For the second fiscal quarter of 2026, analysts anticipate Broadcom to report consensus revenue of $22.11 billion and an adjusted EPS of $2.40, with the stock currently trading at $446.07 against a mean price target of $480.59.
The primary focus for investors remains the company’s AI semiconductor revenue, which is projected to reach $10.7 billion, representing approximately 140% year-over-year growth. This surge is driven by massive demand for custom AI accelerators from hyperscale clients like Google and Meta, alongside robust networking chip sales. Investors are also closely monitoring the continued integration of VMware and its impact on infrastructure software margins as Broadcom pivots toward a high-margin recurring revenue model.