Broadcom Inc. expects to ship about $350 billion worth of AI chips over fiscal years 2027 and 2028, reflecting robust demand and secured supply. The company targets AI revenues of $115 billion in 2027 and $230 billion in 2028, supported by rising capital expenditures to ease supply constraints. Despite increased spending, Broadcom maintains a strong operating margin of 67.9%, with AI now accounting for 56% of total revenue. The stock valuation has compressed to around 11.5 times the expected 2028 earnings per share, as market focus shifts to credit risks related to AI lease guarantees.
Broadcom Inc. shares are trading at USD 338.67 on Pluang, down 1.76% in the last day. The stock's market cap stands at $1.65 trillion as of Sep 16, 2026 00:11 WIB, showing investor interest despite valuation compression and AI sector risks.
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