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Oppenheimer sends clear message on Broadcom ahead of earnings
Key takeaways
- Oppenheimer sends clear message on Broadcom ahead of earnings Hillary Remy Tue, June 2, 2026 at 10:36 PM GMT+7 5 min read AVGO Broadcom reports fiscal second-quarter earnings on June 3.
- One of the most respected semiconductor analysts on Wall Street just looked at all of that and said the company is likely to clear it anyway.
- His reasoning is specific, and it goes beyond the headline revenue number.
Oppenheimer sends clear message on Broadcom ahead of earnings Hillary Remy Tue, June 2, 2026 at 10:36 PM GMT+7 5 min read AVGO Broadcom reports fiscal second-quarter earnings on June 3. The bar is high. The stock is up 80% over the past year and trades at 37 times forward earnings.
One of the most respected semiconductor analysts on Wall Street just looked at all of that and said the company is likely to clear it anyway.
His reasoning is specific, and it goes beyond the headline revenue number.
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