When Will Broadcom Report Earnings? Will It Surge Like Dell, Super Micro Computer, and Palantir?

TradingKey - AI-related stocks such as Dell, Super Micro Computer, and Palantir have all experienced post-earnings surges. Will Broadcom, which is set to report earnings next Wednesday, replicate this performance?

On May 29, Eastern Time, Dell Technologies ( DELL) released stellar earnings, driving its stock price up 33% in pre-market trading, breaking through the $400 mark and setting a new all-time high. This rally was primarily fueled by positive earnings results; the Q1 fiscal 2027 report released after yesterday's close showed robust performance in both revenue and profit. Furthermore, the company significantly raised its guidance, with next-quarter revenue projected to grow over 200% year-over-year to $33.5 billion.

Dell Technologies stock price chart, Source: TradingView

Dell is not the first company to see its stock price surge following earnings; several AI companies have experienced similar trends this year, such as Palantir Technologies ( PLTR) gapped up over 19% after earnings, while Super Micro Computer ( SMCI) surged 26%, and Snowflake ( SNOW) skyrocketed approximately 36%, marking the largest single-day rally in the company's history.

The post-earnings capital inflows into these three AI-related stocks have led investors to closely watch Broadcom, which is scheduled to report earnings next Wednesday (June 3), in the hope that it will replicate the explosive growth seen by Super Micro, Palantir, and Snowflake. However, will Broadcom follow suit?

While these three companies are all AI-related plays, the drivers behind their stock price increases are not identical. Super Micro had previously attracted significant short interest due to accounting and delisting concerns; however, its earnings report resolved the crisis, triggering an epic short squeeze as bears scrambled to cover their positions regardless of cost. Before their reports, Palantir and Snowflake faced skepticism over whether 'AI software can be monetized or is just hype.' Both companies subsequently presented tens of billions in substantive orders; this gap between expectations and reality triggered a frantic influx of capital, driving stock prices higher.

Although Broadcom could see a significant gap-up, an 'extreme rally' of 20% to 30% or more, similar to the aforementioned companies, is unlikely. Broadcom is currently the world's sixth-largest U.S.-listed stock with a market capitalization exceeding $2 trillion. For such a behemoth to surge 25% in a single day would mean adding $500 billion in market value overnight—an event extremely rare in U.S. market history outside of Nvidia—unless a miracle occurs, such as revenue far exceeding Wall Street's expectation of $22.04 billion.