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Broadcom stock set for 51% rally despite Q4 revenue miss, driven by AI growth and big tech deals

Analyst Insights
14 Sep 2026
Finbold
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Bullish
Broadcom stock set for 51% rally despite Q4 revenue miss, driven by AI growth and big tech deals

Broadcom's stock dropped 5% after missing Q4 revenue estimates but is forecasted to rally 51% in the next year, reaching a new all-time high. Analyst Vijay Rakesh from Mizuho Securities maintains a 'Buy' rating and a $530 price target, citing Broadcom's strong AI semiconductor growth and multi-gigawatt XPU deals with tech giants like OpenAI, Alphabet, and Meta. The company expects $115 billion in AI revenue in fiscal 2027 and $230 billion in 2028. Wall Street analysts see the recent 19% price dip as a buying opportunity amid the ongoing AI boom.

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Broadcom's AI chip growth could turn $10K into $16K by 2031, far below last decade's gains.

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