In 2026, AI infrastructure stocks Broadcom, Marvell, and Oracle showed varied performance, but analysts predict all three could deliver at least 50% gains in 2027. Broadcom expects its AI revenue to double to $115 billion in fiscal 2027, supported by strong demand and supply expansion. Marvell continues accelerating growth with a 50% revenue increase forecast for fiscal 2028, boosted by key deals like with Google. Oracle, despite a recent sell-off, has strong cloud infrastructure growth and trades at a low valuation, suggesting potential for an 84% rebound. These projections depend on market conditions and data center expansion but highlight significant upside potential for investors.
As of Oct 02, 2026 23:11 WIB, Broadcom (AVGO) trades at USD 355.64 with a 1-day gain of 3.49% on Pluang, showing strong investor interest with 89% buy orders. Marvell (MRVL) is priced at USD 275.30, up 2.69% for the day, but sees a majority of sell orders at 80%. Oracle (ORCL) stands at USD 141.31, rising 2.34%, supported by 72% buy activity. These figures highlight active trading and mixed sentiment among these AI infrastructure stocks on Pluang, complementing the article's outlook on their growth potential.
Broadcom's stock fell nearly 10% recently due to worries about slower growth at AI lab customer Anthropic, but analysts maintain a Buy rating. The company's growth is strongly tied to high compute demand from AI firms like Anthropic and OpenAI, with ...
Recent market trends show investors moving away from AI and growth stocks, especially semiconductors like NVDA and AVGO, toward value and defensive sectors such as consumer staples. Despite a broad decline in major tech stocks, Apple has remained res...
Broadcom is recognized as a leading technology company leveraging AI infrastructure and VMware integration to drive significant growth. The company boasts a strong financial profile, including a 44.9% free cash flow margin and an A- credit rating wit...
Broadcom and Marvell shares dropped 4% following Broadcom CEO Hock Tan's warning that capital shortages, not chip supply, could become the next bottleneck for AI chip development. Both companies design custom AI chips for a limited number of large cl...
Broadcom Inc. maintains a Strong Buy rating due to its solid AI revenue growth and a clear path to reaching its $115 billion revenue target by 2027. The company needs only about 12% quarterly AI revenue growth going forward, which is slower than rece...
