Earnings Report for December 11, 2025: AVGO, COST, LULU, RH, NX, MITK, CMTL Released After Market Hours
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 11 2025
0mins
Should l Buy AVGO?
Source: NASDAQ.COM
Broadcom Inc. Earnings Forecast: Broadcom Inc. (AVGO) is expected to report earnings of $1.49 per share for the quarter ending October 31, 2025, reflecting a 19.20% increase year-over-year, despite recent negative earnings surprises.
Costco Wholesale Corporation Earnings Forecast: Costco (COST) anticipates earnings of $4.26 per share for the quarter ending November 30, 2025, indicating an 11.52% increase compared to the previous year, although it missed earnings expectations earlier in 2025.
lululemon athletica inc. Earnings Forecast: lululemon (LULU) is projected to report earnings of $2.22 per share for the quarter ending October 31, 2025, representing a 22.65% decrease from last year, despite consistently beating expectations in the past year.
Other Companies' Earnings Forecasts: Companies like RH, Quanex Building Products, Mitek Systems, and Comtech Telecommunications are also set to report earnings, with varying forecasts and trends, including decreases in earnings per share for some.
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Analyst Views on AVGO
Wall Street analysts forecast AVGO stock price to rise
30 Analyst Rating
29 Buy
1 Hold
0 Sell
Strong Buy
Current: 313.840
Low
370.00
Averages
457.75
High
525.00
Current: 313.840
Low
370.00
Averages
457.75
High
525.00
About AVGO
Broadcom Inc. is a global technology firm that designs, develops, and supplies a range of semiconductors, enterprise software and security solutions. The Company operates through two segments: semiconductor solutions and infrastructure software. Its semiconductor solutions segment includes all of its product lines and intellectual property (IP) licensing. It provides a variety of radio frequency semiconductor devices, wireless connectivity solutions, custom touch controllers, and inductive charging solutions for mobile applications. Its infrastructure software segment includes its private and hybrid cloud, application development and delivery, software-defined edge, application networking and security, mainframe, distributed and cybersecurity solutions, and its FC SAN business. It provides a portfolio of software solutions that enable customers to plan, develop, automate, manage and secure applications across mainframe, distributed, mobile and cloud platforms.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Service Sector Expansion: The US services index unexpectedly rose to 56.1, marking the fastest expansion in 3.5 years, while service price pressures fell to an 11-month low, demonstrating economic resilience that could further drive stock market gains.
- International Situation Impact: Reports of Iran making indirect contact with the US to negotiate an end to the war boosted market sentiment, although Iranian media denied the claims, the hope for an early resolution to the conflict remains.
- Oil Price Volatility: Despite crude oil prices being affected by the Iranian drone attack and the closure of the Strait of Hormuz leading to production cuts in Iraq, the market estimates a risk premium of $18 per barrel, reflecting heightened concerns over energy supply.
See More
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- Market Rebound: Following a volatile session driven by escalating U.S.-Iran tensions, the stock market advanced on Wednesday as oil prices eased, with the Treasury Secretary indicating a series of measures to support oil trade, potentially paving the way for a sustained market rally.
- Amazon Share Surge: Amazon's shares rose over 3% after a report indicated Anthropic is on track to generate $20 billion in annual revenue, up from $9 billion, with investor enthusiasm around Amazon's custom chips improving sentiment and alleviating previous concerns over a $200 billion capital expenditure plan.
- Broadcom Earnings Expectations: Broadcom shares gained nearly 2% as investors anticipate AI revenue exceeding $8 billion for the reported quarter, with a focus on customer commentary and deployment progress, despite previous concerns regarding lower gross margins in fiscal year 2026.
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- AI-Driven Performance: JPMorgan analysts anticipate that Broadcom will benefit from sustained AI demand, potentially guiding April-quarter revenue to $21 billion to $22 billion, exceeding the $20.5 billion consensus forecast, showcasing the strong momentum in the AI market.
- Long-Term Growth Outlook: Analysts predict that Broadcom's AI revenue could surpass $65 billion in fiscal 2026 and exceed $120 billion in fiscal 2027, suggesting substantial future growth driven by new products and initiatives.
- Market Sentiment Impact: Despite optimistic earnings forecasts, some analysts caution that market sentiment may still weigh on the stock, emphasizing the need for the company to highlight its expertise in designing large custom AI chips to bolster investor confidence.
See More
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- Earnings Release Date: Broadcom is set to release its Q1 earnings on March 4, with an expected EPS of $1.88 and revenue projected at $19.18 billion, indicating the company's stable growth potential in the semiconductor industry.
- Analyst Ratings: Analysts have rated Broadcom's stock with high accuracy, reflecting market confidence in its future performance, which may influence investor decisions and market reactions.
- Market Expectations: The anticipated strong earnings report is expected to further solidify Broadcom's leadership position in technology, particularly in rapidly growing markets such as 5G and cloud computing, potentially driving the stock price upward.
- Investor Focus: As the earnings release approaches, investors will closely monitor Broadcom's performance to assess its competitiveness and future growth prospects in the global semiconductor market.
See More
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- Accelerating Market Demand: Broadcom's AI infrastructure business is rapidly emerging due to accelerating demand for custom chips, highlighting its significance in the future market landscape.
- Significant Backlog: The company currently faces a massive multi-year backlog of orders, which not only reflects strong market demand for its products but also potentially lays the groundwork for future revenue growth.
- Investor Attention Rising: While there is no doubt about the reality of AI demand, investors may still be underestimating Broadcom's critical role in powering this demand, providing upward potential for its stock price.
- Strong Stock Performance: As of February 24, 2026, Broadcom's stock price rose by 2.54%, indicating increasing market confidence in its AI strategy, which may attract more investor interest.
See More
