Market Cap
$1.7T
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 10, 2026 | Piper Sandler | INITIATE | Overweight | 54% |
| Sep 4, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Sep 4, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Sep 3, 2026 | Macquarie | UPGRADE | Outperform | 55% |
| Sep 3, 2026 | Raymond James | MAINTAIN | Outperform | 54% |
| Sep 3, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 3, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Sep 3, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 3, 2026 | StoneX | REITERATE | Buy | — |
| Sep 3, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 17 | 35 | 5 | 0 | 0 | 91% | |
| Aug 1, 2026 | 17 | 34 | 5 | 0 | 0 | 91% | |
| Jul 1, 2026 | 17 | 35 | 5 | 0 | 0 | 91% | |
| Jun 1, 2026 | 17 | 35 | 4 | 0 | 0 | 93% | |
| May 1, 2026 | 17 | 36 | 4 | 0 | 0 | 93% | |
| Apr 1, 2026 | 17 | 37 | 3 | 0 | 0 | 95% | |
| Mar 1, 2026 | 17 | 38 | 3 | 0 | 0 | 95% | |
| Feb 1, 2026 | 17 | 37 | 2 | 0 | 0 | 96% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $3.83 | $3.53–$3.92 | 96.3% | -1.4% | 8↑ 22↓ | $34.9B | 40 |
| Next Q | $4.08 | $3.70–$4.30 | 99.0% | -1.4% | 8↑ 19↓ | $37.0B | 35 |
| Current FY | $11.66 | $11.35–$12.38 | 70.9% | +0.2% | 21↑ 13↓ | $106.0B | 48 |
| Next FY | $19.39 | $17.47–$22.44 | 66.4% | -0.9% | 11↑ 25↓ | $173.9B | 48 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $3.828 | — |
| 7d ago | $3.825 | +0.002 |
| 30d ago | $3.881 | -0.053 |
| 60d ago | $3.874 | -0.046 |
| 90d ago | $3.861 | -0.033 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 398,213,826 | $150.4B | 14.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 309,168,582 | $116.8B | 11.1% | — |
| STATE STREET CORP | 196,900,541 | $74.4B | 7.1% | — |
| FMR LLC | 144,359,173 | $54.5B | 5.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 127,001,513 | $48.0B | 4.6% | — |
| Capital World Investors | 121,892,859 | $46.0B | 4.4% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 116,394,795 | $43.9B | 4.2% | — |
| Capital Research Global Investors | 113,126,312 | $42.7B | 4.1% | — |
| JPMORGAN CHASE & CO | 95,016,148 | $35.4B | 3.4% | — |
| Capital International Investors | 81,822,766 | $30.9B | 2.9% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 65,970,988 | — | $24.9B |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 8,980,922 | 12,084,090 | +34.6% | $5.5B |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 10,292,092 | 13,024,957 | +26.6% | $4.9B |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 18,739,006 | 8,593,712 | -54.1% | $3.2B |
| Sanders Capital, LLC | NEW | — | 5,163,630 | — | $2.0B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | DOUBLED | 2,376,363 | 4,822,793 | +102.9% | $1.8B |
| Rafferty Asset Management, LLC | ADD | 2,875,284 | 4,476,607 | +55.7% | $1.7B |
| DnB Asset Management AS | ADD | 2,455,734 | 4,133,220 | +68.3% | $1.6B |
| Corient Private Wealth LP | DOUBLED | 3,661,894 | 11,221,179 | +206.4% | $1.3B |
| Bank Julius Baer & Co. Ltd, Zurich | DOUBLED | 1,278,536 | 2,981,790 | +133.2% | $1.1B |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | SAMUELI HENRY | Director | GIFT | 72,474 | — | — |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 2,162 | $359.48 | $777.2K |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 11,309 | $361.79 | $4.1M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 4,560 | $358.47 | $1.6M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 22,579 | $359.44 | $8.1M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 6,959 | $357.66 | $2.5M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 22,624 | $354.75 | $8.0M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 407 | $361.18 | $147.0K |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 44,618 | $358.42 | $16.0M |
| Sep 23, 2026 | SAMUELI HENRY | Director | SELL | 85,221 | $356.58 | $30.4M |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | Sep 7, 2026(13d) |
| Aug 26, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | Sep 7, 2026(13d) |
| Aug 12, 2026 | Rick Allen | R | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | Sep 23, 2026(43d) |
| Jul 24, 2026 | David Taylor | R | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | Aug 7, 2026(15d) |
| Jul 14, 2026 | Rick Allen | R | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | Aug 19, 2026(37d) |
| Jun 5, 2026 | Ro Khanna | D | HOUSE | BUY | $15,001 - $50,000 | Broadcom Inc | Jul 8, 2026(34d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Broadcom Inc | May 8, 2026(12d) |
| Apr 27, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Broadcom Inc | May 8, 2026(12d) |
| Apr 13, 2026 | Shelley Moore Capito | R | SENATE | SELL | $1,001 - $15,000 | Broadcom Inc | May 7, 2026(25d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Broadcom Inc | May 13, 2026(31d) |