Broadcom Stock: The More Google Designs, The More It May Need Hock Tan (NASDAQ:AVGO)

seekingalpha.com · 2026-10-13

Broadcom stays a buy as AI chip revenue surges via Google/OpenAI/Meta ties; 3.5D packaging supports growth. Read more on AVGO stock here.

TickrTrends take: Broadcom's revenue exposure to Google's expanding design requirements presents a structural growth opportunity that could support higher valuations if the company continues winning share in custom silicon. TickrTrends currently rates AVGO as undervalued, suggesting the market may not be fully pricing in the revenue durability that comes from being a critical supplier to one of the largest technology companies. Investors focused on valuation should monitor whether Broadcom's customer concentration with Google translates into margin expansion and consistent revenue growth that justifies a rerating.

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