Key Earnings Reports and Economic Data to Watch Next Week

Investors will be closely monitoring key economic data next week, including the release of the Personal Consumption ExpendituresPCE stands for Personal Consumption Expenditures. It is a measure of how much money households spend on goods and services. (PCEPCE stands for Personal Consumption Expenditures. It is a measure of how much money households spend on goods and services.) Price Index for January, the Federal Reserve’s preferred inflationInflation refers to the rate at which the overall price levels of goods and services increase, gradually reducing purchasing power over time. It is commonly measured using indices … gauge, on Friday. The second estimate of fourth-quarter gross domestic product (GDP) for the U.S. and the latest durable goods data will also be released. In Europe, the European Union will publish its January consumer price indexThe Consumer Price Index is a measure of the average price level of a basket of goods and services that are commonly consumed by households. (CPI) on Monday, providing insights into inflationInflation refers to the rate at which the overall price levels of goods and services increase, gradually reducing purchasing power over time. It is commonly measured using indices … trends in the region.

Beyond economic indicators, earnings season continues with several major companies set to report, including Nvidia, Home Depot, Intuit, Salesforce, and Workday. These reports will provide investors with a clearer picture of consumer and business spending, the strength of corporate earnings, and trends in key industries.

Monday, February 24: Consumer Spending, Energy, and Cloud Communications

Several companies from diverse sectors will kick off the week with earnings reports. Domino’s Pizza will provide insight into consumer spending habits in the fast-food industry, while Owens Corning and ONEOK will offer a look into construction materials and energy infrastructure, respectively. Public Storage will shed light on real estate demand, particularly in self-storage facilities. Meanwhile, Trip.com Group’s earnings will help gauge trends in travel and tourism, while Zoom Communications will highlight enterprise spending on digital communications. SBA Communications, a key player in the cell tower and communications infrastructure sector, will also report.

Tuesday, February 25: Home Improvement, Enterprise Software, and Consumer Goods

Tuesday will feature some of the most closely watched earnings reports of the week. Home Depot will report before the market opens, offering a key update on the state of the home improvement sector. Analysts expect the company to post earnings of $3.03 per share, a 7.4% increase year over year, with revenue projected at $39 billion, up 12.1%. Analysts will focus on how macroeconomicAt its core, macroeconomics is the branch of economics that examines the behavior, performance, and structure of an economy as a whole. Unlike microeconomics, which focuses on indi… factors, including mortgage rates and consumer discretionary spending, are impacting the retailer.

Intuit, the company behind TurboTax and QuickBooks, will provide insight into financial software demand, particularly as tax season approaches. Workday, a leader in enterprise cloud solutions, will shed light on corporate spending in human resources and financial planning software.

Consumer brands will also be in focus, with Krispy Kreme and Keurig Dr Pepper reporting earnings. Their results will give investors a look at how inflationInflation refers to the rate at which the overall price levels of goods and services increase, gradually reducing purchasing power over time. It is commonly measured using indices … is impacting the pricing power of food and beverage companies. Meanwhile, LGI Homes will provide insights into homebuilding trends, while Sempra will update investors on the state of the utility sector.

Wednesday, February 26: AI, Retail, and Automotive Giants

Wednesday will be one of the most critical days of the week for earnings, led by Nvidia’s fiscal fourth-quarter report. Analysts expect the semiconductor giant to post earnings of $0.85 per share, a 61.5% increase year over year, with revenue expected to jump 72.5% to $38.1 billion. While concerns over DeepSeek’s AI chip competition have tempered expectations, analysts believe Nvidia remains well-positioned as AI infrastructure spending accelerates. Investors will focus on updates regarding demand for AI chips, data center revenue, and supply chain dynamics.

Salesforce will report after the close, offering a key update on enterprise software spending and cloud adoption trends. Lowe’s, a competitor to Home Depot, will provide another view of the home improvement sector. TJX, which owns TJ Maxx and Marshalls, will help investors gauge the health of the retail sector, particularly discount and off-price stores. Meanwhile, Stellantis, the parent company of Jeep, Dodge, and Fiat, will report on the state of the global auto industry, with a focus on electric vehicle expansion and production outlook.

Thursday, February 27: Technology, Entertainment, and Energy

Earnings reports on Thursday will feature a mix of technology, financial, and media companies. Vistra, a major player in the energy and power sector, will update investors on utility trends. HP, one of the largest PC and printer manufacturers, will report earnings, giving insight into global demand for personal computers.

Mortgage and financial sector trends will be in focus as Rocket Companies, a leading mortgage lender, provides its latest earnings report. Meanwhile, Warner Bros. Discovery will offer an update on the streaming and entertainment industry as it navigates shifts in media consumption habits. NetApp, a cloud data management company, will highlight trends in enterprise cloud storage and AI-driven data solutions.

Friday, February 28: Energy, Industrial Manufacturing, and Quantum Computing

The week will conclude with several reports from the energy, industrial, and tech sectors. EOG Resources, a major oil and gas exploration company, will provide insights into production levels and commodity pricing trends. Chart Industries, which specializes in manufacturing equipment for the energy and industrial gas sectors, will report, offering a perspective on infrastructure spending.

Tech investors will be paying close attention to IonQ, a company at the forefront of quantum computing development. Its earnings will provide insight into how quantum computing is progressing toward commercialization. AES, a global power company, will close out the week with an update on energy infrastructure and renewable energy investments.

Key Takeaways for Investors

Next week’s earnings reports and economic data releases will be pivotal for market direction. The PCEPCE stands for Personal Consumption Expenditures. It is a measure of how much money households spend on goods and services. Price Index will provide fresh insights into inflationInflation refers to the rate at which the overall price levels of goods and services increase, gradually reducing purchasing power over time. It is commonly measured using indices …, influencing Federal Reserve policy expectations. GDP and durable goods reports will help assess the strength of the economy.

Nvidia’s earnings will be crucial for investors watching AI-driven growth, while Home Depot’s report will provide key insights into the home improvement and housing markets. Other reports, including those from Salesforce, Workday, and HP, will offer a broader view of enterprise and consumer trends. These earnings releases will help investors assess sector-specific growth opportunities and broader market conditions in an increasingly uncertain economic environment.

Lance Jepsen is the senior personal finance writer for Guerilla Stock Trading who has spent more than 25 years covering the stock market and economics. In addition, Lance has worked as a private stock analyst for a number of high worth individuals.

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