Earnings Aftermath: Social media chatter highlights Broadcom's recent earnings miss and subsequent gap lower, with observers noting the stock's drift below key moving averages. Analysts maintain buy ratings with targets around $485, citing sustained AI infrastructure tailwinds. Traders emphasize watching hyperscaler demand for custom chips as the key driver ahead.
AI Positioning: Discussions focus on Broadcom's role in AI networking and silicon, with some pointing to steady accumulation amid broader market volatility. Recent strength in peer AI names has drawn comparisons, though participants flag the risk of cooling guidance if orders slow. Sentiment reflects interest in the company's long-term backlog exceeding $73 billion.
Market Context: Broader conversation ties AVGO to the AI infrastructure theme alongside names like NVDA, with mixed views on near-term relative strength. Some note the stock's resilience in building momentum without sharp spikes, while others reference its entry into bear market territory from recent highs. Overall tone centers on patience through the current cycle.
Note: This discussion summary was generated from an AI condensation of post data.
Broadcom Insider Trading Activity
Broadcom insiders have traded $AVGO stock on the open market 201 times in the past 6 months. Of those trades, 1 have been purchases and 200 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 16 sales selling 781,967 shares for an estimated $250,000,301.
- HOCK E TAN (President and CEO) has made 0 purchases and 16 sales selling 300,000 shares for an estimated $101,258,091.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 56 sales selling 202,411 shares for an estimated $67,505,559.
- S. RAM VELAGA (President, ISG) has made 0 purchases and 21 sales selling 102,594 shares for an estimated $34,421,293.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 45 sales selling 96,247 shares for an estimated $31,915,758.
- CHARLIE B KAWWAS (President, SSG) has made 0 purchases and 43 sales selling 77,997 shares for an estimated $25,472,056.
- JUSTINE PAGE has made 0 purchases and 2 sales selling 2,818 shares for an estimated $1,001,866.
- GAYLA J DELLY sold 1,000 shares for an estimated $358,310
- HARRY L. YOU purchased 1,000 shares for an estimated $325,129
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Broadcom Revenue
Broadcom had revenues of $22.2B in Q2 2026. This is an increase of 47.87% from the same period in the prior year.
You can track AVGO financials on Quiver Quantitative's AVGO stock page.
You can access data on AVGO stock through the Quiver Quantitative API.
Broadcom Congressional Stock Trading
Members of Congress have traded $AVGO stock 13 times in the past 6 months. Of those trades, 5 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 7 times. They made 2 purchases worth up to $30,000 on 02/26, 01/29 and 5 sales worth up to $75,000 on 04/27, 01/16, 01/08.
- SENATOR SHELLEY MOORE CAPITO has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/09 and 1 sale worth up to $15,000 on 04/13.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 03/31.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 12/17 and 1 sale worth up to $15,000 on 03/25.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Broadcom Hedge Fund Activity
We have seen 2,512 institutional investors add shares of Broadcom stock to their portfolio, and 2,037 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 57,817,288 shares (-40.8%) from their portfolio in Q1 2026, for an estimated $17,526,154,511
- CAPITAL RESEARCH GLOBAL INVESTORS added 29,663,579 shares (+34.3%) to their portfolio in Q1 2026, for an estimated $8,991,920,702
- CARDANO RISK MANAGEMENT B.V. removed 11,369,870 shares (-89.6%) from their portfolio in Q1 2026, for an estimated $3,446,548,693
- SG AMERICAS SECURITIES, LLC added 10,416,346 shares (+95.3%) to their portfolio in Q1 2026, for an estimated $3,157,506,962
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 10,145,377 shares (+118.1%) to their portfolio in Q1 2026, for an estimated $3,075,368,130
- CAPITAL WORLD INVESTORS removed 7,068,689 shares (-5.7%) from their portfolio in Q1 2026, for an estimated $2,142,731,696
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC removed 6,760,351 shares (-83.7%) from their portfolio in Q1 2026, for an estimated $2,049,265,198
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Broadcom Government Contracts
We have seen $79,942,925 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...: $55,423,123
- CA SOFTWARE MAINTENANCE: $22,168,426
- BROADCOM IDIQ TASK ORDER FOR CLARITY INVESTMENT MANAGEMENT TOOL (IMT) SUPPORT SERVICES.: $885,600
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Broadcom Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Deutsche Bank issued a "Buy" rating on 06/04/2026
- UBS issued a "Buy" rating on 06/04/2026
- Wells Fargo issued a "Overweight" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
To track analyst ratings and price targets for Broadcom, check out Quiver Quantitative's $AVGO forecast page.
Broadcom 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 $525.0.
Here are some recent targets:
- Timothy Arcuri from UBS set a target price of $485.0 on 06/04/2026
- Joseph Moore from Morgan Stanley set a target price of $502.0 on 06/04/2026
- Ross Seymore from Deutsche Bank set a target price of $515.0 on 06/04/2026
- Gil Luria from DA Davidson set a target price of $400.0 on 06/04/2026
- Joshua Buchalter from TD Cowen set a target price of $500.0 on 06/04/2026
- William Stein from Truist Securities set a target price of $550.0 on 06/04/2026
- Kevin Cassidy from Rosenblatt set a target price of $500.0 on 06/04/2026
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.
