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Broadcom designs networking silicon like Tomahawk switch chips, custom AI accelerators for hyperscalers such as Google, and wireless components for the iPhone. Its software side, anchored by VMware, now generates roughly 40% of revenue.
Broadcom Inc. (AVGO) is a semiconductors & related devices company. Piotroski F-Score 8/9. 16 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-09-03 from AVGO's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
Led by Hock Tan · see pay & career →
Today’s Broadcom is really Avago: Hock Tan’s Avago Technologies bought the original Broadcom Corp in 2016 for $37 billion and kept the more famous name.
Source: Company history · More →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-11-02 vs 2024-11-03. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
eight-variable model; a screen for earnings-quality review, not an accusation
A plain-English read on AVGO plus an auto-SWOT — built from AVGO's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate AVGO using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Rohit KhannaU.S. Representative · CA-17 | BUY | $15,001 - $50,000 | filed 2026-07-06 |
| Tiger Global | $1.11B | 4.9% of portfolio |
| GMO (Jeremy Grantham) | $1.04B | 2.7% of portfolio |
| Polen Capital | $834.9M | 5.8% of portfolio |
| Point72 (Steve Cohen) | $701.4M | 0.9% of portfolio |
| Bridgewater Associates (Ray Dalio) | $568.1M | 2.5% of portfolio |
| Sands Capital Management | $434.2M | 1.7% of portfolio |
| Gotham Asset Management (Joel Greenblatt) | $106.9M | 0.3% of portfolio |
| Jefferies Financial Group | $106.0M | 0.7% of portfolio |
| Third Point (Dan Loeb) | $15.5M | 0.7% of portfolio |
| Duquesne Family Office (Druckenmiller) | $61K | 1.8% of portfolio |
Projected from AVGO's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment AVGO files its announcement.
AVGO's earnings reaction has been evenly split — 4 up, 4 down across its last 8 reports.
Large earnings reactions have been common.
The average is inflated by its most volatile prints (+22.7% and -13.0%).
A more typical earnings reaction has been approximately ±10.9%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-06-03 | -13.0% |
| 2026-03-04 | +6.0% |
| 2025-12-11 | -12.8% |
| 2025-09-04 | +10.7% |
| 2025-06-05 | -5.4% |
| 2025-03-06 | +1.8% |
| 2024-12-12 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| +22.7% |
| 2024-09-05 | -11.1% |
| Brazeal Mark DavidChief Legal & Corp Affairs Ofc | SELL | $9.5M | view → |
| DELLY GAYLA JDirector | SELL | $728K | view → |
| PAGE JUSTINEDirector | SELL | $599K | view → |
| Brazeal Mark DavidChief Legal & Corp Affairs Ofc | SELL | $9.7M | view → |
| SAMUELI HENRYDirector | SELL | $250.0M | view → |
| Brazeal Mark DavidChief Legal & Corp Affairs Ofc | SELL | $3.2M | view → |
| You Harry L.Director | BUY | $374K | view → |
| Velaga S. RamPresident, ISG | SELL | $3.0M | view → |