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: 342.580
Low
370.00
Averages
457.75
High
525.00
Current: 342.580
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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- Broad Sector Distribution: The ETF's holdings include multiple sectors with over 10% exposure, such as financials, healthcare, and industrials, allowing investors to benefit from long-term economic growth while mitigating risks associated with market volatility.
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- Production and Deployment Timeline: MTIA 300 is already in production for ranking and recommendation training, MTIA 400 has completed lab testing and is on track for deployment in data centers, while MTIA 450 and MTIA 500 are scheduled for mass deployment in early 2027, expanding workload coverage significantly.
- Bandwidth Optimization: The HBM bandwidth of MTIA 450 is doubled compared to MTIA 400, and MTIA 500 increases it by an additional 50%, which will significantly enhance GenAI inference performance to meet the rising market demand.
- Iterative Development Strategy: Meta employs an iterative development strategy, shipping a new chip roughly every six months to ensure hardware alignment with evolving AI models, thus accelerating the adoption of new technologies and improving overall market responsiveness.
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- Deepening AI Discussions: At Morgan Stanley's tech conference in San Francisco, nearly every company delved into their AI strategies, indicating a significant shift towards deeper AI deployment across multiple business units, reflecting the market's heightened focus on AI technologies.
- Optimistic Outlook for Amazon: Analysts set a $300 price target for Amazon, believing its high-margin businesses will drive greater profits and support investments in last-mile delivery and cloud services, despite a recent 7% stock drop due to quarterly earnings misses.
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- Rare Earth Dependency: Nearly all magnets in Ukrainian drones are sourced from China, a situation mirrored in Western defense systems, highlighting China's dominant position in the global rare earth supply chain and the associated strategic risks.
- Market Opportunity for REalloys: REalloys operates the only proven commercial-scale platform for heavy rare earth metals in North America, poised to meet the upcoming 2027 U.S. defense procurement rules, potentially securing long-term market advantages through government contracts.
- Technical and Investment Challenges: Despite billions invested in rare earth mining in the U.S. and Europe, the lack of processing capabilities continues to hinder efforts to break China's monopoly, making REalloys' success critical for national security and the defense industry.
See More
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- Technological Innovation: Broadcom's Taurus BCM83640 is the industry's first 1.6T DSP based on 400G/lane I/O, supporting optical modules from 1.6T to 3.2T, significantly enhancing throughput per lane to meet the growing bandwidth demands of AI data centers.
- Market Expectations: The company anticipates shipping over 100 million units of 1.6T and 3.2T optical transceivers in the next five years, with about half utilizing 400G optics, indicating strong market demand for high-performance optical interconnects.
- Industry Impact: High-speed optical interconnects are essential for the operation of AI clusters, and the doubling of lane rates has proven to be an effective strategy to keep pace with bandwidth growth, with the Taurus launch poised to drive technological advancements in the sector.
- Customer Collaboration: Broadcom has made the Taurus BCM83640 available to early access customers and partners, marking a significant step in its strategic positioning within optical connectivity solutions, thereby enhancing its competitiveness in AI and cloud networks.
See More
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- Oil Price Volatility: Wright's deleted post about U.S. Navy escorting a tanker led to an over 11% drop in oil prices, which partially recovered after clarifications, highlighting market uncertainty regarding U.S. energy policy.
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