Broadcom (AVGO) is trading modestly lower pre-market ahead of its highly anticipated fiscal Q4 2025 earnings release after the market close, with consensus expectations centered on revenue of $17.5 billion and adjusted EPS of $1.87.
- Wall Street is emphasizing the company’s powerful AI ASIC momentum, driven by $10 billion in new AI orders from a recently qualified customer, alongside continued VMware-driven software strength.
- Analysts from firms including HSBC and Morgan Stanley remain broadly bullish, citing robust AI demand and a massive $110 billion backlog, though competitive risks are noted.
- AVGO is currently trading at $407.28 (-1.38%) pre-market, reflecting cautious sentiment and profit-taking ahead of the major event.