The earnings season is nearly done, but some some of the largest companies are still due to report. Nvidia , along with retail giants Walmart and Home Depot , is scheduled to post its latest quarterly results. With Nvidia, investors will look for clues on the state of the artificial intelligence trade — and whether it can stabilize after a volatile few weeks. For the retailers, Wall Street will pore through those numbers to gauge the state of the U.S. consumer. This earnings season has been a strong one. Roughly 460 of the companies in the S & P 500 have posted results. Of those, more than 82% have exceeded expectations. Below is a look at what to expect from some of next week's key reports. All times are ET. Tuesday Home Depot is set to report earnings before the open. A call between management and analysts follows at 9 a.m. Last quarter: HD rose 3% after maintaining its full-year outlook . This quarter: The home improvement giant's earnings are expected to have increased slightly year over year, according to FactSet. What history shows: Home Depot earnings beat expectations 85% of the time, according to Bespoke Investment Group data. Wednesday Target is set to report earnings in the premarket, with a conference call scheduled for 8 a.m. Last quarter: TGT tumbled as the retailer announced a new CEO would take over and said sales declined again . This quarter: The retailer's earnings per share are expected to have fallen 7%, FactSet data shows. What to watch: JPMorgan, which has a neutral rating on the stock, lowered its third-quarter same-store sales estimates last week, pointing to softness in September and October "on deeper valleys between shopping events, pressures on the lower-income consumer, (some) second boycott pressure (launched in early Sept), and stress on the consumer being exaggerated by the government shutdown/elections in large states into October." What history shows: Target shares fell after the last four earnings releases, including a 21% plunge on the back of the company's Q3 2024 report. Nvidia is scheduled to report earnings after the bell. Management will then hold a conference call with analysts at 5 p.m. Last quarter: NVDA beat on the top and bottom lines, saying it expects its big AI spending to continue . This quarter: Analysts polled by FactSet expect earnings soared more than 50% from the year-earlier period. What to watch: Several analysts raised their 12-month price targets heading into the report. Oppenheimer , which hiked its forecast to $265 from $225 last week, noted: "We see several structural tailwinds driving sustained out-sized top-line growth in high performance gaming, datacenter/AI and autonomous driving vehicles." What history shows: Nvidia earnings have beaten earnings expectations for 11 straight quarters, according to Bespoke. Thursday Walmart is set to report earnings before the stock market opens, followed by a conference call at 8 a.m. Last quarter: WMT hiked its sales and earnings outlook despite rising tariff costs . This quarter: Analysts expect earnings per share to rise slightly from the year-earlier period, FactSet data shows. What to watch: Investors will look for clues on the future of the nation's largest retailer, after it announced CEO Doug McMillon would step down from his post effective Feb. 1. What history shows: Last quarter marked the first since 2022 that Walmart earnings missed expectations, Bespoke said. Despite that rare miss, Walmart's earnings beat rate stands at 72%.
