#wall-street-expectations

#wall-street-expectations

Broadcom has beaten EPS estimates in each of the last eight quarters, and Polymarket crowd odds currently sit at 95.85% in favor of a beat. Last quarter was strong on paper. Broadcom reported Q4 FY2025 revenue of $18.02B, beating estimates by 2.63%, with AI semiconductor revenue up 74% year over year.

In Q3 FY2026, CrowdStrike posted record net new ARR of $265 million, accelerating 73% year-over-year, and ending ARR reached $4.92B. Revenue came in at $1.234B, a slight beat versus estimates, EPS of $0.96 was also a slight beat.

"For the second quarter, Wall Street expects United Airlines to report a revenue of $15.34 billion and an adjusted EPS of $3.81."