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Morgan Stanley maintained an "Overweight" rating on Broadcom (AVGO) ahead of its Q3 earnings report, but warned investors that expectations for FY2027 AI revenue are too high.
Morgan Stanley noted that Broadcom will release its Q3 FY2026 earnings after market close on September 2, with the main risk being "expectations rather than fundamentals." The firm projects Broadcom's AI revenue for FY2027 to be approximately $120 billion, which is lower than some investors' expectations of $150 billion or more. Morgan Stanley also anticipates Broadcom's Q3 revenue to be $29.4 billion, with AI revenue at $16 billion, and believes Broadcom ranks second in AI computing, trailing only NVIDIA.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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