Benchmark Bullish on Broadcom (AVGO), Here’s What the Firm Thinks About Meta Deal

​On April 15, Benchmark reiterated a Buy standing connected Broadcom Inc. (NASDAQ:AVGO) with a terms people of $485. The steadfast noted that the caller AI concern with Meta suggests that the institution tin transcend its people of generating much than $100 cardinal successful AI semiconductor gross successful fiscal 2027. The steadfast noted that this people is simply a large leap for Broadcom, arsenic it generated astir $20 cardinal successful AI gross successful 2025.

​The concern betwixt Meta and Broadcom is aimed astatine extending AI engagement till 2029 to deploy much than 1 gigawatt of customized AI accelerator capacity. Moreover, this is framed arsenic a multi‑generation, multi‑year partnership, not conscionable a one‑off order, which gives the institution some longer‑dated visibility and gross duration for its customized XPU program.

​Overall, the Street is bullish connected Broadcom Inc. (NASDAQ:AVGO) arsenic 94% of the 54 analysts covering the banal support a Buy rating. The mean 12-month terms people suggests much than 16% upside from the existent level.

​Broadcom Inc. (NASDAQ:AVGO) is simply a exertion person that designs, develops, and supplies semiconductors and infrastructure bundle for planetary organizations’ complex, mission-critical needs. Broadcom combines semipermanent R&D concern with superb execution to present the champion exertion astatine scale.

While we admit the imaginable of AVGO arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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