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Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

Authored by Leo Miller. Published: 8/31/2026.

NVIDIA (NASDAQ: NVDA) just blew the doors off with its latest earnings report. Shares soared 8.7% afterward, marking their largest single-day gain in more than a year.

Now, all eyes are turning to the world's next-largest player in the AI semiconductor industry: Broadcom (NASDAQ: AVGO).

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The company will report earnings on Sept. 2 after the close, and markets are already signaling confidence that the firm could deliver a strong quarter. Notably, Broadcom shares also rose about 4.5% after NVIDIA's results, a move likely tied to the strong AI demand reflected in Big Green's earnings.

However, this by no means guarantees that Broadcom's earnings will receive a similar market reaction to NVIDIA's. These are the factors that could determine the stock's post-earnings fate.

Broadcom's Headline Earnings Expectations

Beating estimates for revenue, earnings per share (EPS) and guidance for the following quarter will be key to impressing the market. Currently, Broadcom's Q3 2026 sales estimate is $29.43 billion. This figure implies year-over-year (YOY) growth of slightly more than 84%, a significant acceleration from the 48% growth recorded last quarter.

At $3.22, the company's EPS estimate implies approximately 91% YOY growth, compared with 54% growth last quarter. Sales estimates for fiscal Q4 are just below $35 billion, implying another acceleration to 94% YOY growth. Notably, Broadcom does not provide specific EPS guidance. However, the company guided for an adjusted earnings before interest, taxes, depreciation and amortization margin of 68%. Markets will look for Broadcom to at least meet these figures and will likely not be satisfied without significant beats.

The most important underlying metric for Broadcom to meet or exceed is its AI semiconductor sales forecast. The company guided for $16 billion in AI chip sales, representing 200% YOY growth. However, actual market expectations may be considerably higher.

To Raise or Not to Raise Guidance: Broadcom's Big Decision

Beyond surpassing expectations for headline figures and underlying metrics, one key decision could determine the market's reaction to Broadcom's results. Among the factors that could positively influence investor sentiment, raising its fiscal year 2027 (FY2027) AI semiconductor guidance ranks near the top.

The company is currently guiding for more than $100 billion in AI semiconductor revenue in FY2027, a figure it declined to raise last quarter. This was one of the key factors that caused Broadcom shares to drop nearly 20% in the two days following its last earnings report, although shares had been trading very close to their all-time high.

There is strong reason to believe that Broadcom's AI semiconductor guidance could rise well above $100 billion. Notably, Bernstein analyst Stacy Rasgon estimates that Broadcom's hyperscaler customers will deploy nine to 10 gigawatts (GW) of its chips in FY2027.

Rasgon also estimates that Broadcom's content per GW is $20 billion. Together, these figures would imply $180 billion to $200 billion in AI semiconductor revenue—massively higher than Broadcom's current guidance. Even more conservative estimates for content per GW would put AI chip revenue well above $100 billion.

Thus, markets were significantly disappointed when Broadcom did not raise its guidance last quarter. That decision hit shares particularly hard given their elevated valuation. However, it could simply have reflected Broadcom's often conservative approach to updating guidance. A substantial boost to FY2027 guidance in its next report would likely go a long way toward eliciting a positive market reaction.

Dispelling Alphabet Diversification Fears Could Benefit Broadcom

Another key factor that could help Broadcom stock is positive commentary about its relationship with its top AI customer, Alphabet (NASDAQ: GOOGL). Broadcom shares have faced pressure amid concerns that MediaTek (OTCMKTS: MDTKF) and, more recently, Marvell Technology (NASDAQ: MRVL), are taking share in Alphabet's custom chip program.

However, the extent to which these relationships could affect Broadcom's growth attributable to Alphabet remains largely unknown. Commentary from Broadcom indicating that the market is overreacting to these developments would likely support the stock's post-earnings reaction. On the other hand, commentary suggesting that Broadcom is concerned about these developments could hurt the stock.

Analysts Point to Substantial 12-Month Upside in Broadcom as Earnings Near

Overall, it is extremely difficult to predict whether Broadcom—or any company, for that matter—will receive a positive market reaction after reporting earnings. Still, investors can take some solace in the fact that, over a 12-month forecast period, Wall Street analysts see Broadcom stock moving higher. As the company's earnings report approaches, the MarketBeat consensus price target sits near $492, implying considerable upside of approximately 30%.

3 CEOs Are Buying Millions of Dollars of Their Beaten-Down Stocks

Authored by Leo Miller. Published: 9/4/2026.

Insider purchases are one of many signals investors can use to gauge a stock’s outlook. While insider buying is just one piece of a larger picture, it can be particularly notable when it comes from a company’s top executive: the CEO.

Amid a run of poor performance in 2026, the CEOs of three companies have signaled significant confidence in their businesses’ paths forward. Combined, their purchases total more than $20 million across their respective companies, suggesting the market may be undervaluing these three names.

Alibaba CEO Among Recent Insider Buyers as Shares Fall in 2026

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First up is one of the largest purchasers of AI hardware outside the United States: Chinese e-commerce giant and cloud platform Alibaba Group (NYSE: BABA). The company’s stock has run into trouble in 2026 as Alibaba invests in both AI initiatives and its e-commerce network. These investments have put significant pressure on Alibaba’s profitability, with its non-adjusted net income falling 75% year over year last quarter.

However, the company’s cloud business grew an impressive 45% year over year, while revenue from its AI-related products grew by triple digits for the 12th consecutive quarter. Additionally, Alibaba’s Zhenwu chips are now being used by more than 650 cloud customers. Still, profitability concerns have outweighed these positive developments, leaving shares down more than 20% for the year.

Against this backdrop, multiple top insiders are buying. Those buyers include CEO Eddie Wu and director Joseph Tsai. Together, their recent purchases total just over $15 million. The buys came at approximately $14.30 per ordinary Alibaba share. Because one American Depositary Receipt (ADR) represents eight ordinary Alibaba shares, the purchase prices were equivalent to approximately $114.40 per ADR—very close to the NYSE-listed stock’s recent levels.

Compared with their very large existing BABA holdings, these insiders’ purchases were not substantial. For example, Wu’s position increased by approximately 2.6%. However, the purchases do signal confidence from key insiders, providing a moderately bullish signal for the stock.

Klarna Leader Raises Stake by $10 Million as Shares Tumble After Earnings

Payments platform and fintech company Klarna (NYSE: KLAR) was one of the market’s most discussed IPOs in 2025. Shares popped 15% on their first day of trading, highlighting the initial excitement surrounding the company. However, the stock’s trajectory has been almost entirely downhill since then. Shares are down more than 65% from that point and have experienced significant bouts of volatility along the way. Following Klarna’s last three earnings reports, the stock has moved up or down by 20% or more the next day.

Klarna’s latest report was on the wrong side of that equation, with shares plummeting 22.8%. Despite beating expectations for revenue and earnings per share (EPS) and raising its profitability guidance, the company’s growth outlook disappointed investors.

The company lowered its gross merchandise value guidance, which measures the value of products sold through its platform, to $150 billion at the midpoint. The reduction was driven by weaker spending in Germany, Klarna’s largest market by volume.

Evidently, Klarna’s CEO believes the stock has fallen too far. Sebastian Siemiatkowski bought almost $10 million worth of Klarna shares at $14.37 in the days following the report, a price near the stock’s recent levels. This purchase was also relatively small, increasing Siemiatkowski’s position by approximately 2.8% and providing another moderately bullish indicator.

CoStar CEO Adds to Large Position as Shares Fall More Than 50%

Real estate analytics and marketplace platform provider CoStar Group (NASDAQ: CSGP) has also seen its share price take a substantial hit in 2026. The stock is down approximately 50% for the year, reflecting the company’s declining growth rate. After accelerating to its highest year-over-year growth rate in 10 years during the fourth quarter of 2025, the metric has moved in the opposite direction.

CoStar recently cut its guidance and now expects to generate full-year revenue growth of 15% year over year, compared with its previous midpoint guidance of 17%.

However, management maintains that the deceleration is deliberate as the company pursues more profitable growth. In this respect, CoStar has been successful, with adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) more than doubling last quarter.

This disconnect between the company’s strategy and the market’s appetite for growth may explain why insiders are buying. In the second quarter and so far in the third quarter, CoStar has seen approximately $2.5 million in insider purchases. Notably, CEO Andrew Florance recently bought 83,000 shares at $29.89, about 5% below the stock’s latest levels. However, the purchase was very small relative to Florance’s total holdings of approximately 1.8 million shares. Overall, these factors provide a mildly positive signal for the stock.

Analysts See Significant Upside in Alibaba

Among this group, Wall Street analysts continue to show a high degree of confidence in Alibaba’s outlook. With shares down more than 20% in 2026, the MarketBeat consensus price target near $189 implies a rebound of more than 60%.

For Alibaba, a key item to watch will be whether the company can improve its adjusted EBITDA margin over time. Last quarter, the figure fell to 10%, compared with 16% in the prior year. A rebound would indicate that its investments are beginning to translate into meaningfully greater operating profitability.