Broadcom: Hard To Ignore The Numbers, Buy Before The Market Catches Up

Broadcom's Q3 FY26 revenue surged 85.5% YoY to $29.6B, with AI semiconductor revenue up 221% and strong operating leverage supporting margins. Robust demand from XPU customers should continue to drive topline growth beyond FY26. Multi-year hyperscaler partnerships and expanding XPU deployments provide substantial revenue visibility, supporting a bullish multi-year topline and earnings outlook.