High-Growth Stock-Split Candidates in 2026: Broadcom and AppLovin Lead the Charge

In the ever-evolving landscape of high-growth equities, investors are increasingly turning their attention to companies poised for transformative stock splits in 2026. These splits, often catalyzed by soaring valuations and sustained revenue expansion, signal a company's confidence in its future and its commitment to broadening investor accessibility. Two names dominating this narrative are Broadcom (AVGO) and AppLovin (APP), both of which exhibit compelling fundamentals, robust Wall Street backing, and forward-looking strategies that position them as prime candidates for splits in the coming year.

Broadcom: AI-Driven Growth and a PEG Ratio That Defies Conventional Wisdom

Broadcom's trajectory in 2025 has been nothing short of extraordinary. Analysts project that the company will generate $96 billion in revenue in 2026, a 50% year-over-year increase, with earnings per share (EPS) expected to jump 53% to $7.49. Despite a forward price-to-earnings (P/E) ratio of 63.16, Broadcom's PEG ratio of -0.3x-a-metric that compares its valuation to earnings growth-suggests the stock is undervalued relative to its prospects. This anomaly, while unusual, underscores the market's anticipation of AI-driven revenue streams, which Broadcom CEO Hock Tan has pledged to expand to over $120 billion by 2030.

The company's recent 10-for-1 stock split in July 2024, a move aimed at democratizing ownership, has not deterred analysts from upgrading their price targets. The consensus price target now stands at $453, reflecting an 11% increase from prior estimates. While Broadcom has not officially announced a 2026 split, its sustained momentum in AI infrastructure-bolstered by $10 billion in AI orders from a new customer in fiscal 2025-could reignite discussions about another split to maintain liquidity and attract retail investors.

AppLovin: A High-Flying Ad Tech Powerhouse with a Split on the Horizon?

AppLovin's third-quarter 2025 results painted a picture of explosive growth: revenue surged 68% year-over-year to $1.405 billion, while net income skyrocketed 92% to $836 million. The company's AXON machine learning engine, which has enhanced advertiser ROI and targeting efficiency, has been a key driver of this performance. According to analysts, AppLovin's valuation is justified by its projected 27.4% revenue growth through 2027, a trajectory that has earned it a "Moderate Buy" consensus rating from 24 analysts, with 19 issuing "Buy" ratings.

The stock's current price of $670.67 has sparked speculation about a potential split. Analysts at Morgan Stanley and others have highlighted AppLovin as a split candidate, citing its 77% year-over-year revenue growth and a forward P/E ratio that, while elevated, aligns with its high-margin business model. With an average price target of $753.40-implying a 12.64% upside-investors are betting that AppLovin will follow in the footsteps of peers like Meta and Amazon, which have historically used splits to maintain accessibility amid rapid appreciation.

Why These Stocks Deserve a Spot in 2026 Portfolios

Both Broadcom and AppLovin exemplify the characteristics of high-growth split candidates: sustained revenue acceleration, innovative product pipelines, and Wall Street's unrelenting optimism. Broadcom's AI-centric strategy and AppLovin's ad-tech dominance position them to capitalize on macro trends, while their respective PEG ratios and price targets suggest that the market is already pricing in future splits.

For investors, the key consideration lies in timing. Broadcom's PEG ratio, though unconventional, hints at a stock that may be undervalued relative to its AI-driven potential, while AppLovin's high forward P/E reflects a willingness to pay a premium for its disruptive edge in digital advertising. Both companies, however, face risks-Broadcom's reliance on AI adoption rates and AppLovin's exposure to competitive pressures in the ad-tech space-factors that warrant close monitoring.

Conclusion

As 2026 approaches, Broadcom and AppLovin stand out as two of the most compelling high-growth stocks with the potential to deliver both capital appreciation and liquidity through stock splits. While neither company has officially announced split plans, their financial performance, strategic initiatives, and Wall Street's bullish outlook make them worthy of inclusion in forward-looking portfolios. For investors seeking to ride the next wave of innovation-driven growth, these names offer a tantalizing blend of upside and accessibility.