WEEKLY EARNINGS PREVIEW

StockInsight™ Weekly Earnings Report

August 17–21, 2026

Retail, AI Infrastructure, Semiconductors & Global Technology Take Center Stage

Wall Street enters the week of August 17–21, 2026 with a sharply different earnings environment from the previous two weeks.

The number of major reports declines, but the quality of the names increases. The calendar is dominated by retail, cybersecurity, semiconductors, enterprise software, Chinese technology and AI infrastructure.

Approximately 136 companies are currently scheduled to report during the week. The most important concentration is from Tuesday through Thursday, with Home Depot, Target, TJX, Lowe’s, Analog Devices, Walmart, Deere, Alibaba, Intuit, Workday and Marvell Technology among the larger names.

The key investment question is changing:

After several quarters of exceptional AI spending, is corporate demand broadening into the wider economy — particularly the consumer, industrial and enterprise sectors?

🔥 StockInsight™ Top Earnings Watchlist

🥇 PANW — Palo Alto Networks

Monday, August 17 — After Close

Revenue Estimate: ~$3.42B
EPS Estimate: ~$0.99

Palo Alto Networks opens the week with one of the most important cybersecurity reports.

The company has beaten EPS estimates in each of its previous eight quarters, according to current earnings data.

What Wall Street will watch

Next-generation cybersecurity demand
AI-related security spending
Platform consolidation
Remaining performance obligations
Billings and bookings
FY2027 revenue guidance
Impact of recent M&A activity

Palo Alto’s July announcement that it would acquire Embrace adds another dimension to the report, particularly around platform expansion and consolidation in cybersecurity.

StockInsight™ Impact: 🔴 EXTREME

🏠 HD — Home Depot

Tuesday, August 18 — Before Open

Revenue Estimate: ~$47.35B
EPS Estimate: ~$4.73

Home Depot is arguably the week’s most important housing and consumer discretionary earnings report.

The company is scheduled to release Q2 results before the market opens on August 18.

What matters

The headline EPS number is important, but investors will focus heavily on:

Comparable-store sales
Big-ticket purchases
Professional contractor demand
Housing turnover
Remodeling activity
Mortgage-rate sensitivity
Consumer credit
Full-year guidance

Home Depot’s Q1 revenue reached $41.77B, above the $41.54B estimate, while EPS came in at $3.43 versus $3.41 expected.

Why it matters for the market

Home Depot provides an important read on the health of the American homeowner.

If consumers continue spending on renovations despite elevated borrowing costs, that would support the broader consumer and housing narrative.

StockInsight™ Impact: 🔴 VERY HIGH

🏦 NU — Nu Holdings

Tuesday, August 18 — After Close

EPS Estimate: ~$0.21
Revenue Estimate: ~$5.38B

Nu is one of the most interesting emerging-market fintech growth stories in the calendar.

The current consensus expects EPS of approximately $0.20–$0.21, versus $0.14 in the comparable prior-year period.

Investors will watch

Customer growth
Deposits
Credit-card activity
Net interest margin
Credit quality
Mexico expansion
Brazil growth
Operating leverage

StockInsight™ Impact: 🟠 HIGH

🧪 ADI — Analog Devices

Wednesday, August 19 — Before Open

Revenue Estimate: ~$3.96B
EPS Estimate: ~$3.32–$3.37

Analog Devices could become one of the week’s most important semiconductor cycle indicators.

ADI officially confirmed that it will release fiscal Q3 results at 7:00 a.m. ET on August 19, followed by its earnings call.

Current estimates imply significant year-over-year growth, with one earnings source projecting revenue of approximately $3.96B and EPS of $3.36.

The critical questions

Is industrial demand recovering?
Are data-center orders accelerating?
How strong is AI-related power demand?
Are automotive orders improving?
Are margins expanding?
What does management expect for the second half?

ADI is particularly interesting because it provides exposure to industrial automation, data centers, energy, automotive and intelligent-edge applications, rather than being purely an AI-chip story.

StockInsight™ Impact: 🔴 VERY HIGH

🛒 TGT — Target

Wednesday, August 19 — Before Open

Revenue Estimate: ~$26.32B
EPS Estimate: ~$2.31

Target is one of the week’s most important consumer health indicators.

Target is scheduled to report Q2 results on August 19, with its earnings conference call beginning at 8:00 a.m. ET.

What matters

Comparable sales
Traffic
Digital sales
Grocery performance
Discretionary spending
Promotional activity
Inventory
Margins
Holiday-season outlook

Target’s previous quarter showed a significant improvement in profitability, making the next question whether that momentum can continue.

StockInsight™ View

Target could provide an important contrast with Walmart.

Target = more discretionary exposure

Walmart = value + essential spending

The two reports together could provide one of the clearest reads on the American consumer this earnings season.

StockInsight™ Impact: 🔴 VERY HIGH

🏷️ TJX — TJX Companies

Wednesday, August 19 — Before Open

Revenue Estimate: ~$15.34B
EPS Estimate: ~$1.20

TJX represents one of the strongest consumer stories in the week’s calendar.

The company has beaten EPS estimates in eight consecutive quarters according to current earnings data.

What investors will watch

Comparable-store sales
Customer traffic
Inventory availability
Gross margin
HomeGoods performance
Consumer trade-down behavior
FY2027 outlook

Why it matters

If consumers are becoming more price-sensitive, off-price retailers can potentially benefit from trade-down behavior.

That makes TJX a particularly useful read-through for consumer positioning.

StockInsight™ Impact: 🟠 HIGH

🏡 LOW — Lowe’s

Wednesday, August 19 — Before Open

Revenue Estimate: ~$26.51B
EPS Estimate: ~$4.29

Lowe’s provides the second half of the Home Depot housing/renovation read-through.

Current estimates imply approximately 10.8% year-over-year revenue growth, although EPS is expected to be slightly lower year over year.

Investors will focus on

DIY spending
Professional contractor demand
Housing turnover
Big-ticket projects
Comparable sales
Margin performance
Full-year guidance

StockInsight™ View

The combination of HD + LOW is more useful than either report individually.

If both companies report improving demand, the message becomes broader:

Housing activity may finally be stabilizing.

If both struggle, elevated mortgage rates and limited housing turnover remain significant economic headwinds.

StockInsight™ Impact: 🟠 HIGH

🧠 ZM — Zoom Communications

Wednesday, August 19 — After Close

Revenue Estimate: ~$1.31B
EPS Estimate: ~$1.52

Zoom is an important test of the enterprise software spending environment.

Key questions

Enterprise customer growth
AI Companion monetization
Contact-center expansion
Enterprise revenue
Operating margins
Free cash flow
FY2027 guidance

Zoom’s challenge is no longer simply proving that video conferencing remains relevant.

The market wants to know whether Zoom can successfully transform itself into a broader AI-powered enterprise communications platform.

StockInsight™ Impact: 🟠 HIGH

🚜 DE — Deere & Company

Thursday, August 20 — Before Open

Revenue Estimate: ~$11.05B
EPS Estimate: ~$4.84

Deere provides an important read on the industrial and agricultural economy.

Current estimates call for approximately $11.05B in revenue and $4.84 EPS.

Investors will watch

Agricultural equipment demand
Farmer income
Commodity prices
Construction equipment
Inventory levels
Pricing
Dealer inventories
FY2027 outlook

Deere’s report matters beyond agriculture because it provides another indication of whether industrial capital spending is strengthening or weakening.

StockInsight™ Impact: 🟠 HIGH

🛍️ WMT — Walmart

Thursday, August 20 — Before Open

Revenue Estimate: ~$188.79B
EPS Estimate: ~$0.75

Walmart is the week’s largest consumer-sector earnings event.

Another major earnings source currently estimates quarterly revenue around $186.88B and EPS at $0.74, illustrating that consensus estimates can differ depending on the data provider and timing.

The real story

Investors will be watching:

U.S. comparable sales
E-commerce growth
Grocery
Advertising
Membership
Consumer trade-down
International operations
Tariff impact
Margins
Full-year guidance

The most important comparison

Walmart + Target + TJX + Home Depot + Lowe’s

Together, these reports can tell us considerably more about the U.S. consumer than any one retailer.

StockInsight™ Question

Is the consumer still strong — or simply becoming more selective?

StockInsight™ Impact: 🔴 EXTREME

💻 INTU — Intuit

Thursday, August 20 — After Close

Revenue Estimate: ~$4.35B
EPS Estimate: ~$3.65

Intuit is an important software + AI monetization story.

The company is expected to report fiscal Q4 results after the close.

Investors will watch

TurboTax
QuickBooks
Credit Karma
Small-business demand
AI monetization
Subscription growth
Operating margins
FY2027 guidance

Intuit’s results can provide a useful indication of the health of small businesses and individual consumers.

StockInsight™ Impact: 🟠 HIGH

☁️ WDAY — Workday

Thursday, August 20 — After Close

Revenue Estimate: ~$2.69B
EPS Estimate: ~$2.66

Workday provides another important enterprise software read-through.

Key focus

Subscription revenue
Enterprise IT spending
AI features
Customer retention
Large-account demand
Operating margins
FY2027 guidance

The market increasingly wants AI to show up in revenue and productivity, not simply product announcements.

StockInsight™ Impact: 🟠 HIGH

🤖 MRVL — Marvell Technology

Thursday, August 20

EPS Estimate: ~$0.94
Revenue Estimate: ~$2.76B

Marvell provides another direct read on the AI infrastructure and networking ecosystem.

Investors will watch

Custom AI silicon
Data-center demand
Optical connectivity
Networking
Hyperscaler spending
AI-related revenue
Gross margins

Marvell is particularly interesting because it sits between AI compute, networking and custom silicon.

StockInsight™ Impact: 🔴 VERY HIGH

🌏 BABA — Alibaba

Thursday, August 20 — Before Open

EPS Estimate: ~$10.62
Revenue Estimate: ~$274.32B

Alibaba provides an important read on:

Chinese consumer spending
Cloud growth
AI investment
E-commerce
International commerce
Competitive pressure
Chinese economic stimulus

China technology remains a separate but increasingly important source of AI and cloud exposure.

StockInsight™ Impact: 🟠 HIGH

🎮 NTES — NetEase

Thursday, August 20 — Before Open

EPS Estimate: ~$15.51
Revenue Estimate: ~$29.99B

Key areas:

Gaming bookings
New releases
Mobile gaming
China consumer demand
Advertising
International expansion

StockInsight™ Impact: 🟡 MODERATE/HIGH

📅 Monday — August 17

The Week Starts With Cybersecurity

🛡️ PANW — Palo Alto Networks

After Close

Revenue: ~$3.42B
EPS: ~$0.99

🚀 ASTS — AST SpaceMobile

After Close

EPS: ~-$0.29 to -$0.32
Revenue: ~$40M

ASTS remains a highly speculative growth story centered on satellite-to-smartphone connectivity. Current calendar data shows the company reporting after the close.

🩺 MDT — Medtronic

Before Open

Revenue: ~$9.64B
EPS: ~$1.40

Medtronic’s latest quarters have shown a relatively strong revenue-growth trajectory, making guidance and procedure volumes important.

💻 FN — Fabrinet

After Close

Revenue: ~$1.31B
EPS: ~$3.93

Fabrinet is particularly interesting for investors watching optical communications and AI infrastructure supply chains.

📅 Tuesday — August 18

Home Improvement + AI Infrastructure

🏠 HD — Home Depot

Before Open

Revenue: ~$47.35B
EPS: ~$4.73

🧠 CRWV — CoreWeave

Tuesday

Revenue: ~$2.62B
EPS: ~-$1.13

CoreWeave remains one of the highest-volatility AI infrastructure names.

The key variables are:

AI demand → GPU utilization → backlog → capex → cash flow

🔬 KEYS — Keysight Technologies

After Close

Revenue: ~$1.77B
EPS: ~$2.52

Keysight officially confirmed its fiscal Q3 results for August 18 after the market close.

🏦 NU — Nu Holdings

After Close

Revenue: ~$5.38B
EPS: ~$0.21

📅 Wednesday — August 19

🛒 The Consumer Battle

This is arguably the most important retail day of the week.

Retail Cluster

TGT — Target
Revenue: ~$26.32B
EPS: ~$2.31

TJX — TJX Companies
Revenue: ~$15.34B
EPS: ~$1.20

LOW — Lowe’s
Revenue: ~$26.51B
EPS: ~$4.29

The three companies cover very different parts of the consumer:

Target → discretionary/value

TJX → off-price/value

Lowe’s → housing/home improvement

Together, they provide a valuable consumer-health mosaic.

🧠 Semiconductor Cluster

ADI — Analog Devices

Revenue: ~$3.96B
EPS: ~$3.37

KEYS — Keysight

Revenue: ~$1.77B
EPS: ~$2.52

WOLF — Wolfspeed

Revenue: ~$230M
EPS: ~-$2.50

This cluster gives investors multiple views into the semiconductor ecosystem, from analog components and testing equipment to silicon-carbide technology.

📅 Thursday — August 20

🛒 Walmart + Industrial + AI Software

Thursday is the most diversified earnings day.

🛒 Walmart — WMT

Revenue: ~$188.79B
EPS: ~$0.75

🚜 Deere — DE

Revenue: ~$11.05B
EPS: ~$4.84

🛍️ Alibaba — BABA

Revenue: ~$274.32B
EPS: ~$10.62

💻 Intuit — INTU

Revenue: ~$4.35B
EPS: ~$3.65

☁️ Workday — WDAY

Revenue: ~$2.69B
EPS: ~$2.66

🤖 Marvell — MRVL

Revenue: ~$2.76B
EPS: ~$0.94

This is an unusually useful cross-section of the economy:

Consumer → Industrial → China → Enterprise Software → AI Infrastructure

📅 Friday — August 21

The Earnings Calendar Becomes Very Light

Only a handful of notable U.S. companies are currently scheduled to report.

📡 UI — Ubiquiti

Before Open

Revenue: ~$880M
EPS: ~$4.15

🛒 BJ — BJ’s Wholesale Club

Revenue: ~$6.12B
EPS: ~$1.20

Friday therefore becomes more important for macro and market positioning than for headline earnings.

Current calendar data lists just two reports for the day.

🧭 StockInsight™ Sector Radar

🟢 Retail & Consumer

WMT • TGT • TJX • LOW • HD • ROST • BJ

Signal: HIGH IMPORTANCE

This is the dominant theme of the week.

Investors need to determine whether consumers are:

Strong → spending more

Stable → maintaining spending

Weak → trading down and reducing discretionary purchases

The combination of Walmart, Target, TJX, Lowe’s and Home Depot provides an unusually broad consumer read-through.

🟢 Cybersecurity

PANW

Signal: BULLISH / HIGH EXPECTATIONS

Cybersecurity spending remains a structural enterprise priority.

The risk is not demand.

The risk is whether valuation and expectations have moved ahead of fundamentals.

🟢 AI & Semiconductors

ADI • MRVL • KEYS • WOLF • CRWV

Signal: SELECTIVELY BULLISH

The AI story remains intact, but investors are increasingly demanding evidence of:

Revenue acceleration
Backlog growth
Actual customer spending
Margin expansion
Free-cash-flow improvement

🟡 Enterprise Software

INTU • WDAY • ZM

Signal: SELECTIVE

The market increasingly wants to see AI translated into:

higher ARPU + stronger retention + better margins + faster growth

rather than simply new AI features.

🟡 China Technology

BABA • BIDU • NTES

Signal: HIGH EVENT RISK

China’s economic growth, consumer demand, AI development and regulatory environment remain important variables.

⚡ StockInsight™ Volatility Radar

🔴 EXTREME

CRWV
AI infrastructure + high capital requirements

PANW
High expectations + cybersecurity growth

ASTS
Satellite deployment + speculative valuation

🟠 VERY HIGH

MRVL
AI/custom silicon

ADI
Semiconductor cycle

TGT
Consumer expectations

HD
Housing + consumer demand

🟡 HIGH

LOW
Housing/remodeling

TJX
Consumer trade-down

WMT
Consumer + margins

INTU
Software + AI monetization

WDAY
Enterprise IT spending

📈 What Would Be Bullish?

🟢 Consumer

Walmart + Target + TJX report healthy traffic and sales.

🟢 Housing

Home Depot + Lowe’s show stabilization in big-ticket spending.

🟢 AI

Marvell + Analog Devices provide evidence that AI-related infrastructure demand remains strong.

🟢 Enterprise

Intuit + Workday demonstrate that AI is translating into actual monetization.

🟢 Cybersecurity

Palo Alto raises forward expectations.

🟢 Industrial

Deere sees stabilization in agricultural and construction demand.

📉 What Could Go Wrong?

🔴 Consumer Margin Pressure

Revenue beats but promotions and costs compress margins.

🔴 Housing Weakness

Home Depot and Lowe’s report continued pressure from high borrowing costs.

🔴 AI Valuation Risk

AI companies report strong numbers but fail to raise forward guidance.

🔴 Enterprise Slowdown

Software companies report weaker bookings or longer sales cycles.

🔴 China Weakness

Alibaba or NetEase signal weak consumer activity.

🔴 Industrial Weakness

Deere cuts expectations for agricultural or construction demand.

🏆 StockInsight™ Top 10 Earnings Events

1. WMT — Walmart

Consumer health + margins

2. HD — Home Depot

Housing + big-ticket spending

3. PANW — Palo Alto Networks

Cybersecurity + platform consolidation

4. ADI — Analog Devices

Semiconductor cycle + industrial recovery

5. TGT — Target

Discretionary consumer

6. TJX — TJX Companies

Value consumer + trade-down

7. LOW — Lowe’s

Housing + remodeling

8. MRVL — Marvell

AI infrastructure + custom silicon

9. INTU — Intuit

AI monetization + small business

10. DE — Deere

Industrial + agriculture

🧠 StockInsight™ Earnings Strategy

The Week’s Most Important Read-Throughs

Consumer

WMT + TGT + TJX + HD + LOW

If these companies collectively show resilient demand, the market receives confirmation that the U.S. economy remains fundamentally healthy.

AI

MRVL + ADI + CRWV + KEYS

The question is whether AI infrastructure spending is still broadening throughout the supply chain.

Enterprise

PANW + INTU + WDAY + ZM

Investors need evidence that AI is moving from technology narrative to measurable financial impact.

Industrial

A useful test of capital spending, agricultural economics and broader industrial demand.

🎯 StockInsight™ Bottom Line

The AI trade is no longer the only story.

Last week’s earnings concentrated heavily on AI infrastructure, networking and semiconductor equipment.

This week’s calendar shifts the spotlight toward the consumer and the real economy.

That makes the week unusually valuable.

The market gets three major questions answered:

1. Is the American consumer still spending?

Walmart, Target, TJX, Home Depot and Lowe’s.

2. Is AI investment still expanding through the semiconductor ecosystem?

Analog Devices, Marvell, Keysight and CoreWeave.

3. Is enterprise software successfully monetizing AI?

Palo Alto, Intuit, Workday and Zoom.

🔥 StockInsight™ Key Question of the Week

Is economic growth broadening beyond AI — or is AI still carrying the market?

If AI + consumer + enterprise + industrial all remain healthy, the earnings backdrop becomes considerably more constructive.

If AI remains strong but consumer and industrial earnings weaken, the market may increasingly become dependent on a narrow group of technology leaders.

That distinction could become increasingly important as investors look toward the second half of 2026.

Data Note

Earnings dates and consensus estimates can change before the reporting date. The figures above reflect currently available calendar/consensus data as of August 15, 2026; where different providers show different estimates, the report uses the most recent available figures and flags material discrepancies rather than presenting them as certain. Current calendar data identifies 136 companies reporting during August 17–21.

StockInsight™ — Smarter Insights. Better Decisions.