Broadcom Just Cratered 16% in a Month. Is It Time to Sell, or Buy More?

Broadcom’s stock fell sharply after a strong run, cratering 16% over the past month despite a modest midday rebound. Shares were up about 1% to $377.31 during the session, but the decline leaves investors weighing whether the pullback signals an opportunity or a warning for holders of AVGO (NASDAQ: AVGO). The article links the slide to Broadcom’s Q2 FY2026 report, where revenue reached $22.2 billion, up 48% year over year, and AI semiconductor revenue jumped 143% to $10.8 billion. Net income rose 88% YoY, and CEO Hock Tan projected AI-related semiconductor revenue to grow more than 200% YoY in Q3, to $16.0 billion. Still, expectations appear to have been priced in. It also cites insider selling by director Henry Samueli, who disposed of more than 1 million shares on June 24.