Broadcom (AVGO) is scheduled to announce Q4 earnings results on Thursday, December 11th, after market close.
Analysts expect EPS of $1.87, a 31.7% growth year over year, alongside revenue of $17.46B, representing a 24.2% increase from last year.
Broadcom has a strong track record of outperforming expectations—over the past two years, it has beaten EPS estimates every quarter and topped revenue forecasts 88% of the time. Analyst sentiment has also strengthened ahead of the print: in the last three months, EPS estimates saw seven upward revisions, while revenue estimates received six upward revisions, with no downward moves.
Investors will be watching for commentary on AI-related demand and margin performance. Broadcom (AVGO) shows strong growth and profitability combined with excellent momentum on Seeking Alpha’s Quant metrics. The company’s one-year price performance is 135%, significantly above the sector average. However, it is significantly overvalued compared to its peers, leading to a Hold rating by Seeking Alpha’s Quant model.
“Broadcom Inc. is poised for another bullish catalyst with its upcoming FQ4 2025 earnings, supported by robust AI infrastructure demand. AVGO’s premium valuation is justified by accelerating AI tailwinds, expanding software revenue mix, and strong operating leverage driving EPS growth above revenue,” Seeking Alpha analyst Dair Sansyzbayev said.
However, Perseus Perspectives warns that “Broadcom faces valuation risks, trading at a 45x forward P/E, driven by AI momentum rather than underlying earnings growth, which could lead to a sharp negative reaction if earnings don’t meet high expectations.”