Market Correction: Social media commentary focused on Broadcom's recent slide into bear market territory after a steep drop from its all-time high. Observers pointed to a valuation reset and sector rotation as key factors, even as AI fundamentals remained robust. Some noted the stock's rebound alongside renewed attention to its custom chip work.
AI Positioning: Discussions emphasized Broadcom's role supplying hyperscalers including Google and Meta, with positioning described as among the more attractive in the mega-cap AI space. Concerns surfaced around margin compression and multi-sourcing trends that could benefit competitors. Upgrades from firms like JPMorgan were cited alongside ongoing uncertainty.
Broader Context: The stock was frequently grouped with other semiconductor names benefiting from reshoring tailwinds and easing geopolitical tensions. Elliott Wave analyses questioned key support levels, while some viewed the pullback as a potential entry point without altering the long-term thesis.
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 142 times in the past 6 months. Of those trades, 1 have been purchases and 141 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 15 sales selling 170,000 shares for an estimated $58,875,491.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 48 sales selling 147,755 shares for an estimated $49,777,363.
- 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 20 sales selling 90,154 shares for an estimated $29,887,318.
- CHARLIE B KAWWAS (President, SSG) has made 0 purchases and 19 sales selling 74,834 shares for an estimated $24,418,944.
- JUSTINE PAGE sold 2,018 shares for an estimated $712,354
- HARRY L. YOU purchased 1,000 shares for an estimated $373,570
- GAYLA J DELLY sold 1,000 shares for an estimated $358,310
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 12 times in the past 6 months. Of those trades, 4 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. 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 2,513 institutional investors add shares of Broadcom stock to their portfolio, and 2,038 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.
