Broadcom Stock (AVGO) Opinions on Upcoming Earnings and AI Chip Developments

By: Quiver DiscussionTracker

Posted: 5 minutes ago / Aug. 30, 2026 2:03 p.m. UTC

Earnings spotlight: Market participants on social media are zeroing in on Broadcom’s upcoming quarterly results, with particular attention to its AI semiconductor revenue guidance amid strong hyperscaler demand.

Custom chip momentum: Discussions highlight recent advancements in tailored AI accelerators, including partnerships that position the company to deliver substantial efficiency gains over standard solutions in inference workloads.

Sector context: Observers note the stock’s recent consolidation while emphasizing sustained interest in its networking and data center offerings as earnings season tests broader AI investment trends.

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:

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 2,598 institutional investors add shares of Broadcom stock to their portfolio, and 2,147 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
• Gil Luria from DA Davidson set a target price of $400.0 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.