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Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

Broadcom stock price dips toward 5 as analyst warns hyperscalers could squeeze AVGO’s AI chips

By Khadija Saeed
Publication Date: 2026-02-14 15:36:00

New York, Feb 14, 2026, 10:03 EST — Market closed.

  • Broadcom finished Friday off 1.8% at $325.17.
  • D.A. Davidson started coverage at Neutral, setting a $335 target. The firm cautioned that major cloud clients could shift more custom-chip development in-house.
  • Traders are eyeing Tuesday’s post-holiday market open, with Broadcom’s earnings due March 4 also on the radar.

Broadcom Inc (AVGO.O) slipped 1.8% to finish Friday at $325.17. D.A. Davidson put out new coverage on the stock, tagging it with a neutral rating. The firm’s analyst, Gil Luria, described Broadcom’s AI custom-chip operation as “sitting on a shrinking iceberg.” Luria’s price target: $335—just above where shares closed. (Investing.com)

The call comes while investors sort through AI bets, wondering which companies can actually make their big investments pay. “We see this as a ‘prove it’ year for AI,” said Jack Herr, primary investment analyst at GuideStone Funds, after…

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