Analysts expect Broadcom to report fiscal second-quarter earnings of $2.32 per share, up from $1.58 a year earlier, on revenue of $22.08 billion compared with $15 billion in the prior-year period.UBS Revises AI Revenue ForecastsOn Monday, UBS raised its Broadcom price forecast to $490 from $475 while maintaining a Buy rating. The bank lowered its 2026 Anthropic-related revenue estimate to about $8 billion from $21 billion after the deal shifted from full AI rack deployments to a more traditional ASIC structure.Analysts said the revised structure could improve profitability because the new arrangement carries higher margins despite lower revenue volume. UBS also reduced its fiscal 2027 AI revenue forecast to $133 billion from $145 billion. It also trimmed its 2027 EPS estimate to $21.14, the Street reported on Monday.LSEG Partnership Expands VMware Cloud DeploymentSeparately, LSEG and Broadcom renewed their technology partnership through a new five-year agreement centered on VMware Cloud Foundation.The deal expands LSEG's use of VMware Cloud Foundation as part of its multi-cloud strategy and includes Broadcom professional services to deploy VMware Cloud Foundation 9 across LSEG environments.The companies said the platform will improve resilience, security and operational efficiency for LSEG's regulated infrastructure while supporting future automation and workload growth.Analyst Consensus & Recent ActionsThe stock carries a Buy rating with an average price forecast of $479.86. Recent analyst moves include: