Broadcom Stock (AVGO) Opinions on 3D-Stacked AI Chips Target

AI Chip Milestone Sparks Debate: Broadcom's announcement targeting one million 3D-stacked AI chips by 2027 has fueled intense discussion on social media, with shares dropping over 6% amid concerns it positions the firm deeper into compute competition. Traders note this raises the bar for execution, potentially pressuring connectivity revenues as customers diversify suppliers. Yet, the move underscores Broadcom's aggressive push into high-margin AI accelerators.

Bullish Revenue Forecasts Persist: Social media buzz highlights projections of AI revenue surging to $60 billion in fiscal 2026, doubling prior estimates, before climbing to $150 billion by 2028. Enthusiasts point to Broadcom's spot among top projected cash flow generators at nearly $49 billion for 2026, fueling optimism despite recent market AI fatigue. Institutional conviction remains strong, with the stock frequently cited in megacap growth rankings.

Earnings Watch Intensifies: With first-quarter results due March 4, chatter centers on potential beats after four straight quarters of surpassing expectations, with revenue eyed at $19.2 billion. Analysts and posters alike anticipate robust AI backlog fulfillment amid hyperscaler spending. Sentiment blends caution from the recent dip with excitement over sustained semiconductor demand.

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 193 times in the past 6 months. Of those trades, 4 have been purchases and 189 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 689,113 shares for an estimated $252,917,774.
HOCK E TAN (President and CEO) has made 0 purchases and 19 sales selling 548,154 shares for an estimated $185,095,492.
MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 61 sales selling 145,933 shares for an estimated $50,036,252.
KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) has made 0 purchases and 46 sales selling 48,412 shares for an estimated $16,807,223.
CHARLIE B KAWWAS (President, Semi Solutions Grp) has made 0 purchases and 43 sales selling 9,560 shares for an estimated $3,309,571.
HARRY L. YOU has made 4 purchases buying 4,550 shares for an estimated $1,552,999 and 0 sales.
JUSTINE PAGE has made 0 purchases and 4 sales selling 3,200 shares for an estimated $1,122,544.

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 17 times in the past 6 months. Of those trades, 9 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 4 times. They made 1 purchase worth up to $15,000 on 01/29 and 3 sales worth up to $45,000 on 01/16, 01/08.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 3 purchases worth up to $45,000 on 12/17, 11/18, 10/17 and 0 sales.
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.
REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/16.
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 purchased up to $50,000 on 09/17.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Broadcom Hedge Fund Activity

We have seen 2,173 institutional investors add shares of Broadcom stock to their portfolio, and 2,026 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. added 11,414,701 shares (+895.2%) to their portfolio in Q4 2025, for an estimated $3,950,628,016
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 7,061,626 shares (+693.8%) to their portfolio in Q4 2025, for an estimated $2,444,028,758
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
INVESCO LTD. removed 4,498,768 shares (-11.5%) from their portfolio in Q4 2025, for an estimated $1,557,023,604

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Broadcom Government Contracts

We have seen $49,715,110 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.

Broadcom Analyst Ratings

Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 17 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
Oppenheimer issued a "Outperform" rating on 12/12/2025
Benchmark issued a "Buy" rating on 12/12/2025
Piper Sandler issued a "Overweight" rating on 12/12/2025
Bernstein issued a "Outperform" 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 $450.0.

Here are some recent targets:

Atif Malik from Citigroup set a target price of $458.0 on 02/17/2026
Gil Luria from DA Davidson set a target price of $335.0 on 02/13/2026
Mitch Steves from RBC Capital set a target price of $370.0 on 01/15/2026
Aaron Rakers from Wells Fargo set a target price of $430.0 on 01/15/2026
Vijay Rakesh from Mizuho set a target price of $480.0 on 01/09/2026
William Stein from Truist Securities set a target price of $510.0 on 12/19/2025
Timothy Arcuri from UBS set a target price of $475.0 on 12/15/2025

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.