# Broadcom Stock Plummets 13.7% After Anthropic Slowdown

> Broadcom shares drop 13.7% as Anthropic delays AI chip orders, Wall Street targets $532
- Title: Broadcom Stock Plummets 13.7% After Anthropic Slowdown
- Summary: Broadcom shares drop 13.7% as Anthropic delays AI chip orders, Wall Street targets $532 Broadcom's stock price gap with Wall Street's target is 56% after a…
- Keywords: broadcom, anthropic, ai revenue, hyperscalers, nvda, amd, mrvl, seahawks, nfl, fiscal 2027, fiscal 2028, ai semiconductors
- Source: Yahoo Finance — https://finance.yahoo.com/markets/stocks/articles/wall-street-sees-56-upside-133544963.html
- Published: 2026-09-16T13:35:44+00:00
- Read time: 1 min
- Topics: broadcom, anthropic, ai revenue, hyperscalers, nvda, amd, mrvl, seahawks, nfl, fiscal 2027, fiscal 2028, ai semiconductors
## Wall Street Target Gap
Broadcom trades at $339 versus Wall Street's $532 target, a 56% gap after a 13.7% monthly drop
## Anthropic Slowdown Report
Anthropic's push to slow AI buildout triggered a 13.7% stock drop despite Broadcom's CEO saying AI revenue targets remain unchanged
## AI Revenue Projections
Hock Tan projects AI revenue reaching $115 billion in fiscal 2027 and $230 billion in fiscal 2028
## Hyperscaler Concentration Risk
A handful of hyperscalers drive nearly all XPU revenue, meaning a single negative headline can move shares 10% in an afternoon
## Market Reaction
Broadcom shares down 13.7% in one month, breaking below 200-day moving average of $370.20
## Analyst Targets
Analysts anchor targets to $115 billion AI revenue in fiscal 2027 despite Anthropic slowdown report
## Competitor Comparison
Nvidia, AMD, and Marvell all saw stock declines but Broadcom's 56% target gap is the largest among AI semiconductors
## Price Action
Broadcom trades at $339.27 versus $531.85 consensus target, down 2.0% year to date while S&P 500 rises 10.8%
## Key takeaway

Broadcom's stock price gap with Wall Street's target is 56% after a 13.7% monthly drop