Broadcom(US:AVGO) ZACKS·2025-09-04 22:46Group 1: Earnings Performance - Broadcom Inc. reported quarterly earnings of $1.69 per share, exceeding the Zacks Consensus Estimate of $1.66 per share, and up from $1.24 per share a year ago, representing an earnings surprise of +1.81% [1] - The company posted revenues of $15.95 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 0.78%, compared to $13.07 billion in the same quarter last year [2] - Over the last four quarters, Broadcom has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Broadcom shares have increased approximately 30.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 9.6% [3] - The future performance of Broadcom's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4][6] - The current consensus EPS estimate for the upcoming quarter is $1.81 on revenues of $16.96 billion, and for the current fiscal year, it is $6.64 on revenues of $62.72 billion [7] Group 3: Industry Context - The Electronics - Semiconductors industry, to which Broadcom belongs, is currently ranked in the bottom 19% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Broadcom's stock performance [5]