Micron Technology Inc. (NASDAQ:MU) and Broadcom Inc. (NASDAQ:AVGO) remain two of Wall Street's favorite ways to play the AI build‑out, with consensus targets implying mid‑double‑digit upside for Micron and even steeper gains for Broadcom into 2027.

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Street Upside into 2027

Analysts see further upside for Micron shares over the next year or so, supported by a clustered band of price targets in the low‑ to mid‑$400s versus a stock that has already rerated sharply on the AI memory story. 

That may look modest, but for a name that has more than doubled off the cycle trough, it reflects growing conviction that current earnings power is sustainable rather than purely cyclical. 

With an average price target of $508.33 between the three most recent ratings over the past week, there’s an implied 13.86% upside for Micron. 

In its most recent quarterly report, Broadcom’s custom AI accelerators showed remarkable growth of 140% year-over-year, and networking revenue rose 60% year-over-year, constituting approximately one-third of ...