NVIDIA and 2 Other Tech Reports to Watch Next Week

Core Insights - The Q2 earnings season for 2025 is concluding with many S&P 500 companies exceeding expectations and showing strong growth [1][19] - NVIDIA's upcoming report is highly anticipated, as it is expected to influence the broader AI market [2][19] NVIDIA Expectations - NVIDIA has experienced significant growth in Data Center sales, reaching $39.1 billion, a 73% increase from $22.5 billion year-over-year [3] - The consensus estimate for Data Center sales is $40.9 billion, reflecting a 55% increase from $26.3 billion year-over-year [6] - The current forward 12-month earnings multiple for NVIDIA is 36.8X, below the five-year median of 106.3X, indicating shares are not expensive historically [7][9] - Analysts expect NVIDIA's EPS to grow by 47% year-over-year, with a current consensus estimate of $0.94 [9] - Revenue expectations are set at $46.0 billion, suggesting a 53% year-over-year growth [11] Other Important Tech Companies Reporting - CrowdStrike is expected to see a 20% decline in adjusted EPS with a 19% increase in sales, indicating bearish sentiment among analysts [17] - Snowflake is projected to achieve 44% adjusted EPS growth and 24% higher sales, with analysts showing more bullish expectations [18]