Loading…
Loading…
Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Stacy Rasgon | Bernstein | 7 | 0% |
| CJ Muse | Cantor Fitzgerald | 6 | 17% |
| Harlan Sur | JPMorgan | 6 | 0% |
| Vivek Arya | Bank of America | 6 | 33% |
| Ross Seymore | Deutsche Bank | 6 | 0% |
| Ben Reitzes | Melius Research | 6 | 0% |
| Joe Moore | Morgan Stanley | 4 | 0% |
| Harsh Kumar | Piper Sandler | 4 | 0% |
| Blayne Curtis | Jefferies | 4 | 0% |
| Vijay Rakesh | Mizuho Securities | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bernstein | 1 | 7 | 0% |
| Bank of America | 1 | 6 | 33% |
| JPMorgan | 1 | 6 | 0% |
| Cantor Fitzgerald | 1 |
| 6 |
| 17% |
| Melius Research | 1 | 6 | 0% |
| Deutsche Bank | 1 | 6 | 0% |
| Goldman Sachs | 2 | 4 | 0% |
| Jefferies | 1 | 4 | 0% |
Broadcom's Q1 FY2026 delivered record operating income of $12.8 billion, up 31% year-over-year, as revenue grew 29.5% and GAAP EPS rose 31.6%. AI semiconductor revenue acceleration continued with custom XPU customer expansion and AI networking share gains. Management introduced a landmark forward anchor of over $100 billion in AI chip revenue by 2027 and guided Q2 to $22 billion representing 47% growth. VMware Cloud Foundation growth continued while non-AI semiconductors remained flat.
Cloud & AI | Revenue Growth | Competitive Dynamics | Guidance Reliability | Innovation & R&D | Margin | Demand | Capex Investment | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 10 | 7 | 2 | 2 | 1 | 2 | 1 | |
| 2025Q1 | 10 | 4 | 5 | 4 | 3 | 1 | ||
| 2025Q2 | 13 | 8 | 7 | 5 | 5 | 2 | 1 | |
| 2025Q3 | 9 | 9 | 7 | 4 | 3 | 1 | 2 | |
| 2025Q4 | 11 | 7 | 4 | 4 | 3 | 1 | 1 | 2 |
| 2026Q1 | 9 | 6 | 6 | 3 | 5 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Cloud & AI | 10 | 10 | 13 | 9 | 11 | 9 |
| Revenue Growth | 7 | 4 | 8 | 9 | 7 | 6 |
| Competitive Dynamics | 2 | 5 | 7 | 7 | 4 | 6 |
| Guidance Reliability | 2 | 4 | 5 | 4 | 4 | 3 |
| Innovation & R&D | 1 | 3 | 5 | 3 | 3 | 5 |
| Margin | 2 | 2 | 1 | 1 | 1 | |
| Demand | 1 | 1 | 2 | 1 | ||
| Capex Investment | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AVGO Broadcom Inc. | 9 | +29.5% | |
| ADI Analog Devices | 9 | +37.3% | |
| AMAT Applied Materials | 9 | +11.4% | |
| AMD Advanced Micro Devices, Inc. | 9 | +37.9% | |
| ARM Arm Holdings | 7 | +20.1% | |
| ASML ASML Holding | 9 | +13.3% | |
| INTC Intel Corporation | 6 | +7.2% | |
| KLAC KLA Corporation | 7 | +11.5% | |
| LRCX Lam Research | 9 | +23.8% | |
| MCHP Microchip Technology | 9 | +35.1% | |
| MPWR Monolithic Power Systems | 10 | +26.1% | |
| MRVL Marvell Technology | 10 | +27.6% | |
| MU Micron Technology, Inc. | 9 | +196.3% | |
| NVDA NVIDIA Corporation | 9 | +85.2% | |
| NXPI NXP Semiconductors | 7 | +12.2% | |
| ON ON Semiconductor | 6 | +4.7% | |
| Q Qnity Electronics, Inc. | 10 | +17.6% | |
| QCOM Qualcomm | 3 | -3.5% | |
| SWKS Skyworks Solutions | 3 | -1.0% | |
| TER Teradyne | 9 | +87.0% | |
| TXN Texas Instruments | 9 | +18.6% |