Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
5
institutions
Market cap
$1.8T
4,758M shares
52-week range
$281.61 – $495.00
52% from low
Sector
SEMICONDUCTORS & RELATED DEVICES
Exchange
NASDAQ
CS
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of consolidation. Its businesses are an amalgamation of former companies like legacy Broadcom and Avago Technologies in chips, as well as VMware, Brocade, CA Technologies, and Symantec in software.
www.broadcom.comNo one on the platform currently holds AVGO.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,835,380 | $568.1M |
| The Baupost Groupas of 2025-12-31 | 1,730,216 | $598.8M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-06-22 | $0.6500 | 2026-06-30 |
| 2026-03-23 | $0.6500 | 2026-03-31 |
| 2025-12-22 | $0.6500 | 2025-12-31 |
| 2025-09-22 | $0.5900 | 2025-09-30 |
| 2025-06-20 | $0.5900 | 2025-06-30 |
| 2025-03-20 | $0.5900 | 2025-03-31 |
| 2024-12-23 | $0.5900 | 2024-12-31 |
| 2024-09-19 | $0.5300 | 2024-09-30 |
| 2024-06-24 | $5.2500 | 2024-06-28 |
| 2024-03-20 | $5.2500 | 2024-03-29 |
No one on the platform has traded AVGO yet.
| 793,797 |
| $245.7M |
| Appaloosa LPas of 2025-03-31 | 130,000 | $21.8M |
| Third Point LLCas of 2026-03-31 | 50,000 | $15.5M |
| 2023-12-19 | $5.2500 | 2023-12-29 |
| 2023-09-20 | $4.6000 | 2023-09-29 |
| Execution date | Ratio |
|---|---|
| 2024-07-15 | 10-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $105.6B | +66.6% | $11.59 | $11.09–$13.73 | 33.9× | 26 |
| 2027 | $174.5B | +65.2% | $19.50 | $16.57–$22.83 | 20.2× | 27 |
| 2028 | $233.9B | +34.0% | $26.13 | $18.40–$30.44 | 15.0× | 13 |
| 2029 | $290.3B | +24.1% | $32.32 | $23.98–$37.15 | 12.2× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-06-03 | $2.40 | $2.44 | +1.7% |
| 2026-03-04 | $2.03 | $2.05 | +1.0% |
| 2025-12-11 | $1.87 | $1.95 | +4.3% |
| 2025-09-04 | $1.66 | $1.69 | +1.8% |
| 2025-06-05 | $1.57 | $1.58 | +0.6% |
| 2025-03-06 | $1.51 | $1.60 | +6.0% |
| 2024-12-12 | $1.38 | $1.42 | +2.9% |
| 2024-09-05 | $1.22 |
| $1.24 |
| +1.6% |
| $8.1B |
| — |
| METAMeta Platforms, Inc. | $533.17 | -8.95% | $1.35T | — |
| MUMicron Technology, Inc. | $816.44 | +10.48% | $922.1B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$AVGO 7 hours ago https://x.com/Broadcom/status/2082963599669014780?s=20
View on StockTwits ↗$AVGO $GOOGL $AAPL $SPCX $LLY https://x.com/Market_Mind_/status/2081042792659202510?s=20
View on StockTwits ↗$AAPL $MSFT $AVGO $QCOM - THERE IS NO “AI PROGRESS” it’s all smoke and mirrors 🪞 💨 - all you get to hear about is the FAKE DEALS - FAKE NUMBERS - FAKE EARNINGS REPORTS !! Seriously go to YouTube - look up how anthropic BURNS MONEY 💰 LIKE NO OTHER BUSINESS BEFORE IN HISTORY!! 🔥🔥🔥🔥🔥🔥🔥🔥🔥💰💰💰💰 THE ENTIRE MARKET IS A LIE !! oh and the wars over BTW , we won right ???? $SPY
View on StockTwits ↗$AAPL $AVGO $QQQ $SPY hey, Nobody’s asking you to buy it, jerkopottamus
View on StockTwits ↗$SPY $AAPL - Ponzi scheme ! We all knew they would beat er even by a tiny bit - you think WS would let their analysts Fvck them over??? lol 😂 everyone beats now !!! no matter what 🤡🌎 - guidance- there is no guidance!!! hope for the best - hope ppl buy the Israeli made products 👎👹🚮 , oh we made a fake deal with $AVGO that really means nothing !!! Same AI slop soap opera. We all know it’s a dead company!!! These new clowns 🤡 will run it into the ground 📉📉📉 It’s a new era folks !! Apple can’t even do anything with AI - Siri still sucks !!! $QQQ
View on StockTwits ↗$MU $NVDA $AMD $AVGO I love the effort. But shorts are trying too hard too early. Eventually they will have their day, only after being -90% from touching the hot stove over and over to make at maximum a 2x back if a company goes to zero 🤣
View on StockTwits ↗$MU long-term techs still lean sell-side, but I’ll take these dead-cats all day. $900 is the line I’m watching . A push above it at the open that fails to hold confirms the descending resistance in my book. If that materializes, I may put another $1M short to work. this is the part bulls keep underestimating: there’s a massive amount of embedded profit in this name. After a historic run, plenty of long-term holders don’t need another 20%. They’re looking for liquidity Yes, the fundamentals are extraordinary. Micron just posted $41.5B in quarterly revenue, up from $9.3B a year ago, with Q4 guidance at $50B and ~86% gross margins. That’s exactly why expectations are now sky-high. (Micron Technology) Wall Street doesn’t trade yesterday’s numbers. It trades the spread between expectations and reality. At these levels, the question isn’t whether $MU is a great company. It’s whether there are enough incremental buyers left to absorb everyone waiting for an exit. $MU $NVDA $AMD $AVGO
View on StockTwits ↗$NBIS $SMCI $AMD $AVGO $MSFT The AI buildout is still in its early innings. 🔹 Microsoft is driving AI cloud demand. 🔹 AMD is powering next-gen AI compute with EPYC & Instinct. 🔹 Broadcom owns critical AI networking and custom silicon. 🔹 Nebius is expanding AI cloud capacity. 🔹 SuperMicro sits in the middle, delivering the server infrastructure that ties it all together. Meanwhile, SMCI has reported >$60B in new orders, 15–17% gross margin guidance, and a record backlog, all while the market focuses on short-term noise. AI isn’t a one-company story. It’s an ecosystem, and these names are building the infrastructure behind the next decade of growth. The AI race is far from over. 🚀
View on StockTwits ↗Nexus Data Centers is reportedly in advanced discussions to secure $15 billion in financing, led by Morgan Stanley, to develop a major AI data center campus in Hubbard, Texas for Anthropic. According to sources familiar with the matter, the project will be supported by Google, which has agreed to backstop Anthropic using its investment-grade credit rating, helping facilitate the massive financing package. The proposed development highlights the escalating race among AI companies to secure computing infrastructure as demand for training and deploying advanced AI models continues to surge. Anthropic has aggressively expanded its infrastructure partnerships this year, signing agreements with AMD, SpaceX, Google, and Broadcom to increase computing capacity. The financing talks follow Google’s commitment earlier this year to invest up to $40 billion in Anthropic, deepening a relationship that began with a $300 million investment in 2023. $GOOGL $AMD $AVGO
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.