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Earnings Season Wrap-Up: Key Reports to Watch This Week

Nvidia, now the most valuable company in the world, is set to announce its earnings.

Also this week, we have top dividend growth stocks like Walmart, Lowe's, Medtronic, Target, TJX Companies, John Deere, and Intuit reporting earnings.

These are stocks you may own or consider adding to your dividend growth stock portfolio.

Let’s do this!

The Key Story

My Biggest Earnings Predictions This Week

This is very important to pay attention to, even if you don't own the stock, because it now has the ability to move the entire market. Nvidia is 7% of the S&P 500 and 8.74% of the NASDAQ 100 (QQQ), so a big move up or down could really impact the overall market.

Nvidia's recent gains have come from data center revenue, with big tech companies like Microsoft, Amazon, Meta, Tesla, and Google as their biggest customers. This one earnings report can tell us a lot about the overall market.

I'll go over earnings estimates and give a brief stock analysis for each. For me insights, watch the full video linked above.

• Walmart (WMT) - 11/19 Market Open: Analysts expect Q3 2025 revenue of $167.72 billion and earnings per share of $0.53. Walmart has performed really well, but I'm personally concerned that the stock price growth is ahead of the business. The current dividend yield is 0.99%, and while it's a high-quality business, it's trading at a very high valuation.

• Lowe's (LOW) - 11/19 Market Open: Expected revenue is $19.94 billion with earnings per share of $2.82. Unlike Walmart, Lowe's has seen revenue, earnings, and free cash flow decline since 2022. They've been buying back stock like crazy, but growth is slowing, and recent dividend increases have been modest.

• Target (TGT) - 11/20 Market Open: Analysts project revenue of $25.9 billion and earnings per share of $2.30. Target's dividend yield is attractive at 2.86%, but recent dividend increases have been small. The company is starting to recover toward growth, and if they beat guidance, the stock price could return to growth.

• Nvidia (NVDA) - 11/20 Market Close: Analysts expect revenue of $32.86 billion and earnings per share of $0.74. Nvidia's massive growth is driven by data center revenue fueled by big tech's investment in AI. The big question is whether these companies will continue spending at this high rate.

Follow earnings news for free with the official partner of Dividend Data.

How To Best Follow Earnings This Week…

I use my AI Research Analyst to summarize the latest quarters and earnings calls right after they happen. This saves me hours of listening to earnings call for stocks in my portfolio and watchlist.

This makes it way more plausible to stay on top of important news.

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— Zach

Disclaimer: Dividend Dividend (Dividend Data LLC) is not a professional financial service. All materials released from Dividend Data (Dividend Data LLC) are for educational and entertainment purposes. Dividend Data (Dividend Data LLC) is not a replacement for a professional's opinion. Contributors to the Dividend Data (Dividend Data LLC) might have equities mentioned in the newsletter