3 Predictions for Broadcom in 2026

3 Predictions for Broadcom in 2026

By Geoffrey Seiler, The Motley Fool
Publication Date: 2026-02-20 09:15:00

One of the most intriguing stocks to watch this year is Broadcom (NASDAQ: AVGO). The company has some of the best growth prospects of any semiconductor stock in the artificial intelligence (AI) infrastructure space.

Let’s look at three predictions I have for the stock in 2026.

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Among megacap tech stocks, Broadcom looks poised to have some of the best revenue growth in 2026. This growth will be led by a combination of its networking portfolio and AI chip revenue.

Image source: Getty Images.

For 2026, its biggest driver will be tensor processing units (TPUs), the custom AI chips it helped Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) create. Alphabet has pledged to spend between $175 billion and $185 billion in capital expenditures (capex) this…