Several financial research firms have updated their ratings and price targets for Broadcom Inc. (ticker: AVGO) amid growing demand in AI data centers and strong sales of custom silicon products. Redburn Atlantic Equities initiated coverage of Broadcom with a Buy rating and set a price target of $301, highlighting the company's robust ASIC pipeline and key role in AI infrastructure. Melius Research raised its price target for Broadcom to $283 from $198 while maintaining a Buy rating, citing strong AI sales and benefits from the VMware acquisition as primary growth drivers. Mizuho also upgraded its price target to $300 from $250 with an Outperform rating, projecting a ramp-up in AI custom silicon sales in 2026 and raising fiscal 2027 earnings estimates by 5-10% above consensus. Both Redburn Atlantic and Melius Research identified Broadcom as a preferred AI data center investment. These updates come ahead of Broadcom’s upcoming earnings report, with the broader AI infrastructure sector also seeing attention, as Dell Technologies is expected to report on its continued growth in server and networking sales driven by AI demand.