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Accelerating AI Demand And VMware Integration Will Expand Future Opportunities

Published
17 Jul 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$360.20
0.09% undervalued intrinsic discount
10 Sep
US$359.87
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1Y
114.6%
7D
7.5%

Author's Valuation

US$360.2

0.09% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 21%

Broadcom’s consensus price target has risen modestly to $302.16, driven by accelerating AI demand, strong custom silicon momentum, improved China access, and sustained AI pipeline growth, offsetting margin pressure from higher AI mix. Analyst Commentary Bullish analysts are raising estimates and price targets reflecting Broadcom's accelerating artificial intelligence (AI) demand, with AI-driven revenue growth guided 60% year-over-year into fiscal 2026.

Shared on07 May 25
Fair value Increased 25%

Shared on30 Apr 25
Fair value Decreased 0.45%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.32%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 1.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Mar 25
Fair value Increased 4.97%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 18%

AnalystConsensusTarget has increased revenue growth from 16.3% to 18.0%, decreased future PE multiple from 46.4x to 40.0x and increased discount rate from 8.1% to 9.3%.