Morgan Stanley: Broadcom AI commentary slightly below estimate but sees compelling valuation
Morgan Stanley analyst Joseph Moore says Broadcom's FY2027 AI commentary of $115B is slightly below the firm's $120B estimate but in line with prior guidance. Management sees FY2028 doubling. Moore lifts estimates, sees 80%+ market share potential, and calls valuation compelling alongside NVDA.
Sentimentbullish 75Bullish
Impact10low
Confidence80%high confidence
Eventdevelopingsingle wire · v1
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