Price Retreat Examined: Broadcom shares have slipped notably in recent sessions amid reports of institutional selling and broader concerns over AI cycle peaks. Market participants highlight valuation pressures and competition in custom silicon as factors weighing on sentiment. This pullback comes as the stock trades well below recent highs.
AI Partnerships Highlighted: Discussions emphasize Broadcom's strong positioning in advanced networking for hyperscalers, particularly with expanding commitments from major technology firms on custom AI accelerators. Analysts note potential for substantial volume growth in the coming years driven by these relationships. Long-term contracts and demand from leading AI developers remain key talking points.
Earnings Watch Intensifies: Attention turns to the upcoming quarterly results scheduled for early September, where updates on AI semiconductor revenue will be closely scrutinized. Observers point to prior guidance and analyst targets suggesting upside potential despite short-term volatility. The overall tone reflects measured optimism around sustained growth trajectories.
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 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 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 07/24, 02/26 and 2 sales worth up to $30,000 on 04/27.
- SENATOR SHELLEY MOORE CAPITO sold 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.
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 2,588 institutional investors add shares of Broadcom stock to their portfolio, and 2,140 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 95,016,148 shares (+inf%) to their portfolio in Q2 2026, for an estimated $35,892,349,907
- INVESCO LTD. added 35,875,676 shares (+107.7%) to their portfolio in Q2 2026, for an estimated $13,552,036,609
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 33,404,003 shares (+inf%) to their portfolio in Q2 2026, for an estimated $12,618,362,133
- FMR LLC added 20,246,297 shares (+16.3%) to their portfolio in Q2 2026, for an estimated $7,648,038,691
- BLACKROCK, INC. added 12,269,052 shares (+3.2%) to their portfolio in Q2 2026, for an estimated $4,634,634,393
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 10,145,294 shares (-54.1%) from their portfolio in Q2 2026, for an estimated $3,832,384,808
- SG AMERICAS SECURITIES, LLC removed 7,595,730 shares (-35.6%) from their portfolio in Q2 2026, for an estimated $2,869,287,007
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
- INDEFINITE DELIVERY INDEFINITE QUANTITY (IDIQ) CONTRACT FOR EXPERT LEVEL ENGINEERS, PRODUCT SPECIALIST, AND...: $761,328
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:
- Ross Seymore from Deutsche Bank set a target price of $515.0 on 06/04/2026
- Cody Acree from Benchmark set a target price of $545.0 on 06/04/2026
- Arthur Lai from Macquarie set a target price of $437.0 on 06/04/2026
- Rick Schafer from Oppenheimer set a target price of $535.0 on 06/04/2026
- Vijay Rakesh from Mizuho set a target price of $530.0 on 06/04/2026
- Vivek Arya from B of A Securities set a target price of $530.0 on 06/04/2026
- Blayne Curtis from Jefferies set a target price of $550.0 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.
