Broadcom (AVGO) is up 4.4% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears to be driven mainly by renewed buying in semiconductor and AI infrastructure stocks after last week’s sharp tech selloff, rather than by a single new earnings report or SEC filing. Broadcom also had fresh company news on November 9 tied to VMware and Kubernetes tooling, which may have helped sentiment around its software-and-AI platform story. ([apnews.com](https://apnews.com/article/d938f8e6ff42b3706e1d36e6245ec56b?utm_source=openai))
Details:
Sources:
Associated Press, Broadcom Investor Relations, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$AVGO Insider Trading Activity
$AVGO insiders have traded $AVGO stock on the open market 54 times in the past 6 months. Of those trades, 1 have been purchases and 53 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 22 sales selling 654,241 shares for an estimated $250,005,851.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 29 sales selling 83,152 shares for an estimated $32,363,844.
- GAYLA J DELLY sold 1,890 shares for an estimated $728,368
- JUSTINE PAGE sold 1,602 shares for an estimated $598,915
- 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.
$AVGO Hedge Fund Activity
We have seen 2,571 institutional investors add shares of $AVGO stock to their portfolio, and 2,035 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 removed 16,927,769 shares (-11.7%) from their portfolio in Q3 2026, for an estimated $5,944,863,195
- 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.
$AVGO Government Contracts
We have seen $79,057,325 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
- 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.
$AVGO Congressional Stock Trading
Members of Congress have traded $AVGO stock 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOHN MCGUIRE sold up to $15,000 on 09/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 09/16.
- REPRESENTATIVE DAVID TAYLOR has traded it 3 times. They made 3 purchases worth up to $45,000 on 08/26, 07/24 and 0 sales.
- REPRESENTATIVE RICK W. ALLEN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/12, 07/14 and 0 sales.
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.
$AVGO 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 $AVGO, check out Quiver Quantitative's $AVGO forecast page.
$AVGO Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 18 analysts offer price targets for $AVGO in the last 6 months, with a median target of $520.0.
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
- Timothy Arcuri from UBS set a target price of $485.0 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
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.
