AVGO EPS rises 54 percent with AI revenue surging, Stephanie Link notes

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04.06.2026

AVGO EPS rises 54 percent with AI revenue surging, Stephanie Link notes — AVGO earnings and AI revenue surge

Stephanie Link, managing director and portfolio manager at Hightower Advisors, highlights that AVGO outperformed high expectations with strong earnings growth.

The company reported earnings per share up 54 percent, total revenue up 47 percent, semiconductor-related total revenue up 78 percent, and AI semiconductor revenue rising 143 percent with guidance of plus 200 percent. Infrastructure software guidance for the next quarter indicates 31 percent growth. Gross and operating margins both surpassed expectations and free cash flow increased 60 percent, while EPS power of $25 remains intact.

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Link has previously highlighted Snowflake’s quarterly results, noting product revenue up 34 percent and a new $6 billion Amazon commitment. She also reported on Palo Alto Networks after the company beat expectations with strong revenue and next-generation security ARR growth. Both updates focused on earnings and revised guidance.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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