Broadcom guided USD 21.70 billion AI revenue and Broadcom stock costs EUR 321.83

Published on 10/12/2026 at 12:17 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal third-quarter revenue rose 86.00 percent to USD 29.60 billion. Broadcom stock costs EUR 321.83 on October 12, 2026, below its EUR 420.20 high.

Broadcom's fiscal third-quarter revenue reached USD 29.60 billion, up 86.00 percent year over year.
Management guided fiscal fourth-quarter AI semiconductor revenue to USD 21.70 billion, up 236.00 percent year over year.
Broadcom stock was trading at EUR 321.83 at Lang & Schwarz on October 12, 2026, at 12:12 p.m. CEST.
Broadcom is listed on Nasdaq under ticker AVGO and has a USD 1.7 trillion market capitalization as of October 9, 2026.

Flatlay mit Aktienzertifikat, ISIN-Karte, Mikrochips und Netzwerkkabeln auf dunklem Untergrund — Broadcom Inc. (US11135F1012): stilvolles Flatlay-Arrangement mit Aktienzertifikat, ISIN-Karte, Mikrochips und Glasfaserkabel auf dunklem Untergrund, Illustration mit AI erstellt.

Broadcom's fiscal fourth-quarter guidance called for AI semiconductor revenue of USD 21.70 billion, up 236.00 percent year over year, while Broadcom stock was trading at EUR 321.83 at Lang & Schwarz on October 12, 2026, at 12:12 p.m. CEST. The guidance came with the company's fiscal third-quarter results dated September 2, 2026, according to Trivano.

AI revenue sets the benchmark

Broadcom reported fiscal third-quarter revenue of USD 29.60 billion, an increase of 86.00 percent from the prior-year period. AI semiconductor revenue reached USD 16.70 billion, up 221.00 percent year over year and 54.00 percent sequentially, giving the business 56.00 percent of consolidated revenue.

The forecast for fiscal fourth-quarter AI semiconductor revenue of USD 21.70 billion compares with USD 6.50 billion in the prior-year quarter, based on the 236.00 percent growth rate stated in the company's release. Consolidated fiscal fourth-quarter revenue guidance was USD 34.80 billion, representing 93.00 percent year-over-year growth.

What does the guidance mean for margins?

Broadcom's fiscal fourth-quarter non-GAAP operating margin guidance was 66.00 percent of revenue. That compares with the 68.00 percent operating margin reported in the fiscal third quarter, while the planned AI mix points to rapid sales growth alongside a lower margin rate.

Upcoming dates carry the next test

The Open Compute Project Global Summit runs from October 12 through October 15, 2026, with Broadcom scheduled to present networking technology for large AI clusters, according to Broadcom. The next fiscal fourth-quarter and full-year 2026 results are scheduled for December 9, 2026, after the market close, according to Yahoo Finance.

Stock remains below its yearly high

Broadcom's primary listing is Nasdaq, where the finance quote was USD 361.54 on October 9, 2026, and the reported 52-week range was USD 289.96 to USD 495.00. The market capitalization was USD 1.7 trillion on that date, placing the stock well above its 52-week low while leaving substantial distance to its yearly high.

The Lang & Schwarz quote stood at EUR 321.83 on October 12, 2026, at 12:12 p.m. CEST. The further course of trading is shown by the continuously updated real-time quote of Broadcom stock.