By Rafael Müller
Publication Date: 2026-09-28 15:21:00
Broadcom stock (ISIN US11135F1012) was last at USD 349.33 on Nasdaq at 11:19 a.m. ET on September 28, 2026, down 0.99 percent from the prior session. The company is now measured against fiscal Q3 revenue of USD 29.6 billion and a fiscal Q4 revenue outlook of USD 34.8 billion, both disclosed on September 2, 2026.
AI revenue reaches USD 16.7 billion
According to Broadcom on September 2, 2026, fiscal Q3 AI semiconductor revenue reached USD 16.7 billion, up 221 percent year over year and 54 percent from the prior quarter. That figure represented 56 percent of total revenue, giving the semiconductor business a much larger role in the quarterly mix.
The same release showed GAAP operating income of USD 16.0 billion, up 171 percent year over year, while GAAP diluted earnings per share rose 215 percent to USD 2.68. Cash from operations reached USD 14.2 billion and free cash flow stood at USD 13.7 billion for the quarter ended August 2, 2026.
Margin guidance tests the AI story
Broadcom’s…
