Broadcom Inc. (NASDAQ: AVGO) beats the Non-GAAP EPS consensus of ~$3.24 per share at Q3 FY2026 earnings (2 September 2026, confirmed by Broadcom press release or Bloomberg)
Hit
✦ AI-generated prediction
Published on 25. August 2026
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Predicted for 2. September 2026
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Based on: Historical Cycle
Broadcom reports Q3 FY2026 results on 2 September 2026 after US close. Company revenue guidance: $29.4 billion (84% YoY). AI semiconductor revenue (custom AI ASICs + networking) guided at $16 billion — >200% YoY and >50% of quarterly revenue. Non-GAAP EPS consensus: $3.21–$3.24; GAAP EPS consensus: $2.55. Broadcom has beaten Non-GAAP EPS in eight consecutive quarters. Risk per Seeking Alpha: margin compression from rising custom-AI production costs. Hyperscaler customers Google, Meta and Apple drive order flow. No Polymarket market available; calibration based on historical beat track record and structural AI demand.
Data basis for this prediction
- Broadcom IR: Q3-Ergebnistermin 2.09.2026, Umsatzguidance 29,4 Mrd. USD, KI-Umsatz 16 Mrd. USD (investors.broadcom.com, Stand 25.08.2026)
- TipRanks / moomoo.ca: Non-GAAP EPS-Konsens ~3,24 USD, GAAP-Konsens 2,55 USD – Stand 25.08.2026
- Seeking Alpha: 'Broadcom Q3 Earnings Preview: Continued Margin Contraction' (seekingalpha.com, Stand 25.08.2026)
- Broadcom Q2 FY2026: Umsatz 22,19 Mrd. USD (+48 % YoY), GAAP-Nettogewinn 9,31 Mrd. USD (investors.broadcom.com, Mai 2026)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Broadcom meldete am 2. September 2026 für Q3 FY2026 ein Non-GAAP EPS von 3,32 USD – gegenüber dem Konsens von 3,24 USD, was einem klaren Beat von +0,08 USD entspricht. Der Umsatz lag bei 29,59 Mrd. USD (vs. 29,36 Mrd. Konsens, +86 % YoY). Der KI-Halbleiterumsatz erreichte 16,7 Mrd. USD (+221 % YoY). Die Vorhersage trat damit vollständig ein. Quellen: MarketBeat (marketbeat.com/earnings/reports/2026-9-2-broadcom-inc-stock), Alphastreet (news.alphastreet.com/broadcom-q3-2026-earnings-jump-on-strong-revenue-growth-beat-estimates), CNBC (cnbc.com/2026/09/02/broadcom-avgo-q3-earnings-report-2026.html). Hinweis: Nach dem Ergebnis fielen die Aktien nachbörslich um ~5–6 %, da die Q4-Umsatzguidance (34,8 Mrd. USD) leicht unter den Analystenerwartungen (35,03 Mrd. USD) lag – dies betrifft jedoch nicht die bewertete Vorhersage.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.
💻 Technology
✦ AI
ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.