Option Focus | Broadcom's $4 Million Bull Call Spread Targets $450–$560 Range by 2026, Signaling Strong Institutional Upside Conviction

Option Witch07-31 15:14

Broadcom closed at $387.84, up 4.73%. Options flow was dominated by a massive $4.45 million bull call spread, signaling strong institutional conviction for long-term upside. The trade, which targets the $450.00–$560.00 range by October 2026, far overshadowed a tiny $0.01 million deep-OTM put purchase, painting a decisively bullish picture as the stock rallies sharply.

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Options Indicators

AVGO’s implied volatility is 54.06%, and with an IV percentile of 70.92%, current option volatility sits in the elevated range, indicating options are priced relatively expensively versus their own recent history. The IV/HV ratio of 1.29 further suggests implied volatility is running above realized volatility, meaning the market is assigning a premium to forward uncertainty. In this setup, outright option buying faces a richer premium backdrop, while premium-selling structures or defined-risk spreads may offer a more cost-efficient way to express a view.

The Call/Put volume ratio is 1.20.

Large Trades

A bullish call spread with a net premium outlay of $4.45 million was the dominant large trade, consisting of the purchase of 2,159 October 16, 2026 $450.00 calls and the sale of 2,159 October 16, 2026 $560.00 calls. Both strikes are out of the money versus the reference stock price of $387.84. This is a classic directional bullish strategy in which the trader pays a net debit to gain upside exposure while capping maximum profit at the higher strike. The structure suggests an investor looking for a meaningful advance in AVGO over the long term, but with defined risk and lower upfront cost than an outright call purchase, making it an efficient way to express bullish conviction.

A PUT buy worth $0.01 million was the other notable large trade, involving 1,500 August 21 $230.00 puts. With the stock at $387.84, the strike is deeply out of the money, indicating a bearish position that is either a low-cost downside hedge or a speculative tail-risk wager on a sharp selloff. Given the small trade amount relative to the call spread, it does not materially alter the broader tone of the flow and instead looks more like limited-premium protection or opportunistic downside exposure.

Overall, the large-trade picture is clearly bullish for AVGO. The sentiment is overwhelmingly driven by the sizable long-dated bull call spread, which reflects deliberate upside positioning through a defined-risk options structure rather than short-term chasing. The only bearish flow was a very small out-of-the-money put purchase, which appears minor in comparison. Taken together, the order flow points to institutional-style confidence in further upside, with traders favoring structured bullish exposure over defensive positioning.

Strategy Reference

Given elevated IV, selling the October 16, 2026 $300.00 put, deeply OTM, could let premium sellers capitalize on rich volatility with a low assignment probability, while those seeking upside participation with reduced cost may consider replicating the dominant bull call spread.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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