AVGO Broadcom Inc. Common Stock
XNAS
333.32
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
AVGO
$333.32
—
Key stats
$333.32
- 52-Week Range
- $289.96 – $495.00
- YTD
- -4.11%
- IV Rank (30D)
- 25.84
- Straddle Price
- $30.73
- P/C Vol Ratio
- 0.71
- Market Cap
- $1596.2B
- Open
- $338.02
- Day Range
- $332.29 – $338.94
- Volume
- 3,399,671
- Prev Close
- $334.37
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.09% |
| Beta vs SPY | 1.55 |
| Cost of Equity (CAPM) | 13.60% (VRP-adj) |
| WACC | 13.41% |
| Volatility Risk Premium | +25.1pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 5.4% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $39.4B |
| Return on Equity (TTM) | 38.4% |
| Book / Price | 6.1% |
| Gross Margin (TTM) | 68.8% |
| FCF Margin (TTM) | 44.2% |
| Debt / Equity | 0.57 |
| Quality Score | 5/6 — high quality (12y DCF) |
| Market-Implied Growth | +28.9% (reverse-DCF on current price) |
| SMA 50 | $362.10 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $352.48 |
| Bollinger Width / SMA20 | 3.8% (drives anchor stability) |
| Net Debt | $33.2B |
| Market Cap | $1633B |
Peers used for multiples: AAPL, AMD, GOOG, GOOGL, META, MSFT, MU, NVDA
60-Day Conviction
90%
20-Day Fair Value
≈ by Nov 19, 2026
$340.95
α +2.3%
rank 41%
conviction
94%
40-Day Fair Value
≈ by Dec 18, 2026
$344.15
α +3.2%
rank 41%
conviction
88%
60-Day Fair Value
≈ by Jan 18, 2027
$345.97
α +3.8%
rank 48%
conviction
90%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $356.76 | 19% | |
| DDM (Gordon) | $31.75 | 0% | |
| Peer P/E | $230.70 | 9% | median 26.8× · 8 peers |
| Peer EV/EBITDA | $279.49 | 9% | median 24.4× · 8 peers |
| Peer P/B | $166.92 | 2% | median 8.2× · 8 peers |
| Peer P/S | $202.24 | 6% | median 10.1× · 8 peers |
| Market Anchor (SMA50) | $362.10 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $336.44 | 19% | 63 strikes · skew +0.10 |
As of 2026-10-21 · updated
Related
About
- Industry (SIC)
- SEMICONDUCTORS & RELATED DEVICES (3674) · industry map
- Exchange
- XNAS
- Market Cap
- $1596.2B
- Employees
- 33,000
- List Date
- 2009-08-06
- CIK
- 0001730168
- Next Earnings
- 2026-12-10 (After-Close)
- EPS Forecast
- $3.45 (10 est.)
- Headquarters
- Palo Alto, CA
- Homepage
- https://www.broadcom.com
Broadcom is one of the largest semiconductor companies in the world and has also expanded into infrastructure software. Its semiconductors primarily serve computing and networking, with custom AI accelerators now accounting for the bulk of the business. It is primarily a fabless designer, but holds some manufacturing in-house, such as for its best-of-breed film bulk acoustic resonator filters that sell into the Apple iPhone. In software, it sells virtualization, infrastructure, and security software to large enterprises, financial institutions, and governments. Broadcom is the product of conso…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 5.95% | -11.67% | 5.70% | 8.72% | -4.62% | -4.69% | -0.10% |
| Feb | 0.67% | -0.89% | -1.40% | 8.37% | -8.40% | -3.49% | -0.86% |
| Mar | -5.29% | 10.45% | 8.08% | -5.27% | -10.64% | -2.92% | -0.93% |
| Apr | -4.15% | -11.58% | -2.49% | -3.70% | 14.21% | 33.16% | 4.24% |
| May | 4.93% | 0.66% | 26.65% | 6.89% | 22.67% | 6.05% | 11.31% |
| Jun | 1.82% | -15.31% | 9.81% | 21.46% | 10.83% | -17.88% | 1.79% |
| Jul | 3.36% | 12.06% | 2.53% | -2.07% | 10.94% | 4.81% | 5.27% |
| Aug | 2.59% | -6.95% | 0.31% | 10.75% | 3.03% | -5.58% | 0.69% |
| Sep | -1.67% | -9.76% | -4.81% | 12.90% | 10.62% | -5.00% | 0.38% |
| Oct | 9.09% | 2.92% | 0.77% | 1.37% | 10.87% | -2.93%* | 3.68% |
| Nov | 4.85% | 17.77% | 8.53% | -4.05% | 11.15% | -- | 7.65% |
| Dec | 19.95% | 1.52% | 20.03% | 39.23% | -10.36% | -- | 14.07% |
| Total | 47.99% | -15.61% | 96.31% | 131.39% | 69.32% | -5.50% | 53.98% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $351.41
SMA 50: $360.45
SMA 200: $368.02
Current: $333.49
EMA 12: $344.50
EMA 26: $351.58
MACD: -7.0776 | Signal: -2.4067
BEARISH
ADX (14): 22.45
WEAK TREND
+DI: 14.66
−DI: 31.46
Momentum Oscillators
RSI (14): 38.23
NEUTRAL
Stoch %K: 10.66
Stoch %D: 9.75
Williams %R: -90.60
Volume & Volatility
BB Upper: $376.52
BB Lower: $326.30
NEUTRAL
OBV: 810,701,542
Vol SMA 20: 20,656,648
Vol ROC: -81.51%
ATR: $11.13
True Range: $6.65
HV 20: 35.8%
HV 30: 35.7%
HV 60: 38.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-22T00:00:00 – 2026-10-20T00:00:00
AI Analysis
AVGO (Broadcom Inc.) - Comprehensive Stock Analysis
Executive Summary
Overall Assessment: BEARISH | Confidence Level: 7/10
Key Drivers & Primary Risks:
- Primary Driver: Technical breakdown with price ($338.57) trading 8% below the 20-day SMA ($355.89), coupled with bearish MACD divergence and elevated short-term momentum deterioration
- Primary Risk: High beta (2.11) amplifies downside moves; deteriorating trend strength with negative DI significantly outweighing positive DI (33.49 vs 18.06)
Investment Thesis: Broadcom is experiencing a near-term technical deterioration despite neutral-to-positive news sentiment, suggesting the recent decline reflects sector-wide semiconductor weakness rather than company-specific catalysts. The stock trades below all major moving averages with bearish momentum indicators, but options market volatility (IV Rank 21.7%) remains historically low, potentially offering asymmetric risk/reward if the stock stabilizes at support.
Recent News Sentiment Impact: News sentiment is predominantly neutral (5 of 6 articles are neutral), with no company-specific negative catalysts visible in recent headlines. The one negative headline ("Breakfast News: Week in Review") lacks specificity to AVGO. This divergence between neutral news and technical weakness suggests sector rotation out of semiconductors is the primary headwind rather than AVGO-specific deterioration.
Technical Analysis
Trend Direction
| Timeframe | Status | Interpretation | |-----------|--------|-----------------| | Short-term (1-4 weeks) | DOWNTREND | Price below SMA 20, EMA 12, and all major moving averages; below neutral zone | | Medium-term (1-3 months) | DOWNTREND | Trading below SMA 50 ($365.92) and SMA 200 ($368.25); no recovery signals | | Long-term (3-12 months) | MIXED/WEAKENING | All moving averages aligned bearishly (20 < 50 < 200), suggesting cyclical weakness in semiconductor complex |
Support & Resistance Levels
| Level | Price | Significance | |-------|-------|--------------| | Immediate Resistance | $355.89 | SMA 20 - critical overhead; must reclaim to reverse short-term downtrend | | Secondary Resistance | $365.92 | SMA 50 - medium-term trend barrier | | Key Support | $336.80 | Bollinger Band lower band - psychological/technical floor | | Critical Support | $328.54 | -10% from current (next psychological level) | | Breakdown Level | $325.00 | Would signal accelerated weakness; ~4% downside risk |
Momentum Signals
RSI (14): 38.67 — NEUTRAL/WEAKENING
- Currently in neutral zone (30-70) but trending toward oversold
- Not yet in panic-selling territory (<30), indicating room for further deterioration
- RSI at 38.67 suggests modest selling pressure without capitulation
MACD: -4.05 / Signal: -1.34 / Histogram: -2.71 — BEARISH
- MACD below signal line with negative histogram (-2.71) confirms bearish momentum
- Negative MACD values indicate downward momentum is still accelerating
- No crossover signal yet, but deteriorating trend suggests risk of deeper weakness
Bollinger Bands: NEUTRAL (Width 10.72)
- Price ($338.57) positioned between middle ($355.89) and lower ($336.80) band
- Band width of 10.72 is relatively narrow, suggesting low volatility regime
- Price closer to lower band indicates downside pressure, but not yet touching it (which would signal oversold capitulation)
- Potential for mean reversion toward middle band ($355.89 = +5.1% upside)
Volume Analysis
Volume Rate of Change: -91.08% — CRITICAL RED FLAG
- Massive -91% decline in volume relative to 20-day average indicates severely depressed trading activity
- Suggests weak conviction behind the decline; lack of institutional selling pressure
- Paradoxically bullish indicator: Low-volume declines typically reverse faster than high-volume declines
- This suggests current weakness may lack follow-through, providing potential bounce opportunity
On-Balance Volume (OBV): 820,766,918.52
- OBV provides cumulative context but lacks recent trend—cannot assess if declining or stabilizing without historical comparison
- Extremely low volume suggests OBV may be stalling or consolidating
Institutional Interest Signal:
- Volume significantly below 20-day SMA (20,960,701 average) indicates retail/algorithmic selling rather than institutional liquidation
- Absence of heavy selling volume suggests smart money may be positioned defensively rather than aggressively exiting
News & Sentiment Analysis
Recent Headlines Summary (Last 10 Articles)
| Article | Date | Relevance | Sentiment | |---------|------|-----------|-----------| | The Number Changing My View on Nvidia Stock | 2026-10-16 | Sector commentary; mentions Nvidia but implies AVGO/others being overlooked | NEUTRAL | | $1,000 Stock to Buy Before It Triples by 2030 | 2026-10-16 | Semiconductor opportunity thesis; suggests sector weakness creates opportunity | NEUTRAL | | Breakfast News: Week in Review | 2026-10-16 | Market-wide commentary; no AVGO-specific negativity visible | NEGATIVE | | Not AMD. Not Broadcom. This is the Chip Designer... | 2026-10-16 | Explicitly mentions Broadcom negatively by exclusion - suggests analyst skepticism on AVGO near-term | NEUTRAL | | 3 Vanguard Mutual Funds for Long-Term Wealth | 2026-10-16 | General fund commentary; not AVGO-specific | NEUTRAL | | TSMC Posted Record Profit; Why Did Stock Fall? | 2026-10-16 | Explains semiconductor sector paradox: strong fundamentals but declining stock prices | NEUTRAL |
Sentiment Assessment: NEUTRAL-TO-SLIGHTLY-NEGATIVE
Aggregate Assessment:
- No catastrophic negative catalysts (no earnings misses, regulatory issues, or guidance cuts visible)
- Sector-wide weakness is the dominant narrative: TSMC's record profit combined with stock decline exemplifies the broader issue
- Selective exclusion of Broadcom from analyst "buy" recommendations suggests relative underperformance expectations
- Lack of specific AVGO news is itself noteworthy: the absence of positive catalysts in recent headlines supports the technical weakness
Catalyst Identification
Immediate Catalysts (1-7 days):
- None identified in current news flow
- Options market pricing $14.78 move (7-DTE), suggesting no major event expected this week
Near-term Catalysts (1-4 weeks):
- Next Earnings Report: Last reported 2026-09-02; quarterly cycle suggests next earnings ~late November/early December 2026
- Semiconductor sector rotation: Potential reversal if tech-heavy indices stabilize or if AI demand narratives strengthen
Medium-term Catalysts (1-3 months):
- Q4 2026 earnings season (November-December)
- Potential AI infrastructure demand announcements or partnerships
- Broader semiconductor cycle recovery signals
Market Narrative & Technical Signal Alignment
Narrative-Technical Divergence:
- Technical signals: Bearish (price below all MAs, MACD negative, volume collapsing)
- News narrative: Neutral/healthy (sector opportunity thesis, no AVGO-specific bad news)
- Resolution: The disconnect suggests technical weakness is sector-driven, not fundamentals-driven, creating potential asymmetric opportunity if sector stabilizes
Risk & Volatility Assessment
Beta Interpretation: 2.11 (HIGH VOLATILITY)
Analysis:
- Beta 2.11 means AVGO moves 2.11x the market movement — significantly amplifies both upside and downside
- When S&P 500 declines 5%, AVGO typically declines ~10.5%
- When market recovers 5%, AVGO typically rallies ~10.5%
- Current context: In a semiconductor sell-off, high beta is working against the stock; in a recovery, it will work dramatically in favor of the stock
Positive Alpha Consideration:
- Alpha of -0.29 indicates AVGO has **
Generated
News
All AVGO news →
Broadcom's 36% net margin and AI infrastructure tailwinds contrast sharply with Apple's consumer exposure and antitrust headwinds, reshaping the growth-versus-value calculus.
A 10-year VMware deal won’t move Broadcom’s numbers much, but it hands the company a strong answer to its licensing critics.
While Nvidia and Broadcom are grabbing more headlines, Marvell Technology is quietly beating both of them.
Broadcom's latest chapter may not be what investors expect.
Showing 1–10 of 50
Page 1 of 5
Earnings History
12 of 22 under expected move
Avg Expected Move
5.64%
Avg Actual Move
6.48%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-03-04 | After-Close | 4.16% | 1.48% | 0.36x | Within |
| 2021-06-03 | After-Close | 2.95% | 2.19% | 0.74x | Within |
| 2021-09-02 | After-Close | 3.14% | 1.18% | 0.38x | Within |
| 2021-12-09 | After-Close | 4.06% | 8.27% | 2.04x | Exceeded |
| 2022-03-03 | After-Close | 5.33% | 3.01% | 0.56x | Within |
| 2022-05-26 | After-Close | 1.78% | 5.92% | 3.33x | Exceeded |
| 2022-09-01 | After-Close | 4.45% | 1.67% | 0.38x | Within |
| 2022-12-08 | After-Close | 3.88% | 2.57% | 0.66x | Within |
| 2023-03-02 | After-Close | 3.60% | 5.70% | 1.58x | Exceeded |
| 2023-06-01 | After-Close | 8.15% | 2.79% | 0.34x | Within |
| 2023-08-31 | After-Close | 4.52% | 5.46% | 1.21x | Exceeded |
| 2023-12-07 | After-Close | 3.59% | 2.39% | 0.67x | Within |
| 2024-03-07 | After-Close | 9.12% | 6.99% | 0.77x | Within |
| 2024-06-12 | After-Close | 6.53% | 12.27% | 1.88x | Exceeded |
| 2024-09-05 | After-Close | 7.37% | 10.36% | 1.41x | Exceeded |
| 2024-12-12 | After-Close | 8.69% | 24.43% | 2.81x | Exceeded |
| 2025-06-05 | After-Close | 6.67% | 5.00% | 0.75x | Within |
| 2025-09-04 | After-Close | 5.68% | 9.41% | 1.66x | Exceeded |
| 2025-12-11 | After-Close | 6.69% | 11.43% | 1.71x | Exceeded |
| 2026-03-04 | After-Close | 7.61% | 4.80% | 0.63x | Within |
| 2026-06-03 | After-Close | 8.80% | 12.59% | 1.43x | Exceeded |
| 2026-09-02 | After-Close | 7.40% | 2.74% | 0.37x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
AVGO Options Activity & IV Rank
AVGO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 40.4%
7-DTE IV: 40.8%
Expected Move: $30.73
7-DTE Move: $15.62
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 4,612
Put Volume: 3,275
P/C Volume: 0.71
NEUTRAL
Call OI: 156,920
Put OI: 160,759
P/C OI: 1.024
Total OI: 317,679
ATM Options Pricing
ATM Call: $16.35
ATM Put: $14.38
Call %: 4.9%
Put %: 4.3%
Chain Summary
Chain Volume: 130,650
Chain OI: 2,360,435
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
LOW γ vs HISTORY
Estimated net dealer gamma is at the 4th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
4%
vs own history
GEX tilt
-0.26
OI-weighted, today
Vanna tilt
+0.36
δ-sensitivity to IV
Charm tilt
-0.48
δ-decay vs time
Vanna tilt +0.36: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.48: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 479 ATM contracts, 644k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
9%
-0.2
pts
EXTREME
ATM 42.5% / Wing 42.4%
30 DTE / 10d
30%
+2.8
pts
EXTREME
ATM 41.1% / Wing 43.9%
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)18.7LowOct 21
IV Rank (30 DTE)25.8MediumOct 21
Straddle Price (30 DTE)$30.73Oct 21
Beta Analysis
Risk Metrics
Beta: 2.1477
Alpha: -23.50%
Correlation: 0.5963
R-Squared: 35.6%
Stock Volatility: 45.7%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own AVGO
11 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Coatue Management Hedge fund Philippe Laffont | $2.21B | #8 of 66 | +6.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $1.14B | #7 of 4729 | +0.7% | 13F | |
| Citadel Hedge fund Ken Griffin | $1.10B | #9 of 6285 | -10.9% | 13F | |
| Tiger Global Hedge fund Chase Coleman | $662.6M | #13 of 46 | -51.1% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $497.8M | #4 of 997 | -28.2% | 13F | |
| Point72 Hedge fund Steve Cohen | $386.6M | #21 of 1945 | -54.8% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $321.0M | #33 of 3138 | +7.1% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $139.5M | #227 of 3716 | -82.8% | 13F | |
| Soros Fund Management Family office George Soros, Robert Soros, Jonathan Soros | $62.4M | #39 of 251 | +6.5% | 13F | |
| Appaloosa Hedge fund David Tepper | $56.7M | #19 of 25 | new | 13F | |
| ICONIQ Capital Family office | $3.4M | #39 of 76 | -97.9% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
AVGO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 4,885,250,000 (as of 2026-08-02)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
156 filers$32.90B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $6.65B | 20.22% | 2026-06-30 |
| 2 | Jane Street Group, LLC Custodian | $5.16B | 15.69% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $3.78B | 11.50% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $2.65B | 8.06% | 2026-06-30 |
| 5 | CTC LLC | $1.84B | 5.59% | 2026-06-30 |
| 6 | UBS Group AG Custodian | $1.79B | 5.44% | 2026-06-30 |
| 7 | Optiver Holding B.V. | $1.20B | 3.64% | 2026-06-30 |
| 8 | Wolverine Trading, LLC Custodian | $1.03B | 3.13% | 2025-09-30 |
| 9 | ALKEON CAPITAL MANAGEMENT LLC | $982.15M | 2.99% | 2026-06-30 |
| 10 | JPMorgan Chase & Co Custodian | $717.64M | 2.18% | 2026-06-30 |
| 11 | Simplex Trading, LLC Custodian | $695.48M | 2.11% | 2026-06-30 |
| 12 | Citigroup Inc. Custodian | $669.60M | 2.04% | 2026-06-30 |
| 13 | Millennium Management LLC Custodian | $617.89M | 1.88% | 2026-06-30 |
| 14 | Walleye Trading LLC | $518.80M | 1.58% | 2026-06-30 |
| 15 | Belvedere Trading LLC | $455.57M | 1.38% | 2026-06-30 |
| 16 | Goldman Sachs Group Inc Custodian | $375.56M | 1.14% | 2026-06-30 |
| 17 | GROUP ONE TRADING LLC Custodian | $316.10M | 0.96% | 2026-06-30 |
| 18 | Value Aligned Research Advisors, LLC | $247.43M | 0.75% | 2026-06-30 |
| 19 | Point72 Asset Management, L.P. | $206.21M | 0.63% | 2026-06-30 |
| 20 | BNP Paribas Financial Markets Custodian | $199.45M | 0.61% | 2026-06-30 |
| 21 | Barclays PLC Custodian | $198.73M | 0.60% | 2026-06-30 |
| 22 | PEAK6 LLC | $168.70M | 0.51% | 2026-06-30 |
| 23 | Man Group plc | $119.82M | 0.36% | 2026-06-30 |
| 24 | Allianz Asset Management GmbH | $114.91M | 0.35% | 2026-06-30 |
| 25 | HSBC Holdings plc Custodian | $112.01M | 0.34% | 2026-06-30 |
145 filers$42.04B notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $8.93B | 21.24% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $5.35B | 12.74% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $2.96B | 7.04% | 2026-06-30 |
| 4 | IMC-Chicago, LLC Custodian | $2.25B | 5.34% | 2026-06-30 |
| 5 | Optiver Holding B.V. | $1.74B | 4.15% | 2026-06-30 |
| 6 | Citigroup Inc. Custodian | $1.72B | 4.10% | 2026-06-30 |
| 7 | CTC LLC | $1.69B | 4.02% | 2026-06-30 |
| 8 | Millennium Management LLC Custodian | $1.36B | 3.23% | 2026-06-30 |
| 9 | HSBC Holdings plc Custodian | $1.26B | 3.00% | 2026-06-30 |
| 10 | BNP Paribas Financial Markets Custodian | $1.05B | 2.49% | 2026-06-30 |
| 11 | Goldman Sachs Group Inc Custodian | $1.03B | 2.45% | 2026-06-30 |
| 12 | Situational Awareness Partners LP | $1.01B | 2.39% | 2026-03-31 |
| 13 | UBS Group AG Custodian | $874.19M | 2.08% | 2026-06-30 |
| 14 | Wolverine Trading, LLC Custodian | $811.36M | 1.93% | 2025-09-30 |
| 15 | Simplex Trading, LLC Custodian | $754.48M | 1.79% | 2026-06-30 |
| 16 | Barclays PLC Custodian | $705.03M | 1.68% | 2026-06-30 |
| 17 | National Bank of Canada Custodian | $643.12M | 1.53% | 2026-06-30 |
| 18 | Belvedere Trading LLC | $611.12M | 1.45% | 2026-06-30 |
| 19 | Value Aligned Research Advisors, LLC | $546.11M | 1.30% | 2026-06-30 |
| 20 | Walleye Trading LLC | $540.86M | 1.29% | 2026-06-30 |
| 21 | Marex Group Ltd | $387.19M | 0.92% | 2026-06-30 |
| 22 | JPMorgan Chase & Co Custodian | $370.36M | 0.88% | 2026-06-30 |
| 23 | D. E. Shaw & Co., Inc. Custodian | $343.98M | 0.82% | 2026-06-30 |
| 24 | Daiwa Securities Group Inc. | $321.09M | 0.76% | 2026-06-30 |
| 25 | CAPSTONE INVESTMENT ADVISORS, LLC | $313.08M | 0.74% | 2026-06-30 |
AVGO Insider Trading (Form 4)
Latest: 2026-09-25Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | Henry Samueli | Director | Mixed | −774,664 | $356.04 | -$250.01M | EDGAR |
| 2026-09-17 | Amie Thuener O'Toole | Chief Financial Officer | Tax (F) | −1,554 | $339.27 | -$527.2K | EDGAR |
| 2026-09-17 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | Tax (F) | −8,059 | $339.27 | -$2.73M | EDGAR |
| 2026-07-14 | Gayla J Delly | Director | Gift (G) | −500 | — | EDGAR | |
| 2026-07-14 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | Sell (S) | −25,000 | $401.33 | -$10.03M | EDGAR |
| 2026-07-10 | Gayla J Delly | Director | Sell (S) | −1,890 | $385.38 | -$728.4K | EDGAR |
| 2026-07-10 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | Sell (S) | −25,000 | $379.19 | -$9.48M | EDGAR |
| 2026-07-01 | Justine Page | Director | Sell (S) | −1,602 | $373.86 | -$598.9K | EDGAR |
| 2026-06-29 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | Sell (S) | −25,000 | $387.00 | -$9.68M | EDGAR |
| 2026-06-26 | Henry Samueli | Director | Mixed | −987,642 | $382.13 | -$250.01M | EDGAR |
| 2026-06-18 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | Sell (S) | −8,152 | $389.59 | -$3.18M | EDGAR |
| 2026-06-17 | Amie Thuener O'Toole | Chief Financial Officer | Award (A) | +50,000 | — | EDGAR | |
| 2026-06-15 | Harry L. You | Director | Buy (P) | +1,000 | $373.57 | $373.6K | EDGAR |
| 2026-04-23 | Henry Samueli | Director | Award (A) | +864 | — | EDGAR | |
| 2026-04-22 | Kenneth Hao | Director | Award (A) | +864 | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
AVGO Insider Holdings
14 insiders · @ $333.49
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Henry Samueli | Director | 36,328,725 | $12.12B | -$1.26B | 38 | 2026-09-25 |
| 2 | Hock E Tan | President and CEO | 886,474 | $295.63M | -$814.42M | 89 | 2026-04-10 |
| 3 | Charlie B Kawwas | President, SSG | 861,810 | $287.41M | -$101.35M | 66 | 2026-04-10 |
| 4 | Kirsten M. Spears | CFO & Chief Accounting Officer | 387,794 | $129.33M | -$93.31M | 47 | 2026-03-18 |
| 5 | Mark David Brazeal | Chief Legal & Corp Affairs Ofc | 186,930 | $62.34M | -$178.80M | 46 | 2026-09-17 |
| 6 | Check Kian Low | Director | 115,247 | $38.43M | -$1.70M | 11 | 2026-04-22 |
| 7 | Kenneth Hao | Director | 58,726 | $19.58M | -$6.39B | 20 | 2026-04-22 |
| 8 | S. Ram Velaga | President, ISG | 57,967 | $19.33M | -$34.42M | 4 | 2026-04-14 |
| 9 | Eddy W Hartenstein | Director | 49,892 | $16.64M | -$9.16M | 13 | 2025-04-23 |
| 10 | Amie Thuener O'Toole | Chief Financial Officer | 48,597 | $16.21M | $0 | 2 | 2026-09-17 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
AVGO Proposed Insider Sales (Form 144)
Latest: 2026-09-23
? Form 144 Guide
Last 30d:
3 filings
· $275.8M notice value
· Last 90d:
3 filings
· $275.8M notice value
· 3 unique filers
· 100% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
D95GT, LLC (1, $225.0M) · Samueli Foundation (1, $25.8M) · H&S INVESTMENTS I LP (1, $25.0M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-09-23 | D95GT, LLC | Affiliate | 631,972 | $225.00M | 2026-09-23 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-09-23 | Samueli Foundation | Affiliate | 72,474 | $25.80M | 2026-09-23 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-09-23 | H&S INVESTMENTS I LP | Chairman of the Board of Broadcom | 70,218 | $25.00M | 2026-09-23 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-07-10 | Brazeal Mark David | Officer | 25,000 | $10.03M | 2026-07-10 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-07-08 | DELLY GAYLA J | Director | 1,890 | $728.4K | 2026-07-08 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-07-08 | Brazeal Mark David | Officer | 25,000 | $9.48M | 2026-07-08 | Charles Schwab & Co., Inc. | — | EDGAR |
| 2026-06-29 144/A | Samueli Foundation | Affiliate | 186,089 | $71.21M | 2026-06-24 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-06-29 144/A | H&S INVESTMENTS I LP | Chairman of the Board of Broadcom | 314,033 | $120.00M | 2026-06-24 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-06-29 144/A | D95GT, LLC | Affiliate | 340,208 | $130.00M | 2026-06-24 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
| 2026-06-29 144/A | Rinks Foundation | Affiliate | 15,784 | $6.04M | 2026-06-24 | Northern Trust Securities, Inc. | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-03
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-03 | 0001730168-26-000051 | EDGAR |
| 2026-04-21 | 0001730168-26-000039 | EDGAR |
| 2026-04-06 | 0001193125-26-144028 | EDGAR |
| 2026-04-02 | 0001193125-26-140574 | EDGAR |
| 2026-03-04 | 0001730168-26-000011 | EDGAR |
| 2026-03-02 | 0001193125-26-085656 | EDGAR |
| 2026-01-13 | 0001193125-26-011731 | EDGAR |
| 2025-12-11 | 0001730168-25-000116 | EDGAR |
| 2025-09-29 | 0001193125-25-223202 | EDGAR |
| 2025-09-10 | 0001193125-25-200108 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2025-12-18 | 0001730168-25-000121 | EDGAR |
| 2024-12-20 | 0001730168-24-000139 | EDGAR |
| 2023-12-14 | 0001730168-23-000096 | EDGAR |
| 2022-12-16 | 0001730168-22-000118 | EDGAR |
| 2021-12-17 | 0001730168-21-000153 | EDGAR |
| 2020-12-18 | 0001730168-20-000226 | EDGAR |
| 2019-12-20 | 0001730168-19-000144 | EDGAR |
| 2018-12-21 | 0001730168-18-000084 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-03-11 | 0001730168-26-000016 | EDGAR |
| 2025-09-10 | 0001730168-25-000098 | EDGAR |
| 2025-06-11 | 0001730168-25-000064 | EDGAR |
| 2025-03-12 | 0001730168-25-000021 | EDGAR |
| 2024-09-11 | 0001730168-24-000099 | EDGAR |
| 2024-06-13 | 0001730168-24-000080 | EDGAR |
| 2024-03-14 | 0001730168-24-000023 | EDGAR |
| 2023-09-06 | 0001730168-23-000077 | EDGAR |
| 2023-06-07 | 0001730168-23-000064 | EDGAR |
| 2023-03-08 | 0001730168-23-000008 | EDGAR |
ETF Holders
721 ETFs hold AVGO
25 shown · $233.94B total exposure · 2.91% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 2.28% | $53.0B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 2.54% | $43.9B | — | 2026-09-30 |
| 3 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 2.40% | $21.2B | $885.8B | 2026-10-19 |
| 4 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 2.40% | $19.6B | $816.6B | 2026-10-19 |
| 5 | VUG Vanguard Morningstar Growth ETF | Vanguard | 4.34% | $17.0B | — | 2026-09-30 |
| 6 | QQQ Invesco QQQ Trust, Series 1 | Invesco | 2.49% | $12.1B | — | 2026-10-19 |
| 7 | VGT Vanguard Information Technology ETF | Vanguard | 4.11% | $7.3B | — | 2026-09-30 |
| 8 | VYM Vanguard High Dividend Yield ETF | Vanguard | 6.94% | $6.6B | — | 2026-09-30 |
| 9 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 4.67% | $5.9B | $125.0B | 2026-10-19 |
| 10 | XLK State Street® Technology Select Sector SPDR® ETF | SPDR (State Street) | 4.68% | $5.7B | $122.2B | 2026-10-19 |
| 11 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 4.32% | $5.5B | — | 2026-09-30 |
| 12 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 2.40% | $4.4B | $182.9B | 2026-10-19 |
| 13 | SMH VanEck Semiconductor ETF | VanEck | 5.49% | $3.7B | $66.7B | 2026-10-19 |
| 14 | IVW iShares S&P 500 Growth ETF | iShares (BlackRock) | 4.38% | $3.4B | $77.4B | 2026-10-19 |
| 15 | SOXX iShares Semiconductor ETF | iShares (BlackRock) | 7.31% | $3.1B | $42.0B | 2026-10-19 |
| 16 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 4.55% | $2.8B | — | 2026-05-31 |
| 17 | QQQM Invesco NASDAQ 100 ETF | Invesco | 2.49% | $2.7B | — | 2026-10-19 |
| 18 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 4.80% | $2.7B | — | 2026-09-30 |
| 19 | SPYG State Street® SPDR® Portfolio S&P 500® Growth ETF | SPDR (State Street) | 4.38% | $2.5B | $56.1B | 2026-10-19 |
| 20 | SCHX Schwab U.S. Large-Cap ETF | Nport | 3.10% | $2.2B | — | 2026-05-31 |
| 21 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 2.14% | $2.1B | $96.7B | 2026-10-19 |
| 22 | VV Vanguard Morningstar Large-Cap ETF | Vanguard | 2.60% | $2.0B | — | 2026-09-30 |
| 23 | CGDV Capital Group Dividend Value ETF | Capitalgroup | 4.29% | $1.7B | $39.7B | 2026-10-19 |
| 24 | MGK Vanguard Morningstar Mega Cap Growth ETF | Vanguard | 4.31% | $1.5B | — | 2026-09-30 |
| 25 | VT Vanguard Total World Stock ETF | Vanguard | 1.39% | $1.4B | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
42.78
TTM Diluted EPS
$7.83
TTM Revenue
$89.10B
TTM Net Income
$38.27B
TTM Op. Cash Flow
$40.65B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-08-02 | $29.59B | $13.09B | $2.68 | $14.20B |
| Q2 '26 | 2026-05-03 | $22.19B | $9.31B | $1.91 | $10.49B |
| Q1 '26 | 2026-02-01 | $19.31B | $7.35B | $1.50 | $8.26B |
| Q4 '25 | 2025-11-02 | $18.02B | $8.52B | $1.75 | $7.70B |
| Q3 '25 | 2025-08-03 | $15.95B | $4.14B | $0.85 | $7.17B |
| Q2 '25 | 2025-05-04 | $15.00B | $4.96B | $1.03 | $6.55B |
| Q1 '25 | 2025-02-02 | $14.92B | $5.50B | $1.14 | $6.11B |
| Q4 '24 | 2024-11-03 | $14.05B | $4.32B | $0.90 | $5.60B |
| Q3 '24 | 2024-08-04 | $13.07B | $-1.88B | $-0.40 | $4.96B |
| Q2 '24 | 2024-05-05 | $12.49B | $2.12B | $0.44 | $4.58B |
| Q1 '24 | 2024-02-04 | $11.96B | $1.32B | $0.28 | $4.82B |
| Q4 '23 | 2023-10-29 | $9.29B | $3.52B | $0.83 | $4.83B |
Q3 2026 • period ending 2026-08-02 • filed 2026-09-10
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
42.78
P/B
16.42
P/S
18.37
EV/EBITDA
32.11
EV/Sales
18.74
ROE
38.4%
ROA
20.3%
Div Yield
0.76%
FCF Yield
2.48%
Debt/Equity
0.57
Current Ratio
—
Market Cap
$1.64T
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
54.20M
SI % of Float
1.16%
Days to Cover
2.32
Short Vol Ratio
28.7%
Free Float
4.67B
Float %
98.1%
Short interest 2026-09-30 • Short volume 2026-10-20 • Float 2026-08-24