Impact of Quarterly Figures on the Stock Market
The events on the stock market today are significantly determined by the quarterly figures of major tech companies on the NASDAQ and NYSE. Special attention is on the stocks of NVIDIA, C3.ai, and Salesforce, whose results will be published after the market closes in the USA.
NVIDIA: Expectations and Market Sentiment
- Publication: The quarterly figures for the first quarter of the fiscal year 2026 are expected on May 28 after the US market close.
- Expectations: Analysts expect revenue of around $43 to $43.2 billion – an increase of about 65% compared to the previous year. The adjusted earnings per share are projected to be around $0.73.
- Market Reaction: The stock is very volatile before the publication. Bank of America warns of possibly weak guidance for the second quarter, as well as pressure on business from China due to export restrictions.
- Growth Dynamics: The growth rate has significantly weakened compared to the previous year, leading to nervousness among investors.
- Other Influencing Factors: Large orders from the Middle East and cloud providers as well as new processors could support growth, although market shares may be lost to Huawei.
C3.ai: Importance of the Figures
- Publication: C3.ai will also present its figures today after the market closes.
- Relevance: As an AI software provider, C3.ai is under particular scrutiny as the demand for AI solutions is high.
- Market Reaction: A surprise could lead to significant price movements.
Salesforce: Analyst Opinions and Expectations
- Publication: The balance sheet will also be published today.
- Analyst Opinion: Mizuho Securities reaffirms its outperform rating with a price target of $380. The consensus remains bullish.
- Market Capitalization: With over $264 billion, Salesforce is a key player in the software industry.
Summary Analysis
Today’s corporate figures are particularly relevant for investors:
| Company | Publication Time | Key Figures/Expectations | Particulars/Market Trends |
|---|---|---|---|
| NVIDIA | After US Market Close | Revenue ~43 Billion, EPS ~0.73 | Volatility before figures; China pressure |
| C3.ai | After US Market Close | Not specified | High AI demand; potential for surprises |
| Salesforce | After US Market Close | Outperform rating (Mizuho), Target: $380 | Bullish consensus despite challenges |
Conclusion: Today’s results could have significant impacts on the tech stock markets – particularly for NVIDIA, C3.ai, and Salesforce. Weak or strong guidance could trigger large price fluctuations in the short term.