Analysts noted that Broadcom's Q2 revenue reached $22.19 billion, a 47.87% year-over-year increase, with AI semiconductor revenue at $10.8 billion, up 143% year-over-year. Company management expects AI revenue to reach $56 billion in fiscal year 2026 and potentially exceed $100 billion in fiscal year 2027. Despite Broadcom's stock price falling 12.88% over the past week, analysts believe its extended AI order visibility through 2028 supports a buy rating.