WEEKLY EARNINGS PREVIEW
📅 STOCKINSIGHT™ WEEKLY EARNINGS PREVIEW
August 24–28, 2026
🚨 NVIDIA dominates the coming earnings week, with Salesforce, CrowdStrike, Marvell, Autodesk, Dell Technologies, Intuit, Zoom, Workday and Lululemon also on deck. The week is particularly important for AI infrastructure, semiconductors, cloud software and enterprise technology. Current calendars show roughly 100+ reports across the five sessions, depending on the calendar provider.
🔹 MONDAY — AUGUST 24
PDD Holdings (PDD)
Expectations • Continued growth in Chinese e-commerce
• Temu international performance remains important
• Consumer spending and competitive intensity in focus
Expected Move: 📈 6%–9%
XPeng (XPEV)
Expectations • Vehicle deliveries and margin improvement key
• New-model momentum closely watched
• China EV price competition remains a major risk
Expected Move: 📈 7%–11%
PDD is confirmed for August 24, while XPeng also appears on the current earnings calendars.
🔹 TUESDAY — AUGUST 25
Intuit (INTU)
Expectations • TurboTax and QuickBooks ecosystem growth
• AI-powered financial tools remain a key catalyst
• Small-business demand and guidance in focus
Expected Move: 📈 5%–8%
Heico (HEI)
Expectations • Aerospace aftermarket demand remains strong
• Organic growth and margins closely watched
• Acquisition pipeline remains important
Expected Move: 📈 4%–6%
Zoom Communications (ZM)
Expectations • Enterprise customer growth remains key
• AI companion and contact-center products in focus
• Margin discipline important
Expected Move: 📈 6%–9%
🔹 WEDNESDAY — AUGUST 26
⭐ NVIDIA (NVDA)
Expectations
🔥 The defining earnings report of the week.
• Blackwell demand and revenue growth remain the central focus
• Next-generation Vera Rubin ramp is increasingly important
• China sales outlook could materially affect guidance
• AI infrastructure spending remains the biggest macro read-through
• Gross margins and supply constraints will be closely monitored
Expected Move: 📈 5%–7%
NVIDIA is expected to report Q2 results on August 26, with current consensus around $2.08 EPS and $91.93 billion revenue. Reuters describes the report as pivotal for the sustainability of the AI-driven market rally.
Salesforce (CRM)
Expectations
• Revenue growth remains the primary focus
• AI monetization and Agentforce adoption closely watched
• Investors looking for evidence that AI disruption is manageable
• Guidance likely to determine the immediate stock reaction
Expected Move: 📈 6%–8%
Current consensus is approximately $3.27 EPS and $11.33 billion revenue, while options markets imply roughly a 7% potential move around earnings.
CrowdStrike (CRWD)
Expectations
• Cybersecurity spending remains resilient
• Falcon platform and subscription growth key
• AI-driven security products gaining importance
• Billings and forward guidance critical
Expected Move: 📈 7%–10%
HP Inc. (HPQ)
Expectations
• PC replacement cycle remains important
• AI PC adoption increasingly relevant
• Commercial demand and margins in focus
Expected Move: 📈 5%–7%
Nutanix (NTNX)
Expectations
• Hybrid-cloud demand remains strong
• Enterprise AI infrastructure opportunity in focus
• ARR growth and guidance key
Expected Move: 📈 7%–10%
Synopsys (SNPS)
Expectations
• AI chip complexity supports EDA demand
• Semiconductor design spending remains robust
• Ansys integration progress closely watched
Expected Move: 📈 6%–9%
🔹 THURSDAY — AUGUST 27
Marvell Technology (MRVL)
Expectations
• Custom AI silicon remains the key growth engine
• Data-center networking demand remains strong
• Hyperscaler spending and guidance crucial
Expected Move: 📈 8%–12%
Current consensus is approximately $0.93 EPS on $2.71 billion revenue.
Autodesk (ADSK)
Expectations
• Subscription revenue remains resilient
• AI-enabled design tools gaining attention
• Construction and engineering demand important
Expected Move: 📈 5%–8%
Lululemon Athletica (LULU)
Expectations
• North American traffic remains key
• International growth provides upside potential
• Inventory and margins closely watched
Expected Move: 📈 7%–10%
Current consensus is approximately $1.82 EPS on $2.46 billion revenue.
Affirm Holdings (AFRM)
Expectations
• Consumer spending and transaction volume remain key
• GMV growth expected to remain strong
• Credit quality and funding costs closely watched
Expected Move: 📈 8%–12%
Rubrik (RBRK)
Expectations
• Cloud data security demand remains strong
• Subscription ARR growth key
• AI-related data protection opportunity in focus
Expected Move: 📈 8%–12%
Iren (IREN)
Expectations
• AI data-center expansion remains major catalyst
• Bitcoin economics remain important
• Capital spending and financing plans closely watched
Expected Move: 📈 10%–15%
🔹 FRIDAY — AUGUST 28
MINISO (MNSO)
Expectations • Store expansion remains a growth driver
• International sales and consumer spending key
• Margins and new-store productivity in focus
Expected Move: 📈 5%–8%
Chagee (CHA)
Expectations • Store expansion and same-store sales key
• China consumer demand remains important
• International expansion provides upside potential
Expected Move: 📈 8%–12%
Chagee has announced its Q2 2026 results for August 28.
⭐ TOP 15 EARNINGS TO WATCH
| Rank | Company | Ticker | Expected Move |
|---|---|---|---|
| 🥇 1 | NVIDIA | NVDA | 5%–7% |
| 🥈 2 | Marvell Technology | MRVL | 8%–12% |
| 🥉 3 | Salesforce | CRM | 6%–8% |
| 4 | CrowdStrike | CRWD | 7%–10% |
| 5 | IREN | IREN | 10%–15% |
| 6 | Affirm | AFRM | 8%–12% |
| 7 | Rubrik | RBRK | 8%–12% |
| 8 | Lululemon | LULU | 7%–10% |
| 9 | Nutanix | NTNX | 7%–10% |
| 10 | Synopsys | SNPS | 6%–9% |
| 11 | Autodesk | ADSK | 5%–8% |
| 12 | Intuit | INTU | 5%–8% |
| 13 | XPeng | XPEV | 7%–11% |
| 14 | PDD Holdings | PDD | 6%–9% |
| 15 | Robinhood* | HOOD | 5%–8% |
*HOOD is included as a secondary market-watch name rather than a primary confirmed report in the core calendar above.
🚨 BIGGEST POTENTIAL MOVERS
1️⃣ IREN → 10%–15%
AI infrastructure + Bitcoin exposure creates unusually high earnings sensitivity.
2️⃣ Marvell → 8%–12%
A key read-through for custom AI silicon and hyperscaler spending.
3️⃣ Affirm → 8%–12%
Consumer credit, GMV and fintech sentiment could produce a large reaction.
4️⃣ Rubrik → 8%–12%
Cloud security and recurring-revenue growth remain powerful catalysts.
5️⃣ Lululemon → 7%–10%
Consumer discretionary demand and international growth are in focus.
🎯 MARKET THEMES OF THE WEEK
🤖 AI Infrastructure
NVIDIA → Marvell → Synopsys → Nutanix → IREN
The biggest question is whether hyperscaler AI spending remains strong enough to support the extraordinary valuations across the semiconductor and data-center ecosystem.
☁️ Enterprise Software
Salesforce → CrowdStrike → Autodesk → Intuit
Investors will be looking for evidence that AI is expanding software demand rather than simply disrupting traditional software models.
💳 Consumer & FinTech
Affirm → PDD → XPeng → Lululemon
These reports provide a broad read on consumer strength across the U.S. and China.
₿ AI + Crypto Infrastructure
IREN is particularly interesting because its valuation is increasingly influenced by the transition from Bitcoin mining toward AI/HPC infrastructure.
⚠️ THE BIG MARKET QUESTION
Can NVIDIA deliver another exceptional quarter — and will “exceptional” still be enough?
NVIDIA is now so large and so deeply embedded in the AI investment narrative that its results can influence semiconductors, data centers, cloud providers and the broader Nasdaq. Reuters notes that NVIDIA’s August 26 report is one of the key tests for the current AI-driven market rally.
At the same time, Jackson Hole takes place Friday, meaning the market faces an unusual combination of mega-cap earnings + monetary-policy signals in the same week.
📊 STOCKINSIGHT™ EARNINGS RADAR
🔥 EXTREME VOLATILITY
IREN • MRVL • AFRM • RBRK
🚨 HIGH VOLATILITY
CRWD • LULU • NTNX • SNPS • XPEV
⚡ MARKET-MOVING
NVDA • CRM • ADSK • INTU • PDD
🧭 STOCKINSIGHT™ BOTTOM LINE
The coming week is far more than another earnings week.
NVIDIA is the centerpiece, but the real opportunity is the read-through across the AI ecosystem:
NVDA → MRVL → SNPS → NTNX → IREN
If NVIDIA confirms accelerating AI infrastructure demand, semiconductor and AI-infrastructure stocks could receive a significant sentiment boost. Conversely, any disappointment in guidance, China exposure, margins or hyperscaler demand could produce a broad risk-off reaction.
Wednesday and Thursday are the critical sessions. Investors should also watch the bond market and Jackson Hole closely, because elevated yields could limit the upside reaction even if earnings are strong.
*Expected-move ranges are StockInsight™ estimates for potential post-earnings volatility, not analyst price targets or guarantees. Actual reactions can be substantially larger or smaller.*
