Broadcom's $5.04B Volume Ranks 13th as AI-Driven Growth and Analyst Upgrades Boost Bullish Outlook

Broadcom (AVGO) rose 1.75% on July 30, 2025, with a trading volume of $5.04 billion, ranking 13th in the market. The stock’s performance was supported by renewed analyst optimism, particularly from Morgan Stanley, which raised its price target to $338 from $270 while maintaining an “Overweight” rating. The upgrade cited heightened confidence in Broadcom’s AI-driven growth trajectory and its dominant position in the post-2027 Serviceable Addressable Market (SAM). The firm attributed the adjustment to a higher 2026 MW EPS multiple of 50x and projected earnings of $6.77 per share.

Broader analyst sentiment remains bullish, with 28 of 30 analysts polled by TipRanks recommending a “Buy” and two suggesting a “Hold.” The average 12-month price target stands at $300.96, reflecting a wide range of projections from $210 to $400. This positive outlook follows Broadcom’s Q2 earnings beat, where adjusted EPS of $1.58 and revenue of $15 billion exceeded forecasts. The company also provided upwardly revised guidance for the current quarter, forecasting $15.8 billion in revenue versus expectations of $15.7 billion.

Analysts highlighted Broadcom’s unique positioning as the “most uncontroversial AI name” post-2027 SAM reset, emphasizing its strong visibility into long-term market opportunities. Recent price target increases from multiple firms, including Mizuho, Oppenheimer, and Citigroup, underscore confidence in its ability to capitalize on AI expansion and software integration. However, the firm’s high debt-to-equity ratio of 0.97 remains a potential risk, balancing its strong profitability metrics such as a 33.09% net margin and 7.12% ROE.

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