One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case
Key takeaways
- It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started.
- Shares of Broadcom (NASDAQ:AVGO) have been fluctuating sideways since melting up for the month of April.
- Of course, it s hard to knock a 19% gain in just under six months, especially since that s more than double what the broad S&P 500 has returned.
One Expert Sees Broadcom at $630 — and the AI Infrastructure Math Backs the Case Justin Sullivan / Getty Images Joey Frenette Tue, May 26, 2026 at 9:58 PM GMT+7 5 min read AVGO SOFI Quick Read Broadcom (AVGO) is a relative underperformer in semiconductors with a 19% year-to-date gain, far below the i Shares Semiconductor ETF’s 71% surge, but analyst price targets reach $630 per share, representing 52% upside potential, likely driven by custom silicon demand for AI inference and agentic AI applications.
As firms invest heavily in custom ASICs for AI efficiency and data centers scale exponentially, Broadcom’s dominance in silicon design, combined with its VMware business, positions it to grow into its elevated 37.17x forward P/E multiple over the next three to four years.
It sounds nuts, but SoFi is giving new active invest users up to $1,000 in stock for a limited time, and all it takes is a $50 deposit to get started. See for yourself (Sponsor)