---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000503308.md"
description: "$Broadcom(AVGO.US)Earnings Tonight🔥Broadcom reports after market close today (~5am SG time). Custom ASIC chips, AI tailwinds, and a quietly strong run (+65% past year). Here‘s the quick scoop:Q1 Expectations:- EPS: $1.67 (vs $1.40 last year)- AI semiconductor revenue expected to double YoY to $8.2BWhy It Matters:- Custom chips (ASICs) = cheaper alternative to NVDA GPUs- Clients: Google (TPUs), Anthropic ($10B deal), plus a mysterious 5th customer- AI infrastructure spending by hyperscalers = $700B projectedWhat to Watch:- Any new client wins? Last quarter = 5th unnamed customer signed.- Management commentary on custom AI accelerator demand- Valuation check: Forward P/E 30.4 vs NVDA 21.8 (premium priced)Analyst Love:- 41 Buy / 2 Hold- Avg PT: $449 (44% upside)Risk:No new deals = market reads as falling behind NVDA. Stock already up big.Summary of: https://www.barchart.com/story/news/538887/dear-broadcom-stock-fans-mark-your-calendars-for-march-4NOT ADVICE"
datetime: "2026-03-04T07:38:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000503308.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000503308.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000503308.md)
author: "[Big_Angel](https://longbridge.com/en/profiles/16656601.md)"
generator: "portal-rs"
---

# $Broadcom(AVGO.US)Earnings Tonight🔥Broadcom report…


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## Comments (1)

- **Crazy rich · 2026-03-04T07:51:15.000Z**: When everyone is bullish, it probably won't go up😂


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