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: 333.510
Low
370.00
Averages
457.75
High
525.00
Current: 333.510
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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- Surging Market Demand: Broadcom has seen skyrocketing demand for its data center chips and networking equipment, with its stock soaring 49% last year, significantly outperforming rival Nvidia's 38% gain, highlighting its strong position in the AI market.
- Robust Customer Orders: Major AI companies like Google and Anthropic have placed orders totaling $21 billion for Broadcom's Ironwood chips, indicating the increasing importance of its hardware in AI development and further solidifying its market share.
- Accelerating Revenue Growth: Broadcom anticipates total revenue of approximately $19.1 billion for the first quarter of fiscal 2026, representing a 28% year-over-year increase, with AI semiconductor revenue expected to reach $8.2 billion, showcasing strong growth in AI hardware sales.
- Valuation and Investment Advice: Despite Broadcom's high P/E ratio of 68, which is more than double the Nasdaq-100's 32, investors should note its projected 50% annual revenue growth, suggesting a long-term hold strategy for better returns.
See More
Three Engineers Indicted for Stealing Google Trade Secrets
- Indictment for Trade Secret Theft: Three Silicon Valley engineers have been indicted for allegedly stealing trade secrets from Google and other tech firms, with each facing up to 10 years in prison and $250,000 fines if convicted, highlighting the severe legal repercussions of corporate espionage.
- Exploitation of Positions: The defendants exploited their roles at leading mobile processor companies to obtain hundreds of confidential files, including critical information related to processor security and cryptography, indicating a significant threat to industry integrity and security.
- Concealment Tactics: The defendants allegedly routed stolen files through a third-party communication platform and took deliberate steps to conceal their identities, demonstrating a clear awareness of the legal consequences of their actions and complicating the prosecution's case.
- Google's Security Measures: Google detected the alleged theft through routine security monitoring and promptly enhanced its safeguards, including restricting employee access to sensitive information and implementing two-factor authentication, underscoring the company's commitment to protecting its trade secrets.
See More
Nvidia Plans $30 Billion Investment in OpenAI Amid Funding Round
- Massive Investment: Nvidia is in discussions to invest up to $30 billion in OpenAI, potentially valuing the AI startup at $730 billion, reflecting strong market confidence in AI technologies.
- Complex Investment Background: This investment is separate from the $100 billion infrastructure agreement announced in September, which involves Nvidia gradually investing in OpenAI to support the rollout of its supercomputing facilities over the coming years.
- Investment Uncertainty: Although Nvidia's $30 billion investment is not finalized and details are still subject to change, company executives have indicated a commitment to participate in OpenAI's next funding round, highlighting ongoing interest in the AI sector.
- Accelerated Fundraising Discussions: OpenAI is also engaging with other investors for fundraising discussions, with total funding potentially reaching $100 billion, indicating strong market interest and confidence in its future development.
See More
Investment Opportunities in High-Quality Stocks
- Broadcom's Growth Potential: In fiscal 2025, Broadcom's AI chip sales surged by 65% to $20 billion, accounting for 31% of its total revenue, indicating that its strong performance in AI will offset slower growth in non-AI chips and infrastructure software, thereby enhancing overall company performance.
- Optimistic Future Outlook: Analysts expect Broadcom's revenue and adjusted EPS to grow by 52% and 51%, respectively, in fiscal 2026, which presents an attractive growth potential for a stock currently trading at 32 times forward earnings, likely appealing to long-term investors.
- IBM's Transformation Journey: Since Arvind Krishna became CEO in 2020, IBM has successfully achieved revenue and adjusted EPS growth of 8% and 12%, respectively, in fiscal 2025 by spinning off its low-growth managed infrastructure services segment and expanding its hybrid cloud and AI businesses, demonstrating the effectiveness of its business model.
- Market Competitive Strategy: IBM's use of acquired Red Hat to launch open-source applications that facilitate data flow between private and public clouds has attracted large enterprises that are not yet ready to fully migrate to public cloud, and this flexible
See More
Valley Wealth Managers Increases Stake in Nexstar Media Group
- Stake Increase Transaction: On February 4, 2026, Valley Wealth Managers increased its stake in Nexstar Media Group by purchasing 24,243 shares for approximately $4.73 million, reflecting confidence in Nexstar's future growth potential.
- Asset Management Growth: This acquisition raises Nexstar's share to 1.72% of Valley Wealth Managers' assets under management, with a quarter-end value increase of $5.50 million, indicating a positive stock price trend.
- Strong Market Performance: As of February 3, 2026, Nexstar's stock price stood at $208.11, marking a 42.5% increase over the past year and outperforming the S&P 500 by 27.07 percentage points, showcasing its sustained competitiveness in the media sector.
- Significant Acquisition Impact: Nexstar's recent $6.2 billion acquisition of Tegna is expected to increase its television station count to 265, with an anticipated net benefit of approximately $300 million, further solidifying its market position and enhancing profitability.
See More
Amazon Surpasses Walmart as Top Revenue Company for First Time
- Revenue Comparison: Amazon achieved $716.9 billion in revenue for the latest fiscal year, surpassing Walmart's $713.2 billion for the first time, marking a significant shift in the retail landscape and showcasing Amazon's success in diversifying its revenue streams.
- Digital Advertising Growth: Walmart's digital business grew by 27% in the U.S. in the fourth quarter and has posted double-digit percentage gains for 15 consecutive quarters, indicating strong performance in e-commerce and a focus on higher-margin businesses, despite losing its market leadership.
- AI Strategic Initiatives: Walmart's partnerships with OpenAI and Google to launch the AI shopping assistant Sparky enhance customer experience, with users reporting a 35% higher average order value, highlighting the potential and importance of AI in retail.
- Amazon's AI Investments: Amazon plans to spend up to $200 billion on AI infrastructure in 2023, and despite market skepticism regarding its capital expenditures, its AI assistant Rufus has generated nearly $12 billion in incremental annualized sales, demonstrating its strong commitment to AI development.
See More
