Q2 earnings wrap-up: Top stocks left to report that should be on your watchlist
Investing.com previews the Q2 earnings period, noting stocks are little changed after a record high. Key reports include NVIDIA (NVDA) Aug 26 with $91.9B revenue and $2.08 EPS, Walmart (WMT) Aug 20 with $186.8B sales, plus Salesforce (CRM), CrowdStrike (CRWD), and retailers Home Depot (HD), Target (TGT), Lowe’s (LOW), TJX (TJX).
How this was made
The 30-second read
Why it matters
It highlights which specific metrics traders should watch (NVDA data-center mix, WMT same-store sales, HD/LOW forward guidance, CRM Agentforce adoption, CRWD module attachment), implying potential volatility around those scheduled earnings dates.
Market read
The article’s main trading relevance is timing and metric selection for a dense earnings window, not new disclosures.
What to watch
Traders will likely focus on guidance details and segment mix, not just consensus revenue/EPS, so the watchlist framing may understate dispersion risk.
Background
The piece is a multi-stock Q2 earnings wrap-up and watchlist, emphasizing upcoming reports and consensus expectations across AI, consumer retail, industrial signals, and enterprise software.
Ticker impact
NVIDIA is slated to report Aug 26 after-hours, with consensus $91.9B revenue and $2.08 EPS, making AI-infra expectations a direct catalyst.
High dispersion risk around the print; upside if guide and mix confirm AI buildout, downside on miss or soft guidance.
The article frames NVDA as the AI bellwether and highlights that data-center revenue mix is the key number that moves the AI thesis.
Walmart reports Aug 20 with $186.8B expected sales, positioned as the real-time proxy for consumer wallet health via same-store sales.
Potentially large move if same-store sales and guidance diverge from expectations.
The text explicitly calls out WMT same-store sales as the consumer pulse check, implying traders will react to that datapoint.
Salesforce reports Aug 26 with $11.3B revenue expected, framed as a read on whether enterprises are monetizing AI agents.
Positive if Agentforce adoption metrics show traction; negative if still piloting or monetization lags.
The article names CRM’s Agentforce adoption metrics as the specific watch item that matters for the AI thesis.
CrowdStrike reports after-hours Aug 26 with $1.4B revenue expected, testing whether cybersecurity spending remains non-discretionary.
Upside if spending proves resilient and module attachment supports stickiness; downside if budgets soften.
The article highlights module attachment rates as the key indicator of platform stickiness and spending durability.
Synopsys reports Aug 26 with $2.4B revenue expected, flagged as a critical design-software read-through for enterprise/semicap demand.
Move likely if revenue and guidance indicate stronger-than-expected demand for chip design tools.
The article provides consensus figures and watch framing but no additional unique datapoint beyond the scheduled earnings.
Autodesk reports Aug 26 with $2.0B revenue expected, included as part of the design-software demand check.
Direction depends on guidance and whether demand holds up versus expectations.
The text lists ADSK and consensus but does not specify a unique metric beyond the general earnings watchlist.
Home Depot reports Aug 18 pre-market with $47.3B revenue expected, with forward guidance used to judge housing-adjacent stabilization.
Bullish if guidance signals stabilization; bearish if it points to continued contraction.
The article emphasizes HD/LOW guidance as a housing recovery signal but does not add new company-specific facts beyond the upcoming report.
Lowe’s reports Aug 19 pre-market with $26.2B revenue expected, paired with Home Depot to assess housing-adjacent recovery.
Likely volatility if guidance diverges from the stabilization narrative.
Consensus and the housing-read-through framing are provided, but no additional novel metric or disclosure is included.
Market effects
AI semis and enterprise software sentiment could reprice based on NVDA, CRM, and CRWD earnings read-throughs.
Primarily US-listed large caps; consumer and industrial signals can influence broader US risk sentiment.
NVDA and cross-border e-commerce (PDD) can affect global AI supply chain and international retail narratives.
Counterpoint
Because this is largely an earnings calendar with consensus figures, the market may already be positioned, reducing incremental edge from the article itself.
Key entities
- companyNVIDIA
AI infrastructure bellwether scheduled to report Aug 26 after-hours with consensus $91.9B revenue and $2.08 EPS.
- companyWalmart
Retail bellwether scheduled to report Aug 20 with $186.8B expected sales, with same-store sales framed as the consumer pulse.
- companySalesforce
Enterprise software AI monetization read-through scheduled for Aug 26 with $11.3B revenue expected.
- companyCrowdStrike
Cybersecurity spending resilience test scheduled for Aug 26 with $1.4B revenue expected.
- companyPDD Holdings
Cross-border e-commerce wildcard scheduled for Aug 31 with $116B revenue consensus.
