What the Expect this Week 8/25

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Welcome!

Hope you all had a great weekend! Welcome to all 30 new subscribers this past week joining us here at @OfftheTicker. As we do at the start of every week, we’ll spotlight a few companies with earnings on the horizon, recap some key developments or milestones from the past few months, and wrap up with our perspective on how we’re approaching the stock, including whether we see it as a potential buy. This week we are breaking down 2 stocks that we believe it is important to hold long term through earnings.

Weekly Earnings Spotlight: August 25-29th, 2025

Monday August 25th: Semtech (SMTC)

Tuesday August 26th: Khol’s (KSS)

Wednesday August 27th: NVIDIA (NVDA), Crowdstrike (CRWD)

Thursday August 28th: Dell Technologies (DELL), Marvell Technologies (MRVL)

Friday August 29th: Alibaba (BABA)

NVIDIA (NVDA)

Recent Highlights:

NVIDIA has really been on a tear this past year. They have seemed to crack the code when it comes to semiconductors. They are set to release their earnings on Wednesday at 5:00PM. Analysts anticipate revenue of $45-46 billion, which is over 50% year over year growth, and also non-GAAP EPS around $1.00-$1.05. Growth remains driven by data centers and AI infrastructure demand, with rollout of Blackwell GPUs expected to be focal point. One of the risks that remains is the impact of the U.S export control on H20 chips to China, which was a $4.5 billion inventory write down last quarter.

Financial Guidance:

For Q2, NVIDIA has guided to roughly $45.0 billion in revenue. EPS is expected to come in near $1.00, with the possibility of upside toward $1.05 depending on margin recovery. Gross margins are projected at about 71–72%, which is absolutely crazy with analysts speculating potential expansion into the mid-70% range if the mix improves and export challenges ease. Year-over-year, revenue is on track for more than 50% growth, with earnings growth dependent on how quickly margins rebound from last quarter’s inventory write-down. Investor sentiment remains broadly bullish, with analysts pointing to NVIDIA’s continued AI leadership and robust infrastructure demand as the foundation for future upside.

Stock Outlook:

One of the many things that we love about Nvidia is the continued growth potential, and the market has reacted to it. Many companies like META and Tesla have been starting to expand their AI factories and data centers, which will only continue to help the growth Nvidia. If you keep up with daily news, I am sure you read about how META is planning on a hiring halt for AI engineers. This report was completely false, and it doesn’t look like Zuck plans to stop the spending spree and the major amounts of capital expenditure into AI. We believe that this is the future and if you checked out our previous post about VISTRA and OKLO, we believe that these will be the energy required to power these factories and will go hand in hand with Nvidia.

In terms of earnings this week, something to note is that shares have been volatile previously within these weeks. The stock currently sits close to all-time highs around $178, with many analysts predicting $200-$235. We remain bullish heading into earnings, with a lot of focus on whether or not they can surpass the $45 billion revenue. We love the direction that Nvidia continues to head into and while reading their previous earnings reports they plan to continue to lead markets of gaming, automotive and much more. We see Nvidia crossing $200 by the end of this year if geopolitical problems settle. The biggest thing that we will be listening to when it comes to earnings this week will be the news regarding China. Jenson and Trump have been going back and forth negotiating between Nvidia being able to sell GPUs in China. Some clarity on this issue during the earnings call will most likely be the biggest mover for the stock in the short term since it will play heavily into future earnings forecasts. Nvidia currently has not been forecasting any sales in China due to these ongoing negotiations and some positive news about Nvidia being able to sell to the biggest market in the world will be something the bulls will love to see.

Our only bearish case for the stock right now is the question of whether Nvidia could continue the ridiculous growth the company has seen over the last 5 years, but there have been no major red flags that have shown any signs of this growth stopping. Many countries have not yet adopted AI into their infrastructure plans, and many companies are realizing you either switch to AI or you get eaten alive. Even Apple, the stock markets golden boy over the last 20 years is currently trading at its lowest levels compared to the S&P in years because of the lack of innovation around AI throughout the company. Every major player is going to have to adopt or be eaten by AI and Nvidia has positioned itself in most major AI spending.

Crowdstrike (CRWD)

Recent Highlights:

The story for CrowdStrike as of the last couple of months has been there ability to integrate AI into their cyber security. The recently launched Falcon Next‑Gen Identity Security, an AI-powered, unified identity protection solution designed to secure human, non‑human, and AI agents across hybrid and cloud environments. This service complements CrowdStrike Signal, another AI-driven threat detection engine. After this announcement of another AI integrated system shares reached an all-time high of $517.98 in early July 2025, and we think this stock has a ton of growing still left to do and apparently so do the analysts like famous Wedbush analyst Daniel Ives, who raised his price target to $575, calling CrowdStrike the industry “gold standard” due to its AI-driven growth and expansive platform capabilities.

Financial Guidance:

For the full year 2025, CrowdStrike provided strong financial guidance, and there is a ton to be excited for about the company. They expect total revenue between $4.18 billion and $4.23 billion, representing year-over-year growth of over 30%. It also anticipates non-GAAP operating income between $900 million and $940 million, with free cash flow projected to exceed $1 billion. This outlook really highlights CrowdStrike’s confidence in expanding its customer base, increasing platform adoption, and maintaining high retention, all while leveraging AI and cloud innovations to drive long-term profitability.

Stock Outlook:

Our thesis on CrowdStrike revolves around the continued strategy of integrating AI into their cybersecurity systems to allow for more rapid growth. During the earnings call we will be listening in to see what CrowdStrike’s strategy is moving forward on whether they will be releasing new systems in the near future that could continue to send the stock higher. It seems to us like they have positioned themselves in a great position to take over the cybersecurity industry and another key metric we will also be looking at is the reoccurring revenue from the same clients and the retention rate of these clients. This is a major way to measure subscription-based companies that provide services to get an understanding if the public actually prefers these AI integrated systems. We do not see a bearish case for this company except one that would be rooted in customers rejected these new systems and instead switching to a competitor or a major crash in their system that sends the stock plummeting. If this were to happen, we expect the stock to have a quick V shape back up and we would be eager to buy if this were to happen. This stock is one of our long-term plays that is positioned in an industry that we would only imagine would continue to grow as more and more things become automated.

Thanks for reading and we hope that you have a great start to your week. If you find some free time, read about our analysis of SOFI from this past week. Later this week we will be breaking down the Nvidia earnings report and giving our takeaways.

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The information provided in this newsletter is for informational and educational purposes only and should not be considered financial, investment, or trading advice. While every effort has been made to ensure accuracy, we do not guarantee the completeness or reliability of the information. Past performance is not indicative of future results. You should conduct your own research or consult with a licensed financial advisor before making any investment decisions. We are not responsible for any losses that may occur from the use of this content.