Broadcom Set to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Broadcom is expected to report Q3 fiscal 2026 results on September 2 with revenues of ~$29.4 billion (84% YoY growth) and AI semiconductor revenues accelerating to ~$16 billion (200%+ YoY growth). However, gross margin pressure from lower-margin AI semiconductors and stretched valuation present headwinds. The stock has underperformed peers despite strong AI momentum with major customers including Google, Anthropic, OpenAI, and Meta.