Broadcom closed at $326.08, and the 24/7 Wall St. model sets a 12-month price target of $405.37, implying 24.32% upside and a Buy rating with 90% confidence. Fiscal Q3 AI semiconductor revenue reached $16.70 billion, up 221%, and management guided fiscal Q4 revenue to $34.8 billion, up 93%, though the shares sit 33.9% below their 52-week high. Management expects AI revenue of about $115 billion in fiscal 2027 and $230 billion in fiscal 2028. The article flags risks including gross margin guided near 73% versus 78% a year earlier, reliance on a few leading AI labs, and $59.6 billion of gross fixed-rate debt. The bull case is $534.37 and the bear case $361.78.
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