Broadcom — Company

Signals

6 stories (new)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

7 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

2 events

Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Oct 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

AVGO · NASDAQ · last close $339.51 (16 Sep 2026)

-12.8% over this window · S&P 500 +0.9% (dashed line)

Price moves around recent events

31 Aug Broadcom discusses how agentic AI increases enterprise attack surfaces and describes integrating Tanzu Platform Agent Foundations into VMware Private AI Cloud to control agent access Feature update

-0.2% next day, +0.5% vs S&P 500 · -0.5% over 5 trading days, -0.3% vs S&P 500
25 Aug OpenAI unveiled its Jalapeño custom AI inference chip, reporting faster and more power-efficient inference performance with benchmark comparisons Product launch

-0.3% next day, -0.3% vs S&P 500 · +3.6% over 5 trading days, +4.2% vs S&P 500
24 Jun OpenAI and Broadcom jointly unveil Jalapeño, a custom chip designed for LLM inference workloads Product launch

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

AVGO · daily closes

$339.51 -5.7% · 12 months 52-week high $495.00 · low $289.96

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close +3.23%

Candlestick · last 30 trading days

Read AVGO is down 5.7% over twelve months, trading -31.4% from its 52-week high ($495.00, 3 Jun) — the strongest month was April at +34.9%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

AVGO · quarterly EPS

Next report Wed 9 Dec · after market close Q4 FY2026 est EPS 3.90 est revenue $35.6B 2 months from now

Q3 2026 latest

3.32 EPS

est 3.30 +0.6%

Q2 2026

2.44 EPS

est 2.45 -0.2%

Q1 2026

2.05 EPS

est 2.07 -0.9%

Q4 2025

1.95 EPS

est 1.90 +2.6%

The TLDRocket take Q3 2026 · written 4 Sep 2026

Broadcom’s latest quarter was a beat, but barely: Q3 2026 EPS came in at 3.32 versus 3.30 expected, a 0.6% surprise. That follows two small misses in Q2 and Q1, after a cleaner beat in Q4 2025, so the pattern here is less “blowout streak” than “landing very close to the line.” The numbers say Broadcom is still executing steadily, but they do not say demand is accelerating in any dramatic way.

What does stand out is where the company keeps placing its AI bets. Broadcom’s OpenAI partnership and the Jalapeño inference chip matter because they tie the company directly to the custom-accelerator push now that major AI buyers want an alternative to Nvidia’s general-purpose training and inference stack. OpenAI has said Jalapeño delivered 1.5 to 1.9 times more work per watt and lower latency in testing, which fits Broadcom’s repeated emphasis on AI accelerators and AI infrastructure. At the same time, Broadcom has been talking up the messier part of the market too: agentic AI is widening the security and control problem inside enterprise infrastructure, and Broadcom is pitching itself into that layer as well. The catch is that this EPS print does not tell us how much of that AI narrative is already translating into revenue or whether the OpenAI roadmap to 10 gigawatts by 2029 is moving faster than planned. The strategic direction is clear; the financial signal here is still fairly modest.

Read alongside: OpenAI Jalapeño Clayton Donley

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Hock E. Tan President and Chief Executive Officer
Frank Ostojic Senior Vice President & General Manager
Alan Davidson Chief Information Officer
Charlie Kawwas President, Semiconductor Solutions Group
Ram V. President of Broadcom’s Infrastructure Software Group
Divya Ananthapadmanabhan Chief Of Staff
Krish Prasad Senior Vice President And General Manager, Vmware Cloud Foundation Division
Sanjay Uppal SVP & GM Software-defined Edge Division
Prashanth Shenoy CMO and Vice President, Marketing , VMware Cloud Foundation (VCF) Division at Broadcom
Sylvain Cazard President, Asia Pacific & Japan
Dr Shiva Narayan Ibank CTO - Enterprise Architect , Product Owner
Qu Fan Managing Director, Asean And China