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Broadcom (AVGO) Bernstein 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AI Revenue Guidance Delivers","url":"https://stock-news.laohu8.com/highlight/detail?id=2664878576","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664878576?lang=en_us&edition=fundamental","pubTime":"2026-09-03 17:17","pubTimestamp":1788427020,"startTime":"0","endTime":"0","summary":"0917 GMT - Broadcom's revenue guidance delivered on high expectations given the group's massive estimate for 2028 AI revenue, Bernstein analysts write. The chip design and cloud computing company said its AI revenue would hit $230 billion in 2028, a number that \"should be well ahead of expectations,\" the analysts say. Bearish investors will raise concerns that Google demand will weaken, making frontier AI labs OpenAI and Anthropic Broadcom's largest customers. However, the labs' spending aspirations are dependable, they say, while Broadcom will benefit from being less reliant on just Google. Broadcom shares fall 2.4% 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Slips as Q4 Revenue Outlook Below Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2664491820","media":"Reuters","labels":["dataReport","express"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664491820?lang=en_us&edition=fundamental","pubTime":"2026-09-03 16:56","pubTimestamp":1788425762,"startTime":"0","endTime":"0","summary":"BUZZ-Broadcom slips as Q4 revenue outlook below estimates** Broadcom'sAVGO.Oshares down 2.2% to $359.36 in premarket trading** Co raised its long-term AI chip revenueforecastbut provided Q4 revenue outlook below estimates** Co now expects AI chip rev of about $115 bln in fiscal 2027, up from over $100 bln, and sees that doubling to roughly $230 bln in fiscal 2028, citing strong customer demand** \"We see the guidance as credible and believe underlying AI infrastructure demand will continue rising through 2030,\" Morningstar analysts say** AVGO expects Q4 revenue of ~$34.8 billion, compared with analysts' average estimate of $35.03 billion - data compiled by LSEG** Forty-seven analysts rate stock \"buy\" on average; median PT is $525 - data compiled by LSEG** As of last close, stock up 6.1% 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Stock Forecast: AI Chip Revenue Surges 221%, Stock Falls Instead of Rising, Can AVGO Stock Still Rise?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664825187","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664825187?lang=en_us&edition=fundamental","pubTime":"2026-09-03 11:40","pubTimestamp":1788406803,"startTime":"0","endTime":"0","summary":"TradingKey - After the market close on September 2 ET, Broadcom (AVGO) released its third-quarter earnings report. The data showed that AI revenue continued to maintain robust growth, but the stock price failed to rally in tandem, dropping over 6% in after-hours trading at one point. What is the reason behind this? Can Broadcom's stock still 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Cowen Reaffirms Their Buy Rating on Broadcom (AVGO)","url":"https://stock-news.laohu8.com/highlight/detail?id=2664823485","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664823485?lang=en_us&edition=fundamental","pubTime":"2026-09-03 10:55","pubTimestamp":1788404115,"startTime":"0","endTime":"0","summary":"In a report released yesterday, Joshua Buchalter from TD Cowen reiterated a Buy rating on Broadcom, with a price target of $475.00. According to 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Buy Rating for Broadcom (AVGO), the Technology Giant","url":"https://stock-news.laohu8.com/highlight/detail?id=2664482843","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664482843?lang=en_us&edition=fundamental","pubTime":"2026-09-03 09:55","pubTimestamp":1788400516,"startTime":"0","endTime":"0","summary":"Mizuho Securities analyst Vijay Rakesh reiterated a Buy rating on Broadcom yesterday and set a price target of $530.00. 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Discloses AI Computing Power Expansion Plan: Anthropic, OpenAI and Meta to Massively Deploy XPUs in the Next Two Years","url":"https://stock-news.laohu8.com/highlight/detail?id=2664982868","media":"TradingKey","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664982868?lang=en_us&edition=fundamental","pubTime":"2026-09-03 09:42","pubTimestamp":1788399730,"startTime":"0","endTime":"0","summary":"TradingKey - Broadcom (AVGO) recently disclosed the AI compute deployment plans for Anthropic, OpenAI, and Meta (META), forecasting that demand for its custom AI accelerators (XPUs) will further accelerate in 2027–2028 as major AI companies continue to expand infrastructure 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