Earnings Surge: Broadcom delivered record Q1 fiscal 2026 revenue of $19.3 billion, up 29% year-over-year, with AI semiconductor sales rocketing 106% to $8.4 billion. Social media buzz centers on the $73 billion AI backlog and guidance for $10.7 billion in Q2 AI revenue, signaling accelerating demand. Participants underscore the shift from networking to AI dominance as a transformative force.
Hyperscaler Lock-ins: Extensions with Google through 2031, Anthropic's multi-gigawatt commitments, and Meta's MTIA partnership to 2029 have ignited fervent discussion. Traders highlight Broadcom's custom silicon and networking edge for major tech firms, with visibility to over $100 billion in AI revenue by 2027. These deals are viewed as multi-year revenue anchors amid the AI infrastructure buildout.
Breakout Momentum: Shares have climbed more than 26% since early April, shattering prior highs and drawing comparisons to past rallies. Conversations note forward valuations appearing reasonable relative to peers, with elevated price targets from firms like Goldman Sachs. The dialogue reflects intense optimism around Broadcom's positioning in the AI era.
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 212 times in the past 6 months. Of those trades, 1 have been purchases and 211 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 26 sales selling 1,102,283 shares for an estimated $378,297,854.
- 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 3 sales selling 3,618 shares for an estimated $1,266,778.
- 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.
Broadcom Revenue
Broadcom had revenues of $19.3B in Q1 2026. This is an increase of 29.47% from the same period in the prior year.
You can track AVGO financials on Quiver Quantitative's AVGO stock page.
Broadcom Congressional Stock Trading
Members of Congress have traded $AVGO stock 14 times in the past 6 months. Of those trades, 6 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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 12/17, 11/18 and 1 sale worth up to $15,000 on 03/25.
- REPRESENTATIVE DAVID TAYLOR has traded it 5 times. They made 2 purchases worth up to $30,000 on 02/26, 01/29 and 3 sales worth up to $45,000 on 01/16, 01/08.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 02/12.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 02/09.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Hedge Fund Activity
We have seen 2,188 institutional investors add shares of Broadcom stock to their portfolio, and 1,952 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 removed 109,194,084 shares (-76.6%) from their portfolio in Q4 2025, for an estimated $37,792,072,472
- CAPITAL WORLD INVESTORS removed 12,329,760 shares (-9.1%) from their portfolio in Q4 2025, for an estimated $4,267,329,936
- 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
- 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
- STATE STREET CORP added 5,040,801 shares (+2.7%) to their portfolio in Q4 2025, for an estimated $1,744,621,226
- CAPITAL INTERNATIONAL INVESTORS removed 4,613,136 shares (-3.1%) from their portfolio in Q4 2025, for an estimated $1,596,606,369
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Broadcom Government Contracts
We have seen $79,478,411 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...: $77,888,363
- 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.
Broadcom Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Bernstein issued a "Outperform" rating on 12/12/2025
- Benchmark issued a "Buy" rating on 12/12/2025
- Rosenblatt issued a "Buy" rating on 12/12/2025
- Piper Sandler issued a "Overweight" rating on 12/12/2025
- Oppenheimer issued a "Outperform" rating on 12/12/2025
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 22 analysts offer price targets for $AVGO in the last 6 months, with a median target of $475.0.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $500.0 on 04/07/2026
- Joseph Moore from Morgan Stanley set a target price of $470.0 on 03/06/2026
- William Stein from Truist Securities set a target price of $545.0 on 03/05/2026
- Vivek Arya from B of A Securities set a target price of $450.0 on 03/05/2026
- Cody Acree from Benchmark set a target price of $485.0 on 03/05/2026
- Mark Lipacis from Evercore ISI Group set a target price of $582.0 on 03/05/2026
- Mitch Steves from RBC Capital set a target price of $360.0 on 03/05/2026
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.
