What to Expect in the Week Ahead: AVGO, COST Earnings, Trump Tariffs, and February Jobs Report

As we dive into the new week, investors are bracing themselves for a packed schedule of earnings reports, geopolitical developments, and economic indicators. Here's what to expect in the coming days:

AVGO Earnings (Monday, February 27)
AVGO, the semiconductor giant, is set to report its fourth-quarter earnings on Monday. Analysts expect the company to post earnings per share (EPS) of $1.42 on revenue of $14.05 billion. Investors will be closely watching AVGO's AI chip sales, which are expected to have grown by 220% year-over-year to reach $12.2 billion. The company's gross margin is also expected to expand by 100 basis points, driven by higher-margin products and operational efficiencies. AVGO's guidance for the next quarter is projected to be strong, with revenue of around $14.6 billion.



COST Earnings (Tuesday, February 28)
COST, the discount retailer, will report its fourth-quarter earnings on Tuesday. Analysts expect the company to post EPS of $1.40 on revenue of $14.09 billion. COST's earnings will provide insight into the company's ability to compete in the current retail environment, particularly in light of the ongoing economic uncertainty. Investors will be looking for any updates on the company's cost-cutting initiatives and its plans to expand its online presence.



Trump Tariffs (Wednesday, February 29)
President Trump is expected to make an announcement regarding his proposed tariffs on Canada and Mexico on Wednesday. The tariffs, which were initially set to take effect on Friday, have been delayed for 30 days to allow for further negotiations with Ottawa and Mexico City. The proposed tariffs on Canada and Mexico, as well as the 10 percent tariffs already in effect on China, could have significant impacts on the U.S. economy and markets in both the short and long term. Investors will be closely watching the developments and the potential market reactions to any announcements.



February Jobs Report (Friday, March 3)
The U.S. Bureau of Labor Statistics will release the February jobs report on Friday. The report is expected to show that the U.S. economy added 180,000 jobs in February, down from the 304,000 jobs added in January. The unemployment rate is expected to remain unchanged at 4%. The jobs report will provide valuable insights into the health of the U.S. labor market and the broader economy. Investors will be closely watching the report for any signs of slowing economic growth or unexpected strength in the labor market.



As we navigate this week's packed schedule, investors should stay informed and prepared for the potential market reactions to these key events. By staying up-to-date on the latest developments and maintaining a well-diversified portfolio, investors can position themselves to capitalize on the opportunities and mitigate the risks that lie ahead.