By Simply Wall St
Publication Date: 2026-09-15 19:18:00
Broadcom (AVGO) just wrapped up two share repurchase authorizations and announced fresh fourth quarter revenue guidance alongside a new dividend affirmation. Together, these updates give investors a clearer snapshot of capital returns and expected near term sales.
The recent pullback tells the story. Broadcom’s share price has retreated around 12% over the past month and is down about 8% over 90 days, even as headlines focus on AI guidance tweaks, regulatory questions around VMware, and sector wide worries about a possible slowdown in frontier model spending. Yet the longer view looks very different. Total shareholder returns over three and five years are still in very large triple digit territory, which signals strong momentum over time even if sentiment has cooled in the short term.
Scan how Broadcom’s pullback compares with peers and identify other potential opportunities across AI and semiconductor infrastructure in our curated list of 60 AI…
