Broadcom CEO Reaffirms Long-Term Revenue Goals Despite AI Slowdown Concerns

Source Summary

Broadcom's CEO has dismissed concerns about an artificial intelligence slowdown and reaffirmed the company's long-term revenue targets. The executive expressed confidence in the company's strategic direction despite market uncertainties surrounding AI demand.

Why it matters

Broadcom's reaffirmation of revenue guidance signals management confidence in sustained AI-driven demand for its semiconductor products.

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NASDAQ:AVGOLive chart

Trading trends

The chart totals every SEC-reported transaction by month and share count, separating informative purchases and sales from non-informative awards, vesting, exercises, tax withholding and transfers. Records without a reported price remain included. Only informative purchases and sales affect the conservative sentiment signal.

Recent SEC-reported share and derivative transactions in Broadcom Inc..

Insider activity sentiment

Bearish

BearishNeutralBullish

0 discretionary purchases · 6 discretionary sales

Confidence: High

Informative buyNon-informative buyInformative sellNon-informative sell

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
Chief Legal & Corp Affairs OfcBrazeal Mark David	Informative sell	Common Stock, $0.001 par valueOpen-market or private transaction (S)	25,000	$401.329	$10,033,225	Jul 10, 2026
DirectorDELLY GAYLA J	Non-informative sell	Gift or transfer

Show 195 more transactions

Insiders	Activity	Description	Shares	Avg. price / share	Est. value	Trade date
Chief Legal & Corp Affairs OfcBrazeal Mark David	Informative sell	Common Stock, $0.001 par valueOpen-market or private transaction (S)	25,000	$387.00	$9,675,000	Jun 25, 2026
DirectorSAMUELI HENRY	Non-informative sell

As filed with the SEC. Estimated value is shown only for purchases or sales with a positive reported transaction price; awards, gifts and similar activity are not assigned an assumed market value. Amendments may change the record. This is not investment advice.

Short interest

Open short positions reported twice monthly; this is not daily short-sale volume.

Earnings

Recent reported earnings per share compared with the analyst consensus available from Nasdaq.

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Owner	Activity	Change	Shares held	Value (thousands)	Reported
Vanguard Group Inc	Buy	3,919,715 (0.819%)	482,707,302	$166,398,861	12/31/2025
Blackrock, Inc.	Buy	12,269,052 (3.179%)	398,213,826	$137,272,270	6/30/2026
Vanguard Capital Management Llc	Buy	1,152,717 (0.374%)	309,168,582	$106,576,594	6/30/2026
State Street Corp	Buy	5,520,309 (2.884%)	196,900,541	$67,875,554	6/30/2026
Fmr Llc	Buy	20,246,297 (16.313%)	144,359,173	$49,763,494	6/30/2026
Vanguard Portfolio Management Llc	Sell	-1,421,434 (-1.107%)	127,001,513	$43,779,962	6/30/2026
Capital World Investors	Buy	5,704,376 (4.91%)	121,892,859	$42,018,906	6/30/2026
Geode Capital Management, Llc	Buy	2,113,873 (1.85%)	116,394,795	$40,123,614	6/30/2026
Capital Research Global Investors	Sell	-2,898,986 (-2.499%)	113,126,312	$38,996,902	6/30/2026
Jpmorgan Chase & Co	Buy	3,233,340 (3.523%)	95,016,148	$32,753,967	6/30/2026
Price T Rowe Associates Inc /Md/	Sell	-1,618,784 (-1.916%)	82,851,970	$28,560,731	6/30/2026
Capital International Investors	Sell	-2,224,023 (-2.646%)	81,822,766	$28,205,944	6/30/2026

Settlement date	Short interest	Avg. daily volume	Change vs. previous report	Days to cover
Aug 31, 2026	50,451,889	20,841,544	-10.24%	2.42
Aug 14, 2026	56,209,128	17,502,436	-8.15%	3.21
Jul 31, 2026	61,196,152	19,024,490	-10.84%	3.22
Jul 15, 2026	68,638,929	22,758,366	-2.12%	3.02
Jun 30, 2026	70,123,497	31,423,228	+14.05%	2.23
Jun 15, 2026	61,482,385	41,115,986	+5.14%	1.50
May 29, 2026	58,477,285	20,370,381	+9.85%	2.87
May 15, 2026	53,234,237	18,488,278	—	2.88

Fiscal quarter	Reported	EPS	Consensus	Surprise
Jul 2026	Sep 2, 2026	3.03	2.83	+7.07%
Apr 2026	Jun 3, 2026	2.17	2.02	+7.43%
Jan 2026	Mar 4, 2026	1.76	1.67	+5.39%
Oct 2025	Dec 11, 2025	1.61	1.49	+8.05%

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