By Investing.com
Publication Date: 2026-05-26 10:41:00
tends to dominate headlines within the artificial intelligence (AI) trade. However, has quite clearly made a name for itself as a custom chip giant, briefly eclipsing a $2 trillion market capitalization. Notably, the stock outperformed NVIDIA in 2025, delivering a total return near 51% versus NVIDIA’s 40% return. AVGO is also moderately beating NVIDIA in 2026, with a return near 20%.
Markets seem to have become immune to NVIDIA’s strong earnings reports. Shares have fallen by an average of 2.8% following NVIDIA’s last four reports, despite the company posting top and bottom line beats each time. This includes its most recent earnings, after which shares fell 1.8%.
Meanwhile, Broadcom has seen much greater post-earnings volatility, rising as much as 9.4% over its last four reports and falling as much as 11.4%. Relative to NVIDIA, investors seem to still be getting their heads around how exactly to view Broadcom.
Broadcom’s next earnings report is quickly approaching, with results coming after the market close on June 3. Sales, earnings, and guidance will all be in focus, but one of the biggest talking points could be around Broadcom’s partnership with .
Analysts Project Sales and Earnings Growth Above 45%
Like NVIDIA, Broadcom has beaten estimates on both sales and adjusted earnings per share (EPS) in its last four earnings reports. To do this again in its Q2 fiscal 2026 (FY2026), Broadcom will need to post sales above $22.04 billion and adjusted earnings per…
