By William Kerwin, CFA
Publication Date: 2025-12-05 00:00:00
Broadcom AVGO is set to release its fiscal fourth-quarter 2025 earnings report on Dec. 11. Here’s Morningstar’s take on what to look for in Broadcom’s earnings and the outlook for its stock.
Key Morningstar Metrics for Broadcom
Broadcom Earnings Release Date
- Thursday, Dec. 11, after the close of trading
What to Watch for in Broadcom’s Q4 Earnings
- Broadcom stock looks fairly valued heading into the report. Our fair value estimate is heavily driven by our growth expectations for the firm’s AI chip business over the next five years.
- Shares are increasingly trading based on the AI chip business, primarily its custom chips, or XPUs, for AI training and inference at large customers like Google. Shares have responded positively to a deal with OpenAI to develop a custom chip, and continued strong shipments to existing customers like Google and Meta.
- Google’s latest TPU, designed in partnership with Broadcom, has gotten lots of buzz over the past few weeks. Google trained its Gemini 3…
