Trade tensions between the US and Europe have cooled for now, and that shift in tariffs and access could matter a lot for US exporters in industrial and agricultural goods. With lower barriers on a wide range of products and a formal EU Parliament trade deal in place, some stocks may find fresh support while others still face policy risk. This article highlights 3 stocks from a US Exporters, Industrial and Agricultural Goods screener that appear closely exposed to this news, helping you consider whether they belong on your watchlist or merit a closer look before you commit new capital.

Broadcom (AVGO)

Overview: Broadcom is a large US-based semiconductor and software company that supplies the chips and infrastructure software that sit behind data centers, AI systems, telecom networks, and broadband and industrial equipment worldwide.

Operations: Broadcom generates about US$47.8b from Semiconductor Solutions, including intellectual property licensing, and roughly US$27.7b from its Infrastructure Software segment.

Market Cap: US$1.79t

Broadcom gives you exposure to the plumbing of the digital economy, from AI networking and custom silicon to private cloud and mainframe software. It pairs that positioning with high profitability metrics such as a roughly 38.8% net margin and 33.4% ROE. Analysts currently see upside potential, with the stock trading below some cash flow value estimates and target prices sitting more than 20% above the market price. However, recent volatility after cautious AI guidance shows sentiment can swing quickly. High debt levels, customer concentration around a few hyperscalers, and recent insider selling mean Broadcom is a high quality compounder that still carries meaningful risk for investors to weigh carefully.

Broadcom’s high margins and AI exposure could be masking a more complex picture for cash flows and customer risk, so reviewing the DCF valuation analysis for Broadcom might change how you think about the stock’s next chapter.

Alnylam Pharmaceuticals (ALNY)

Overview: Alnylam Pharmaceuticals is a US-based biotech company that develops and sells RNA interference, or RNAi, therapies that switch off disease-causing genes, targeting rare conditions such as ATTR amyloidosis, acute hepatic porphyria and primary hyperoxaluria, as well as broader diseases like hypercholesterolemia, hypertension and type 2 diabetes.

Operations: Alnylam generates about US$4.3b from the discovery, development, manufacturing and commercialization of RNAi therapeutics, with revenue drawn across the United States, Europe and the rest of the world.

Market Cap: US$37.6b

Alnylam Pharmaceuticals gives you exposure to RNAi therapies that are already on the market and a broad late stage pipeline, at a time when EU trade friction is easing and the company is looking to expand access in Europe. The company reports recent profitability and has an AI partnership aimed at speeding drug discovery, reflecting an effort to scale from rare disease launches into a wider cardiovascular and metabolic footprint. However, heavy leverage and dependence on its TTR franchise keep financial and concentration risk elevated. If you want to understand how that trade off between growth potential, tariff-sensitive EU expansion and balance sheet risk might play out, the full story on Alnylam goes much deeper than the headlines here.

Alnylam Pharmaceuticals is trying to turn RNAi science, new AI partnerships and fresh EU market access into something bigger than a rare disease story, and the full analyst forecasts for Alnylam Pharmaceuticals reveals a twist in that ambition you should not overlook.

Seagen (SGEN)

Overview: Seagen is a US biotech company that develops targeted cancer therapies, best known for its antibody drug conjugates that aim to deliver chemotherapy directly to tumor cells while limiting damage to healthy tissue.

Operations: Seagen generates about US$2.3b from the development and sale of pharmaceutical products, with revenue currently reported from the United States.

Market Cap: US$43.2b

Seagen gives you focused exposure to oncology drugs at a time when EU trade barriers on US biologics and pharmaceuticals are easing. This could help future international expansion on top of its US$2.3b revenue base. The company is still loss making with declining Return on Equity, and its P/S multiple sits well above biotech peers. Analysts expect faster revenue growth than both the wider US market and the broader biotech sector, supported by an expanding ADC portfolio and recent positive regulatory signals. For investors weighing high growth potential against valuation and funding risk, Seagen’s story is more complex than a simple “expensive biotech” label suggests and leaves a few important questions unanswered about how that growth might be financed and rewarded over time.

Seagen’s high P/S and loss making profile could be masking something crucial about where growth and funding may be heading next. The full analyst forecasts for Seagen hints at a turning point investors rarely price in.

The three exporters in this article are just a starting point from a much bigger opportunity set. The full US Exporters, Industrial and Agricultural Goods screener surfaces 174 more companies that pair strong health and future performance scores with equally compelling narratives, all captured in the US Exporters - Industrial and Agricultural Goods screener.

Use Simply Wall St to identify, filter and analyze the specific catalysts that matter to you, from trade exposure and balance sheet strength to profitability and growth drivers, so you can focus on the highest conviction ideas for your watchlist.

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If Seagen or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.