Broadcom Stock (AVGO) Opinions on Q2 Earnings and AI Guidance

Earnings Highlights: Social media discussions centered on Broadcom's second-quarter results, which showed revenue climbing 48% year over year to $22.2 billion. AI semiconductor sales jumped 143% to $10.8 billion, driven by custom chip deals with leading hyperscalers. The company projected $16 billion in AI revenue for the next quarter.

Guidance Scrutiny: Observers noted that the stock fell sharply after the report, as forward expectations for even stronger AI growth went unmet. Comments stressed that Broadcom must now exceed already elevated targets in a competitive sector. Backlog figures above $70 billion in AI orders received consistent attention.

Sector Context: Broader conversations linked the results to ongoing hyperscaler investments in AI infrastructure through 2027. Participants weighed the implications of sustained custom chip demand against macroeconomic pressures. The tone reflected measured interest in long-term positioning.

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 211 times in the past 6 months. Of those trades, 1 have been purchases and 210 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 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 14 times in the past 6 months. Of those trades, 5 have been purchases and 9 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.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.

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 2,510 institutional investors add shares of Broadcom stock to their portfolio, and 2,036 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 $57,774,499 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:

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 9 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
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

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 25 analysts offer price targets for $AVGO in the last 6 months, with a median target of $502.0.

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
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
Mitch Steves from RBC Capital set a target price of $400.0 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.