Broadcom's Q1 2026 Earnings Outlook and Analyst Insights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy AVGO?
Source: stocktwits
- Demand Sustainability Concerns: RBC Capital analyst Pajjuri highlighted uncertainties regarding Anthropic's demand sustainability beyond the first half of FY27, primarily due to its agreements with Nvidia and Microsoft, which could impact Broadcom's future performance.
- Optimistic Earnings Expectations: Broadcom is expected to report its Q1 earnings on March 4, with projected revenue of $19.1 billion, reflecting a 22.4% year-over-year increase, driven by strong TPU and networking demand that may exceed market expectations.
- Price Target Reduction: RBC Capital lowered its price target for Broadcom from $370 to $340 while maintaining a 'Sector Perform' rating, indicating cautious investor sentiment due to concerns over the lack of visibility into Anthropic's demand.
- Market Sentiment Shift: On Stocktwits, retail sentiment around AVGO shares surged from 'bullish' to 'extremely bullish' in the past 24 hours, reflecting optimism among investors about AI revenue doubling, contributing to a 67% increase in stock price over the past year.
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Analyst Views on AVGO
Wall Street analysts forecast AVGO stock price to rise
30 Analyst Rating
29 Buy
1 Hold
0 Sell
Strong Buy
Current: 427.360
Low
370.00
Averages
457.75
High
525.00
Current: 427.360
Low
370.00
Averages
457.75
High
525.00
About AVGO
Broadcom Inc. is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software and security solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides a variety of radio frequency semiconductor devices, wireless connectivity solutions, custom touch controllers, and inductive charging solutions for mobile applications. Its infrastructure software segment includes its private and hybrid cloud, application development and delivery, software-defined edge, application networking and security, mainframe, distributed and cybersecurity solutions, and its FC SAN business. It provides a portfolio of software solutions that enable customers to plan, develop, automate, manage and secure applications across mainframe, distributed, mobile and cloud platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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