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.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
