BROADCOM $AVGO JUST REPORTED Q1 EARNINGS

BROADCOM $AVGO JUST REPORTED Q1 EARNINGS

Topline Performance
? Revenue: $19.311B vs $19.180B est ????

Profitability
? Adjusted EPS: $2.05 vs $2.03 est ????
? EPS: $1.50
? Net Income: $7.349B

Outlook
? Q2 Revenue: $22.0B vs $20.556B est ????
? Q2 AI Semiconductor Revenue:… pic.twitter.com/LaJCDhnufU

— WOLF (@WOLF_Financial) March 4, 2026

$AVGO Q1’26 EARNINGS HIGHLIGHTS

Revenue: $19.31B (Est. $19.2B) ????; +29% Y/Y
Adj. EPS: $2.05 (Est. $2.03) ????; +28% Y/Y
Semi Solution: $12.52B (Est. $12.3B) ????; +52% Y/Y
AI: $8.4B; +106% Y/Y
New BuyBack authorization: $10B

Q2 Guide:
Rev: ~$22B (Est. $20.5B) ????;… pic.twitter.com/DF2kr6TKmk

— Wall St Engine (@wallstengine) March 4, 2026

所有跟帖： 

• Earning not bad -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 13:27:17

• Will it be dumped like NVDA? -香虞- ♀ (0 bytes) () 03/04/2026 postreply 13:41:41

• No one knows, but if it does, buy buy buy -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 13:47:00

• Bought some @319, will buy more if sold off tomorrow -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 14:10:19

• 325! -chyang98- ♂ (0 bytes) () 03/04/2026 postreply 14:12:12

• This is a 400 stock before end of 2026 on the safe side -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 14:14:24

• 40% growth in 2027, $16 EPS in 2027:) -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 14:15:11

• 大师还是大师，你估计的还是 Hock刚才说的？如果真的是 $16，那是相当好啊 -老实8交- ♂ (0 bytes) () 03/04/2026 postreply 15:22:39

• Wall street estimate -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 15:33:11

• 太好了，25 P/E 就是 $400， 30 P/E就是 $480 -老实8交- ♂ (0 bytes) () 03/04/2026 postreply 16:34:28

• 三心厉害 -snowwhite76- ♀ (0 bytes) () 03/04/2026 postreply 14:16:15

• 不仅会赚钱还会画饼的CEO是好CEO，哈哈 希望明天大涨 -Harp- ♀ (0 bytes) () 03/04/2026 postreply 14:13:24

• 8大公司，就只有AVGO 财报后是涨的，厉害！ -canada1018- ♂ (0 bytes) () 03/04/2026 postreply 14:17:59

• 感觉现在是“涨”的时候了 -chyang98- ♂ (0 bytes) () 03/04/2026 postreply 14:22:46

• 同感，靴子都落地了 -10miDream- ♀ (0 bytes) () 03/04/2026 postreply 14:47:16

• 有几个财报后是涨的，meta, nvda, meta涨幅hold几天没冲过阻力线741， nvda就涨了一会儿lol -bogbog- ♀ (0 bytes) () 03/04/2026 postreply 14:59:18

• 对，想起你的741神预测了 -10miDream- ♀ (0 bytes) () 03/04/2026 postreply 19:06:03

• 客户集中度大 ---野牛--- ♂ (2052 bytes) () 03/04/2026 postreply 14:33:51

• Hmm, Hock said 1.6T Optics now grows faster than XPU, lol -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 14:36:20

• 上次财报后大跌，从400+跌倒370左右就接了飞刀，现在还没解套：（ -USNavy- ♀ (0 bytes) () 03/04/2026 postreply 14:37:52

• 至少现在可以卖 CC了 :) 我的nflx 也是高位第一仓，跟三心加仓以后，终于可以靠 CC 来降低些成本了 -snowwhite76- ♀ (0 bytes) () 03/04/2026 postreply 15:38:14

• 335 now:) -三心三意- ♂ (0 bytes) () 03/04/2026 postreply 14:47:01

• 明天半导体带着大盘继续涨~ -小松松- ♀ (0 bytes) () 03/04/2026 postreply 14:50:59