--- title: "🎯 Broadcom Earnings Challenge — Guess the close and win rewards!" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000879723.md" description: "$Broadcom(AVGO.US) reports Q3 FY2026 after the US close on Wednesday 2 September — the numbers land around 04:00 SGT Thursday morning. ⏰Nvidia already beat the earnings estimates. Broadcom trades abou..." datetime: "2026-09-01T01:17:56.000Z" locales: - [en](https://longbridge.com/en/topics/100000000879723.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000879723.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000879723.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # 🎯 Broadcom Earnings Challenge — Guess the close and win rewards! $Broadcom(AVGO.US) reports Q3 FY2026 **after the US close on Wednesday 2 September** — the numbers land around **04:00 SGT Thursday morning**. ⏰ Nvidia already beat the earnings estimates. Broadcom trades about **23% below its June high** even after Nvidia's blowout. Can this semiconductor company—formerly known as Avago and once headquartered in Singapore—be expected to raise its performance outlook alongside its earnings results? Make your call and grab rewards! 🎁 * * * **📊Where Broadcom Stands Going In** **Consensus revenue** US$29.4B **Consensus EPS** US$3.22 — 3.24 (non-GAAP) **H1 FY2026** Revenue **+38.7%** · net profit **+59.1%** · ROE **37.3%** **Revenue mix** Semiconductors **68%** · Infrastructure software **32%** **Where it sells** Asia-Pacific **65.5%** · Americas **23.5%** · EMEA **11.0%** **Analysts** 53 covering · **92% positive** · target US$525.97 (**+42%**) **Valuation** Roughly **19x** forward earnings, against the Nasdaq-100's ~24x **Options implied move** **\~8%** — wider than its recent 6.7% average * * * **🔗 Why This One Touches Your Portfolio** **Buys from** $Taiwan Semiconductor(TSM.US) — which is racing to add 3nm and 2nm capacity partly for Broadcom **Sells to** $Alphabet(GOOGL.US), whose TPUs Broadcom co-designs · OpenAI · Meta — and even $AMD(AMD.US), whose Helios AI racks run on Broadcom switch chips **Competes with** $Marvell Tech(MRVL.US) in custom silicon · $NVIDIA(NVDA.US) in AI compute · $Arista Networks(ANET.US) in networking **You may hold it via** $iShares Semiconductor ETF(SOXX.US) and most US tech and AI baskets — Broadcom is a top-weight name in nearly all of them **Leveraged wrappers** $AVGO 2X Long ETF(AVGX.US) · $Direxion Daily AVGO Bull 2X Shares(AVL.US) · $GraniteShares 2x Long AVGO Daily ETF(AVGU.US) — the same move, landing 2x harder * * * **💬 The Argument Already Happening Here** > @Vt3 — *"Broadcom's ASIC orders are rising fast, but Nvidia's GPU scale and CUDA ecosystem keep it structurally ahead. Broadcom grows impressively, but it won't catch Nvidia's dominance — they're playing parallel, complementary games."* > @Paradi Lab — *"Time will tell whether AVGO earnings have the same impact for the broader semis ecosystem. NVDA didn't really have that effect, so I kinda doubt AVGO will."* > @JPJP — *"I prefer holding SOXX over individual chip stocks because it gives broad exposure to semiconductor leaders like Nvidia, Broadcom, and AMD while reducing single stock concentration risk."* * * * **ℹ️ Rules & Settlement** - ⏰ **Poll closes: 3 September, 08:59 SGT** · **Comments close: 3 September, 20:59 SGT** - 📊 **Settled on:** the % change from **2 Sept US close** to **3 Sept US close**, as shown on Longbridge - 🏆 **3 Best Takes** = the three entries closest to the actual close, among those that clear the reasoning bar. A price with no reasoning does not qualify; reasoning with no price does not qualify. - Ties on the price call are broken by the earlier timestamp. - One vote and one entry per member. Your first entry is the one that counts. - Your entry can be a comment here, your own post, or a repost of this one — all three count the same. - Rewards are credited within 7 working days after settlement. - Content must be original and relevant. Copied, duplicate, spam or directly AI-generated submissions may be disqualified. *For community discussion only. Not investment advice.* ### Related Stocks - [AVGX.US](https://longbridge.com/en/quote/AVGX.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [ANET.US](https://longbridge.com/en/quote/ANET.US.md) - [AVGU.US](https://longbridge.com/en/quote/AVGU.US.md) - [AVL.US](https://longbridge.com/en/quote/AVL.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md) ## Comments (178) - **dotSavvy · 2026-09-03T00:23:10.000Z**: 😇 - **han fu · 2026-09-02T23:42:25.000Z**: . - **Shyon · 2026-09-02T23:15:55.000Z**: My call: −3% to +3%.I’m bullish on Broadcom’s long-term AI opportunity, especially custom ASICs, networking and its growing exposure to hyperscalers. However, I think a lot of the good news is already priced in after Nvidia’s strong earnings. With AVGO still well below its June high, the market will - **Shyon · 2026-09-02T23:12:58.000Z**: Hi, it seems to have the similar issue again, the poll ended earlier than the stated timing. It is 07:12 SGT now and we can no longer do the voting. - **wackywong · 2026-09-02T23:11:36.000Z**: 👍 - **Pardha · 2026-09-02T22:48:09.000Z**: Ok - **yanny · 2026-09-02T21:58:42.000Z**: H good - **Yuan83 · 2026-09-02T21:45:20.000Z**: Market had rallied much overall and is due for a correction. $Broadcom(AVGO.US)is in a somewhat near term down trend; so looking for possible further down.Earnings just released; dipped down but recovered. Let’s see how this will end up. - **powerplaytrader ppt · 2026-09-02T17:52:46.000Z**: more - **Sparrow18 · 2026-09-02T16:33:51.000Z**: Please further explain"The semiconductor company enters the release trading approximately 23% below its June high, supported by H1 FY2026 revenue growth of 38.7% and a net profit increase of 59.1%.- Market participants and analysts actively debated whether strong earnings and potential outlook r - **Jathan · 2026-09-02T15:49:56.000Z**: Broadcom's rally this time was indeed fierce, surging at the close on September 3rd. Many are discussing whether it exceeded 8%, but the exact figure depends on real-time data. The market action that day was certainly thrilling with significant volatility. 📈💼However, according to the poll results, 5 - **xltronic · 2026-09-02T15:24:27.000Z**: one two three four five six seven eight nine ten.eleven twelve thirteen fourteen fifteen sixteen seventeen eighteen nineteen twenty words words words words thirty words for points cmon - **yourMuMMY-60HKD · 2026-09-02T14:11:38.000Z**: buy sandisk - **superBigHuat · 2026-09-02T13:22:25.000Z**: don't hold Bags - **superBigHuat · 2026-09-02T11:25:39.000Z**: ok - **LS7 · 2026-09-02T11:16:45.000Z**: Up 3 to 8 percent - **NewUser1 · 2026-09-02T11:14:56.000Z**: ok - **NewUser_X · 2026-09-02T09:09:40.000Z**: X 400+ - **kailash · 2026-09-02T08:38:39.000Z**: The real story isn't whether Broadcom beats the headline consensus—with revenue modeled near $29.4 billion and EPS around $3.22–$3.24, the numbers are going to look massive either way. The actual battleground is forward guidance, specifically whether management leans into expectations for fiscal 202 - **dingdongbell · 2026-09-02T08:30:39.000Z · 👍 1**: 📍 My Call: US$389💬 Why: Broadcom’s setup looks asymmetric into earnings: AI demand remains the key catalyst, while the recent reset leaves room for upside. I’m expecting a solid print, constructive guidance, and a 3–8% advance rather than an outsized move.Please take this as my vote: +3 to +8% The v --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**