Earnings to Watch: Week of November 17-21, 2025
A pivotal week for retail, AI, EVs, and global consumer demand as NVIDIA, Walmart, Home Depot, PDD, Target, and more reset the tone for year-end positioning.
Following a high-pressure earnings period loaded with mega-caps, volatility, and a market spinout, this week’s earnings focuses less on trillion-dollar heavyweights, and more on real market-moving industries.
This week, global retail, AI infrastructure, cybersecurity, enterprise software, EVs, and Chinese consumer tech are all represented in the calendar.
This week gives investors a direct readout on:
US retail health with Walmart, Target, Home Depot, TJX, Ross, BJ’s, Gap, Williams-Sonoma
AI hyperscaler demand & data center infrastructure via NVIDIA, Global-E, Wix, GDS, Dycom
Cybersecurity + cloud spending with Palo Alto Networks, Veeva, Elastic, Intuit
China consumer pulse through PDD, Baidu, ZTO, NetEase, Vipshop, Trip.com
EV sector resets through XPeng, Zeekr, VinFast
Travel & experiences via Trip.com, Viking
But the real centerpiece is obvious: NVIDIA $NVDA on Wednesday, the dominant engine behind global AI capex. With AI valuations stretched and markets leaning heavily on semiconductors for 2025 leadership, NVDA’s results will dictate risk appetite into Thanksgiving.
Retail’s lineup also lands at a pivotal time: holiday forecasts, consumer credit stress trends, and traffic data will signal whether the consumer remains resilient, or if cracks accelerate.
And with Intuit, Autodesk, Veeva, and Elastic all reporting, enterprise SaaS investors finally get fresh reads on spend optimization trends after months of mixed signals.
This is the last full earnings week before the calendar slows, and it’s full of signals that matter far more than the headline calendar weight suggests.
Monday November 17
$TCOM (Trip.com Group Limited)
Earnings release: After market close
Earnings call: 7:00 PM ET
$XPEV (XPeng Inc.)
Earnings release: Before market open
Earnings call: 8:00 AM ET
$HTHT (H World Group Limited)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET
$YMM (Full Truck Alliance Co. Ltd.)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET
$ARMK (Aramark)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
$XP (XP Inc.)
Earnings release: After market close
Earnings call: 5:00 PM ET
$ZK (ZEEKR Intelligent Technology Holding Limited)
Earnings release: Before markets open
Earnings call: TBA
Tuesday November 18
$HD (The Home Depot, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET
$PDD (PDD Holdings Inc.)
Earnings release: Before earnings call
Earnings call: 7:30 AM ET
$MDT (Medtronic plc)
Earnings release: 6:45 AM ET
Earnings call: 8:00 AM ET
$BIDU (Baidu, Inc.)
Earnings release: Before earnings call
Earnings call: 7:30 AM ET
$FUTU (Futu Holdings Limited)
Earnings release: Before market open
Earnings call: 7:30 AM ET
$ESLT (Elbit Systems Ltd.)
Earnings release: Before market open
Earnings call: 9:00 AM ET
$ACM (AECOM)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET
$AS (Amer Sports, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
$SQM (Sociedad Química y Minera de Chile S.A.)
Earnings release: 8:00 PM ET
Earnings call: 10:00 AM ET on Nov 19, 2025
$KLAR (Klarna Group plc)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
$WB (Weibo Corporation)
Earnings release: Before earnings call
Earnings call: 6:00 AM ET
Wednesday November 19
$NVDA (NVIDIA Corporation)
Earnings release: 4:20 PM ET
Earnings call: 5:00 PM ET
$TJX (The TJX Companies, Inc.)
Earnings release: 9:30 AM ET
Earnings call: 11:00 AM ET
$PANW (Palo Alto Networks, Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
$LOW (Lowe’s Companies, Inc.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
$TGT (Target Corporation)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
$VIK (Viking Holdings Ltd)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
$WSM (Williams-Sonoma, Inc.)
Earnings release: Before earnings call
Earnings call: 10:00 AM ET
$ZTO (ZTO Express (Cayman) Inc.)
Earnings release: After market close
Earnings call: 7:30 PM ET
$DY (Dycom Industries, Inc.)
Earnings release: Before market open
Earnings call: 9:00 AM ET
$WIX (Wix.com Ltd.)
Earnings release: Before market open
Earnings call: 8:30 AM ET
$GLBE (Global-E Online Ltd.)
Earnings release: Before market open
Earnings call: 8:00 AM ET
$BLSH (Bullish)
Earnings release: Before market open
Earnings call: 8:30 AM ET
$GDS (GDS Holdings Limited)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
Thursday November 20
$WMT (Walmart Inc.)
Earnings release: 7:00 AM ET
Earnings call: 8:00 AM ET
$INTU (Intuit Inc.)
Earnings release: After market close
Earnings call: 4:30 PM ET
$NTES (NetEase, Inc.)
Earnings release: Before earnings call
Earnings call: 7:00 AM ET
$ROST (Ross Stores, Inc.)
Earnings release: 4:00 PM ET
Earnings call: 4:15 PM ET
$VEEV (Veeva Systems Inc.)
Earnings release: 4:05 PM ET
Earnings call: 5:00 PM ET
$CPRT (Copart, Inc.)
Earnings release: 4:00 PM ET
Earnings call: 5:30 PM ET
$J (Jacobs Solutions Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
$WMG (Warner Music Group Corp.)
Earnings release: Before earnings call
Earnings call: 8:30 AM ET
$VIPS (Vipshop Holdings Limited)
Earnings release: Before earnings call
Earnings call: 7:00 AM
$ESTC (Elastic N.V.)
Earnings release: After market close
Earnings call: 5:00 PM ET
$GAP (The Gap, Inc.)
Earnings release: 4:15 PM ET
Earnings call: 5:00 PM ET
$UGI (UGI Corporation)
Earnings release: After market close
Earnings call: 9:00 AM ET on Friday Nov. 21
$ROAD (Construction Partners, Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
$POST (Post Holdings, Inc.)
Earnings release: After market close
Earnings call: 9:00 AM ET on Friday Nov. 21
Friday November 21
$BJ (BJ’s Wholesale Club Holdings, Inc.)
Earnings release: Before market open
Earnings call: 8:30 AM ET
$VFS (VinFast Auto Ltd.)
Earnings release: Before earnings call
Earnings call: 8:00 AM ET
$IESC (IES Holdings, Inc.)
Earnings release: Before market open
Earnings call: TBA
$MNSO (MINISO Group Holding Limited)
Earnings release: Before earnings call
Earnings call: 4:00 AM ET
$MOG-B (Moog Inc.)
Earnings release: Before market open
Earnings call: 10:00 AM ET
$FRO (Frontline plc)
Earnings release: Before market open
Earnings call: 9:00 AM ET
This week isn’t about one sector, it’s the intersection of AI momentum, consumer strength, enterprise spend stabilization, and global demand recovery all landing within five trading days. NVIDIA will dominate the headlines, but the broader picture matters even more: Do retailers confirm stability? Do Chinese platforms continue to rebound? Does cybersecurity stay insulated? Is software spend re-accelerating or plateauing?
By Friday, investors should have clarity on:
Whether the 2025 consumer slowdown risk is real or overstated
If AI infrastructure demand continues at the same pace, or finally cools
How global e-commerce compares to US consumer trends
Whether enterprise SaaS can re-enter a durable uptrend
Into year-end, markets will trade on confirmation vs. disappointment. And this week provides the confirmation points.
If the reports lean strong, seasonal flows + declining volatility could push indices toward new highs. But if retail cracks or NVDA underwhelms, the market’s leadership narrative becomes vulnerable.
Either way, this is a consequential week for positioning.
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Tags: stocks, earnings, earnings calendar, NVDA, Walmart, retail stocks, AI stocks, cybersecurity, cloud software, PDD, Target, TJX, Home Depot, Medtronic, Baidu, XPeng, NVIDIA earnings, stock market outlook, investment research, institutional analysis, macro trends, consumer demand, enterprise spending, EV sector, Substack finance