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Broadcom faces a higher earnings bar after NVIDIA's AI-chip blowout
Ahead of its Sept. 2 after-close report, analysts track Broadcom’s Q3 2026 sales estimate of $29.43 billion and AI chip sales guidance of $16 billion.
Investors are turning to Broadcom ahead of its earnings on Sept. 2 after the close, with expectations shaped by NVIDIA’s strong results and a surge in its shares following its latest report, according to MarketBeat Ratings.
The outlook focuses on whether Broadcom can beat revenue, EPS, and forward guidance, with the article pointing to a Q3 2026 sales estimate of $29.43 billion, implying more than 84% year over year growth. It also cites a Q3 EPS estimate of $3.22, implying roughly 91% year over year growth, alongside a fiscal Q4 sales estimate just below $35 billion that would imply 94% year over year growth.
The preview also highlights that Broadcom does not provide specific EPS guidance, while it previously guided for an adjusted EBITDA margin of 68%. Markets will be especially focused on AI semiconductor sales, with Broadcom guided for $16 billion in AI chip sales, or 200% year over year growth, and the piece notes that a raised FY2027 AI semiconductor guidance could be key for how investors react.