Why Broadcom Stock Isn't Flying High Even With $230B AI Revenue Target On The Table

Broadcom absolutely crushed its Q3 numbers, pulling in nearly $30B in revenue and blowing past all consensus estimates. The real kicker? They just upped their long-term AI semiconductor outlook again, projecting revenue to hit $115B in FY27 and a massive $230B by FY28. Demand is already outstripping their supply to hit these targets, they said.

But the stock still isn't soaring right now. The market's already priced in years of huge AI expectations, and folks are starting to price for those multi-billion revenue wins next year not just the far future. Even with all the insane top-line growth coming, margins are set to tick down a bit next quarter as more custom XPU memory content flows in.

The real tension right now: this long-term AI growth story is amazing, but can it move the share price today? Will AAPL finally break its recent slump?

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