BroadcomAVGO
About: Broadcom is the sixth-largest semiconductor company globally and has expanded into various software businesses, with over $30 billion in annual revenue. It sells 17 core semiconductor product lines across wireless, networking, broadband, storage, and industrial markets. It is primarily a fabless designer but holds some manufacturing in-house, like for its best-of-breed FBAR 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 Brocade, CA Technologies, and Symantec in software.
Employees: 37,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
14% more repeat investments, than reductions
Existing positions increased: 1,734 | Existing positions reduced: 1,516
9% less first-time investments, than exits
New positions opened: 244 | Existing positions closed: 268
1.52% less ownership
Funds ownership: 75.97% [Q4 2024] → 74.45% (-1.52%) [Q1 2025]
3% less funds holding
Funds holding: 3,847 [Q4 2024] → 3,737 (-110) [Q1 2025]
15% less call options, than puts
Call options by funds: $14.1B | Put options by funds: $16.6B
30% less capital invested
Capital invested by funds: $839B [Q4 2024] → $590B (-$249B) [Q1 2025]
35% less funds holding in top 10
Funds holding in top 10: 819 [Q4 2024] → 535 (-284) [Q1 2025]
Research analyst outlook
18 Wall Street Analysts provided 1 year price targets over the past 3 months
18 analyst ratings
Morgan Stanley Joseph Moore | 17%upside $338 | Overweight Maintained | 30 Jul 2025 |
Mizuho Vijay Rakesh | 11%upside $320 | Outperform Maintained | 16 Jul 2025 |
Oppenheimer Rick Schafer | 6%upside $305 | Outperform Maintained | 15 Jul 2025 |
Goldman Sachs James Schneider | 9%upside $315 | Buy Initiated | 10 Jul 2025 |
Keybanc John Vinh | 14%upside $330 | Overweight Maintained | 8 Jul 2025 |
Financial journalist opinion
Based on 96 articles about AVGO published over the past 30 days









