On today’s trading day, the stocks of NVIDIA, C3.ai, and Salesforce are particularly in focus for investors as these companies announce their quarterly results. These numbers could be crucial for the further development of the technology sector and the mood in the stock markets.
Important Aspects of the Quarterly Results from NVIDIA, C3.ai, and Salesforce
NVIDIA
- The figures will be published on May 28, 2025. Analysts expect a revenue of approximately $43.2 billion for the first quarter of the fiscal year 2026, which represents an increase of about 65.9% compared to the previous year.
- The adjusted earnings per share are projected to be around $0.73, indicating a rise of 12 cents compared to the same quarter last year.
- Despite positive news such as large orders from the Middle East and from the cloud service provider Oracle and new processors for the Chinese market, Bank of America warns of a possibly weak outlook for the second quarter due to pressure on the China business.
- Expectations are high; a weak forecast could trigger negative reactions. At the same time, it is likely that NVIDIA will exceed revenue expectations – it has been two and a half years since there was a miss in the figures.
C3.ai
- C3.ai is also publishing its results today.
- The company is also in focus because of its role in artificial intelligence (AI) and cloud solutions.
- Specific expectations or forecasts have not been detailed; however, interest is high due to the company’s significance in AI technologies.
Salesforce
- Salesforce is also announcing its quarterly results today.
- As a significant provider of cloud-based CRM solutions, this company also impacts the technology sector.
- As with C3.ai, specific expectations have not been explicitly mentioned; nevertheless, a strong forecast is generally expected considering the current market dynamics.
Importance for the Markets
The results of these three technology companies are seen as directional:
- They reflect trends in key future technologies such as artificial intelligence (AI), cloud computing, and digital transformation.
- Positive surprises could trigger a rally in tech stocks or at least contribute to stabilization.
- On the other hand, weak forecasts or disappointing figures could lead to price declines and spread negative sentiment.
The Nasdaq 100 has recently gained significantly (+2.39%) after a long weekend, showing that investors are optimistic – but now they eagerly await these key reports to confirm their assessments.
In summary, today is an important day on NASDAQ and NYSE with a focus on NVIDIA, C3.ai, and Salesforce. Their quarterly results will significantly determine how the technology sector evolves in the short term and what impulses this will give for the overall market sentiment.