Broadcom’s AI Boom: Is a 2x Stock Gain Still Within Reach?

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Broadcom’s AI Boom: Is a 2x Stock Gain Still Within Reach?

By Vandita Jadeja
Publication Date: 2026-08-21 17:00:00

Quick Read

  • AVGO is rated BUY at $403 with CEO Hock Tan calling AI demand “insatiable” and management projecting $100 billion in fiscal 2027 revenue.

  • AVGO’s 20x forward P/E undercuts NVDA despite a higher trailing multiple, while MRVL’s 28% revenue growth lags far behind AVGO’s 48%.

  • Customer concentration among a handful of hyperscalers, gross margin compression to 74%, and net insider selling are the sharpest risks to the bull case.

  • Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Broadcom didn’t make the cut. Grab the names FREE today.

Broadcom (NASDAQ:AVGO) has become the second most consequential AI infrastructure story on the market, powered by $30 billion in quarterly AI bookings and management’s stated goal to exceed $100 billion in AI sales by 2027. With shares trading at $364.50, the question is whether the AI numbers justify a run back to the highs, or something bigger.

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