Veytics Intelligence
2026-09-15 · Yahoo

Broadcom (AVGO) Could Be 47% Below Fair Value On Buybacks And Revenue Guidance

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.

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