AVGO · Broadcom
AVGO — Attributed statements and research notes, reproduced as stated. Not investment advice.
What published research said about AVGO in the last 14 days
None of the tracked publishers made AVGO the primary subject of a piece in this window.
Directional statements on AVGO, on the record
Each row is a dated fact: a named source expressed a direction on AVGO. Where a publisher relayed a broker's rating change, the originating voice is in the "via" column. None of these is a recommendation from Quant Data; they are recorded so they can later be checked against what the price did.
| Date | Publisher | Via | Stance | Statement |
|---|---|---|---|---|
| 2026-10-02 | TMT Breakout | UBS | Bullish | Buy, price target $470, saying FY27/28 AI guidance looks conservative. |
| 2026-10-02 | FundaAI | FundaAI | Bullish | Says AVGO and MRVL (DSP suppliers) are more secure under a US-content threshold, and MTSI, SMTC and MXL gain incremental TIA and driver demand. |
| 2026-09-03 | James Bulltard | unidentified institutional options seller | Bullish | 7,000 $290 November puts sold at 4.28, an economically bullish bet against AVGO breaking below $290. |
| 2026-09-02 | TMT Breakout | TMT Breakout | Bearish | Reads the FY27 AI outlook as underwhelming versus the ~$130B+ buy-side bar, calling the print 'fine' but not thesis-changing near term. |
Research notes that mention AVGO
- October 6, 2026 — Eight research pieces from six publishers: Global liquidity edges higher, AI computer use targets a $1 trillion market, and Marvell raises long-term targets
- October 2, 2026 — Seven research notes from seven publishers: FCC optical transceiver rules, memory price hikes, China liquidity, and a stack of sell-side rating changes
- October 1, 2026 — 12 pieces from 9 publishers: Micron's fiscal Q4 and 2028 supply claims, Gemini 4 Argon, a silicon photonics foundry map, and a 5.33% US 10-year
- September 8, 2026 — Eight notes from five publishers: OpenAI's Astra reshapes the AI capex debate, GS/Citi TMT conference recaps, and a wave of sell-side rating changes
- September 4, 2026 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
- September 3, 2026 — Eight research notes from six publishers: Broadcom's $230B AI guide splits Wall Street, Snowflake's flywheel accelerates, and gold sits at a bull/bear fork
- September 2, 2026 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto
- September 1, 2026 — Nine research notes from seven publishers: Dell and Palo Alto beat, MongoDB misses the buy-side bar, and a stack of sell-side rating changes
Attributed statements and research notes, reproduced as stated. Not investment advice.
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