Broadcom (AVGO) — What Changed

Material changes in the AI committee's view · 32 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MAJOR
▼ Agreement Shift

AVGO's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-01 MINOR
▲ Score Change

AVGO's Committee score moved from 56.24 to 58.32 (+2.08, 1 day(s) apart).

56.24 → 58.32 (+2.1)

2026-08-01 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-31 MATERIAL
▼ Agreement Shift

AVGO's Committee agreement moved from 80.00% to 66.70% (-13.30pp, 1 day(s) apart).

80.00 → 66.70 (-13.3)

2026-07-31 MINOR
▲ Score Change

AVGO's Committee score moved from 53.67 to 56.24 (+2.57, 1 day(s) apart).

53.67 → 56.24 (+2.6)

2026-07-31 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

2026-07-30 MATERIAL
▲ Agreement Shift

AVGO's Committee agreement moved from 66.70% to 80.00% (+13.30pp, 1 day(s) apart).

66.70 → 80.00 (+13.3)

2026-07-30 MINOR
▼ Score Change

AVGO's Committee score moved from 56.88 to 53.67 (-3.21, 1 day(s) apart).

56.88 → 53.67 (-3.2)

2026-07-30 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-28 MAJOR
▲ Agreement Shift

AVGO's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-28 MINOR
▼ Score Change

AVGO's Committee score moved from 59.62 to 56.88 (-2.74, 1 day(s) apart).

59.62 → 56.88 (-2.7)

2026-07-28 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-19 MINOR
▲ Score Change

AVGO's Committee score moved from 57.59 to 57.96 (+0.37, 1 day(s) apart).

57.59 → 57.96 (+0.4)

2026-07-18 MINOR
▼ Score Change

AVGO's Committee score moved from 59.26 to 57.59 (-1.67, 1 day(s) apart).

59.26 → 57.59 (-1.7)

2026-07-17 MAJOR
▼ Agreement Shift

AVGO's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-17 MINOR
▲ Score Change

AVGO's Committee score moved from 58.18 to 59.26 (+1.08, 1 day(s) apart).

58.18 → 59.26 (+1.1)

2026-07-17 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-16 MAJOR
▲ Agreement Shift

AVGO's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-16 MINOR
▼ Score Change

AVGO's Committee score moved from 59.26 to 58.18 (-1.08, 1 day(s) apart).

59.26 → 58.18 (-1.1)

2026-07-16 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-15 MAJOR
▼ Agreement Shift

AVGO's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-07-15 MINOR
▲ Score Change

AVGO's Committee score moved from 58.91 to 59.26 (+0.35, 1 day(s) apart).

58.91 → 59.26 (+0.3)

2026-07-15 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-14 MINOR
▲ Agreement Shift

AVGO's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-14 MINOR
▼ Score Change

AVGO's Committee score moved from 62.23 to 58.91 (-3.32, 1 day(s) apart).

62.23 → 58.91 (-3.3)

2026-07-14 MAJOR
— Rating Change

AVGO moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MINOR
▼ Agreement Shift

AVGO's Committee agreement moved from 66.70% to 60.00% (-6.70pp, 1 day(s) apart).

66.70 → 60.00 (-6.7)

2026-07-13 MINOR
▲ Score Change

AVGO's Committee score moved from 62.96 to 63.32 (+0.36, 1 day(s) apart).

62.96 → 63.32 (+0.4)

2026-07-10 MAJOR
▲ Agreement Shift

AVGO's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 3 day(s) apart).

50.00 → 66.70 (+16.7)

2026-07-10 MINOR
▲ Score Change

AVGO's Committee score moved from 58.71 to 62.59 (+3.88, 3 day(s) apart).

58.71 → 62.59 (+3.9)

2026-07-10 MATERIAL
— Conviction Change

AVGO's Committee conviction moved from contested to moderate (3 day(s) apart).

contested → moderate

2026-07-10 MAJOR
— Rating Change

AVGO moved from Watch to Buy (3 day(s) apart).

Watch → Buy

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →