Broadcom Stock Faces Uncertainty Amid AI-Driven Demand, Analysts Remain Optimistic

Broadcom shares have fallen 23% from their 52-week high due to geopolitical uncertainty and margin concerns. Despite this, analysts remain optimistic about the company's strong AI-driven demand and resilient end markets. They expect Broadcom to continue capitalizing on AI-related demand and see meaningful upside potential for the stock over the next 12 months. The company's growth outlook remains solid, with record revenue in fiscal 2025, driven by AI and VMware. Management expects customer spending on AI to accelerate further in fiscal 2026, supporting its growth and potentially leading to a recovery in its share price.