Broadcom Stock Is Down 28%, And The Bar To Hit Its Target Is Lower Than You Think

Broadcom Inc. maintains a Strong Buy rating, with robust AI revenue growth and a clear path to its $115B 2027 target. AVGO needs only ~12% quarterly AI revenue growth to hit 2027 goals, a marked slowdown from recent quarters, suggesting achievable targets. Networking, comprising ~27% of AI revenue, is poised to grow as fast as custom chips, supporting margins and diversified exposure.