Broadcom Sees 47.4% Revenue Growth, 9% Post-Earnings Swing Priced In
AVGO•Broadcom is expected to report 47.4% sales growth and 51.6% EPS increase, with analyst price targets rising from $216 to $240 over the past 90 days. Near-the-money options imply a 9% post-earnings swing, and Broadcom’s 1.3% historical surprise margin raises risk of a muted beat.
1. Expected Strong Growth
Broadcom is projected to deliver 47.4% year-over-year revenue growth and 51.6% earnings growth for the quarter, supported by robust AI-related demand. Analysts have lifted the average price target from $216 to $240 over the past 90 days as estimate revisions skew positive.
2. Options Implied Volatility
Options markets are pricing in roughly a 9% share price move in either direction following earnings, reflecting heightened uncertainty. Given Broadcom’s modest 1.3% average earnings surprise over the last year, investors face the risk of a muted beat-and-raise reaction.
