Newsquawk Daily US Earnings Estimates - 26th August 2026: CRM, CRWD, NVDA

S&P 500

J.M. Smucker Company (SJM) EPS (exp. 2.22), Revenue (exp. 2.13bln), Next Qtr. EPS (exp. 2.56), Next Qtr. Rev. (exp. 2.23bln), Current FY EPS (exp. 10.07), Current FY Rev. (exp. 8.80bln), Next FY EPS (exp. 10.79), Next FY Rev. (exp. 8.90bln) 12:00BST/07:00EDT

Williams-Sonoma Inc. (WSM) EPS (exp. 2.08), Revenue (exp. 1.93bln), Next Qtr. EPS (exp. 2.14), Next Qtr. Rev. (exp. 1.97bln), Current FY EPS (exp. 9.43), Current FY Rev. (exp. 8.18bln), Next FY EPS (exp. 10.31), Next FY Rev. (exp. 8.57bln) 14:00BST/09:00EDT

Salesforce Inc. (CRM) EPS (exp. 3.27), Revenue (exp. 11.33bln), Next Qtr. EPS (exp. 3.37), Next Qtr. Rev. (exp. 11.41bln), Current FY EPS (exp. 14.16), Current FY Rev. (exp. 46.11bln), Next FY EPS (exp. 15.63), Next FY Rev. (exp. 50.43bln) 21:00BST/16:00EDT

Synopsys Inc. (SNPS) EPS (exp. 3.67), Revenue (exp. 2.44bln), Next Qtr. EPS (exp. 4.00), Next Qtr. Rev. (exp. 2.55bln), Current FY EPS (exp. 14.78), Current FY Rev. (exp. 9.68bln), Next FY EPS (exp. 17.30), Next FY Rev. (exp. 10.73bln) 21:05BST/16:05EDT

CrowdStrike Holdings Inc. (CRWD) EPS (exp. 0.29), Revenue (exp. 1.44bln), Next Qtr. EPS (exp. 0.31), Next Qtr. Rev. (exp. 1.51bln), Current FY EPS (exp. 1.23), Current FY Rev. (exp. 5.94bln), Next FY EPS (exp. 1.56), Next FY Rev. (exp. 7.24bln) 21:05BST/16:05EDT

Agilent Technologies Inc. (A) EPS (exp. 1.49), Revenue (exp. 1.84bln), Next Qtr. EPS (exp. 1.71), Next Qtr. Rev. (exp. 1.97bln), Current FY EPS (exp. 6.06), Current FY Rev. (exp. 7.45bln), Next FY EPS (exp. 6.60), Next FY Rev. (exp. 7.89bln) 21:05BST/16:05EDT

Veeva Systems Inc. (VEEV) EPS (exp. 2.22), Revenue (exp. 905mln), Next Qtr. EPS (exp. 2.28), Next Qtr. Rev. (exp. 918mln), Current FY EPS (exp. 9.06), Current FY Rev. (exp. 3.65bln), Next FY EPS (exp. 10.03), Next FY Rev. (exp. 4.08bln) 21:05BST/16:05EDT

HP Inc. (HPQ) EPS (exp. 0.66), Revenue (exp. 14.39bln), Next Qtr. EPS (exp. 0.67), Next Qtr. Rev. (exp. 14.38bln), Current FY EPS (exp. 3.02), Current FY Rev. (exp. 57.72bln), Next FY EPS (exp. 3.02), Next FY Rev. (exp. 57.83bln) 21:15BST/16:15EDT

NVIDIA (NVDA) EPS (exp. 2.09), Revenue (exp. 92.04bln), Next Qtr. EPS (exp. 2.36), Next Qtr. Rev. (exp. 104.03bln), Current FY EPS (exp. 9.01), Current FY Rev. (exp. 394.74bln), Next FY EPS (exp. 12.80), Next FY Rev. (exp. 569.99bln) 21:20BST/16:20EDT

Nasdaq 100

Synopsys Inc. (SNPS) EPS (exp. 3.67), Revenue (exp. 2.44bln), Next Qtr. EPS (exp. 4.00), Next Qtr. Rev. (exp. 2.55bln), Current FY EPS (exp. 14.78), Current FY Rev. (exp. 9.68bln), Next FY EPS (exp. 17.30), Next FY Rev. (exp. 10.73bln) 21:05BST/16:05EDT

CrowdStrike Holdings Inc. (CRWD) EPS (exp. 0.29), Revenue (exp. 1.44bln), Next Qtr. EPS (exp. 0.31), Next Qtr. Rev. (exp. 1.51bln), Current FY EPS (exp. 1.23), Current FY Rev. (exp. 5.94bln), Next FY EPS (exp. 1.56), Next FY Rev. (exp. 7.24bln) 21:05BST/16:05EDT

NVIDIA (NVDA) EPS (exp. 2.09), Revenue (exp. 92.04bln), Next Qtr. EPS (exp. 2.36), Next Qtr. Rev. (exp. 104.03bln), Current FY EPS (exp. 9.01), Current FY Rev. (exp. 394.74bln), Next FY EPS (exp. 12.80), Next FY Rev. (exp. 569.99bln) 21:20BST/16:20EDT

Other

Kohl's (KSS) EPS (exp. 0.58), Revenue (exp. 3.32bln), Next Qtr. EPS (exp. 0.05), Next Qtr. Rev. (exp. 3.39bln), Current FY EPS (exp. 1.45), Current FY Rev. (exp. 14.76bln), Next FY EPS (exp. 1.50), Next FY Rev. (exp. 14.81bln) 12:00BST/07:00EDT

Urban Outfitters Inc. (URBN) EPS (exp. 1.72), Revenue (exp. 1.65bln), Next Qtr. EPS (exp. 1.50), Next Qtr. Rev. (exp. 1.64bln), Current FY EPS (exp. 6.18), Current FY Rev. (exp. 6.71bln), Next FY EPS (exp. 6.78), Next FY Rev. (exp. 7.16bln) 21:05BST/16:05EDT

Context

Late-August earnings slates of this composition are defined by one name: when the AI bellwether reports, the rest of the board trades as a sideshow until its numbers land. NVIDIA prints in this position have functioned as quasi-macro events, repricing the entire semiconductor complex, the hyperscaler capex trade and index-level futures, with the reaction hinging less on the quarter itself than on next-quarter revenue guidance and any commentary on supply, customer concentration and capex durability, since whisper numbers in this name have habitually sat above published consensus. The sequencing matters: CrowdStrike, Synopsys, Salesforce and HP all print in the same after-close window, and cross-reads within the software and hardware peer set tend to be the first derivative trade, with security software historically moving on ARR and net new business rather than headline EPS. The pre-open cohort, Smucker and Kohl's, carries the consumer read, where guidance and margin commentary have mattered more than beats given the recurring pattern of retailers meeting the quarter and cutting the year. Worth noting is the gap between NVDA's current and next fiscal year revenue consensus, which embeds continued steep growth and raises the bar for what constitutes a clean print. The tells are options-implied moves in the semis basket into the close and whether the first reaction survives the call, a distinction that has repeatedly separated headline algorithms from the session's actual direction.

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