Broadcom’s $4.13 Billion Volume Ranks 13th as AI Growth Fuels UBS Price Target Increase

On August 27, 2025, Broadcom (AVGO) traded up 0.75% with a trading volume of $4.13 billion, down 45.98% from the previous day. The stock ranked 13th in trading activity. UBS analyst Timothy Arcuri raised the price target for Broadcom to $345 from $290, maintaining a "Buy" rating. The upgrade follows strong AI-driven momentum, with the firm anticipating Q3 earnings of $1.66 per share and revenue of $15.82 billion, reflecting a 21% year-over-year increase. Arcuri highlighted Google’s TPUv6p AI chip production, which relies on Broadcom’s custom silicon, as a key growth driver. These chips are expected to accelerate in H2 2025, extending into 2026, with wafer requirements rising 51% year-over-year. This aligns with Broadcom’s 90% market share in cloud switch chips and its leadership in high-margin AI infrastructure solutions like co-packaged optics and Cognitive Routing 2.0.

Analysts project a 60% year-over-year increase in Broadcom’s AI revenue for 2025, supported by its strategic dominance in hyperscaler AI workloads. The company’s Tomahawk 6 switch, capable of 102.4 Tbps, and Scale Up Ethernet (SUE) architecture are critical for clients like Google, Meta, and Microsoft. UBS also reaffirmed a $60–$90 billion addressable market for custom chips, reinforcing Broadcom’s position in the AI revolution. Institutional ownership remains robust, with hedge funds and investors holding 76.43% of the stock, while insiders have sold shares in recent months, reducing their stake by over 10%.

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