Cypress Wealth Services LLC increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 58.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,910 shares of the semiconductor manufacturer’s stock after acquiring an additional 4,747 shares during the quarter. Cypress Wealth Services LLC’s holdings in Broadcom were worth $4,468,000 as of its most recent SEC filing.
Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after purchasing an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Broadcom by 10.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after buying an additional 756 shares during the last quarter. United Bank boosted its holdings in shares of Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after buying an additional 1,014 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Broadcom by 10.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after buying an additional 1,160 shares during the period. Finally, Capital & Planning LLC grew its stake in Broadcom by 10.5% in the 2nd quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after buying an additional 378 shares during the last quarter. Institutional investors own 76.43% of the company’s stock.
Broadcom News Roundup
Here are the key news stories impacting Broadcom this week:
- Positive Sentiment: AI-led revenue surge and large government deal — Broadcom reported strong AI semiconductor growth (triple‑digit in segments cited) and has a ~$970M five‑year U.S. DoD software agreement, underpinning near‑term revenue momentum. Broadcom (AVGO) Valuation Check After 106% AI Chip Growth And US$970 Million Defense Software Deal
- Positive Sentiment: Very bullish analyst consensus — >95% of covering analysts rate AVGO a Buy, with consensus targets implying large upside (reports cite mid‑$400s targets / ~60%+ upside), which supports buyer interest and price support. Analysts See 61% Upside to Broadcom Inc. (AVGO)
- Positive Sentiment: New enterprise product (Symantec CBX) expands software/security recurring revenue potential — product launch could help diversify and lengthen revenue visibility for the software/security business. Broadcom Inc. (AVGO) Unveils Symantec CBX for Enterprise-Grade Network Security
- Neutral Sentiment: Competitive positioning vs. peers is mixed — comparisons to Nvidia and Marvell highlight that Broadcom wins via custom silicon and software, but differences in product exposure mean mixed investor takeaways on relative upside. Nvidia vs Broadcom: Which AI Stock Will Make You More Money
- Neutral Sentiment: Average brokerage recommendation flagged as a Buy but may be overstated — some coverage notes ABR is skewed by optimistic sell‑side ratings, so the metric should be viewed with caution. Is Broadcom Inc. (AVGO) a Buy as Wall Street Analysts Look Optimistic?
- Negative Sentiment: Gross margin pressure — several notes call out sequential gross‑margin contraction as AI revenue mix reshapes the business, which could limit near‑term profitability expansion despite revenue growth. AVGO’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?
- Negative Sentiment: Pullback and bear viewpoints — the stock is noted as down year‑to‑date in some pieces, and long‑form critiques raise the “bear case” (valuation, margin risk, non‑AI softness), which can pressure sentiment and create volatility. Broadcom Drops 11% Year to Date: Should You Buy the Stock on the Dip? Broadcom: The Bear Case Nobody Wants To Hear
Analyst Upgrades and Downgrades
Broadcom Stock Performance
Shares of NASDAQ:AVGO opened at $313.49 on Thursday. Broadcom Inc. has a 12-month low of $138.10 and a 12-month high of $414.61. The company’s 50 day moving average price is $325.06 and its two-hundred day moving average price is $343.71. The firm has a market cap of $1.48 trillion, a PE ratio of 61.23, a PEG ratio of 0.66 and a beta of 1.24. The company has a quick ratio of 1.73, a current ratio of 1.90 and a debt-to-equity ratio of 0.80.
Broadcom (NASDAQ:AVGO – Get Free Report) last released its quarterly earnings results on Wednesday, March 4th. The semiconductor manufacturer reported $2.05 earnings per share for the quarter, beating analysts’ consensus estimates of $2.03 by $0.02. The company had revenue of $19.31 billion during the quarter, compared to the consensus estimate of $19.10 billion. Broadcom had a net margin of 36.57% and a return on equity of 38.61%. The firm’s quarterly revenue was up 29.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.60 earnings per share. Equities research analysts predict that Broadcom Inc. will post 5.38 earnings per share for the current year.
Broadcom Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd were given a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, March 23rd. Broadcom’s dividend payout ratio is presently 50.78%.
Insider Activity
In other news, insider Charlie B. Kawwas sold 39,116 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $321.61, for a total transaction of $12,580,096.76. Following the sale, the insider directly owned 74,626 shares of the company’s stock, valued at approximately $24,000,467.86. This represents a 34.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Hock E. Tan sold 70,000 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $347.30, for a total value of $24,311,000.00. Following the completion of the transaction, the chief executive officer owned 132,836 shares in the company, valued at $46,133,942.80. The trade was a 34.51% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 373,049 shares of company stock worth $123,024,715. 1.90% of the stock is owned by insiders.
Broadcom Company Profile
Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.
On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.
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