Broadcom stock slips as AI revenue and guidance surge

Published on 09/16/2026 at 14:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Broadcom stock fell to USD 338.22 on September 16, 2026, after a 1.89 percent drop. Fiscal Q3 revenue was USD 29.591 billion and AI revenue reached USD 16.7 billion.

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Broadcom stock (ISIN US11135F1012) traded at USD 338.22 on September 16, 2026, down 1.89 percent from the previous close of USD 344.72. The stock also moved within a 52-week range of USD 289.96 to USD 495.00, with a market value of USD 1.615 trillion at 1:15:39 p.m. EDT.

AI demand stays the driver

According to TipRanks on September 16, 2026, Broadcom reported fiscal Q3 2026 revenue of USD 29.6 billion, up 86 percent year over year, while non-GAAP EPS reached USD 3.32. The same report said AI semiconductor revenue climbed 221 percent to USD 16.7 billion.

That mix matters for investors: AI now made up 56 percent of quarterly revenue, up from 49 percent in Q2, and operating margin rose to 67.9 percent, according to TipRanks.

Guidance sets the pace

TradingView reported on September 15, 2026, that Broadcom guided fiscal Q4 2026 revenue to USD 34.8 billion, with AI semiconductor revenue expected at USD 21.7 billion. The same report put AI revenue guidance for fiscal 2026 at USD 58 billion, above the prior USD 56 billion outlook.

For the full ramp, Broadcom projected about USD 115 billion of AI semiconductor revenue in fiscal 2027 and about USD 230 billion in fiscal 2028, according to TipRanks. The stock was trading 13.67 percent below its one-month level in one cited market snapshot, while analysts on MarketBeat saw a consensus price target of USD 509.04.

Price still below peak

Broadcom shares changed hands at USD 338.22 on September 16, 2026, compared with a 52-week high of USD 495.00 and a market capitalization of USD 1.615 trillion. The stock remains tied to AI execution, not just to the next price target.