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Stock Ratings / Technology / AVGO / insiders
SPCX (63) TSM (69) SKHY (66) MU (66) ⌘ Pro Terminal →

Broadcom Inc. (AVGO) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$326.08 -5.48% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $323.65

Broadcom Inc. (AVGO) earns a Roarable Rating of B- (Buy) with 71/100 RQD Confidence. 25% return on capital (69% profit margin) backed by quiet institutional block & options accumulation. The company’s underlying cash engine and institutional positioning keep the composite score in the Green Buy zone.

📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate) → 🧬 Share Float: + 1.57% YoY Shares
ROARABLE B- • BUY Cap $1.65T
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on AVGO Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is AVGO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-02, Broadcom Inc. (NASDAQ: AVGO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $326.08 (-5.48% 1D, market cap $1.65T). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 11/20. Active quantitative signal WHALE_ACCUMULATION (BULLISH, conviction undefined/100) notes: undefined.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does AVGO compare to SPCX and TSM in the Technology sector?
▼

Within the Technology sector (Semiconductors & Infrastructure Software), AVGO carries a Roarable B- (71/100 RQD), trailing P/E of 40.7x, gross margin of 68.8%, and ROIC of 24.7%. By comparison, SPCX (Space Exploration Technologies Corp.) holds a C grade (63/100 RQD, P/E 21.7x, ROIC 58.3%, cap $1.95T) and TSM (Taiwan Semiconductor Manufacturing Company Ltd.) posts a C+ grade (69/100 RQD, P/E 21.7x, ROIC 14.9%, cap $2.24T). Among the 5-stock peer group, SPCX leads on earnings multiple (21.7x) while SPCX leads on capital efficiency (58.3% ROIC).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for AVGO?
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Per AVGO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-18, CIK 0001730168), Broadcom Inc. generated $63.89B in revenue (+23.9% YoY), $23.13B in net income, and $26.91B in free cash flow against $171.09B in total assets and $67.12B in total debt. Key quantitative strengths: Strong cash generator (69% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 41x earnings—high expectations leave less room for a lukewarm quarter.. Latest SEC insider/13F disclosure shows Renaissance Technologies (HEDGE_FUND) executed a BUY of 940,000 shares ($333.8M) on 2026-10-17.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $323.63 (-0.75%)🧬 Dilution Drag (+1.57% YoY Shares)⚙️ Cash Engine: 19/20 (A+) • 42.1% FCF Margin
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 71/100 (B-) historically ranked in the Top 14% of excess returns over the next 90 days (+6.8% avg 90D alpha vs SPY • 68.4% hit rate).
Audit Bucket Track Record →
RQD QUANT TACHOMETERBUY • B-
025507510071
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw B+ · Rk C-
Cash (19)Whales (17)SEC (12)Macro (12)CEO (11)
Each axis scored 0–20
12M PRICE TARGET CONE+19% Base Target
$411 Bull$388 Base$341 Bear
📬 FREE AVGO RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS POSITIONING:71% Calls ($10.5M)
29% PutsMax Pain: $350.00
Deterministic 5-Pillar Attribution (71/100 Composite)
🔍 WHY AVGO SCORES 71/100 (B-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Cash Engine Quality+19/20 pts (27% of score)

SEC XBRL FY 2025 (10-K): 42.1% FCF Margin ($26.91B FCF) & 67.8% Gross Margin

▲ #2 Bullish Driver: Whale & Options Positioning+17/20 pts (24% of score)

CBOE Tape: 71% Call / 29% Put flow • Max Pain $350.00

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution11/20 pts (-9 pt drag)

Dilution Drag (+1.57% YoY Shares) & executive Form 4 sales trim 9 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
79
Grade A-$381.92-3.4% Next Q
Q2 (-2Q)
76
Grade B+$368.79-3.7% Next Q
Q3 (-1Q)
74
Grade B+$355.14-8.2% Next Q
Current
71
Grade B-$326.08+6.8% Hist 90D α
Trajectory: A- (79) → B- (71)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the AVGO Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Broadcom's FY2025 10-K (accession 0001730168-25-000121) reflects an escalating risk profile marked by an aggressive strategic pivot toward AI hardware integration, custom XPUs, and system rack deployments. Management materially expanded cautionary language regarding external SEC disclosures, removed references to target margin exclusivity, and broadened operational dependency to hyperscalers deploying large-scale frontier AI clusters. This architectural shift from pure-play high-margin merchant silicon to complex rack-level hardware solutions introduces execution vulnerabilities and margin compression exposure.

⚠️ Forensic Kill-Switch #1

Priced at 41x earnings—high expectations leave less room for a lukewarm quarter.

⚠️ Forensic Kill-Switch #2

Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($364.83) or 200D SMA ($213.02) invalidates the momentum regime and cuts Target Base ($388.15) toward Bear Floor ($341.13).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $AVGO• $4.8M Crowd Pool • Kalshi / Polymarket Composite
Contract: “AVGO Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 71%NO 29%Trade / Inspect Odds →
SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

AVGO Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales →
▲ Disclosed Buys: 5 ($711.1M)▼ Disclosed Sales: 11 ($541.4M)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (AVGO)

Filer / TitleCategorySideShares$ ValueFiled
Renaissance Technologies13F-HR Medallion Quantitative Manager // CIK 0001037389HEDGE_FUNDBUY940,000$333.8M2026-10-17
Duquesne Family Office (Stanley Druckenmiller)13F-HR Global Macro Family Office // CIK 0001536411HEDGE_FUNDBUY620,000$220.2M2026-10-16
Rep. Nancy PelosiU.S. House Representative (CA-11) // STOCK Act PTRPOLITICIANBUY20,000$7.2M2026-10-06
Samueli HenrySEC Form 4 Open-Market Officer / DirectorINSIDERSELL702,190$250.0M2026-09-25
Brazeal Mark DavidSEC Form 4 Open-Market Officer / DirectorINSIDERSELL25,000$10.0M2026-07-14
Brazeal Mark DavidSEC Form 4 Open-Market Officer / DirectorINSIDERSELL25,000$9.5M2026-07-10
Delly Gayla JSEC Form 4 Open-Market Officer / DirectorINSIDERSELL1,890$728.4K2026-07-10
Page JustineSEC Form 4 Open-Market Officer / DirectorINSIDERSELL1,602$598.9K2026-07-01
Samueli HenrySEC Form 4 Open-Market Officer / DirectorINSIDERSELL654,241$250.0M2026-06-26
Brazeal Mark DavidSEC Form 4 Open-Market Officer / DirectorINSIDERSELL8,152$3.2M2026-06-18
You Harry L.SEC Form 4 Open-Market Officer / DirectorINSIDERBUY1,000$373.6K2026-06-15
Velaga S. RamSEC Form 4 Open-Market Officer / DirectorINSIDERSELL8,000$3.0M2026-04-14
Delly Gayla JSEC Form 4 Open-Market Officer / DirectorINSIDERSELL1,000$358.3K2026-04-13
Velaga S. RamSEC Form 4 Open-Market Officer / DirectorINSIDERSELL30,215$10.6M2026-04-10
Kawwas Charlie BSEC Form 4 Open-Market Officer / DirectorINSIDERSELL10,000$3.5M2026-04-10
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Options & Swing Structure Desk

Whale Flow & Momentum Playbook: Evaluating AVGO & AI Leaders Without Chasing Tops

  • ✓Institutional whale strikes & implied earnings move audit on AVGO
  • ✓How disciplined traders manage risk using pre-published trigger & invalidation levels
  • ✓Includes nightly RQD rating-change & forensic signal email alerts on tracked leaders
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
Join Founding VIP Waitlist (No Card Required) →$100K Arena
AVGO // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -24.17%🛡️ HOLDING TREND SUPPORT
2026-11-02O $351.8H $351.8L $326.1C $326.1VOL 17.05M
RES: $354.9SUP: $322.7SMA50: $364.8SMA200: $213.0
$514.7$433.0$351.2$269.4$187.6RES $354.9SUP $322.7$326.12026-05-082026-06-182026-08-072026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

AVGO Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 AVGO Butterfly Map → + Track AVGO →
Share Count & Dilution Monitor (#25)
+ 1.57% YoY Shares

SEC XBRL FY2024 → FY2025: Active share-count expansion (monitor SBC & convertibles).

Reverse-DCF Expectations Hurdle (#30)
30.9%/yr Implied 5Y Growth

vs. +48.7% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)
DEVELOPING · Custom ASIC Base Flag Continuation

Trigger: $354.66 • Invalidation: $326.37

🦋 Documented & Second-Order Butterfly Connections Open Graph →
TSM → AVGO Confirmed Filing
Broadcom explicitly discloses in its Form 10-K that TSMC manufactures substantially all of its leading-edge Tomahawk/Jericho Ethernet switches and custom hyperscale AI XPU wafers.
AVGO → GOOGL Confirmed Filing
Broadcom co-engineers custom AI XPU/TPU silicon IP, SerDes high-speed interconnects, and CoWoS packaging logistics enabling Alphabet to scale internal Gemini training and Search AI inference.
AI Analyst Theses, Washington Policy & Company Video 💡 The Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs (mara-quenwick) 💡 What Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed (mara-quenwick) 🎬 Curated Video: Nvidia earnings are set up to 'not disappoint': How to play options (Yahoo Finance) →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (AVGO)

Technology Rank #72 of 714 ⚔️ SPCX vs AVGO Full Matrix →

1. Head-to-Head Technology Peer Comparison (AVGO vs. SPCX, TSM, SKHY, MU)

Industry: Semiconductors & Infrastructure Software (1 Tracked Issuers)

Across 714 tracked Technology securities in the Roarable RQD universe, Broadcom Inc. (AVGO) ranks #72 by composite RQD confidence (71/100, grade B-) and #6 by equity capitalization ($1.65T). Within this direct 5-issuer industry benchmark cohort, SPCX leads on earnings valuation at 21.7x trailing P/E, while SPCX leads on capital efficiency and profitability with 58.3% ROIC and — gross margin. AVGO currently leads its immediate peer cohort in composite quantitative strength at 71/100 (B-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
AVGO ACTIVE
Broadcom Inc.
B- 71/100 40.7x 68.8% 24.7% -5.48% $1.65T Benchmark Subject
SPCX
Space Exploration Technologies Corp.
C 63/100 21.7x — 58.3% -6.37% $1.95T /spcx-vs-avgo →
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
C+ 69/100 21.7x — 14.9% -5.95% $2.24T /tsm-vs-avgo →
SKHY
SK hynix Inc.
C+ 66/100 21.7x — 14.9% -7.95% $1.18T /skhy-vs-avgo →
MU
Micron Technology Inc.
C+ 66/100 123.8x 39.8% 9.1% -5.30% $1.06T /mu-vs-avgo →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2021–FY2025)

SEC EDGAR 10-K • FILED 2025-12-18 • CIK 0001730168

In its most recent audited fiscal period (FY2025, filed 2025-12-18), Broadcom Inc. (AVGO) reported GAAP revenue of $63.89B (+23.9% vs. FY2024 revenue of $51.57B , and +132.7% cumulative change since FY2021) , GAAP net income of $23.13B, operating cash flow of $27.54B, and free cash flow of $26.91B (+38.6% YoY). On the balance sheet, AVGO closed FY2025 with $171.09B in total assets against $67.12B in total debt (Altman Z-Score: 12.15, Piotroski F-Score: 8/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-18 $63.89B $23.13B $27.54B $26.91B $171.09B $67.12B
FY2024 (FY) 2025-12-18 $51.57B $5.89B $19.96B $19.41B $165.65B $69.85B
FY2023 (FY) 2025-12-18 $35.82B $14.08B $18.09B $17.63B $72.86B $39.18B
FY2022 (FY) 2024-12-20 $33.20B $11.49B $16.74B $16.31B $73.25B $39.48B
FY2021 (FY) 2023-12-14 $27.45B $6.44B $13.76B $13.32B $75.57B $39.70B

3. AVGO Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is AVGO stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, Broadcom Inc. (NASDAQ: AVGO) is rated B- (Buy / BUY) by Roarable's 5-pillar RQD engine with a composite confidence score of 71/100 at a spot price of $326.08 (-5.48% 1D, market cap $1.65T). Pillar breakdown: Fundamental Cash Engine 19/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 12/20, FRED Macro Regime Fit 12/20, and SEC Balance-Sheet Forensics 11/20. Active quantitative signal WHALE_ACCUMULATION (BULLISH, conviction undefined/100) notes: undefined.

How does AVGO compare to SPCX and TSM in the Technology sector?

Within the Technology sector (Semiconductors & Infrastructure Software), AVGO carries a Roarable B- (71/100 RQD), trailing P/E of 40.7x, gross margin of 68.8%, and ROIC of 24.7%. By comparison, SPCX (Space Exploration Technologies Corp.) holds a C grade (63/100 RQD, P/E 21.7x, ROIC 58.3%, cap $1.95T) and TSM (Taiwan Semiconductor Manufacturing Company Ltd.) posts a C+ grade (69/100 RQD, P/E 21.7x, ROIC 14.9%, cap $2.24T). Among the 5-stock peer group, SPCX leads on earnings multiple (21.7x) while SPCX leads on capital efficiency (58.3% ROIC).

What are the biggest fundamental strengths and SEC risk factors for AVGO?

Per AVGO's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-18, CIK 0001730168), Broadcom Inc. generated $63.89B in revenue (+23.9% YoY), $23.13B in net income, and $26.91B in free cash flow against $171.09B in total assets and $67.12B in total debt. Key quantitative strengths: Strong cash generator (69% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 41x earnings—high expectations leave less room for a lukewarm quarter.. Latest SEC insider/13F disclosure shows Renaissance Technologies (HEDGE_FUND) executed a BUY of 940,000 shares ($333.8M) on 2026-10-17.

Where is AVGO trading relative to its 50-day, 200-day, and 52-week technical levels?

AVGO last traded at $326.08 (-5.48% on volume of 36,512,118 shares), positioning the stock -10.62% below its 50-day simple moving average ($364.83) and +53.07% above its 200-day simple moving average ($213.02). Across its 52-week range of $41.51 to $495.00, AVGO sits at the 62.8% percentile with a 14-day RSI of 46.1 (NEUTRAL RANGE) and an implied next-earnings move of ±9.0% ($296.73 to $355.43).

AVGO Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are AVGO insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies AVGO leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

Direct Sub-Reports: AVGO RQD Cockpit AVGO 12M Forecast AVGO Earnings & Move AVGO Dividends & DRIP AVGO Insiders & 13F AVGO Whale Options AVGO Profit Sankey AVGO News & Why
ROARABLE RATING BRIEF • RQD 71/100 (B-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

AVGO — Broadcom Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:08:08Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, AVGO scores 71 / 100, grade B-, with the verdict "Roarable Buy — Sound Institutional Accumulation." The five pillars are:

  • Fundamental Cash Engine: 19 / 20. Per the rating, this pillar reflects ROIC of 24.7% and an FCF yield of 2.53%. This is the strongest pillar and the main reason the score sits where it does. For an investor, the implication is that returns on invested capital are high, but the FCF yield is low relative to the stock price, so the cash return per dollar invested is modest at the current valuation.
  • Whale 13F Flow: 17 / 20. Per the rating, this reflects institutional accumulation and options positioning. The holders section shows two large hedge-fund 13F buys (detailed below), which supports the accumulation narrative.
  • Insider Conviction: 11 / 20. Per the rating, this reflects SEC Form 4 and Congressional PTR cluster flow. The insider trades in the holders section are predominantly sales, so this pillar is the weakest of the three "smart money" measures.
  • Macro Regime Fit: 12 / 20. Per the rating, this reflects Beta of 1.82 and sector sensitivity. A beta above 1 means the stock has historically amplified broad market moves, which raises volatility risk in a downturn.
  • Forensic Balance Sheet: 12 / 20. Per the rating, this reflects Altman Z of 12.15, Piotroski F of 8/9, and Debt/Equity of 0.61. The Z and F scores are strong, but the pillar score is held back relative to them.

Taken together, a prospective investor should weigh strong operating returns and institutional buying against high beta, low FCF yield, and an insider-selling pattern. Valuation is a central tradeoff: trailing P/E is 40.7 while forward P/E is 17.0, implying that the investment case depends heavily on earnings growth materializing. The stock also sits well below its 52-week high of $495 at a price of $345, which the rating does not interpret directly.

Snapshot

PriceMarket CapP/E (TTM)Forward P/EEV/EBITDAEPS (TTM)Dividend YieldBeta52-Wk RangeROIC %
345$1646.9B40.717.034.47.840.8%1.82$41.51 - $49524.7%

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
Q3 2026$29591.0M$15955.0M$13088.0M2.68$13665.0M$23975.0M$61079.0M
Q2 2026$22187.0M$10788.0M$9310.0M1.91$10262.0M$19628.0M$66720.0M
Q1 2026$19311.0M$8563.0M$7349.0M1.5$8010.0M$14174.0M$67970.0M
Q4 2025$18015.0M$7508.0M$8518.0M1.75$7466.0M$16178.0M$67120.0M

Per the market data, gross margin is 68.8%, operating margin 48.0%, and net margin 42.9%, with ROIC of 24.7%. Per the RQD pillars, Altman Z is 12.15 and Piotroski F is 8/9, with Debt/Equity of 0.61. Across the four reported periods, quarterly revenue rose from $18015.0M to $29591.0M, and debt declined from $67120.0M to $61079.0M while cash rose from $16178.0M to $23975.0M.

Analyst View & Smart Money Ownership

Per the analyst data, consensus stands at 37 Buy, 3 Hold, and 0 Sell, with 17 Strong Buy ratings. Target mean is 388.15, median 387.76, low 341.13, and high 410.91, implying upside of 19.04% per the data. The Street BS score is 53. Individual calls include Jefferies (STRONG BUY, target 385.47), Barclays (BUY, 341.13), Morgan Stanley (STRONG BUY, 407.65), and Bank of America (STRONG BUY, 410.91). Several recent calls show negative returns since the call date, including Citigroup at -21.26% and UBS at -22.87%.

Per the holders data, Renaissance Technologies bought 940000 shares at 355.14 (total $333831600, filed 2026-10-17), and Duquesne Family Office bought 620000 shares at 355.14 (total $220186800, filed 2026-10-16). Rep. Nancy Pelosi bought 20000 shares at 357.61 (total $7152200, filed 2026-10-06). Insider sales include Samueli Henry (702190 shares at 356.04, total $250007727.6, filed 2026-09-25), Brazeal Mark David (25000 shares at 401.33 on 2026-07-14, and 25000 at 379.19 on 2026-07-10), Delly Gayla J (1890 shares at 385.38), and Page Justine (1602 shares at 373.86). The holders data reflects a mix of institutional and Congressional buying alongside officer and director selling.

Open Questions

  • What is the revenue split between semiconductor solutions and infrastructure software in the most recent quarter? The source provides consolidated figures only.
  • What is the forward earnings growth estimate underlying the 17.0 forward P/E, and how does it compare to the trailing 40.7 P/E?
  • Does the Q3 2026 operating income figure reflect the same accounting basis as earlier quarters, given the Q4 2025 net income exceeds its operating income?
  • What is the current TSMC CoWoS allocation status, and has any wafer pricing change been disclosed?
  • What is the basis for the Street BS score of 53, and how does it relate to the individual analyst accuracy figures shown?

AVGO Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Broadcom Inc. (AVGO) • Click "Debate This Headline" to argue it in the Roar Pit below

💬 Jump to AVGO Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

AVGO Bull vs. Bear Conversation Board — What's Your Call at $326.08?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON AVGO 🐻 33% BEARISH CONVICTION
1. Pick Your Side on AVGO:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk 🐂 BULLISH 🎯 Target: $407.10 (+18.0%)
📌 Pinned Debate

🔥 Official Bull vs. Bear Debate: Is AVGO (B- • RQD 71/100) a Buy at $345.00?

Welcome to the AVGO (Broadcom Inc.) Roar Pit. Current RQD Composite is 71/100 (Roarable Buy — Sound Institutional Accumulation) in Semiconductors & Infrastructure Software. Bulls point to capital efficiency (24.7% ROIC), while bears focus on valuation multiple compression (40.7x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.

RI RiskArb_Desk Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $289.80 (-16.0%)
Spot @ $345.00

Pump the brakes on AVGO — check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on AVGO, but look at what you are paying: 40.7x trailing P/E with 68.8% gross margins. Unless Broadcom Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

DE DeltaGamma_99 Verified K Arena Trader 🐂 BULLISH 🎯 Target: $410.55 (+19.0%)
Spot @ $345.00

AVGO cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on AVGO, the market is fixating on short-term headline noise in Semiconductors & Infrastructure Software and ignoring the balance sheet and cash flow trajectory. At $345.00 (52-wk range $41.51 - $495.00), any beat on forward guidance forces shorts and underweight funds to chase.

LIVE TAPE SPY $755.72 -0.38% QQQ $690.49 -1.44% DIA $517.13 -0.37% IWM $279.33 +0.96% NVDA $204.64 -4.22% AAPL $344.63 -1.23% MSFT $521.91 -1.55% TSLA $399.81 -0.86% PLTR $184.11 -6.27% SOFI $16.76 -4.83% IBIT $43.36 -0.94% GLD $355.78 -1.34%