Analyst Consensus ?
ConsensusBuy58 ratings
Bullish5289.7%
Neutral610.3%
Bearish00.0%
Broadcom Inc. · AVGO · FY2026 Q2 · Calendar Q2 2026
Broadcom Q2 FY26: AI Chip Revenue Hits $10.8B but Stock Sinks 13%
Broadcom delivered record Q2 FY26 revenue of $22.2B with AI semiconductor sales surging 143% YoY to $10.8B, now nearly half of total revenue. Free cash flow hit a record $10.3B and operating margin held at ~67%. Despite beating both EPS and revenue estimates, shares fell roughly 13%, with continued downward drift of ~11% in subsequent sessions. The sell-off appears tied to gross-margin compression from the AI-mix shift, customer concentration risk, and elevated inventory levels. Management struck a confident tone, backed by $30B in AI bookings and a new $35B AI XPU platform, but the market remains skeptical on execution risk at scale.
Reported After market closeNASDAQTechnology
$1823.20B market cap
90quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$2.44
Consensus $2.40
EPS surprise
+1.7%
Reported versus consensus
Reported revenue
$22.19B
Consensus $22.13B
Revenue surprise
+0.3%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-12.6%
Event window
SPY move
+0.4%
Same window
Abnormal move
-13.0%
Stock minus SPY
Volume
3.5×
Versus trailing sessions
Subsequent drift
-10.7%
Up to 20 sessions
AVGOSPY benchmark
Ask FN2 about AVGO FY2026 Q2
Transcript, numbers and history already loaded
Why did AVGO fall 12.6% after beating EPS estimates in FY2026 Q2?What changed in AVGO's guidance and outlook in FY2026 Q2?Give me the bull and bear case for AVGO after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Revenue reached $22.2B (est. $22.1B) and EPS came in at $2.44 (est. $2.40). AI semiconductor revenue jumped 143% YoY to $10.8B, representing 49% of total revenue. Operating margin remained robust at ~67%. Free cash flow set a record at $10.3B. Infrastructure software grew 9% YoY on VMware Cloud Foundation 9.1. AI bookings reached $30B, far exceeding shipped revenue. The company launched a $35B AI XPU platform funded by Apollo and Blackstone. Inventory days rose to 86, reflecting supply-chain positioning for AI demand. Despite the beat, the stock fell 12.6% with abnormal move of -13.0% and subsequent drift of -10.7%.
Guidance delta
Guidance maintained. Management expects AI semiconductor revenue to double in H2 FY26 and exceed $100B in FY27. Q3 AI semiconductor shipments targeted at $16B; full-year FY26 AI semiconductor revenue targeted at $56B. Capex outlook stable.
Key takeaways
- AI semiconductor revenue reached $10.8B, 49% of total revenue, up 143% YoY
- Operating margin held robust at ~67% despite mix-related gross-margin pressure
- Guidance calls for AI semiconductor revenue to double in H2 FY26 and exceed $100B in FY27
- Infrastructure software grew 9% YoY, led by VMware Cloud Foundation 9.1
- $30B in AI bookings provide revenue visibility through 2028
Management priorities
- Scaling AI semiconductor shipments to $16B in Q3 and $56B for FY26
- Rolling out next-generation 200-terabit Ethernet switch
- Commercial launch of the AI XPU platform with Apollo and Blackstone funding
- Continued VCF 9.1 enhancements for heterogeneous compute support
- Expanding gigawatt-scale compute deployments through 2027-2028
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Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$329.93Current
$61.5Low
$355.11Average
$600High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 26, 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 current price $329.93. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Tigress Financial | Analyst unavailable | $600 | $329 | +81.9% | Oct 22, 2026 |
| Piper Sandler | Analyst unavailable | $460 | $364.38 | +39.4% | Sep 9, 2026 |
| D.A. Davidson | Gil Luria | $350 | $355.49 | +6.1% | Sep 4, 2026 |
| Truist Financial | Analyst unavailable | $520 | $344.98 | +57.6% | Sep 3, 2026 |
| Raymond James | Analyst unavailable | $475 | $343.45 | +44.0% | Sep 3, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $600 | $342.93 | +81.9% | Sep 3, 2026 |
| Evercore ISI | Analyst unavailable | $578 | $367.24 | +75.2% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $575 | $367.24 | +74.3% | Sep 3, 2026 |
| Macquarie | Analyst unavailable | $490 | $367.24 | +48.5% | Sep 3, 2026 |
| Morgan Stanley | Analyst unavailable | $505 | $367.24 | +53.1% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $455 | $364.03 | +37.9% | Aug 20, 2026 |
| D.A. Davidson | Analyst unavailable | $400 | $410.33 | +21.2% | Jun 4, 2026 |
| Truist Financial | William Stein | $550 | $407.11 | +66.7% | Jun 4, 2026 |
| Goldman Sachs | Analyst unavailable | $525 | $407.07 | +59.1% | Jun 4, 2026 |
| RBC Capital | Srini Pajjuri | $400 | $406.45 | +21.2% | Jun 4, 2026 |
| Oppenheimer | Analyst unavailable | $535 | $479.23 | +62.2% | Jun 4, 2026 |
| Morgan Stanley | Analyst unavailable | $502 | $479.23 | +52.2% | Jun 4, 2026 |
| KeyBanc | John Vinh | $575 | $479.23 | +74.3% | Jun 4, 2026 |
| UBS | Analyst unavailable | $485 | $479.23 | +47.0% | Jun 4, 2026 |
| Macquarie | Analyst unavailable | $437 | $479.23 | +32.5% | Jun 4, 2026 |
| Deutsche Bank | Ross Seymore | $515 | $479.23 | +56.1% | Jun 4, 2026 |
| Jefferies | Blayne Curtis | $550 | $479.23 | +66.7% | Jun 4, 2026 |
| Morgan Stanley | Joseph Moore | $485 | $448.94 | +47.0% | Jun 1, 2026 |
| Susquehanna | Christopher Rolland | $490 | $421.86 | +48.5% | May 28, 2026 |
| Evercore ISI | Mark Lipacis | $582 | $420.71 | +76.4% | May 19, 2026 |
| UBS | Timothy Arcuri | $490 | $420.89 | +48.5% | May 18, 2026 |
| Wells Fargo | Analyst unavailable | $545 | $416.79 | +65.2% | May 14, 2026 |
| D.A. Davidson | Analyst unavailable | $335 | $331.17 | +1.5% | Feb 12, 2026 |
| Wolfe Research | Chris Caso | $400 | $330.73 | +21.2% | Jan 30, 2026 |
| Wells Fargo | Analyst unavailable | $430 | $339.89 | +30.3% | Jan 15, 2026 |
| RBC Capital | Srini Pajjuri | $370 | $339.89 | +12.1% | Jan 14, 2026 |
| Mizuho Securities | Vijay Rakesh | $480 | $338.17 | +45.5% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $450 | $347.62 | +36.4% | Jan 5, 2026 |
| Truist Financial | Analyst unavailable | $510 | $329.88 | +54.6% | Dec 19, 2025 |
| UBS | Timothy Arcuri | $475 | $359.9 | +44.0% | Dec 15, 2025 |
| Truist Financial | Analyst unavailable | $500 | $360.32 | +51.5% | Dec 12, 2025 |
| Deutsche Bank | Analyst unavailable | $430 | $362.18 | +30.3% | Dec 12, 2025 |
| Morgan Stanley | Analyst unavailable | $462 | $362.05 | +40.0% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $420 | $406.96 | +27.3% | Dec 12, 2025 |
| Oppenheimer | Analyst unavailable | $450 | $406.96 | +36.4% | Dec 12, 2025 |
| Mizuho Securities | Vijay Rakesh | $450 | $376.58 | +36.4% | Dec 12, 2025 |
| Piper Sandler | Harsh Kumar | $430 | $406.96 | +30.3% | Dec 12, 2025 |
| Bernstein | Stacy Rasgon | $475 | $406.96 | +44.0% | Dec 12, 2025 |
| Barclays | Tom O'Malley | $500 | $406.96 | +51.5% | Dec 12, 2025 |
| KeyBanc | John Vinh | $500 | $406.96 | +51.5% | Dec 12, 2025 |
| Oppenheimer | Rick Schafer | $435 | $381.03 | +31.8% | Dec 5, 2025 |
| Susquehanna | Christopher Rolland | $450 | $380.61 | +36.4% | Dec 4, 2025 |
| Morgan Stanley | Analyst unavailable | $443 | $387.56 | +34.3% | Dec 1, 2025 |
| UBS | Analyst unavailable | $472 | $388.05 | +43.1% | Dec 1, 2025 |
| Goldman Sachs | Analyst unavailable | $435 | $385.03 | +31.8% | Nov 25, 2025 |
| Raymond James | Analyst unavailable | $420 | $366 | +27.3% | Nov 20, 2025 |
| Mizuho Securities | Vijay Rakesh | $435 | $349.24 | +31.8% | Oct 21, 2025 |
| Morgan Stanley | Analyst unavailable | $409 | $356.7 | +24.0% | Oct 14, 2025 |
| Barclays | Tom O'Malley | $450 | $356.7 | +36.4% | Oct 14, 2025 |
| UBS | Timothy Arcuri | $415 | $356.7 | +25.8% | Oct 14, 2025 |
| Deutsche Bank | Ross Seymore | $400 | $356.7 | +21.2% | Oct 14, 2025 |
| Mizuho Securities | Analyst unavailable | $430 | $356.7 | +30.3% | Oct 13, 2025 |
| KeyBanc | John Vinh | $460 | $356.03 | +39.4% | Oct 13, 2025 |
| KeyBanc | John Vinh | $420 | $327.9 | +27.3% | Sep 30, 2025 |
| KeyBanc | John Vinh | $400 | $334.89 | +21.2% | Sep 5, 2025 |
| Oppenheimer | Analyst unavailable | $360 | $334.89 | +9.1% | Sep 5, 2025 |
| Piper Sandler | Analyst unavailable | $375 | $334.89 | +13.7% | Sep 5, 2025 |
| Barclays | Tom O'Malley | $400 | $334.89 | +21.2% | Sep 5, 2025 |
| Morgan Stanley | Analyst unavailable | $357 | $298.24 | +8.2% | Sep 2, 2025 |
| Oppenheimer | Analyst unavailable | $325 | $308.65 | -1.5% | Aug 28, 2025 |
| UBS | Timothy Arcuri | $345 | $294.23 | +4.6% | Aug 25, 2025 |
| Piper Sandler | Analyst unavailable | $315 | $294 | -4.5% | Aug 22, 2025 |
| Morgan Stanley | Analyst unavailable | $338 | $302.62 | +2.4% | Jul 30, 2025 |
| HSBC | Analyst unavailable | $400 | $263.77 | +21.2% | Jun 24, 2025 |
| Truist Financial | William Stein | $295 | $262.95 | -10.6% | Jun 6, 2025 |
| Barclays | Tom O'Malley | $215 | $169.58 | -34.8% | Apr 22, 2025 |
| Daiwa | Louis Miscioscia | $225 | $172.09 | -31.8% | Apr 2, 2025 |
| Truist Financial | Analyst unavailable | $267 | $194.96 | -19.1% | Mar 7, 2025 |
| Mizuho Securities | Analyst unavailable | $250 | $194.96 | -24.2% | Mar 7, 2025 |
| Morgan Stanley | Joseph Moore | $265 | $223.86 | -19.7% | Dec 20, 2024 |
| Morgan Stanley | Joseph Moore | $233 | $171.81 | -29.4% | Dec 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $220 | $182.31 | -33.3% | Oct 14, 2024 |
| Bank of America Securities | Vivek Arya | $215 | $181.67 | -34.8% | Oct 11, 2024 |
| KeyBanc | John Vinh | $210 | $137 | -36.4% | Sep 6, 2024 |
| Truist Financial | William Stein | $204 | $152.82 | -38.2% | Sep 6, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $240 | $152.82 | -27.3% | Sep 6, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $152.82 | -42.4% | Sep 6, 2024 |
| Goldman Sachs | Toshiya Hari | $190 | $152.82 | -42.4% | Sep 6, 2024 |
| Morgan Stanley | Joseph Moore | $180 | $152.82 | -45.4% | Sep 6, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $159.82 | -48.5% | Aug 27, 2024 |
| Oppenheimer | Rick Schafer | $200 | $171.42 | -39.4% | Jul 15, 2024 |
| Wells Fargo | Aaron Rakers | $205 | $170.07 | -37.9% | Jul 15, 2024 |
| CFRA | Angelo Zino | $185 | $168.07 | -43.9% | Jun 13, 2024 |
| Deutsche Bank | Ross Seymore | $190 | $167.96 | -42.4% | Jun 13, 2024 |
| Oppenheimer | Rick Schafer | $200 | $149.55 | -39.4% | Jun 13, 2024 |
| Truist Financial | William Stein | $204.5 | $149.55 | -38.0% | Jun 13, 2024 |
| Melius Research | Ben Reitzes | $205 | $149.55 | -37.9% | Jun 13, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $165 | $149.55 | -50.0% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $205 | $149.55 | -37.9% | Jun 13, 2024 |
| Robert W. Baird | Tristan Gerra | $195 | $149.55 | -40.9% | Jun 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $149.55 | -42.4% | Jun 13, 2024 |
| Piper Sandler | Harsh Kumar | $200 | $149.55 | -39.4% | Jun 13, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $149.55 | -48.5% | Jun 13, 2024 |
| UBS | Timothy Arcuri | $173.5 | $149.55 | -47.4% | Jun 13, 2024 |
| Barclays | Tom O'Malley | $200 | $149.55 | -39.4% | Jun 13, 2024 |
| Evercore ISI | Mark Lipacis | $201 | $149.55 | -39.1% | Jun 13, 2024 |
| Morgan Stanley | Joseph Moore | $176.5 | $149.55 | -46.5% | Jun 13, 2024 |
| Goldman Sachs | Toshiya Hari | $185 | $149.55 | -43.9% | Jun 13, 2024 |
| Bernstein | Stacy Rasgon | $195 | $149.55 | -40.9% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $155 | $145.55 | -53.0% | Jun 11, 2024 |
| Melius Research | Ben Reitzes | $185 | $132.86 | -43.9% | Jun 3, 2024 |
| Barclays | Tom O'Malley | $150 | $132.91 | -54.5% | Apr 17, 2024 |
| Evercore ISI | Matthew Prisco | $162 | $131.07 | -50.9% | Apr 15, 2024 |
| Deutsche Bank | Ross Seymore | $150 | $133.94 | -54.5% | Apr 8, 2024 |
| CFRA | Angelo Zino | $160 | $135.35 | -51.5% | Mar 22, 2024 |
| KeyBanc | Weston Twigg | $160 | $134.8 | -51.5% | Mar 21, 2024 |
| Barclays | Tom O\'Malley | $140.5 | $134.8 | -57.4% | Mar 21, 2024 |
| Piper Sandler | Harsh Kumar | $165 | $134.8 | -50.0% | Mar 21, 2024 |
| Goldman Sachs | Toshiya Hari | $155 | $13.09 | -53.0% | Mar 8, 2024 |
| Mizuho Securities | Vijay Rakesh | $100 | $139.72 | -69.7% | Mar 7, 2024 |
| Citigroup | Christopher Danely | $110 | $105.61 | -66.7% | Dec 12, 2023 |
| Truist Financial | William Stein | $101.5 | $94.43 | -69.2% | Dec 11, 2023 |
| Susquehanna | Christopher Rolland | $110 | $93.88 | -66.7% | Nov 28, 2023 |
| Truist Financial | William Stein | $99.5 | $82.91 | -69.8% | Sep 22, 2023 |
| KeyBanc | Cody Acree | $95 | $87.51 | -71.2% | Sep 1, 2023 |
| Loop Capital Markets | Ambrish Srivastava | $89 | $88.93 | -73.0% | Aug 29, 2023 |
| KeyBanc | John Vinh | $94 | $80.96 | -71.5% | Jun 2, 2023 |
| Oppenheimer | Rick Schafer | $95 | $79 | -71.2% | Jun 2, 2023 |
| Susquehanna | Analyst unavailable | $65 | $54.08 | -80.3% | Dec 5, 2022 |
| Piper Sandler | Analyst unavailable | $71.5 | $54.08 | -78.3% | Dec 5, 2022 |
| Truist Financial | William Stein | $63 | $44.41 | -80.9% | Nov 3, 2022 |
| Mizuho Securities | Vijay Rakesh | $72.5 | $52.24 | -78.0% | Sep 9, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $77.5 | $51.46 | -76.5% | Sep 2, 2022 |
| Deutsche Bank | Ross Seymore | $63.5 | $53.55 | -80.8% | Jul 30, 2022 |
| Mizuho Securities | Vijay Rakesh | $70 | $52.64 | -78.8% | May 23, 2022 |
| Susquehanna | Christopher Rolland | $68 | $56.29 | -79.4% | May 9, 2022 |
| Truist Financial | William Stein | $65.7 | $58.06 | -80.1% | Apr 11, 2022 |
| Morgan Stanley | Joseph Moore | $70.3 | $59.6 | -78.7% | Mar 4, 2022 |
| Piper Sandler | Harsh Kumar | $75 | $56.63 | -77.3% | Mar 1, 2022 |
| Oppenheimer | Rick Schafer | $72 | $57.61 | -78.2% | Feb 24, 2022 |
| Barclays | Blayne Curtis | $70 | $61.78 | -78.8% | Jan 12, 2022 |
| Argus Research | Jim Kelleher | $71.5 | $61.26 | -78.3% | Dec 16, 2021 |
| Citigroup | Christopher Danely | $68.5 | $61.36 | -79.2% | Dec 13, 2021 |
| Goldman Sachs | Toshiya Hari | $67 | $61.36 | -79.7% | Dec 13, 2021 |
| Credit Suisse | John Pitzer | $70 | $62.34 | -78.8% | Dec 10, 2021 |
| Cowen & Co. | Matt Ramsay | $61.5 | $62.34 | -81.4% | Dec 10, 2021 |
| Wells Fargo | Aaron Rakers | $63.5 | $62.34 | -80.8% | Dec 10, 2021 |
| BMO Capital | Ambrish Srivastava | $67.5 | $62.34 | -79.5% | Dec 10, 2021 |
| UBS | Timothy Arcuri | $66 | $55.76 | -80.0% | Dec 6, 2021 |
| Evercore ISI | Kenneth Talanian | $64 | $55.76 | -80.6% | Dec 6, 2021 |
| Bank of America Securities | Vivek Arya | $58 | $45.1 | -82.4% | 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
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Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% 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 · 2026-06-04T04:18:21.389427+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-28T05:01:55.680977+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-28T05:01:55.678233+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 2026-07-28. For educational purposes only; not investment advice.