The company's artificial intelligence segment is projected to continue its growth, with anticipated AI sales for next year around $30 billion, exceeding current consensus estimates by $4-5 billion. Broadcom also announced the general availability of VMware Cloud Foundation 9.0, designed for modern private cloud environments, which includes enhancements to its advanced services portfolio. Analysts from Bernstein SocGen raised Broadcom's stock price target to $295, maintaining an Outperform rating, while TD Cowen increased the target to $290, highlighting a 60% growth projection in AI for fiscal year 2026. Rosenblatt also lifted the price target to $340, following a 46% quarter-over-quarter increase in AI revenue and a 60% year-over-year growth projection in this segment. Citi analysts raised their price target to $285, despite challenges with lower margins due to a higher semiconductor mix.