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Further Reading from MarketBeat.com AVGO Earnings Are Just Around the Corner—Here's What to WatchReported by Leo Miller. Article Posted: 2/24/2026. 
Key Points- Broadcom shares haven't done much as of late, bouncing between $310 and $355.
- Aside from sales, adjusted EPS and guidance, investors will be paying close attention to one key profitability metric.
- Meanwhile, Wall Street analysts continue to be highly optimistic on the future of AVGO shares.
- Special Report: Silver $309? (From Investors Alley)
After releasing its last earnings report, shares of custom artificial intelligence (AI) chip designer Broadcom (NASDAQ: AVGO) have been range-bound. The stock fell from over $400 to about $340 in a few days in mid-December 2025. Shares recovered to roughly $355 in mid-January, then slid below $310 by early February. With just over a week until Broadcom releases the first earnings report of its fiscal year (FY) 2026, the stock is trading around $330. Silver: 20% + 68%
Tim Plaehn just found a Silver ETF that delivers monthly income (up to 20% in annual distributions) plus share appreciation (68% in 5 months). The precious metal has become one of the best investments for growth AND income right now. Click here and start to collect in the next 30 days. Broadcom's December report raised investor concern about an area the company has historically excelled in: margins. With no major new developments since then, those concerns have lingered and left markets uncertain about how to price AVGO shares. Here's a preview of the company's upcoming report and the key metrics and commentary investors will be watching. Broadcom will release its Q1 FY2026 report on Wednesday, March 4, after the market close. AVGO: Prolific at Meeting or Beating Headline EstimatesCurrently, the Wall Street consensus estimate for Broadcom's Q1 FY2026 revenue is $19.1 billion, about 28% year-over-year growth. That matches Broadcom's own guidance of "approximately $19.1 billion." On adjusted earnings per share (EPS), the consensus forecast is $2.03, roughly a 26% increase. Broadcom does not provide specific adjusted EPS guidance. Broadcom's guidance has historically been conservative, which increases the likelihood the company will meet or exceed estimates on these metrics. The company has met or beaten sales estimates in 22 of its last 24 earnings reports and has met or beaten adjusted EPS estimates in 23 of those occasions. Still, for a stock that has rallied strongly in recent years, beating headline estimates does not guarantee a positive share reaction. There is also always the potential for an unforeseen issue to produce a miss. Q2 FY2026 guidance, margins, and management commentary will be critical for the stock's post-report direction. For Q2 FY2026, sales estimates sit at $20.35 billion (about 36% year-over-year growth). Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) margin guidance is 68.5% for Q2 FY2026. In Focus: AVGO's Gross Margin Performance and OutlookThe biggest concern from Broadcom's last report was the trajectory of its gross margin. Last quarter, gross margin was nearly 78%, among the highest of U.S. large-cap chip stocks. On the previous earnings call, Broadcom said it expects "Q1 consolidated gross margin to be down approximately 100 basis points sequentially, primarily reflecting a higher mix of AI revenue. As a reminder, consolidated gross margins through the year will be impacted by the revenue mix of infrastructure software and semiconductors and also product mix within semiconductors." Put simply: AI sales carry lower gross margins than non-AI sales, and because AI revenue is growing faster, consolidated gross margins are expected to decline. Investors will want to see Broadcom report gross margins near 77% or better. Analysts on the call will also be looking for clearer guidance on how much further gross margins might fall over the rest of the year. Analysts Continue to See Strong Upside in AVGO SharesAhead of the report, Wall Street analysts remain broadly bullish. The consensus price target on AVGO is about $433, implying roughly 30% upside. Targets updated after the December 2025 report average around $458, implying roughly 38% upside. Except for Citigroup lowering its target from $480 to $458, MarketBeat has not tracked other analysts cutting their AVGO targets after the December report. That contrasts with Broadcom's price action, with shares down more than 15% since the December report. That gap largely reflects analysts being less worried about Broadcom's gross margin than investors. Broadcom expects its operating margin to come down "a bit." Because operating margin accounts for more costs than gross margin, it provides a better view of the company's overall profitability. Moreover, if revenue accelerates even as gross margins compress modestly, steady operating margins could still produce strong absolute profit growth. If gross margin declines begin to meaningfully erode operating profitability, that would warrant serious concern. At present, the evidence for that scenario is limited. Still, analysts and investors alike will be seeking clarity on this issue in Broadcom's upcoming report.
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