Broadcom Inc.
AVGOPrice Projections & Market Scenarios
End of 2026 Target
Projected closing price (Bubble Scenario)
Yearly Price Targets (2025-2030)
| Year | Forecast Price | Growth vs Today |
|---|---|---|
| 2026 | $296.58 | -18% |
| 2027 | $225.24 | -38% |
| 2028 | $214.23 | -41% |
| 2029 | $242.07 | -33% |
| 2030 | $272.72 | -25% |
| 2031 | $304.04 | -16% |
Risk Analysis (Bubble)
The "AI Bubble" model assumes an unsustainable price acceleration through 2026, driven by retail hype, followed by a sharp correction in 2027 as revenue fails to match Capex.
AnalysisLive
Broadcom’s latest reported quarter beat EPS and revenue expectations, with Q3 revenue of $29.59 billion versus $29.24 billion consensus and EPS of $3.32 versus $3.24 consensus, but Q4 revenue guidance of about $34.8 billion came in slightly below the roughly $35.03 billion LSEG consensus, which likely explains the stock’s post-earnings pullback[7][10][11]. Street sentiment remains constructive overall, with a consensus price target around $505.97 and several bullish targets in the $520-$575 range, while recent AI-sales commentary points to large multi-year upside but also higher execution risk if spending slows[9][13][14].
Key Insights
- •Analyst consensus remains bullish, with a market consensus target near $505.97 and many recent bullish calls in the $520-$575 range[9][13][14].
- •Near-term valuation is sensitive because AVGO already trades at a P/E around 46 and the latest quarter showed only a modest guidance miss versus lofty expectations[11][14].
- •AI demand is still the main catalyst, but the market is pricing in strong execution on AI revenue growth and data-center buildout, creating downside if capex ROI disappoints or customers slow orders[10][13].