Broadcom reports earnings this week. Mike Khouw says this trade could be a winner

Live updates

1. 14d ago

   Broadcom Reports Q3 Earnings on September 2

   Broadcom is scheduled to release its third-quarter earnings results on September 2. Market analysts are divided on the stock's immediate potential, with some suggesting the report could cause the stock to soar while others argue the Q3 results will not change the current outlook. Investor attention is focused on the company's performance relative to the S&P 500 and the impact of TPU mix on gross margins. Mike Khouw has identified this specific trade as a potential winner.

   Why it matters

   Broadcom has trailed the S&P 500 so far this year. The company's financial health is currently being analyzed through the lens of its product mix and profit margins.

   Still unconfirmed

   • Broadcom's TPU mix is thinning its gross margin but not its profit.
   • Mike Khouw believes the Broadcom trade could be a winner.
   • Broadcom has trailed the S&P 500 this year.

   What to watch next

   • Broadcom Q3 earnings report results on September 2.
   • Post-earnings stock price movement compared to trader expectations.
   Sources used for this update (9)

   1. CNBC — Broadcom reports earnings this week. Mike Khouw says this trade could be a winner
   2. Trefis — The TPU Mix Is Thinning Broadcom’s Gross Margin, Not Its Profit
   3. Zacks Investment Research — Is Broadcom (AVGO) Stock a Buy Before Its Q3 Earnings?
   4. Yahoo Finance — Broadcom Has Trailed the S&P 500 This Year. That Shouldn't Last Much Longer.
   5. Investopedia — Here’s How Much Traders See Broadcom Stock Moving After Earnings
   6. Barchart.com — Dear Broadcom Stock Fans, Mark Your Calendars for August 31
   7. Seeking Alpha — Broadcom: Why Q3 Is Not Going To Change Anything
   8. Yahoo Finance — Broadcom (AVGO) Reports Earnings Tomorrow: What To Expect
   9. The Motley Fool — Broadcom's Next Earnings Report on September 2 Could Send the Stock Soaring. Here's Why.
   confidence 80%