Broadcom's AI-Driven Surge Targets a $2 Trillion Valuation by 2026

Broadcom’s AI-driven data-center demand propelled it into the $1 trillion club and the company is positioned to push toward a $2 trillion market cap by the end of 2026, supported by a robust backlog, a record Q4 revenue of $18B with EPS of $1.74, and optimistic 2026 guidance of about $96.8B in revenue and $10.29 in EPS. With a forward multiple around 32x and ongoing ASIC-based AI hardware advantages (enhanced by OpenAI collaboration), the stock could rise roughly 36% to about $450 by year-end 2026, though valuations may face some multiple contraction amid lofty expectations.