Financial Report Outlook | Non-AI Business Recovery Drives Growth, Wall Street Bullish on Broadcom Inc. (AVGO.US) Q4 Better-Than-Expected Performance.

Broadcom Inc. (AVGO.US) is expected to announce its fourth-quarter performance report after the market closes on Thursday, December 12. The market generally expects the company to show positive growth, driven mainly by the recovery of its non-artificial intelligence semiconductor business. Wall Street analysts expect Broadcom Inc. to achieve earnings per share of $1.39 and revenue of $14.06 billion, a 51.2% increase from the same period last year. As Broadcom Inc. prepares to announce its fourth-quarter performance, Citigroup has reiterated its "buy" rating on the company and raised its target price. Analyst Christopher Danely stated in a report that he expects Broadcom Inc.'s performance to exceed expectations, thanks to the recovery of its non-artificial intelligence semiconductor business and better-than-expected gross margin prospects due to improvements in its software portfolio. Although JPMorgan also believes that Broadcom Inc.'s fourth-quarter performance will exceed expectations, it anticipates a potential revenue downgrade for the next quarter due to seasonal trends in its core semiconductor business. JPMorgan analysts stated in a report, "Overall, for the 2025 fiscal year, we see no revenue risk, in fact, we expect full-year revenue and earnings per share to increase, with strong demand expected to continue for their AI products." Broadcom Inc.'s performance has consistently exceeded market expectations, with its revenue and earnings per share surpassing expectations 100% of the time over the past two years. The company's AI-centric strategy has paid off this year, with its stock price rising over 58% year-to-date, outperforming the S&P 500 index's 26% increase. Financial estimates for Broadcom Inc. have been revised over the past three months, with earnings per share estimates being raised seven times and lowered twice, while revenue estimates have been raised six times and lowered twice. Although Broadcom Inc.'s performance forecast for the previous quarter was below expectations, causing disappointment for some investors, the company expects fourth-quarter revenue to be $14 billion, with adjusted EBITDA accounting for around 64% of total revenue, indicating that its financial situation remains stable.