US · Technology · Semiconductors
EPS came in at 3.03 against a street estimate of 2.83 — a beat of 7.1%.
Analysts rate Broadcom Inc a strong buy (43 buy, 3 hold, 0 sell out of 46) with an average price target of $533.41.
CONFIDENT Broadcom crushed Q3 with record $29.6B revenue (+86% YoY), AI semiconductors tripling to $16.7B. Guiding Q4 AI revenue $21.7B (+236% YoY) and FY27-28 AI to double annually to $115B–$230B, driven by custom XPU deployments from Google, Anthropic, OpenAI, and Meta. Q3 FY26 Analysts pressed supply-chain execution (substrate, HBM, wafer), customer capital constraints, and competitive positioning. Management consistently reaffirmed secured supply, conservative guidance, and XPU cost/performance superiority driving irreversible customer lock-in through long-term agreements. 2026-09-02…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.11% |
| Vanguard Capital Management, LLC | 6.47% |
| State Street Corp | 4.02% |
| Vanguard Portfolio Management, LLC | 2.70% |
| FMR Inc | 2.61% |
| Capital World Investors | 2.56% |
| Geode Capital Management, LLC | 2.40% |
| Capital Research Global Investors | 2.38% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2026 BROADCOM INC. – QUARTERLY REPORT SUMMARY (Q3 FY2026) HEADLINE NUMBERS • Total net revenue Q3: $29.591 billion (up 85.6% vs. $15.952 billion in Q3 FY | 2026-09-10 |
| Results announced · Q4 FY2026 BROADCOM INC. – Q3 FISCAL 2026 FINANCIAL RESULTS HEADLINE NUMBERS • Revenue: $29.6 billion, up 86% year-over-year • GAAP operating income: $16.0 bil | 2026-09-02 |
| Company announcement · Q3 FY2026 Broadcom announced on July 6, 2026 that it has expanded its partnership with Apple through a new multi-year agreement extending through 2031. Under th | 2026-07-06 |
| Company announcement · Q3 FY2026 Broadcom Inc. filed this 8-K on June 18, 2026 to disclose information about debt tender offers completed on June 17, 2026. A tender offer is when a c | 2026-06-18 |
| Company announcement · Q3 FY2026 Broadcom Inc. announced on June 11, 2026 that it is launching cash tender offers for some of its outstanding debt securities. A tender offer allows th | 2026-06-11 |
| Quarterly report · Q2 FY2026 This company's financial filing shows strong growth driven by AI demand. Total revenue increased 48% to $22.2 billion in the latest quarter (up 39% fo | 2026-06-09 |
| Quarterly report · Q1 FY2026 This is Broadcom's fiscal Q2 2026 10-Q filing covering the quarter ended February 1, 2026. KEY NUMBERS: Total revenue was $19.3 billion, up 29% year- | 2026-03-11 |
| Proxy statement · Q2 FY2026 BROADCOM INC. PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect eight director nominees (annual election). Board recommend | 2026-03-02 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.65 / share ex-date Sep 21, 2026 · pay Sep 30, 2026 | 2026-09-21 |
| Dividend | $0.65 / share ex-date Jun 22, 2026 · pay Jun 30, 2026 | 2026-06-22 |
| Dividend | $0.65 / share ex-date Mar 23, 2026 · pay Mar 31, 2026 | 2026-03-23 |
| Dividend | $0.65 / share ex-date Dec 22, 2025 · pay Dec 31, 2025 | 2025-12-22 |
| Dividend | $0.59 / share ex-date Sep 22, 2025 · pay Sep 30, 2025 | 2025-09-22 |
| Split | 10 : 1 effective Jul 15, 2024 | 2024-07-15 |
| Announcement | Date |
|---|---|
| Multi-year agreement to develop and supply custom ASIC silicon products Broadcom announced an expanded long-term strategic partnership with Apple extending through 2031. Under the agreement, Broadcom will develop and supply custom ASIC silicon chips for multiple | 2026-07-06 |
| Long-term agreement to develop and supply custom TPUs through 2031 Broadcom announced two major strategic agreements with Google that extend through 2031. First, Broadcom will develop and supply custom Tensor Processing Units (TPUs) for Google's future AI c | 2026-04-06 |
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Google PlayApp StoreData updated 2026-09-18.