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Earnings PreviewAugust 24, 2026

NVIDIA's $119M Insider Sell Looms Over Perfect Beat Streak Ahead of August 26 Earnings

Earnings preview for the week of August 24, 2026: CRM (2026-08-26), NVDA (2026-08-26), AVGO (2026-09-02). EPS estimates, report times, beat/miss track records, and recent insider trading activity tracked on PutCall.nl.

As the financial calendar turns to the week of August 24, 2026, investors are keenly focused on a trio of high-profile technology companies poised to release their latest quarterly earnings. This period is particularly intriguing, featuring a mix of consistent outperformers, significant insider trading activity, and the ever-present anticipation of how these industry giants are navigating the current economic landscape. Salesforce (CRM), NVIDIA (NVDA), and Broadcom (AVGO) are on the docket, each bringing their own unique set of circumstances to the earnings table, from impressive beat streaks to substantial insider transactions that could signal shifting sentiment.

Salesforce (CRM): A Streak of Success and Insider Confidence

Salesforce (CRM) is scheduled to report its earnings on August 26, 2026, after market close. While a specific EPS estimate for this quarter is not yet widely available, the company's recent performance history provides a strong foundation for investor expectations. Salesforce has demonstrated remarkable consistency, beating analyst estimates in 4 of its last 4 quarters and missing in none. This impressive track record includes its last reported quarter, where it significantly BEAT expectations with an actual EPS of $3.88 against an estimate of $3.1482.

Adding another layer of interest to CRM's upcoming report is recent insider activity. Miguel Milano, a key insider, executed a substantial BUY transaction valued at $13.6 million. Such a significant purchase by an insider often signals strong confidence in the company's future prospects and valuation, especially when occurring just ahead of an earnings release. Investors will be watching closely to see if this insider optimism is validated by another strong earnings performance, extending their perfect beat streak and potentially reinforcing the positive sentiment generated by Milano's buy.

Key details for CRM:

  • Reporting Date: 2026-08-26 after market close
  • EPS Estimate: N/A
  • Recent Insider Activity: BUY by Miguel Milano ($13.6M)
  • Track Record: Beat estimates in 4 of last 4 quarters, missed in 0.
  • Last Quarter: BEAT (est $3.1482, actual $3.88)

NVIDIA (NVDA): A Perfect Beat Streak Under the Shadow of a Major Insider Sell

NVIDIA (NVDA), a bellwether in the semiconductor and AI sectors, is also set to report its earnings on August 26, 2026, after market close. Similar to Salesforce, a specific EPS estimate for this upcoming quarter is not yet publicly available. However, NVIDIA's earnings history is nothing short of stellar, boasting a perfect record of beating analyst estimates in 4 of its last 4 quarters, with zero misses. In its most recent quarter, NVIDIA continued this trend, reporting an actual EPS of $1.87, comfortably BEATING the estimated $1.7922.

Despite this impeccable track record, the narrative around NVIDIA's upcoming earnings is significantly complicated by a substantial insider transaction. Mark A Stevens, an insider, executed a massive SELL transaction totaling $119.0 million. This significant divestment, occurring so close to an earnings announcement, naturally raises questions. While insider sells can be motivated by various personal financial planning reasons unrelated to company performance, a transaction of this magnitude from a company with such a strong earnings beat streak is bound to draw considerable attention. Investors will be scrutinizing the earnings report not only for its headline numbers but also for any commentary that might shed light on the context surrounding this major insider sale. The market will be eager to see if NVIDIA can extend its impressive beat streak despite this notable insider activity, or if the sale hints at a potential shift in the company's trajectory.

Key details for NVDA:

  • Reporting Date: 2026-08-26 after market close
  • EPS Estimate: N/A
  • Recent Insider Activity: SELL by Mark A Stevens ($119.0M)
  • Track Record: Beat estimates in 4 of last 4 quarters, missed in 0.
  • Last Quarter: BEAT (est $1.7922, actual $1.87)

Broadcom (AVGO): Consistent Performance with No Insider Signals

Broadcom (AVGO), another critical player in the semiconductor and infrastructure software space, is scheduled to report its earnings slightly later, on September 02, 2026, after market close. As with CRM and NVDA, a specific EPS estimate for this upcoming report is not currently available. Broadcom's earnings track record presents a different, yet equally compelling, picture compared to its peers this week. The company has beaten estimates in 1 of its last 4 quarters and, notably, has not missed any. Instead, it has consistently MET expectations in the remaining three quarters. Its last reported quarter saw AVGO meet estimates precisely, with an actual EPS of $2.44 against an estimate of $2.4458.

In contrast to Salesforce and NVIDIA, there have been no recent insider trades on record for Broadcom. This absence of insider activity means investors will have to rely solely on the company's historical performance and the upcoming earnings report itself to gauge sentiment. Broadcom's consistent ability to meet expectations, even if not always beating them, suggests a stable and predictable operational environment. The upcoming report will be crucial for confirming this pattern and providing insights into its ongoing growth strategies and market positioning.

Key details for AVGO:

  • Reporting Date: 2026-09-02 after market close
  • EPS Estimate: N/A
  • Recent Insider Activity: No recent insider trades on record.
  • Track Record: Beat estimates in 1 of last 4 quarters, missed in 0.
  • Last Quarter: MET (est $2.4458, actual $2.44)

The week of August 24, 2026, promises significant insights into the health and trajectory of the tech sector, with Salesforce and NVIDIA reporting on the same day, followed by Broadcom the following week. Investors will be weighing Salesforce's continued beat streak against insider confidence, NVIDIA's perfect performance against a substantial insider sell-off, and Broadcom's consistent "met" performance. Each report will offer crucial data points for market participants navigating these dynamic industries. For comprehensive tracking of insider trades and earnings reports, putcall.nl remains your go-to source.

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