By @realheygotrade
Publication Date: 2026-06-02 10:29:00
Erwanto Khusuma
Gotrade Team
Reviewed by Gotrade Internal Analyst
- Consensus calls for $22B revenue, $2.39 EPS, and AI mix above 30 percent.
- Q3 AI guide above $5.5B is the real bullish catalyst for the SOX.
- Implied move is roughly 8 percent; trim 20 percent pre-print, add on weakness.
Broadcom (AVGO) reports fiscal Q2 results after the close on Wednesday, June 3, 2026. The print is the second most-watched AI semiconductor read of the quarter behind Nvidia (NVDA).
The setup is loaded. Wall Street wants AI revenue to grow another 25 percent sequentially. Custom silicon wins with hyperscalers like Alphabet (GOOGL), Meta (META), and ByteDance are now table stakes, not surprises.
This preview breaks down the consensus bar, the AI mix question, the VMware margin path, and three concrete trade setups you can use to size your position before and after the print.
Consensus: $22B Revenue, $2.39 EPS, AI Chip Mix Above 30%
The Street is modeling roughly $22.08 billion in revenue and $2.39 in…
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