Broadcom's AI semiconductor revenue surged 85.5% year-over-year to $16.7 billion in Q3, yet its stock is down 2.41% this year while the S&P 500 rose nearly 13%. Analysts are bullish, with a consensus target price of $527.59, suggesting 57% upside, though a model predicts a more conservative 22% gain. To reach $700 per share by 2030, Broadcom must grow earnings per share to over $30 by 2028 and maintain strong operating margins, supported by expanding AI demand and major deals with companies like Google and OpenAI. Risks include supply shortages and reduced spending by hyperscalers, but the company’s strong AI position and earnings growth make the $700 target achievable though ambitious.
Broadcom's stock trades at USD 325.00 on Pluang, down 3.79% in the last day, with a market cap of $1.61 trillion. Alphabet Inc, a key partner mentioned in the article, is priced at USD 327.63, down 2.13% as of Oct 22, 2026 23:11 WIB.
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