AVGOBroadcom Inc.
Broadcom Inc. (AVGO) sells semiconductor chips, software, and infrastructure solutions for data centers, networking, and enterprise computing. The next catalyst is Nov 9, 2026 — Q3 2026 Earnings Release, which will test the company’s ability to sustain revenue growth and deliver on its AI and cloud integration roadmap.
- Revenue hit $87.04B in 2026, up 23.9% YoY, with net income of $3.07B and diluted EPS of $2.68.
- Net margin (TTM) is 3.5%, and debt-to-equity stands at 1.72x.
- Shareholders’ equity is $24.94B, with a strong balance sheet supporting capital allocation and M&A.
The schedule
- Mon9Nov
Broadcom Q3 2026 earnings with a heavy focus on VMware integration costs and custom AI silicon revenue sustainability.
- Thu12Nov
A highly anticipated product roadmap update detailing Broadcom's next-generation networking switch solutions and custom ASICs.
- Tue9Feb
Q4 2026 earnings and the critical release of full-year FY27 forward guidance for both semiconductor and software divisions.
- Wed24Mar
Potential macro regulatory updates from the Trump Administration regarding export controls on advanced semiconductor components.
- Mon10May
Q1 2027 earnings, serving as a litmus test for hyperscaler capital expenditure cycles and overall enterprise software demand.
- Mon9Aug
Past
- Thu4Jun
Actual outcome: Bear · $372.10 at outcome
Broadcom reported in-line Q2 EPS of $1.96, but the stock dropped 11.2% following the release. The sell-off was driven by softer-than-expected forward guidance and concerns surrounding the pace and costs of the VMware integration. Without a significant upside surprise in AI revenue to offset these headwinds, investors aggressively sold off the shares.
Broadcom reported in-line Q2 EPS of $1.96, but the stock dropped 11.2% following the release. The sell-off was driven by softer-than-expected forward guidance and concerns surrounding the pace and costs of the VMware integration. Without a significant upside surprise in AI revenue to offset these headwinds, investors aggressively sold off the shares.
- Thu5Mar
Actual outcome: Mixed · $333.23 at outcome
Broadcom reported Q1 FY26 EPS exactly in line with consensus estimates at $1.55. Although the initial price reaction was flat, the stock subsequently surged well past the $355 bull target. This longer-term rally was driven by the company's strong AI revenue guidance and sustained demand for its custom networking and compute solutions, which reinforced investor confidence in its growth trajectory.
Broadcom reported Q1 FY26 EPS exactly in line with consensus estimates at $1.55. Although the initial price reaction was flat, the stock subsequently surged well past the $355 bull target. This longer-term rally was driven by the company's strong AI revenue guidance and sustained demand for its custom networking and compute solutions, which reinforced investor confidence in its growth trajectory.
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