After-Hours Earnings Report for December 11, 2025 : AVGO, COST, LULU, RH, NX, MITK, CMTL

Several companies are slated to report after hours on Dec. 11, 2025: Broadcom (AVGO) is forecast at $1.49 EPS (+19.2% y/y) but has missed the last two quarters and trades at a 2025 P/E of 76.2 versus an industry 21.8; Costco (COST) is expected at $4.26 (+11.5%) with a 2026 P/E of 43.7; lululemon (LULU) is seen at $2.22 (‑22.6%) after a year of quarterly beats; RH is forecast at $2.13 (‑14.1%); smaller names include Quanex (NX) $0.50 (‑18.0%) after a prior big miss, Mitek (MITK) $0.12 (‑60.0%), and Comtech (CMTL) reporting a $0.43 loss but a 66.1% y/y improvement and a 188% jump in days-to-cover. These prints combine mixed growth expectations and divergent valuations and surprise histories—factors that could amplify stock-specific and sector volatility in semiconductors, retail, building products and communications following the releases.

Analysis

Several companies are scheduled to report after hours on Dec. 11, 2025 with divergent consensus expectations: Broadcom (AVGO) is forecast at $1.49 EPS (+19.20% y/y) but has missed the last two quarters (most recently by -6.67%) and trades at a 2025 P/E of 76.19 versus an industry 21.80. Costco (COST) is expected at $4.26 EPS (+11.52% y/y) with a 2026 P/E of 43.72 and a modest prior miss (-1.71%), while lululemon (LULU) is seen at $2.22 EPS (-22.65% y/y) after a year of consecutive beats; RH is forecast at $2.13 EPS (-14.11% y/y).

Smaller-cap names show weaker trends: Quanex (NX) is forecast $0.50 EPS (-18.03% y/y) after a prior -18.82% miss, Mitek (MITK) is forecast $0.12 EPS (-60.00% y/y) after a prior -14.29% miss, and Comtech (CMTL) is expected to report a -$0.43 loss (a 66.14% improvement y/y) but faces a 188.32% increase in days-to-cover from the Nov. 14 short-interest report. The valuation dispersion—high multiples for AVGO and COST versus low P/Es for NX—combined with mixed sentiment (sentiment_score -0.05, market_impact_score 0.3) suggests earnings and guidance will drive stock-specific volatility.

Market impact is likely idiosyncratic rather than systemic: semiconductors, retail, building products and communications are the most exposed sectors and will react to beats/misses, management commentary on demand and inventories, and short-interest dynamics in CMTL. Investors should therefore prioritize forward guidance and operational detail in post-report repositioning and expect amplified moves in names with stretched multiples or recent earnings misses.

Key Decisions for Investors

• Investors should hedge or trim AVGO exposure ahead of the print given a stretched 2025 P/E of 76.19 and two consecutive quarterly misses, or use protective options if maintaining size
• Consider selectively adding to COST on confirmed resilient sales and constructive guidance given the $4.26 consensus (+11.5% y/y), but keep position size measured given a 43.72 P/E
• Treat LULU as event-driven: reward another beat/strong guide but use tight risk controls if guidance disappoints because consensus EPS falls 22.65% y/y despite a history of beats
• Avoid initiating or reduce positions in NX and MITK before their results due to steep y/y EPS declines and prior misses; wait for clear signs of stabilization before rebuilding exposure
• Manage CMTL exposure conservatively—expect elevated volatility from a 188% rise in days-to-cover despite improving loss metrics, size positions small or hedge short-term risk
• Across the group, focus post-print on forward guidance, inventory and same-store trends and prioritize stock-specific trading rather than broad sector bets