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Broadcom's Q2 earnings surged 22% year-over-year, driving strong investor interest despite insider sales.
Twin Capital Management increased its Broadcom stake by 869 shares in Q2, now holding 102,876 shares valued at $28.36 million, or 3% of its portfolio.
Spurstone Advisory Services added 270 shares, worth about $74,000, making Broadcom its 17th largest holding.
Broadcom reported strong Q2 earnings with $1.69 EPS and $15.95 billion in revenue, up 22% year-over-year, and raised its Q4 2025 guidance.
The stock, trading at $358.39 with a $1.69 trillion market cap, has a consensus “Buy” rating and a target price of $372.52.
Despite insider sales totaling over $174 million, insiders also bought $1.23 million in shares recently.
The company pays a $0.59 quarterly dividend.
Las ganancias del segundo trimestre de Broadcom aumentaron un 22% interanual, lo que generó un gran interés de los inversores a pesar de las ventas internas.