Shared on 01 Nov 25
Fair value Increased 1.47%Broadcom's analyst price target has been raised from approximately $387 to $392, as analysts point to significant revenue and profit margin upside following recent AI-focused collaborations with OpenAI and positive supply chain checks. Analyst Commentary Analyst sentiment on Broadcom has grown increasingly favorable following major AI partnerships and a notable ramp in custom chip orders.
Shared on 18 Oct 25
Fair value Increased 4.41%Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Broadcom's analyst price target has been increased from approximately $370 to $387 per share, as analysts cite strong revenue growth expectations following significant AI partnerships and expanded custom chip deployments with OpenAI. Analyst Commentary Recent analyst commentary reflects strong optimism regarding Broadcom's growth trajectory, with successive price target increases following its new strategic partnerships and record custom chip deployments.
Shared on 04 Oct 25
Fair value Increased 1.05%Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Broadcom's analyst price target has been raised by analysts from $366.50 to $370.36, reflecting increased confidence in the company's growing AI opportunities and anticipated revenue expansion. Analyst Commentary Recent analyst commentary on Broadcom reflects heightened interest and debate surrounding the company's prospects amid rapidly evolving dynamics in artificial intelligence, custom silicon, and U.S.-based manufacturing.
Shared on 14 Sep 25
Fair value Increased 1.75%Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
Analysts have raised Broadcom’s price target to $366.50, citing accelerating AI custom silicon growth, robust earnings, a strengthening AI customer base, and strategic leadership stability. Analyst Commentary Bullish analysts cite Broadcom's accelerating AI custom silicon growth, including the recent addition of a fourth major AI customer (likely OpenAI), with expectations for AI revenue to grow 50%-60% in fiscal 2026 and reach $10B+ next year.
Shared on 27 Aug 25
Fair value Increased 21%Accelerating AI Demand And VMware Integration Will Expand Future Opportunities
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 on 07 May 25
Fair value Increased 25%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
Shared on 30 Apr 25
Fair value Decreased 0.45%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 23 Apr 25
Fair value Decreased 0.52%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 16 Apr 25
Fair value Decreased 2.14%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 09 Apr 25
Fair value Decreased 1.61%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 02 Apr 25
Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 26 Mar 25
Fair value Decreased 1.32%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 19 Mar 25
Fair value Increased 1.35%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 17 Mar 25
Fair value Increased 4.97%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on 10 Mar 25
Fair value Decreased 18%Investing In AI R&D And Hyperscale Partnerships Will Secure Future Technological Leadership
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%.