Monday
May 18, 2026
2 notable reports · Today
Technology / AI (China)
★
BIDU
Baidu Inc.
China's leading AI company behind the ERNIE LLM and Apollo Go autonomous driving. Q1 2026 results reported this morning before open -- BEAT. AI-powered business revenue hit 49% YoY growth and crossed 50% of Baidu General Business revenue for the first time. Cloud infrastructure surged 79% YoY. Stock +2.34% pre-market on the beat. Call 8:00 a.m. ET.
REPORTED: EPS $1.75 vs $1.69 est (BEAT +3.5%) · Rev 32.08B yuan vs 31.49B est (BEAT)
BO - Before Open
Airlines (Europe)
RYAAY
Ryanair Holdings
Europe's largest low-cost airline reporting full-year fiscal 2026 results before open. Record profit of EUR 2.26 billion (+40% YoY) driven by higher fares and traffic growth. Fuel hedged at $67/barrel. Cautious summer outlook cited due to flat fare trends and geopolitical uncertainty.
REPORTED: Record profit EUR 2.26B (+40% YoY) · Revenue beat +3.5% vs est
BO - Before Open
Tuesday
May 19, 2026
2 reports
Home Improvement / Retail
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HD
The Home Depot
World's largest home improvement retailer reporting Q1 FY2027 before open. Pro vs DIY split, big-ticket project spending, and tariff impact on lumber and imported goods are key watch items. Earnings call 9 a.m. ET.
Consensus: Rev ~$41.5B · EPS ~$3.41 (down ~3.9% YoY)
BO - Before Open
Homebuilders
TOL
Toll Brothers
Nation's leading luxury homebuilder reporting Q2 FY2026 after close. Home deliveries, contract signings, and average selling price trends are closely watched as mortgage rates remain elevated. Earnings call Wed May 20 at 8:30 a.m. ET.
Consensus: Rev ~$2.42B · EPS ~$2.57
AC - After Close
Wednesday
May 20, 2026
3 reports · NVDA Night
Home Improvement / Discount Retail
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LOW
Lowe's Companies
Second-largest U.S. home improvement retailer reporting Q1 2026 before open. Same-store sales recovery, Pro customer spending trends, and tariff cost impact are the main watch items. Citi upgraded to Buy May 12. Call 9 a.m. ET.
Consensus: Rev ~$22.9B · EPS ~$2.96
BO - Before Open
TGT
Target Corporation
America's second-largest discount retailer reporting Q1 FY2027 before open. Tariff headwinds, traffic declines, and discretionary spending pressure are key. EPS consensus down sharply from $2.41 in the prior-year period.
Consensus: Rev ~$24.3B · EPS ~$1.34 (down from $2.41 PY)
BO - Before Open
Semiconductors / AI -- Marquee Print of the Week
★
NVDA
NVIDIA Corporation
World's largest company by market cap (~$5.71T) reporting Q1 FY2027 after close. The single biggest AI infrastructure data point of the quarter. Key watch: Blackwell gross margins (consensus 74.5%), Q2 guidance vs $86B consensus, China policy commentary, and Rubin ramp timing. Polymarket 90% beat probability. Call 5:00 p.m. ET.
Consensus: Rev ~$78B (+77% YoY) · EPS ~$1.77 · Data Center ~$73B
AC - After Close
Thursday
May 21, 2026
2 reports · NVDA reaction morning
Consumer / Retail
★
WMT
Walmart Inc.
World's largest retailer reporting Q1 FY2027 before open. Grocery market share gains, Flipkart and Sam's Club performance, and whether tariff costs are absorbed or passed to consumers are key. Results 6 a.m. CDT, call 7 a.m. CDT. CEO John Furner + CFO John David Rainey hosting.
Consensus: Rev ~$174.6B (+5.4% YoY) · EPS ~$0.65 (up 6.6% YoY)
BO - Before Open
Industrials / Agriculture
★
DE
Deere & Company
World's leading farm and construction equipment maker reporting Q2 FY2026 before open. Farm income, equipment order trends, and ag cycle recovery signals are key. Q1 beat drove +11.6% stock pop. Call 9 a.m. CT.
Consensus: EPS ~$5.81 (down 12.5% YoY) · Full-yr net income $4.5B-$5.0B
BO - Before Open
Friday
May 22, 2026
Light · Pre-Memorial Day weekend
Friday Note
Friday May 22 is light on major earnings heading into the Memorial Day long weekend (markets closed Mon May 26). The week's dominant story -- NVIDIA's Q1 FY2027 print and guidance -- will set the tone for the entire AI sector into the holiday. Walmart's consumer health read shapes retail sentiment. Initial Claims and Flash PMI on Thursday will carry over into Friday trading. Expect lower-than-average volume Friday afternoon as institutions square positions early ahead of the long weekend.