This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the custom-chip and infrastructure-software company, raised its fiscal 2027 AI-chip revenue forecast to about $115 billion. Shares slipped roughly 0.7% to $350.10 around 11:51 a.m. ET on September 28. Investors now have a big number to measure against actual chip deliveries. Warning! GuruFocus has detected 3 Warning Sign with AVGO. Is AVGO fairly valued? Test your thesis with our free DCF calculator.AVGO GF Value chart The latest quarterly results give that target some weight. AI-chip revenue hit $16.7 billion, up 54% from the previous quarter, while Broadcom expects $21.7 billion in the fourth quarter. Free cash flow reached $13.7 billion, or 46% of total revenue.
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