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Added to YB: 2026-09-08

Pitch date: 2026-09-05

AVGO [neutral]

Broadcom Inc.

Author Info

Studio Innovation shares daily updates from leading hyperscalers (Nvidia, Google, Apple, Amazon, Tesla, Meta, Microsoft), with a focus on AI, memory, data centers, neoclouds, crypto, and fast-growing companies. Subscribe to the newsletter.

Company Info

Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally.

Market Cap

$1.7T

Pitch Price

N/A

Price Target

N/A

Dividend

0.73%

EV/EBITDA

33.27

P/E

45.68

EV/Sales

19.51

Sector

Semiconductors and Semiconductor Equipment

Category

growth

Show full summary:
Broadcom Q3 FY2026 record results: consolidated revenue of $29.6 billion (up 86% YoY)

AVGO (earnings): Broadcom delivered record Q3 results, with revenue up 86% to $29.6B, adjusted EPS up 96% to $3.32 and free cash flow up 95% to $13.7B. AI semiconductor revenue rose 221% to $16.7B and is guided to $21.7B in Q4; FY2026 AI guidance increased to $58B from $56B. However, Q4 consolidated revenue guidance of $34.8B was slightly below the $35.03B estimate.

Read full article (3 min)