Broadcom AVGO Stock Hub
Last updated September 3, 2026.
Broadcom Inc. trades on Nasdaq under the ticker AVGO. It supplies semiconductor and infrastructure-software products, with AI exposure spanning custom accelerators, Ethernet switching and routing, optical connectivity, network-interface components, and related data-center systems.
Current AI investment thesis
Broadcom’s AI thesis centers on custom accelerators and networking sold into large-scale data-center deployments. Fiscal Q3 FY2026 AI semiconductor revenue reached $16.7 billion, up 221% year over year and 54% sequentially. Management guided fiscal Q4 AI semiconductor revenue to approximately $21.7 billion.
The principal risks are customer and distributor concentration, hyperscaler deployment timing, competition and customer insourcing, supply-chain constraints, debt, and the effect of changing product and systems mix on margins.
Current key statistics
| Metric | Latest verified value | As of |
|---|---|---|
| Q3 FY2026 revenue | $29.591B | Quarter ended Aug. 2, 2026 |
| Q3 FY2026 AI semiconductor revenue | $16.7B | Quarter ended Aug. 2, 2026 |
| Q3 FY2026 free cash flow | $13.665B | Quarter ended Aug. 2, 2026 |
| Q4 FY2026 revenue guidance | Approximately $34.8B | Sept. 2, 2026 |
| Q4 FY2026 AI semiconductor guidance | Approximately $21.7B | Sept. 2, 2026 |
| AVGO post-earnings close | $357.16 | Sept. 3, 2026 |
Latest earnings reaction
AVGO closed the first full post-earnings session at $357.16, down 2.7% from its $367.24 pre-earnings close. The stock recovered from a $342.33 morning low, but the decline came on 60.1 million shares—about three times the prior 20-session average—while the Nasdaq Composite and a semiconductor benchmark rose.
The operating result and the stock reaction pointed in different directions. Broadcom reported exceptional AI growth and free cash flow, while the market focused on a $34.8 billion fiscal Q4 total-revenue outlook that landed slightly below a selected Wall Street consensus.
Earnings timeline
- Fiscal Q2 FY2026: revenue of $22.187 billion and AI semiconductor revenue of $10.8 billion.
- August 1, 2026: AIStocksHub published its pre-Q3 Broadcom thesis and risk report.
- Fiscal Q3 FY2026: revenue of $29.591 billion and AI semiconductor revenue of $16.7 billion.
- September 3, 2026: AVGO closed the first full post-earnings session down 2.7% at $357.16.
- Fiscal Q4 FY2026: management currently guides to approximately $34.8 billion of revenue and $21.7 billion of AI semiconductor revenue.
AIStocksHub Broadcom coverage
- Broadcom Stock Report 2026: AI Revenue, Custom Chips and Risks
- Broadcom Inc. AVGO Q3 FY2026 Earnings: Why Stock Fell 2.7%
Educational disclaimer
This page is educational, informational research—not financial advice. Verify important information with primary sources before making investment decisions.
