Analyst Consensus ?
ConsensusBuy58 ratings
Bullish5289.7%
Neutral610.3%
Bearish00.0%
Broadcom Inc. · AVGO · FY2025 Q1 · Calendar Q1 2025
Broadcom: AI Growth and Software Momentum Lead Q1 Discussion
The transcript supports a constructive operating thesis: hyperscale AI demand, high-bandwidth networking, and VMware subscription adoption can support growth. Confidence is tempered by the unproven conversion of new AI design wins, the timing of the accelerator ramp, and weakness in non-AI segments.
Reported After market closeNASDAQTechnology
$1787.95B market cap
70quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $1.50
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $14.61B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
+8.6%
Event window
SPY move
+0.6%
Same window
Abnormal move
+8.1%
Stock minus SPY
Volume
2.8×
Versus trailing sessions
Subsequent drift
-25.0%
Up to 20 sessions
AVGOSPY benchmark
Ask FN2 about AVGO FY2025 Q1
Transcript, numbers and history already loaded
What drove AVGO's +8.6% move after FY2025 Q1 earnings?What changed in AVGO's guidance and outlook in FY2025 Q1?Give me the bull and bear case for AVGO after FY2025 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management highlighted four additional hyperscale AI partners, progress toward a 2nm AI XPU 3.5D package and Tomahawk 6, and faster infrastructure-software subscription adoption. The analysis also notes higher Q2 AI revenue guidance while overall Q2 revenue guidance remains flat year over year.
Guidance delta
Management maintained guidance: Q2 total revenue is expected to be flat year over year, while AI revenue guidance increases to $4.4 billion, up 44% year over year.
Key takeaways
- Management described record Q1 revenue and EBITDA, supported by AI and infrastructure software.
- Three hyperscale customers are using Broadcom AI accelerators, with four additional partners developing custom designs but not yet counted as volume customers.
- The VMware transition toward subscription software and continued R&D investment were central to the outlook.
- Non-AI semiconductor businesses, including wireless and industrial, were described as slower or flat.
Management priorities
- Deliver Tomahawk 6 switch samples.
- Advance the 2nm AI XPU 3.5D package toward volume production.
- Increase R&D investment in AI and networking products.
- Expand adoption of VMware Cloud Foundation and VMware Private AI Foundation subscriptions.
Follow AVGO with an agent that reads every filing, transcript, and price print. Free to start.
Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$375.81Previous close
$61.5Low
$350.57Average
$600High
Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Oct 7, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| DA Davidson | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Citigroup | Buy | Buy | Maintain | Sep 4, 2026 |
| Truist Securities | Buy | Buy | Maintain | Sep 3, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 3, 2026 |
| StoneX | Buy | Buy | Maintain | Sep 3, 2026 |
| Rosenblatt | Buy | Buy | Maintain | Sep 3, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 3, 2026 |
| Raymond James | Outperform | Outperform | Maintain | Sep 3, 2026 |
| Morgan Stanley | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Macquarie | Outperform | Neutral | Upgrade | Sep 3, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Sep 3, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Sep 3, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 3, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Sep 3, 2026 |
| Erste Group | Hold | Buy | Downgrade | Jul 7, 2026 |
| UBS | Buy | Buy | Maintain | Jun 4, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jun 4, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Jun 4, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Jun 4, 2026 |
| Jefferies | Buy | Buy | Maintain | Jun 4, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Jun 4, 2026 |
| Benchmark | Buy | Buy | Maintain | Jun 4, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jun 4, 2026 |
| Susquehanna | Positive | Positive | Maintain | May 28, 2026 |
| Wells Fargo | Overweight | Overweight | Maintain | May 14, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Apr 14, 2026 |
| Seaport Global | Neutral | Buy | Downgrade | Apr 8, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | Dec 12, 2025 |
| Barclays | Overweight | Overweight | Maintain | Dec 12, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | Nov 26, 2025 |
| Argus Research | Buy | Buy | Maintain | Sep 8, 2025 |
| Baird | Outperform | Outperform | Maintain | Dec 13, 2024 |
| Summit Insights Group | Buy | Hold | Upgrade | Dec 8, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Dec 10, 2021 |
| Loop Capital | Buy | Buy | Maintain | Sep 4, 2020 |
| Suntrust Robinson Humphrey | Buy | Buy | Maintain | Jun 5, 2020 |
| Charter Equity | Market Outperform | Market Perform | Upgrade | Apr 9, 2020 |
| PiperJaffray | Overweight | Overweight | Maintain | Dec 10, 2019 |
| Cascend | Buy | Buy | Maintain | Nov 22, 2019 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Feb 22, 2019 |
| MKM Partners | Buy | Buy | Maintain | Dec 7, 2018 |
| B. Riley Securities | Buy | Neutral | Upgrade | Dec 3, 2018 |
| B. Riley FBR | Buy | Neutral | Upgrade | Dec 3, 2018 |
| Nomura | Buy | Neutral | Upgrade | Sep 17, 2018 |
| Bank of America | Buy | Neutral | Upgrade | Sep 7, 2018 |
| Canaccord Genuity | Buy | Buy | Maintain | Jun 8, 2018 |
| Argus | Buy | Buy | Maintain | May 5, 2018 |
| B. Riley | Buy | Buy | Maintain | May 1, 2018 |
| Pacific Crest | Overweight | Overweight | Maintain | Nov 3, 2016 |
| Craig-Hallum | Buy | Buy | Maintain | Jun 3, 2016 |
| Brean Capital | Buy | Buy | Maintain | Jun 3, 2016 |
| CLSA | Outperform | Outperform | Maintain | May 17, 2016 |
| FBR Capital | Outperform | Outperform | Maintain | Mar 4, 2016 |
| Sidoti & Co. | Buy | Buy | Maintain | Feb 24, 2016 |
| Topeka | Hold | Hold | Maintain | Feb 16, 2016 |
| Drexel Hamilton | Buy | Buy | Maintain | Nov 10, 2015 |
| JMP Securities | Market Outperform | Market Perform | Upgrade | Sep 10, 2015 |
| Capstone | Buy | Buy | Maintain | Oct 3, 2012 |
Named analyst price targets
Upside is calculated against the persisted previous close $375.81. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Piper Sandler | Analyst unavailable | $460 | $364.38 | +22.4% | Sep 9, 2026 |
| D.A. Davidson | Gil Luria | $350 | $355.49 | -6.9% | Sep 4, 2026 |
| Truist Financial | Analyst unavailable | $520 | $344.98 | +38.4% | Sep 3, 2026 |
| Raymond James | Analyst unavailable | $475 | $343.45 | +26.4% | Sep 3, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $600 | $342.93 | +59.7% | Sep 3, 2026 |
| Evercore ISI | Analyst unavailable | $578 | $367.24 | +53.8% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $575 | $367.24 | +53.0% | Sep 3, 2026 |
| Macquarie | Analyst unavailable | $490 | $367.24 | +30.4% | Sep 3, 2026 |
| Morgan Stanley | Analyst unavailable | $505 | $367.24 | +34.4% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $455 | $364.03 | +21.1% | Aug 20, 2026 |
| D.A. Davidson | Analyst unavailable | $400 | $410.33 | +6.4% | Jun 4, 2026 |
| Truist Financial | William Stein | $550 | $407.11 | +46.4% | Jun 4, 2026 |
| Goldman Sachs | Analyst unavailable | $525 | $407.07 | +39.7% | Jun 4, 2026 |
| RBC Capital | Srini Pajjuri | $400 | $406.45 | +6.4% | Jun 4, 2026 |
| Oppenheimer | Analyst unavailable | $535 | $479.23 | +42.4% | Jun 4, 2026 |
| Morgan Stanley | Analyst unavailable | $502 | $479.23 | +33.6% | Jun 4, 2026 |
| KeyBanc | John Vinh | $575 | $479.23 | +53.0% | Jun 4, 2026 |
| UBS | Analyst unavailable | $485 | $479.23 | +29.1% | Jun 4, 2026 |
| Macquarie | Analyst unavailable | $437 | $479.23 | +16.3% | Jun 4, 2026 |
| Deutsche Bank | Ross Seymore | $515 | $479.23 | +37.0% | Jun 4, 2026 |
| Jefferies | Blayne Curtis | $550 | $479.23 | +46.4% | Jun 4, 2026 |
| Morgan Stanley | Joseph Moore | $485 | $448.94 | +29.1% | Jun 1, 2026 |
| Susquehanna | Christopher Rolland | $490 | $421.86 | +30.4% | May 28, 2026 |
| Evercore ISI | Mark Lipacis | $582 | $420.71 | +54.9% | May 19, 2026 |
| UBS | Timothy Arcuri | $490 | $420.89 | +30.4% | May 18, 2026 |
| Wells Fargo | Analyst unavailable | $545 | $416.79 | +45.0% | May 14, 2026 |
| D.A. Davidson | Analyst unavailable | $335 | $331.17 | -10.9% | Feb 12, 2026 |
| Wolfe Research | Chris Caso | $400 | $330.73 | +6.4% | Jan 30, 2026 |
| Wells Fargo | Analyst unavailable | $430 | $339.89 | +14.4% | Jan 15, 2026 |
| RBC Capital | Srini Pajjuri | $370 | $339.89 | -1.5% | Jan 14, 2026 |
| Mizuho Securities | Vijay Rakesh | $480 | $338.17 | +27.7% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $450 | $347.62 | +19.7% | Jan 5, 2026 |
| Truist Financial | Analyst unavailable | $510 | $329.88 | +35.7% | Dec 19, 2025 |
| UBS | Timothy Arcuri | $475 | $359.9 | +26.4% | Dec 15, 2025 |
| Truist Financial | Analyst unavailable | $500 | $360.32 | +33.0% | Dec 12, 2025 |
| Deutsche Bank | Analyst unavailable | $430 | $362.18 | +14.4% | Dec 12, 2025 |
| Morgan Stanley | Analyst unavailable | $462 | $362.05 | +22.9% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $420 | $406.96 | +11.8% | Dec 12, 2025 |
| Oppenheimer | Analyst unavailable | $450 | $406.96 | +19.7% | Dec 12, 2025 |
| Mizuho Securities | Vijay Rakesh | $450 | $376.58 | +19.7% | Dec 12, 2025 |
| Piper Sandler | Harsh Kumar | $430 | $406.96 | +14.4% | Dec 12, 2025 |
| Bernstein | Stacy Rasgon | $475 | $406.96 | +26.4% | Dec 12, 2025 |
| Barclays | Tom O'Malley | $500 | $406.96 | +33.0% | Dec 12, 2025 |
| KeyBanc | John Vinh | $500 | $406.96 | +33.0% | Dec 12, 2025 |
| Oppenheimer | Rick Schafer | $435 | $381.03 | +15.7% | Dec 5, 2025 |
| Susquehanna | Christopher Rolland | $450 | $380.61 | +19.7% | Dec 4, 2025 |
| Morgan Stanley | Analyst unavailable | $443 | $387.56 | +17.9% | Dec 1, 2025 |
| UBS | Analyst unavailable | $472 | $388.05 | +25.6% | Dec 1, 2025 |
| Goldman Sachs | Analyst unavailable | $435 | $385.03 | +15.7% | Nov 25, 2025 |
| Raymond James | Analyst unavailable | $420 | $366 | +11.8% | Nov 20, 2025 |
| Mizuho Securities | Vijay Rakesh | $435 | $349.24 | +15.7% | Oct 21, 2025 |
| Morgan Stanley | Analyst unavailable | $409 | $356.7 | +8.8% | Oct 14, 2025 |
| Barclays | Tom O'Malley | $450 | $356.7 | +19.7% | Oct 14, 2025 |
| UBS | Timothy Arcuri | $415 | $356.7 | +10.4% | Oct 14, 2025 |
| Deutsche Bank | Ross Seymore | $400 | $356.7 | +6.4% | Oct 14, 2025 |
| Mizuho Securities | Analyst unavailable | $430 | $356.7 | +14.4% | Oct 13, 2025 |
| KeyBanc | John Vinh | $460 | $356.03 | +22.4% | Oct 13, 2025 |
| KeyBanc | John Vinh | $420 | $327.9 | +11.8% | Sep 30, 2025 |
| KeyBanc | John Vinh | $400 | $334.89 | +6.4% | Sep 5, 2025 |
| Oppenheimer | Analyst unavailable | $360 | $334.89 | -4.2% | Sep 5, 2025 |
| Piper Sandler | Analyst unavailable | $375 | $334.89 | -0.2% | Sep 5, 2025 |
| Barclays | Tom O'Malley | $400 | $334.89 | +6.4% | Sep 5, 2025 |
| Morgan Stanley | Analyst unavailable | $357 | $298.24 | -5.0% | Sep 2, 2025 |
| Oppenheimer | Analyst unavailable | $325 | $308.65 | -13.5% | Aug 28, 2025 |
| UBS | Timothy Arcuri | $345 | $294.23 | -8.2% | Aug 25, 2025 |
| Piper Sandler | Analyst unavailable | $315 | $294 | -16.2% | Aug 22, 2025 |
| Morgan Stanley | Analyst unavailable | $338 | $302.62 | -10.1% | Jul 30, 2025 |
| HSBC | Analyst unavailable | $400 | $263.77 | +6.4% | Jun 24, 2025 |
| Truist Financial | William Stein | $295 | $262.95 | -21.5% | Jun 6, 2025 |
| Barclays | Tom O'Malley | $215 | $169.58 | -42.8% | Apr 22, 2025 |
| Daiwa | Louis Miscioscia | $225 | $172.09 | -40.1% | Apr 2, 2025 |
| Truist Financial | Analyst unavailable | $267 | $194.96 | -29.0% | Mar 7, 2025 |
| Mizuho Securities | Analyst unavailable | $250 | $194.96 | -33.5% | Mar 7, 2025 |
| Morgan Stanley | Joseph Moore | $265 | $223.86 | -29.5% | Dec 20, 2024 |
| Morgan Stanley | Joseph Moore | $233 | $171.81 | -38.0% | Dec 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $220 | $182.31 | -41.5% | Oct 14, 2024 |
| Bank of America Securities | Vivek Arya | $215 | $181.67 | -42.8% | Oct 11, 2024 |
| KeyBanc | John Vinh | $210 | $137 | -44.1% | Sep 6, 2024 |
| Truist Financial | William Stein | $204 | $152.82 | -45.7% | Sep 6, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $240 | $152.82 | -36.1% | Sep 6, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $152.82 | -49.4% | Sep 6, 2024 |
| Goldman Sachs | Toshiya Hari | $190 | $152.82 | -49.4% | Sep 6, 2024 |
| Morgan Stanley | Joseph Moore | $180 | $152.82 | -52.1% | Sep 6, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $159.82 | -54.8% | Aug 27, 2024 |
| Oppenheimer | Rick Schafer | $200 | $171.42 | -46.8% | Jul 15, 2024 |
| Wells Fargo | Aaron Rakers | $205 | $170.07 | -45.5% | Jul 15, 2024 |
| CFRA | Angelo Zino | $185 | $168.07 | -50.8% | Jun 13, 2024 |
| Deutsche Bank | Ross Seymore | $190 | $167.96 | -49.4% | Jun 13, 2024 |
| Oppenheimer | Rick Schafer | $200 | $149.55 | -46.8% | Jun 13, 2024 |
| Truist Financial | William Stein | $204.5 | $149.55 | -45.6% | Jun 13, 2024 |
| Melius Research | Ben Reitzes | $205 | $149.55 | -45.5% | Jun 13, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $165 | $149.55 | -56.1% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $205 | $149.55 | -45.5% | Jun 13, 2024 |
| Robert W. Baird | Tristan Gerra | $195 | $149.55 | -48.1% | Jun 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $149.55 | -49.4% | Jun 13, 2024 |
| Piper Sandler | Harsh Kumar | $200 | $149.55 | -46.8% | Jun 13, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $149.55 | -54.8% | Jun 13, 2024 |
| UBS | Timothy Arcuri | $173.5 | $149.55 | -53.8% | Jun 13, 2024 |
| Barclays | Tom O'Malley | $200 | $149.55 | -46.8% | Jun 13, 2024 |
| Evercore ISI | Mark Lipacis | $201 | $149.55 | -46.5% | Jun 13, 2024 |
| Morgan Stanley | Joseph Moore | $176.5 | $149.55 | -53.0% | Jun 13, 2024 |
| Goldman Sachs | Toshiya Hari | $185 | $149.55 | -50.8% | Jun 13, 2024 |
| Bernstein | Stacy Rasgon | $195 | $149.55 | -48.1% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $155 | $145.55 | -58.8% | Jun 11, 2024 |
| Melius Research | Ben Reitzes | $185 | $132.86 | -50.8% | Jun 3, 2024 |
| Barclays | Tom O'Malley | $150 | $132.91 | -60.1% | Apr 17, 2024 |
| Evercore ISI | Matthew Prisco | $162 | $131.07 | -56.9% | Apr 15, 2024 |
| Deutsche Bank | Ross Seymore | $150 | $133.94 | -60.1% | Apr 8, 2024 |
| CFRA | Angelo Zino | $160 | $135.35 | -57.4% | Mar 22, 2024 |
| KeyBanc | Weston Twigg | $160 | $134.8 | -57.4% | Mar 21, 2024 |
| Barclays | Tom O\'Malley | $140.5 | $134.8 | -62.6% | Mar 21, 2024 |
| Piper Sandler | Harsh Kumar | $165 | $134.8 | -56.1% | Mar 21, 2024 |
| Goldman Sachs | Toshiya Hari | $155 | $13.09 | -58.8% | Mar 8, 2024 |
| Mizuho Securities | Vijay Rakesh | $100 | $139.72 | -73.4% | Mar 7, 2024 |
| Citigroup | Christopher Danely | $110 | $105.61 | -70.7% | Dec 12, 2023 |
| Truist Financial | William Stein | $101.5 | $94.43 | -73.0% | Dec 11, 2023 |
| Susquehanna | Christopher Rolland | $110 | $93.88 | -70.7% | Nov 28, 2023 |
| Truist Financial | William Stein | $99.5 | $82.91 | -73.5% | Sep 22, 2023 |
| KeyBanc | Cody Acree | $95 | $87.51 | -74.7% | Sep 1, 2023 |
| Loop Capital Markets | Ambrish Srivastava | $89 | $88.93 | -76.3% | Aug 29, 2023 |
| KeyBanc | John Vinh | $94 | $80.96 | -75.0% | Jun 2, 2023 |
| Oppenheimer | Rick Schafer | $95 | $79 | -74.7% | Jun 2, 2023 |
| Susquehanna | Analyst unavailable | $65 | $54.08 | -82.7% | Dec 5, 2022 |
| Piper Sandler | Analyst unavailable | $71.5 | $54.08 | -81.0% | Dec 5, 2022 |
| Truist Financial | William Stein | $63 | $44.41 | -83.2% | Nov 3, 2022 |
| Mizuho Securities | Vijay Rakesh | $72.5 | $52.24 | -80.7% | Sep 9, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $77.5 | $51.46 | -79.4% | Sep 2, 2022 |
| Deutsche Bank | Ross Seymore | $63.5 | $53.55 | -83.1% | Jul 30, 2022 |
| Mizuho Securities | Vijay Rakesh | $70 | $52.64 | -81.4% | May 23, 2022 |
| Susquehanna | Christopher Rolland | $68 | $56.29 | -81.9% | May 9, 2022 |
| Truist Financial | William Stein | $65.7 | $58.06 | -82.5% | Apr 11, 2022 |
| Morgan Stanley | Joseph Moore | $70.3 | $59.6 | -81.3% | Mar 4, 2022 |
| Piper Sandler | Harsh Kumar | $75 | $56.63 | -80.0% | Mar 1, 2022 |
| Oppenheimer | Rick Schafer | $72 | $57.61 | -80.8% | Feb 24, 2022 |
| Barclays | Blayne Curtis | $70 | $61.78 | -81.4% | Jan 12, 2022 |
| Argus Research | Jim Kelleher | $71.5 | $61.26 | -81.0% | Dec 16, 2021 |
| Citigroup | Christopher Danely | $68.5 | $61.36 | -81.8% | Dec 13, 2021 |
| Goldman Sachs | Toshiya Hari | $67 | $61.36 | -82.2% | Dec 13, 2021 |
| Credit Suisse | John Pitzer | $70 | $62.34 | -81.4% | Dec 10, 2021 |
| Cowen & Co. | Matt Ramsay | $61.5 | $62.34 | -83.6% | Dec 10, 2021 |
| Wells Fargo | Aaron Rakers | $63.5 | $62.34 | -83.1% | Dec 10, 2021 |
| BMO Capital | Ambrish Srivastava | $67.5 | $62.34 | -82.0% | Dec 10, 2021 |
| UBS | Timothy Arcuri | $66 | $55.76 | -82.4% | Dec 6, 2021 |
| Evercore ISI | Kenneth Talanian | $64 | $55.76 | -83.0% | Dec 6, 2021 |
| Bank of America Securities | Vivek Arya | $58 | $45.1 | -84.6% | Jun 9, 2021 |
Track every rating change on AVGO the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationBroadcom Inc. is a prominent global technology enterprise focused on the innovation, development, and supply of advanced semiconductor solutions and critical infrastructure software. The company's headquarters are situated in San Jose, California, and it maintains a significant team of 19,000 full-time staff. Its operations are segmented into four primary divisions: Wired Infrastructure, Wireless Communications, Enterprise Storage, and Industrial & Other.…
Historical context
All AVGO earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- LWFY2027 Q1 · October 6, 2026+27.8% EPS+7.5% move
- RPMFY2027 Q1 · October 6, 2026+1.5% EPS+3.2% move
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
Get the AVGO recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-20T00:00:54.474485+00:00
- Polygon adjusted daily market bars · 2026-10-07T11:00:44.447279+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-07T11:00:44.444528+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-07. For educational purposes only; not investment advice.