Broadcom Stock AVGO Q3 Preview: Can AI Revenue Beat Restore Gains?

Generated byAinvest Street BuzzReviewed byThe Newsroom

Wednesday, Sep 2, 2026 11:09 am ET1min read

AVGO--

Aime Summary

- BroadcomAVGO-- will report Q3 FY26 earnings on September 2, with AI semiconductor revenue expected to surge 200% YoY to $16 billion.

- Investors await potential FY27 AI revenue guidance hikes to validate the $100B+ growth target amid margin pressures.

- Shares down 23% from June highs, but maintain Strong Buy consensus with a $511.88 average price target from analysts.

Broadcom is scheduled to report Q3 fiscal 2026 earnings on September 2, with consensus expecting $29.4 billion in revenue and $3.22 in EPS.
AI semiconductor revenue is projected to surge over 200% year-over-year to $16 billion, accounting for more than half of total sales.
Investors are heavily focused on whether management will raise its FY27 AI revenue guidance to validate the $100 billion+ target.
The stock has fallen roughly 23% from its June highs due to margin compression concerns and a lackluster forward outlook.
Wall Street maintains a Strong Buy consensus, with analysts targeting an average price of $511.88.

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