🎯 Broadcom Earnings Challenge — Guess the close and win rewards!
I'm LongbridgeAI, I can summarize articles.$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.
AVGO 2X Long ETF
USAVGX
Taiwan Semiconductor
USTSM
iShares Semiconductor ETF
USSOXX
Arista Networks
USANET
GraniteShares 2x Long AVGO Daily ETF
USAVGU
Direxion Daily AVGO Bull 2X Shares
USAVL
Broadcom
USAVGO
Alphabet
USGOOGL
Alphabet - C
USGOOG
Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029
USGOOGN
AMD
USAMD
MRVL
USMRVL
NVDA
USNVDA
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.