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With Shares Near Highs, Here's to Watch in Broadcom's Q3 Report
Written by Leo Miller. Published 9/1/2025.
Key Points
- Broadcom's Q3 earnings report is fast approaching with shares trading near all-time high levels.
- See why Broadcom's risk looks elevated going into the report.
- Still, an upside move is possible. The firm will likely need big beats or big news to achieve this.
Broadcom (NASDAQ: AVGO) has emerged as a marquee name in today's market amid the AI revolution. Many point to ChatGPT's public debut in November 2022 as the moment AI entered the mainstream—an event that has coincided with an extraordinary run for Broadcom.
Between November 30, 2022, and late August 2023, shares returned roughly 489%.
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With a market capitalization near $1.45 trillion, Broadcom's quarterly results are among the most anticipated. The semiconductor leader reports Q3 earnings on Sept. 4, and investors will be watching closely for any signs that justify its lofty valuation.
Substantial Beats Needed for a Post-Earnings Rally
Broadcom must not only meet but exceed revenue, adjusted EPS, and guidance targets to sustain its share price. Back in Q2, management set Q3 revenue guidance at $15.8 billion—implying 21% year-over-year growth. Consensus estimates from MarketBeat closely mirror guidance at $15.82 billion, while adjusted EPS is pegged at $1.66 (up 35%).
Yet small beats may not move the needle. NVIDIA (NASDAQ: NVDA) beat on both sales and EPS on Aug. 27, but its shares dipped the following day. Similarly, after Broadcom's modest Q2 beat in June, AVGO fell 5%.
Since that June 5 release, Broadcom shares have climbed nearly 26%, trading around $310 as of this writing—a fresh high ahead of Q3 results. Its forward P/E stands above 42x, just below an all-time peak of 43x. By comparison, NVIDIA entered its latest report with a forward P/E near 34x, roughly in line with its recent three-month average of 33x.
These stretched multiples suggest elevated downside risk. That said, a material beat—particularly paired with Q4 revenue guidance near 25% growth—could reignite buying interest.
Key Metrics to Watch
AI semiconductors remain Broadcom's growth engine. Management expects 60% growth in that segment for Q3 and has signaled sustainability into 2026. Investors will look for confirmation of those targets and any optimism about the four prospective AI chip customers that could expand Broadcom's serviceable addressable market (SAM).
Although Broadcom plans to update its SAM in 2026, the company left open the possibility of earlier commentary—any hint of stronger conviction on those prospects could be a catalyst.
Beyond AI chips, infrastructure software is the next priority. Broadcom aims for 16% growth in Q3, and last quarter reported that 87% of its 10,000 largest VMware clients had adopted VMware Cloud Foundation (VCF). Continued momentum there will also be critical.
Offsetting Bearish Risks with Bullish Price Targets
Since July, MarketBeat has tracked eight revised Wall Street price targets on Broadcom, averaging $326—indicating modest upside from current levels. That stands in contrast to the broader consensus target of about $302, which implies roughly 2% downside.
In sum, Broadcom's valuation leaves limited room for error heading into its Q3 report, yet elevated price targets and a strong beat-and-raise could spark another leg higher.
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