Analyst Consensus ?
ConsensusBuy58 ratings
Bullish5289.7%
Neutral610.3%
Bearish00.0%
Broadcom Inc. · AVGO · FY2026 Q3 · Calendar Q3 2026
Broadcom raises AI outlook as capacity and deployment risks build
The current analysis supports a constructive demand trajectory for Broadcom’s AI semiconductor and networking businesses, while showing that supply-chain capacity, deployment infrastructure, margin mix and customer concentration are the main conditions on that trajectory.
Reported After market closeNASDAQTechnology
$1701.36B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$3.32
Consensus $3.22
EPS surprise
+3.1%
Reported versus consensus
Reported revenue
$29.59B
Consensus $29.24B
Revenue surprise
+1.2%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-2.7%
Event window
SPY move
+1.0%
Same window
Abnormal move
-3.8%
Stock minus SPY
Volume
3.0×
Versus trailing sessions
Subsequent drift
+0.1%
Up to 20 sessions
AVGOSPY benchmark
Ask FN2 about AVGO FY2026 Q3
Transcript, numbers and history already loaded
Why did AVGO fall 2.7% after beating EPS estimates in FY2026 Q3?What changed in AVGO's guidance and outlook in FY2026 Q3?Give me the bull and bear case for AVGO after FY2026 Q3 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior quarter’s maintained guidance, the current analysis describes raised AI revenue guidance, stronger custom-XPU momentum and increased capacity investment. It also adds explicit execution exposure to Singapore substrate expansion, optical-interconnect capacity and AI deployment infrastructure.
Guidance delta
Management guidance sentiment moved from maintained in the prior quarter to raised in Q3, with AI revenue guidance lifted to $58 billion for FY2026 and projected to double annually through 2028.
Key takeaways
- The supplied analysis describes record Q3 revenue and operating margin, led by AI semiconductors and networking.
- AI semiconductor revenue grew 221% year over year and 54% sequentially, according to the transcript analysis.
- Management highlighted custom XPU adoption across Google, Anthropic, OpenAI and Meta.
- The next phase requires more substrate, optical-interconnect and data-center capacity, increasing execution demands.
Management priorities
- Ramp high-volume shipments of TPU v8i, Jalapeno and Meta-oriented accelerators.
- Qualify Tomahawk 7 and expand Tomahawk Ultra and optical-interconnect capacity.
- Scale Singapore substrate production and VMware Private AI Cloud offerings.
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Miss
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Analyst 52W Price Targets
$357.61Current
$61.5Low
$350.57Average
$600High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Sep 21, 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 $357.61. 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 | +28.6% | Sep 9, 2026 |
| D.A. Davidson | Gil Luria | $350 | $355.49 | -2.1% | Sep 4, 2026 |
| Truist Financial | Analyst unavailable | $520 | $344.98 | +45.4% | Sep 3, 2026 |
| Raymond James | Analyst unavailable | $475 | $343.45 | +32.8% | Sep 3, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $600 | $342.93 | +67.8% | Sep 3, 2026 |
| Evercore ISI | Analyst unavailable | $578 | $367.24 | +61.6% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $575 | $367.24 | +60.8% | Sep 3, 2026 |
| Macquarie | Analyst unavailable | $490 | $367.24 | +37.0% | Sep 3, 2026 |
| Morgan Stanley | Analyst unavailable | $505 | $367.24 | +41.2% | Sep 3, 2026 |
| BMO Capital | Analyst unavailable | $455 | $364.03 | +27.2% | Aug 20, 2026 |
| D.A. Davidson | Analyst unavailable | $400 | $410.33 | +11.9% | Jun 4, 2026 |
| Truist Financial | William Stein | $550 | $407.11 | +53.8% | Jun 4, 2026 |
| Goldman Sachs | Analyst unavailable | $525 | $407.07 | +46.8% | Jun 4, 2026 |
| RBC Capital | Srini Pajjuri | $400 | $406.45 | +11.9% | Jun 4, 2026 |
| Oppenheimer | Analyst unavailable | $535 | $479.23 | +49.6% | Jun 4, 2026 |
| Morgan Stanley | Analyst unavailable | $502 | $479.23 | +40.4% | Jun 4, 2026 |
| KeyBanc | John Vinh | $575 | $479.23 | +60.8% | Jun 4, 2026 |
| UBS | Analyst unavailable | $485 | $479.23 | +35.6% | Jun 4, 2026 |
| Macquarie | Analyst unavailable | $437 | $479.23 | +22.2% | Jun 4, 2026 |
| Deutsche Bank | Ross Seymore | $515 | $479.23 | +44.0% | Jun 4, 2026 |
| Jefferies | Blayne Curtis | $550 | $479.23 | +53.8% | Jun 4, 2026 |
| Morgan Stanley | Joseph Moore | $485 | $448.94 | +35.6% | Jun 1, 2026 |
| Susquehanna | Christopher Rolland | $490 | $421.86 | +37.0% | May 28, 2026 |
| Evercore ISI | Mark Lipacis | $582 | $420.71 | +62.7% | May 19, 2026 |
| UBS | Timothy Arcuri | $490 | $420.89 | +37.0% | May 18, 2026 |
| Wells Fargo | Analyst unavailable | $545 | $416.79 | +52.4% | May 14, 2026 |
| D.A. Davidson | Analyst unavailable | $335 | $331.17 | -6.3% | Feb 12, 2026 |
| Wolfe Research | Chris Caso | $400 | $330.73 | +11.9% | Jan 30, 2026 |
| Wells Fargo | Analyst unavailable | $430 | $339.89 | +20.2% | Jan 15, 2026 |
| RBC Capital | Srini Pajjuri | $370 | $339.89 | +3.5% | Jan 14, 2026 |
| Mizuho Securities | Vijay Rakesh | $480 | $338.17 | +34.2% | Jan 9, 2026 |
| Goldman Sachs | Analyst unavailable | $450 | $347.62 | +25.8% | Jan 5, 2026 |
| Truist Financial | Analyst unavailable | $510 | $329.88 | +42.6% | Dec 19, 2025 |
| UBS | Timothy Arcuri | $475 | $359.9 | +32.8% | Dec 15, 2025 |
| Truist Financial | Analyst unavailable | $500 | $360.32 | +39.8% | Dec 12, 2025 |
| Deutsche Bank | Analyst unavailable | $430 | $362.18 | +20.2% | Dec 12, 2025 |
| Morgan Stanley | Analyst unavailable | $462 | $362.05 | +29.2% | Dec 12, 2025 |
| Robert W. Baird | Analyst unavailable | $420 | $406.96 | +17.4% | Dec 12, 2025 |
| Oppenheimer | Analyst unavailable | $450 | $406.96 | +25.8% | Dec 12, 2025 |
| Mizuho Securities | Vijay Rakesh | $450 | $376.58 | +25.8% | Dec 12, 2025 |
| Piper Sandler | Harsh Kumar | $430 | $406.96 | +20.2% | Dec 12, 2025 |
| Bernstein | Stacy Rasgon | $475 | $406.96 | +32.8% | Dec 12, 2025 |
| Barclays | Tom O'Malley | $500 | $406.96 | +39.8% | Dec 12, 2025 |
| KeyBanc | John Vinh | $500 | $406.96 | +39.8% | Dec 12, 2025 |
| Oppenheimer | Rick Schafer | $435 | $381.03 | +21.6% | Dec 5, 2025 |
| Susquehanna | Christopher Rolland | $450 | $380.61 | +25.8% | Dec 4, 2025 |
| Morgan Stanley | Analyst unavailable | $443 | $387.56 | +23.9% | Dec 1, 2025 |
| UBS | Analyst unavailable | $472 | $388.05 | +32.0% | Dec 1, 2025 |
| Goldman Sachs | Analyst unavailable | $435 | $385.03 | +21.6% | Nov 25, 2025 |
| Raymond James | Analyst unavailable | $420 | $366 | +17.4% | Nov 20, 2025 |
| Mizuho Securities | Vijay Rakesh | $435 | $349.24 | +21.6% | Oct 21, 2025 |
| Morgan Stanley | Analyst unavailable | $409 | $356.7 | +14.4% | Oct 14, 2025 |
| Barclays | Tom O'Malley | $450 | $356.7 | +25.8% | Oct 14, 2025 |
| UBS | Timothy Arcuri | $415 | $356.7 | +16.0% | Oct 14, 2025 |
| Deutsche Bank | Ross Seymore | $400 | $356.7 | +11.9% | Oct 14, 2025 |
| Mizuho Securities | Analyst unavailable | $430 | $356.7 | +20.2% | Oct 13, 2025 |
| KeyBanc | John Vinh | $460 | $356.03 | +28.6% | Oct 13, 2025 |
| KeyBanc | John Vinh | $420 | $327.9 | +17.4% | Sep 30, 2025 |
| KeyBanc | John Vinh | $400 | $334.89 | +11.9% | Sep 5, 2025 |
| Oppenheimer | Analyst unavailable | $360 | $334.89 | +0.7% | Sep 5, 2025 |
| Piper Sandler | Analyst unavailable | $375 | $334.89 | +4.9% | Sep 5, 2025 |
| Barclays | Tom O'Malley | $400 | $334.89 | +11.9% | Sep 5, 2025 |
| Morgan Stanley | Analyst unavailable | $357 | $298.24 | -0.2% | Sep 2, 2025 |
| Oppenheimer | Analyst unavailable | $325 | $308.65 | -9.1% | Aug 28, 2025 |
| UBS | Timothy Arcuri | $345 | $294.23 | -3.5% | Aug 25, 2025 |
| Piper Sandler | Analyst unavailable | $315 | $294 | -11.9% | Aug 22, 2025 |
| Morgan Stanley | Analyst unavailable | $338 | $302.62 | -5.5% | Jul 30, 2025 |
| HSBC | Analyst unavailable | $400 | $263.77 | +11.9% | Jun 24, 2025 |
| Truist Financial | William Stein | $295 | $262.95 | -17.5% | Jun 6, 2025 |
| Barclays | Tom O'Malley | $215 | $169.58 | -39.9% | Apr 22, 2025 |
| Daiwa | Louis Miscioscia | $225 | $172.09 | -37.1% | Apr 2, 2025 |
| Truist Financial | Analyst unavailable | $267 | $194.96 | -25.3% | Mar 7, 2025 |
| Mizuho Securities | Analyst unavailable | $250 | $194.96 | -30.1% | Mar 7, 2025 |
| Morgan Stanley | Joseph Moore | $265 | $223.86 | -25.9% | Dec 20, 2024 |
| Morgan Stanley | Joseph Moore | $233 | $171.81 | -34.8% | Dec 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $220 | $182.31 | -38.5% | Oct 14, 2024 |
| Bank of America Securities | Vivek Arya | $215 | $181.67 | -39.9% | Oct 11, 2024 |
| KeyBanc | John Vinh | $210 | $137 | -41.3% | Sep 6, 2024 |
| Truist Financial | William Stein | $204 | $152.82 | -43.0% | Sep 6, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $240 | $152.82 | -32.9% | Sep 6, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $152.82 | -46.9% | Sep 6, 2024 |
| Goldman Sachs | Toshiya Hari | $190 | $152.82 | -46.9% | Sep 6, 2024 |
| Morgan Stanley | Joseph Moore | $180 | $152.82 | -49.7% | Sep 6, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $159.82 | -52.5% | Aug 27, 2024 |
| Oppenheimer | Rick Schafer | $200 | $171.42 | -44.1% | Jul 15, 2024 |
| Wells Fargo | Aaron Rakers | $205 | $170.07 | -42.7% | Jul 15, 2024 |
| CFRA | Angelo Zino | $185 | $168.07 | -48.3% | Jun 13, 2024 |
| Deutsche Bank | Ross Seymore | $190 | $167.96 | -46.9% | Jun 13, 2024 |
| Oppenheimer | Rick Schafer | $200 | $149.55 | -44.1% | Jun 13, 2024 |
| Truist Financial | William Stein | $204.5 | $149.55 | -42.8% | Jun 13, 2024 |
| Melius Research | Ben Reitzes | $205 | $149.55 | -42.7% | Jun 13, 2024 |
| Rosenblatt Securities | Hans Mosesmann | $165 | $149.55 | -53.9% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $205 | $149.55 | -42.7% | Jun 13, 2024 |
| Robert W. Baird | Tristan Gerra | $195 | $149.55 | -45.5% | Jun 13, 2024 |
| Mizuho Securities | Vijay Rakesh | $190 | $149.55 | -46.9% | Jun 13, 2024 |
| Piper Sandler | Harsh Kumar | $200 | $149.55 | -44.1% | Jun 13, 2024 |
| Wells Fargo | Aaron Rakers | $170 | $149.55 | -52.5% | Jun 13, 2024 |
| UBS | Timothy Arcuri | $173.5 | $149.55 | -51.5% | Jun 13, 2024 |
| Barclays | Tom O'Malley | $200 | $149.55 | -44.1% | Jun 13, 2024 |
| Evercore ISI | Mark Lipacis | $201 | $149.55 | -43.8% | Jun 13, 2024 |
| Morgan Stanley | Joseph Moore | $176.5 | $149.55 | -50.6% | Jun 13, 2024 |
| Goldman Sachs | Toshiya Hari | $185 | $149.55 | -48.3% | Jun 13, 2024 |
| Bernstein | Stacy Rasgon | $195 | $149.55 | -45.5% | Jun 13, 2024 |
| Jefferies | Blayne Curtis | $155 | $145.55 | -56.7% | Jun 11, 2024 |
| Melius Research | Ben Reitzes | $185 | $132.86 | -48.3% | Jun 3, 2024 |
| Barclays | Tom O'Malley | $150 | $132.91 | -58.1% | Apr 17, 2024 |
| Evercore ISI | Matthew Prisco | $162 | $131.07 | -54.7% | Apr 15, 2024 |
| Deutsche Bank | Ross Seymore | $150 | $133.94 | -58.1% | Apr 8, 2024 |
| CFRA | Angelo Zino | $160 | $135.35 | -55.3% | Mar 22, 2024 |
| KeyBanc | Weston Twigg | $160 | $134.8 | -55.3% | Mar 21, 2024 |
| Barclays | Tom O\'Malley | $140.5 | $134.8 | -60.7% | Mar 21, 2024 |
| Piper Sandler | Harsh Kumar | $165 | $134.8 | -53.9% | Mar 21, 2024 |
| Goldman Sachs | Toshiya Hari | $155 | $13.09 | -56.7% | Mar 8, 2024 |
| Mizuho Securities | Vijay Rakesh | $100 | $139.72 | -72.0% | Mar 7, 2024 |
| Citigroup | Christopher Danely | $110 | $105.61 | -69.2% | Dec 12, 2023 |
| Truist Financial | William Stein | $101.5 | $94.43 | -71.6% | Dec 11, 2023 |
| Susquehanna | Christopher Rolland | $110 | $93.88 | -69.2% | Nov 28, 2023 |
| Truist Financial | William Stein | $99.5 | $82.91 | -72.2% | Sep 22, 2023 |
| KeyBanc | Cody Acree | $95 | $87.51 | -73.4% | Sep 1, 2023 |
| Loop Capital Markets | Ambrish Srivastava | $89 | $88.93 | -75.1% | Aug 29, 2023 |
| KeyBanc | John Vinh | $94 | $80.96 | -73.7% | Jun 2, 2023 |
| Oppenheimer | Rick Schafer | $95 | $79 | -73.4% | Jun 2, 2023 |
| Susquehanna | Analyst unavailable | $65 | $54.08 | -81.8% | Dec 5, 2022 |
| Piper Sandler | Analyst unavailable | $71.5 | $54.08 | -80.0% | Dec 5, 2022 |
| Truist Financial | William Stein | $63 | $44.41 | -82.4% | Nov 3, 2022 |
| Mizuho Securities | Vijay Rakesh | $72.5 | $52.24 | -79.7% | Sep 9, 2022 |
| Rosenblatt Securities | Hans Mosesmann | $77.5 | $51.46 | -78.3% | Sep 2, 2022 |
| Deutsche Bank | Ross Seymore | $63.5 | $53.55 | -82.2% | Jul 30, 2022 |
| Mizuho Securities | Vijay Rakesh | $70 | $52.64 | -80.4% | May 23, 2022 |
| Susquehanna | Christopher Rolland | $68 | $56.29 | -81.0% | May 9, 2022 |
| Truist Financial | William Stein | $65.7 | $58.06 | -81.6% | Apr 11, 2022 |
| Morgan Stanley | Joseph Moore | $70.3 | $59.6 | -80.3% | Mar 4, 2022 |
| Piper Sandler | Harsh Kumar | $75 | $56.63 | -79.0% | Mar 1, 2022 |
| Oppenheimer | Rick Schafer | $72 | $57.61 | -79.9% | Feb 24, 2022 |
| Barclays | Blayne Curtis | $70 | $61.78 | -80.4% | Jan 12, 2022 |
| Argus Research | Jim Kelleher | $71.5 | $61.26 | -80.0% | Dec 16, 2021 |
| Citigroup | Christopher Danely | $68.5 | $61.36 | -80.8% | Dec 13, 2021 |
| Goldman Sachs | Toshiya Hari | $67 | $61.36 | -81.3% | Dec 13, 2021 |
| Credit Suisse | John Pitzer | $70 | $62.34 | -80.4% | Dec 10, 2021 |
| Cowen & Co. | Matt Ramsay | $61.5 | $62.34 | -82.8% | Dec 10, 2021 |
| Wells Fargo | Aaron Rakers | $63.5 | $62.34 | -82.2% | Dec 10, 2021 |
| BMO Capital | Ambrish Srivastava | $67.5 | $62.34 | -81.1% | Dec 10, 2021 |
| UBS | Timothy Arcuri | $66 | $55.76 | -81.5% | Dec 6, 2021 |
| Evercore ISI | Kenneth Talanian | $64 | $55.76 | -82.1% | Dec 6, 2021 |
| Bank of America Securities | Vivek Arya | $58 | $45.1 | -83.8% | 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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| SAIL SailPoint, Inc. | FY2027 Q2 · Calendar Q3 2026 | +13.8% | -1.2% | SailPoint pairs 25% ARR growth with accelerating AI-driven adoption |
| CIEN Ciena Corporation | FY2026 Q3 · Calendar Q3 2026 | +22.0% | -10.4% | Ciena raises outlook as AI networking demand lifts backlog |
| DOCU DocuSign, Inc. | FY2027 Q2 · Calendar Q3 2026 | +6.4% | +3.7% | DocuSign Q2 FY27: IAM momentum supports a raised outlook |
| IOT Samsara Inc. | FY2027 Q2 · Calendar Q3 2026 | +25.0% | +3.7% | Samsara: AI adoption expands as FY27 guidance holds |
Latest beats and misses
Who reports nextBeat on EPS
- FPSFY2026 Q4 · September 15, 2026+4.3% EPS+9.5% move
- TCOMFY2026 Q2 · September 15, 2026+22.3% EPS+3.0% move
- KRFY2026 Q2 · September 11, 2026+2.8% EPS+2.7% move
- ADBEFY2026 Q3 · September 10, 2026+0.8% EPS+1.4% move
- ORCLFY2027 Q1 · September 10, 2026+10.3% EPS-1.7% move
- CASYFY2027 Q1 · September 8, 2026+8.7% EPS-14.2% move
Missed on EPS
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 · 2026-09-03T14:16:10.934491+00:00
- FN2 earnings calendar · 2026-09-21T01:23:13.071796+00:00
- Polygon adjusted daily market bars · 2026-09-21T01:30:48.568831+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-21T01:30:48.566030+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 . For educational purposes only; not investment advice.