Key Earnings Reports to Watch Next Week
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 47 minutes ago
0mins
Should l Buy NVDA?
Source: seekingalpha
- Baidu Earnings Preview: Baidu (BIDU) is set to report Q1 2026 results on May 18, with analysts closely watching if its AI-driven transformation can offset weaknesses in its online advertising business, having reported $4.68B in revenue last quarter, a 5% Y/Y increase, and an EPS of $1.52, beating estimates by 36%.
- Home Depot Performance Analysis: Home Depot (HD) will release its Q1 2026 results on May 19, with expected EPS declining in the mid-single digits, despite last quarter's revenue of $38.2B meeting expectations, as sales fell approximately 4% Y/Y due to high interest rates and cautious consumer spending.
- NVIDIA Earnings Focus: NVIDIA (NVDA) is scheduled to report Q1 2027 results on May 20, with consensus revenue estimates around $79B, focusing on Q2 guidance and data center demand, following a strong Q4 FY2026 with $68.1B in revenue, a 75% Y/Y increase, indicating robust market demand.
- NIO Delivery Data: NIO (NIO) will report Q1 2026 results on May 21, having delivered 83,465 vehicles in Q1, up approximately 98% Y/Y, indicating strong market demand and sustainable profitability, with management guiding for revenue between RMB 24.48B and 25.17B.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 235.740
Low
200.00
Averages
264.97
High
352.00
Current: 235.740
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
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.
AI Revolution Set to Drive Market Performance
- Earnings Preview: Nvidia is set to report its Q1 FY2027 earnings on May 20, forecasting a 77% year-over-year revenue increase to $78 billion, indicating strong demand in the AI market that could positively impact tech stocks.
- Market Impact: As the leader in AI chips, Nvidia's earnings report will provide investors with insights into compute demand and customer AI usage, potentially influencing the performance of the entire AI ecosystem, especially if external news is light.
- China Market Dynamics: Nvidia CEO Jensen Huang's recent visit to China to meet with President Xi Jinping regarding future sales could boost Nvidia and its peers' stock prices if progress is made, further solidifying its market position.
- Technology Interaction Outlook: Investors should pay attention to Nvidia's comments on AI's interaction with other technologies, such as quantum computing; any positive signals could drive up stocks of companies in those sectors, highlighting AI's significance in future tech development.
See More
Nvidia's AI Chips Drive Investor Frenzy
- Strong Earnings Outlook: Nvidia anticipates first-quarter revenue of $78 billion for fiscal 2027, representing a 77% year-over-year increase, indicating sustained strong demand in the AI chip market that could further drive stock price upward.
- Robust Profitability: The company has maintained a gross margin exceeding 70% in recent quarters, with expectations of sustaining margins above 74% as production efficiency improves, showcasing its high profitability and competitive edge in the market.
- Excellent Historical Performance: Following its last three first-quarter earnings reports, Nvidia's stock rose by 23%, 20%, and 5.2%, indicating a positive market reaction to its earnings, which may recur in the upcoming report.
- Increased Market Confidence: With progress on U.S. import tariff agreements and potential peace developments in the Middle East, investor confidence is bolstered, potentially providing additional support for Nvidia's stock price and reinforcing its leadership position in the AI sector.
See More
Key Earnings Reports to Watch Next Week
- Baidu Earnings Preview: Baidu (BIDU) is set to report Q1 2026 results on May 18, with analysts closely watching if its AI-driven transformation can offset weaknesses in its online advertising business, having reported $4.68B in revenue last quarter, a 5% Y/Y increase, and an EPS of $1.52, beating estimates by 36%.
- Home Depot Performance Analysis: Home Depot (HD) will release its Q1 2026 results on May 19, with expected EPS declining in the mid-single digits, despite last quarter's revenue of $38.2B meeting expectations, as sales fell approximately 4% Y/Y due to high interest rates and cautious consumer spending.
- NVIDIA Earnings Focus: NVIDIA (NVDA) is scheduled to report Q1 2027 results on May 20, with consensus revenue estimates around $79B, focusing on Q2 guidance and data center demand, following a strong Q4 FY2026 with $68.1B in revenue, a 75% Y/Y increase, indicating robust market demand.
- NIO Delivery Data: NIO (NIO) will report Q1 2026 results on May 21, having delivered 83,465 vehicles in Q1, up approximately 98% Y/Y, indicating strong market demand and sustainable profitability, with management guiding for revenue between RMB 24.48B and 25.17B.
See More
Valuation Warnings and Investment Strategies for AI Companies
- Investor Caution: Brad Conger, Chief Investment Officer at Hirtle Callaghan, warns that current valuations of AI companies are excessive, as a 150 times sales multiple implies a need for revenue to double annually for a decade, a feat no public company has achieved historically, urging investors to be cautious.
- Historical Lessons: Conger cites Cisco and Juniper Networks as examples where, despite technological success, their stocks languished for years due to high valuations, reminding investors to avoid repeating past mistakes.
- Real Potential of AI: Conger asserts that AI represents a genuine innovation with broader applicability than trends like crypto or NFTs, and while the market is cautious about valuations, he believes AI will have a lasting impact across various sectors.
- Uncertainty Ahead: Conger emphasizes that while AI stocks may experience volatility in the short term, a select few companies could approximate triple-digit growth rates over the next decade, advising investors to prepare for future uncertainties.
See More
Musk's SpaceX Plans Historic $75 Billion IPO
- Record IPO Size: SpaceX aims to raise $75 billion through its IPO, potentially valuing the company at around $2 trillion, marking the largest IPO in history and reflecting immense market confidence and investment potential in the space industry.
- Merger Complexity: A potential merger with Tesla would involve launching rockets, space-based telecommunications, and AI training, which, while offering synergies, could also lead to significant management complexities, prompting investors to carefully assess whether the merger truly adds value.
- Regulatory Scrutiny: Both SpaceX and Tesla have strong ties to the U.S. government, with SpaceX holding major contracts with the Department of Defense and NASA, while Tesla's self-driving technology faces heavy scrutiny, suggesting that a merger could invite increased antitrust pressures and regulatory challenges, impacting operational flexibility.
- Musk's Control: SpaceX's dual-class share structure allows Musk to retain 50% voting power post-IPO, granting him significant control over merger decisions, which could simplify management but also increase risks in a complex market environment.
See More
Ross Stores and TJX Companies Earnings Outlook
- Earnings Reporting Outlook: Ross Stores and TJX Companies are set to report quarterly results on Wednesday and Thursday, respectively, with analysts expecting both to showcase strong earnings momentum, particularly against a backdrop of overall positive retail performance.
- Upward Earnings Revisions: According to FactSet data, both companies have seen their earnings estimates revised up by over 10% in the past three to six months, indicating increased market confidence in their future performance, which could drive stock price increases.
- Divergent Stock Performance: While TJX Companies has seen a 4% decline in 2026, Ross Stores has experienced an 18% increase, reflecting differing market expectations and shifts in investor sentiment towards the two stocks.
- Analyst Rating Support: Deutsche Bank reiterated its buy ratings on both stocks ahead of their earnings reports, with analyst Krisztina Katai noting that Ross Stores' same-store sales momentum continues to exceed expectations, while TJX's business model is well-positioned to maintain competitive advantages.
See More
AI Revolution Set to Drive Market Performance
- Earnings Preview: Nvidia is set to report its Q1 FY2027 earnings on May 20, forecasting a 77% year-over-year revenue increase to $78 billion, indicating strong demand in the AI market that could positively impact tech stocks.
- Market Impact: As the leader in AI chips, Nvidia's earnings report will provide investors with insights into compute demand and customer AI usage, potentially influencing the performance of the entire AI ecosystem, especially if external news is light.
- China Market Dynamics: Nvidia CEO Jensen Huang's recent visit to China to meet with President Xi Jinping regarding future sales could boost Nvidia and its peers' stock prices if progress is made, further solidifying its market position.
- Technology Interaction Outlook: Investors should pay attention to Nvidia's comments on AI's interaction with other technologies, such as quantum computing; any positive signals could drive up stocks of companies in those sectors, highlighting AI's significance in future tech development.
See More
Nvidia's AI Chips Drive Investor Frenzy
- Strong Earnings Outlook: Nvidia anticipates first-quarter revenue of $78 billion for fiscal 2027, representing a 77% year-over-year increase, indicating sustained strong demand in the AI chip market that could further drive stock price upward.
- Robust Profitability: The company has maintained a gross margin exceeding 70% in recent quarters, with expectations of sustaining margins above 74% as production efficiency improves, showcasing its high profitability and competitive edge in the market.
- Excellent Historical Performance: Following its last three first-quarter earnings reports, Nvidia's stock rose by 23%, 20%, and 5.2%, indicating a positive market reaction to its earnings, which may recur in the upcoming report.
- Increased Market Confidence: With progress on U.S. import tariff agreements and potential peace developments in the Middle East, investor confidence is bolstered, potentially providing additional support for Nvidia's stock price and reinforcing its leadership position in the AI sector.
See More
Key Earnings Reports to Watch Next Week
- Baidu Earnings Preview: Baidu (BIDU) is set to report Q1 2026 results on May 18, with analysts closely watching if its AI-driven transformation can offset weaknesses in its online advertising business, having reported $4.68B in revenue last quarter, a 5% Y/Y increase, and an EPS of $1.52, beating estimates by 36%.
- Home Depot Performance Analysis: Home Depot (HD) will release its Q1 2026 results on May 19, with expected EPS declining in the mid-single digits, despite last quarter's revenue of $38.2B meeting expectations, as sales fell approximately 4% Y/Y due to high interest rates and cautious consumer spending.
- NVIDIA Earnings Focus: NVIDIA (NVDA) is scheduled to report Q1 2027 results on May 20, with consensus revenue estimates around $79B, focusing on Q2 guidance and data center demand, following a strong Q4 FY2026 with $68.1B in revenue, a 75% Y/Y increase, indicating robust market demand.
- NIO Delivery Data: NIO (NIO) will report Q1 2026 results on May 21, having delivered 83,465 vehicles in Q1, up approximately 98% Y/Y, indicating strong market demand and sustainable profitability, with management guiding for revenue between RMB 24.48B and 25.17B.
See More
Valuation Warnings and Investment Strategies for AI Companies
- Investor Caution: Brad Conger, Chief Investment Officer at Hirtle Callaghan, warns that current valuations of AI companies are excessive, as a 150 times sales multiple implies a need for revenue to double annually for a decade, a feat no public company has achieved historically, urging investors to be cautious.
- Historical Lessons: Conger cites Cisco and Juniper Networks as examples where, despite technological success, their stocks languished for years due to high valuations, reminding investors to avoid repeating past mistakes.
- Real Potential of AI: Conger asserts that AI represents a genuine innovation with broader applicability than trends like crypto or NFTs, and while the market is cautious about valuations, he believes AI will have a lasting impact across various sectors.
- Uncertainty Ahead: Conger emphasizes that while AI stocks may experience volatility in the short term, a select few companies could approximate triple-digit growth rates over the next decade, advising investors to prepare for future uncertainties.
See More
Musk's SpaceX Plans Historic $75 Billion IPO
- Record IPO Size: SpaceX aims to raise $75 billion through its IPO, potentially valuing the company at around $2 trillion, marking the largest IPO in history and reflecting immense market confidence and investment potential in the space industry.
- Merger Complexity: A potential merger with Tesla would involve launching rockets, space-based telecommunications, and AI training, which, while offering synergies, could also lead to significant management complexities, prompting investors to carefully assess whether the merger truly adds value.
- Regulatory Scrutiny: Both SpaceX and Tesla have strong ties to the U.S. government, with SpaceX holding major contracts with the Department of Defense and NASA, while Tesla's self-driving technology faces heavy scrutiny, suggesting that a merger could invite increased antitrust pressures and regulatory challenges, impacting operational flexibility.
- Musk's Control: SpaceX's dual-class share structure allows Musk to retain 50% voting power post-IPO, granting him significant control over merger decisions, which could simplify management but also increase risks in a complex market environment.
See More
Ross Stores and TJX Companies Earnings Outlook
- Earnings Reporting Outlook: Ross Stores and TJX Companies are set to report quarterly results on Wednesday and Thursday, respectively, with analysts expecting both to showcase strong earnings momentum, particularly against a backdrop of overall positive retail performance.
- Upward Earnings Revisions: According to FactSet data, both companies have seen their earnings estimates revised up by over 10% in the past three to six months, indicating increased market confidence in their future performance, which could drive stock price increases.
- Divergent Stock Performance: While TJX Companies has seen a 4% decline in 2026, Ross Stores has experienced an 18% increase, reflecting differing market expectations and shifts in investor sentiment towards the two stocks.
- Analyst Rating Support: Deutsche Bank reiterated its buy ratings on both stocks ahead of their earnings reports, with analyst Krisztina Katai noting that Ross Stores' same-store sales momentum continues to exceed expectations, while TJX's business model is well-positioned to maintain competitive advantages.
See More
