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Earnings Brief

NVDA Earnings Tonight — Target, Lowe's & TJX Also in Focus

Wednesday, May 20, 2026 brings a packed earnings slate — NVDA, Target, Lowe's, TJX, and Intuit all reporting. Markets are on edge ahead of Nvidia's results.

Justin Jeon·May 20, 2026 at 08:01·6 min
nvidia-target-lowes-tjx-earnings-may-20-2026
nvidia-target-lowes-tjx-earnings-may-20-2026
AIKey Summary
  • Nvidia (NVDA) reports Q1 2027 earnings tonight at 4:30 PM ET, with analysts focused on AI demand momentum
  • Target, Lowe's, and TJX also report today, offering key reads on consumer spending

As of May 20, 2026, no SEC 8-K Item 2.02 (earnings release) filings have been confirmed for today. The following is an earnings trend briefing compiled from earnings calendars and external headlines.


Today's SEC Earnings Filings

No official 8-K Item 2.02 earnings filings have been confirmed on SEC EDGAR as of this writing. However, the earnings calendar shows five major companies scheduled to report quarterly results today, with filings expected to roll in after the market close.

Lowe's (LOW) is set to release Q1 2027 results before the bell (prior to 9:00 AM ET). Home improvement rival Home Depot (HD) posted revenue of $41.8 billion the prior day, beating estimates despite a decline in net income (see InteliView In-Depth for details) — making Lowe's consumer spending trends a key read on the broader sector.

Target (TGT) will also report Q1 2026 results before the open, serving as a critical consumer sentiment gauge alongside Walmart among major retail bellwethers. TJX Companies (TJX) reports Q1 2027 results after hours (4:00 PM ET), with investors watching whether the value retail trend continues to hold.

Nvidia (NVDA) reports Q1 2027 earnings at 4:30 PM ET (1:30 AM KST on May 21). Intuit (INTU) is also scheduled to release Q3 2026 results at the same time.


Earnings Surprises & Guidance

According to Investing.com Canada, CAVA Group beat consensus estimates in Q1 2026, yet shares sold off immediately following the announcement — a classic 'beat-and-retreat' pattern suggesting elevated expectations had already been priced in.

The same outlet reports that Keysight Technologies delivered an EPS beat in Q2 2026. Red Robin also topped Q1 2026 EPS expectations, according to Investing.com.

The marquee event of the day is undoubtedly Nvidia. Per Yahoo Finance and Barron's, NVDA shares have pulled back for three consecutive sessions heading into the print, though TipRanks notes that a majority of analysts are recommending buying the dip ahead of results. MSN reports that while surging U.S. Treasury yields rattled Dow, S&P 500, and Nasdaq futures, AI-linked semiconductor names including Micron, SanDisk, and Astera held firm.

According to The Motley Fool, SoFi Technologies (SOFI) extended its losing streak into May 19 amid cautious market sentiment, reflecting a broader pullback in investor appetite for fintech names.


Korean Corporate Earnings

According to fetv.co.kr, KB Securities posted a recovery in its most recent quarterly results, though its investment banking (IB) division underperformed. Analysts note that IB's diminished revenue contribution stands out as a weak spot, even amid the broader KOSPI rally.


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