AI Revenue Projections: Social media discussions highlight Broadcom's expected revenue growth from around $75 billion to $230 billion over the next three years, driven by its role in the AI buildout. Analysts and investors note the company's positioning as a key provider of custom AI silicon with strong hyperscaler ties.
Major Supply Deals: Recent conversations focus on a substantial $200 billion memorandum of understanding with Samsung for advanced chips and packaging through 2030, which some view as a strategic move to secure long-term capacity. Hedge fund positions, such as those from Baillie Gifford, underscore confidence in management execution amid ongoing AI infrastructure demand.
Market Position: Broadcom appears frequently in lists of top global companies by market cap, reflecting its integration of AI chips, networking, and software segments. Overall sentiment on social media remains bullish as participants discuss these developments without offering specific investment advice.
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 149 times in the past 6 months. Of those trades, 1 have been purchases and 148 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 38 sales selling 1,436,208 shares for an estimated $500,006,153.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 48 sales selling 166,834 shares for an estimated $59,425,537.
- S. RAM VELAGA (President, ISG) has made 0 purchases and 21 sales selling 102,594 shares for an estimated $34,421,293.
- CHARLIE B KAWWAS (President, SSG) has made 0 purchases and 19 sales selling 74,834 shares for an estimated $24,418,944.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 18 sales selling 60,154 shares for an estimated $19,452,715.
- JUSTINE PAGE has made 0 purchases and 2 sales selling 3,620 shares for an estimated $1,311,269.
- GAYLA J DELLY has made 0 purchases and 2 sales selling 2,890 shares for an estimated $1,086,678.
- HARRY L. YOU purchased 1,000 shares for an estimated $373,570
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 10 times in the past 6 months. Of those trades, 4 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 DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $30,000 on 02/26, 01/29 and 2 sales worth up to $30,000 on 04/27.
- 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.
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold 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 2,362 institutional investors add shares of Broadcom stock to their portfolio, and 1,841 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
- 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
- BLACKROCK, INC. added 6,049,826 shares (+1.6%) to their portfolio in Q1 2026, for an estimated $1,833,883,755
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,643,480 shares (+16.9%) to their portfolio in Q1 2026, for an estimated $1,710,708,092
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 2 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
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
- John Vinh from Keybanc set a target price of $575.0 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
- Mitch Steves from RBC Capital set a target price of $400.0 on 06/04/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $525.0 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.
