# Broadcom AI Growth Outpaces Stock Price

> Broadcom's AI revenue surge could lift shares 19% in next year
- Title: Broadcom AI Growth Outpaces Stock Price · 24/7 Wall St.
- Summary: Broadcom's AI revenue surge could lift shares 19% in next year Broadcom's AI sales target of $100 billion by 2027 may drive stock price up 19% from current…
- Keywords: broadcom, ai revenue, nvidia, marvell, hyperscaler, custom silicon, stock price target, Growth, Outpaces, Stock, Price, 24/7 Wall St.
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/21/broadcoms-ai-opportunity-is-bigger-than-its-stock-price-suggests
- Author: Vandita Jadeja
- Published: 2026-09-21T15:30:16+00:00
- Read time: 1 min
- Topics: broadcom, ai revenue, nvidia, marvell, hyperscaler, custom silicon, stock price target
## AI Revenue Explosion
Broadcom reported $16.7 billion in AI semiconductor revenue, up 221% year-over-year.

> AI semiconductor revenue reached $16.70 billion, up 221% year-over-year
## CEO's 2027 Target
CEO Hock Tan aims for $100 billion in AI sales by 2027, with current guidance for $21.7 billion in Q4 AI revenue.

> CEO Hock Tan has publicly targeted exceeding $100 billion in AI sales by 2027
## Price Target Gap
Broadcom trades at $357.61 but has a $426.10 price target, representing a 19.15% upside potential.

> Our 24/7 Wall St. price target for Broadcom is $426.10, an implied upside of 19.15% over the next twelve months
## Hyperscaler Partnerships
Broadcom has Meta partnerships for 3 gigawatts through 2028 and OpenAI commitments for 1.3 gigawatts in 2027.

> Meta partnership to deploy 3 gigawatts through the end of 2028
## Competitor Comparison
NVIDIA trades at $222.27 with a forward P/E of 24, while Broadcom's forward P/E of 19 offers a discount.

> Broadcom’s forward P/E of 19 is a real discount to the merchant-GPU leader
## Risks Ahead
Customer concentration in hyperscalers could trigger capex resets, potentially impacting Broadcom's stock price.

> Broadcom has flagged concentration in a limited number of hyperscale AI customers as a primary risk
## Key takeaway

Broadcom's AI sales target of $100 billion by 2027 may drive stock price up 19% from current levels