The Motley Fool
08 Nov 2026, 06:00 UTC · 6h ago
Is Broadcom a Buy After Falling 9% in One Day?
Impact · against what's priced in
The price of Broadcom has shifted to account for new political headwinds regarding data center expansion, creating a gap between the current valuation and the company's aggressive AI revenue targets. While the fundamental targets for 2028 remain intact, the market is now actively discounting the probability of achieving them due to these regulatory concerns.
- AVGO−0.40
Challenges what's priced in
- The price assumes
AI revenue doubling again to $230 billion in fiscal 2028
The 9% price drop reflects new concerns that Democratic gains on an anti-data center platform could impede the infrastructure growth required to hit the $230 billion target by 2028.
What AVGO's price assumes · Sep 9
