Broadcom Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
57.0%projected annual EPS growth
Analyst Coverage
45analysts covering
FY Revenue (est.)
$106Bnext fiscal year
FY EPS (est.)
$11.63next fiscal year
Monitoring Framework
Key Performance Indicators
Quarterly AI semiconductor revenue, USD billions Quarterly10.8Target: Q3 FY2026 management expectation: 16.0 USD billion
Quarterly consolidated revenue, USD billions Quarterly22.2Target: Q3 FY2026 guidance: approximately 29.4 USD billion
Adjusted EBITDA margin, percent of revenue Quarterly69.0%Target: Q3 FY2026 guidance: approximately 68%
Watch Items
- Delivery against management's Q3 FY2026 AI semiconductor revenue expectationAction: Reassess custom-accelerator and AI-networking demand, customer deployment timing, and the durability of the AI growth premise.
- Preservation of operating leverage during rapid AI-driven growthAction: Review product mix, supply costs, execution constraints, and whether incremental AI revenue is converting into the profitability management guided.
Research as of 29 Aug 2026