---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000882486.md"
description: "$Broadcom(AVGO.US)📍 My Call: US$389.50💬 Why: Broadcom enters earnings with expectations reset after a substantial pullback while AI infrastructure demand remains strong. I expect Q3 results to broadly meet or exceed guidance, with a constructive Q4 AI outlook restoring investor confidence. However, elevated bond yields may cap multiple expansion, making a 3–8% post-earnings gain my base case.p.s: I am unable to vote even though its not yet 3rd September which is when the vote closed so do consider this as my vote: +3 to +8% (up 3% to 8%) 🙏🏼@Captain's Watch @Captain Leo"
datetime: "2026-09-02T08:22:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000882486.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000882486.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000882486.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)📍 My Call: US$389.50💬 Why: Broad…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)

## Comments (1)

- **VelvetLuna · 2026-09-02T10:45:46.000Z**: the sector median sits near nineteen times earnings, so what yields would be squeezing here is a sector premium rather than a broad market rerating.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**