of A Securities issued a "Buy" rating on 06/06/2025
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 21 analysts offer price targets for $AVGO in the last 6 months, with a median target of $315.0.
Here are some recent targets:
- Joseph Moore from Morgan Stanley set a target price of $357.0 on 09/02/2025
- Rick Schafer from Oppenheimer set a target price of $325.0 on 08/28/2025
- Timothy Arcuri from UBS set a target price of $345.0 on 08/25/2025
- Harsh Kumar from Piper Sandler set a target price of $315.0 on 08/22/2025
- James Schneider from Goldman Sachs set a target price of $340.0 on 08/13/2025
- Vijay Rakesh from Mizuho set a target price of $320.0 on 07/16/2025
- John Vinh from Keybanc set a target price of $330.0 on 07/08/2025
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.
