Analysts Set Bull-Case Targets for AI Infrastructure Leaders

Financial analysts have established bull-case price targets for three primary AI infrastructure companies as they move toward 2027. Micron Technology is projected to potentially reach $1,200 per share, a valuation supported by 16 Strategic Customer Agreements that underwrite approximately $100 billion in minimum contracted revenue. CEO Sanjay Mehrotra noted that current margins are well above peak quarterly margins from any previous cycle.

Broadcom Inc faces a target of $450 per share. CEO Hock Tan stated that the company's AI revenue target for fiscal 2027 exceeds $100 billion, with bookings visibility extending into 2028.

CoreWeave is positioned as a more speculative investment with a $150 target. While the company reports a $104 billion backlog and rising GPU pricing, it continues to face significant negative free cash flow of $5.74 billion. CEO Michael Intrator reported that demand for infrastructure continues to exceed supply across various sectors and geographies.

These projections remain contingent on stable valuation multiples, a tight supply of accelerators and memory, and sustained capital expenditure within the AI sector.