Earnings Beat: Recent chatter on social media has centered around Broadcom's latest quarterly earnings, which surpassed expectations with a significant revenue increase. Many users are highlighting the company's strong performance in AI chip demand as a key driver. However, despite the positive numbers, some discussions note a dip in stock price after hours.
Margin Concerns: A notable point of contention on social media is Broadcom's warning about narrowing margins due to the growth in lower-margin AI processors. This has sparked debates among users, with some expressing worry over long-term profitability in the AI sector. The mixed reactions keep the conversation lively and dynamic.
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 104 times in the past 6 months. Of those trades, 3 have been purchases and 101 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 23 sales selling 1,163,011 shares for an estimated $378,655,313.
- HOCK E TAN (President and CEO) has made 0 purchases and 5 sales selling 328,154 shares for an estimated $105,056,040.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 26 sales selling 127,204 shares for an estimated $35,361,686.
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 21 sales selling 104,979 shares for an estimated $28,017,294.
- CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 19 sales selling 6,397 shares for an estimated $2,256,459.
- JUSTINE PAGE has made 0 purchases and 6 sales selling 4,800 shares for an estimated $1,498,720.
- HARRY L. YOU has made 3 purchases buying 3,550 shares for an estimated $1,227,870 and 0 sales.
- 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 Revenue
Broadcom had revenues of $18B in Q4 2025. This is an increase of 28.18% 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 20 times in the past 6 months. Of those trades, 14 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 LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 06/17 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 10/17.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $50,000 on 09/23.
- REPRESENTATIVE CLEO FIELDS has traded it 6 times. They made 6 purchases worth up to $315,000 on 09/17, 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 purchased up to $15,000 on 06/25.
- REPRESENTATIVE NANCY PELOSI purchased up to $5,000,000 on 06/20.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Broadcom Hedge Fund Activity
We have seen 2,093 institutional investors add shares of Broadcom stock to their portfolio, and 1,944 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 added 31,423,170 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $10,366,818,014
- CAPITAL WORLD INVESTORS removed 12,713,939 shares (-8.6%) from their portfolio in Q3 2025, for an estimated $4,194,455,615
- WELLINGTON MANAGEMENT GROUP LLP removed 10,906,362 shares (-19.0%) from their portfolio in Q3 2025, for an estimated $3,598,117,887
- NORGES BANK removed 5,462,267 shares (-7.5%) from their portfolio in Q2 2025, for an estimated $1,505,673,898
- BNP PARIBAS FINANCIAL MARKETS removed 5,416,301 shares (-47.9%) from their portfolio in Q3 2025, for an estimated $1,786,891,862
- BANK OF AMERICA CORP /DE/ removed 5,123,905 shares (-7.6%) from their portfolio in Q3 2025, for an estimated $1,690,427,498
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,904,436 shares (+6.3%) to their portfolio in Q3 2025, for an estimated $1,618,022,480
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Broadcom Government Contracts
We have seen $67,073,179 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...: $41,249,999
- CA SOFTWARE MAINTENANCE: $21,091,011
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $3,629,376
- BROADCOM IDIQ TASK ORDER FOR CLARITY INVESTMENT MANAGEMENT TOOL (IMT) SUPPORT SERVICES.: $885,600
- BROADCOM TECHNICAL SUPPORT SERVICES INDEFINITE DELIVERY/INDEFINITE QUANTITY (IDIQ) CONTRACT - TASK ORDER F...: $170,880
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 13 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 12/09/2025
- UBS issued a "Buy" rating on 12/01/2025
- B of A Securities issued a "Buy" rating on 12/01/2025
- Morgan Stanley issued a "Overweight" rating on 12/01/2025
- Goldman Sachs issued a "Buy" rating on 11/26/2025
- Mizuho issued a "Outperform" rating on 10/21/2025
- Citigroup issued a "Buy" rating on 10/14/2025
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 21 analysts offer price targets for $AVGO in the last 6 months, with a median target of $420.0.
Here are some recent targets:
- John Vinh from Keybanc set a target price of $500.0 on 12/12/2025
- Vivek Arya from B of A Securities set a target price of $500.0 on 12/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $440.0 on 12/09/2025
- Rick Schafer from Oppenheimer set a target price of $435.0 on 12/05/2025
- Christopher Rolland from Susquehanna set a target price of $450.0 on 12/04/2025
- Joseph Moore from Morgan Stanley set a target price of $443.0 on 12/01/2025
- Timothy Arcuri from UBS set a target price of $472.0 on 12/01/2025
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.
