Broadcom earnings now vs last year

EZWINEZLIFE · 2026-09-02T20:45:34+00:00

=== SUMMARY === - AVGO stock is at the same price as Sep 2025 even though quarterly revenue almost doubled, and author considers the market reaction illogical. - Thesis: Broadcom should be worth more after strong growth and good guidance; the ~$200M analyst miss is noise. - Quality assessment: Speculation/observation, not deep DD. It ignores multiple compression, margins, cash flow, guidance context, and AI-cycle risk. === SENTIMENT === BULLISH === TRADE IDEAS === AVGO - LONG | confidence: 0.55 | sentiment: +0.3 Speaker: u/EZWINEZLIFE Thesis: 1. THE FACT: AVGO revenue increased from $15.95B to $29.59B YOY while the share price remains broadly unchanged. 2. THE BRIDGE: Stable price with dramatically higher revenue implies a lower forward multiple, creating a possible value/growth opportunity. 3. THE VERDICT: Author implies AVGO is oversold/undervalued after a minor revenue miss despite strong guidance. 4. RISKS: Multiple compression may continue; market may be discounting AI capex slowdown, margin pressure, or one-time/non-core revenue boosts. Timeframe: medium-term Key Points: - Revenue ~85% higher, price flat = compression - Author views small miss as overreaction - Market may front-run AI slowdown risk - Lacks margin and competitive analysis - Sustain AI demand is key for re-rating

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Summary

AVGO stock is at the same price as Sep 2025 even though quarterly revenue almost doubled, and author considers the market reaction illogical.
Thesis: Broadcom should be worth more after strong growth and good guidance; the ~$200M analyst miss is noise.
Quality assessment: Speculation/observation, not deep DD. It ignores multiple compression, margins, cash flow, guidance context, and AI-cycle risk.

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Comments 16

Upvote % 90%

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u/EZWINEZLIFE Reddit r/ValueInvesting

AVGO revenue increased from $15.95B to $29.59B YOY while the share price remains broadly unchanged. Stable price with dramatically higher revenue implies a lower forward multiple, creating a possible value/growth opportunity. Author implies AVGO is oversold/undervalued after a minor revenue miss despite strong guidance. Multiple compression may continue; market may be discounting AI capex slowdown, margin pressure, or one-time/non-core revenue boosts.

This Reddit post, published September 02, 2026, features u/EZWINEZLIFE discussing AVGO. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/EZWINEZLIFE · Tickers: AVGO

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