By Anusuya Lahiri
Publication Date: 2025-11-26 15:40:00
Broadcom Inc.’s (NASDAQ:AVGO) upcoming results are set to spotlight the company’s accelerating artificial intelligence business, with investors watching fiscal 2026 revenue guidance and gross margin trends closely.
Goldman Sachs analyst James Schneider maintained Broadcom with a Buy and raised the price forecast from $380 to $435.
Schneider expects Broadcom’s upcoming results to center on fiscal 2026 AI revenue guidance, along with Alphabet Inc.’s (NASDAQ:GOOGL) Google and OpenAI contributions and the gross margin trajectory tied to the rising mix of custom XPUs.
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Investor Expectations Remain Elevated
The analyst notes that investor expectations remain high going into the quarter due to strong industry results and momentum from major customers, particularly Google, after its Gemini 3 launch.
He believes Broadcom will raise fiscal 2026 AI revenue guidance above its prior…
