CNBC's Jim Cramer said Friday that investors are worried about how the coronavirus epidemic in China could impact U.S. businesses and the market is feeling the impact as the novel virus continues to spread outside that country.
The Dow Jones Industrial plunged more than 227 points, or 0.78%, the S&P 500 declined 1.05% and the Nasdaq Composite plummeted almost 1.80%.
"The most important thing you need to know about next week is that the coronavirus will color everything," the "Mad Money" host said. "If the situation remains as fluid ... or if it remains dynamic, get ready for February to end with a nasty whimper and a bear full of bang."
Cramer went on to present his game plan for the week ahead:
Monday: HP, Palo Alto earnings
HP, which is being targeted for a merger from Xerox, will report earnings from its first quarter of the 2020 fiscal year after the closing bell. The computer and printer company is estimated to report $14.6 billion in revenue and 54 cents of earnings per share.
"HP wants to remain independent and a strong earnings report, and a concomitant rally, will help them do that," Cramer said.
Palo Alto Networks also reports after the market closes. The cloud networking provider is forecast by analysts to bring in $844 million in revenue and $1.12 in earnings per share.
"Last time this cyber-security kingpin delivered a terrific quarter and the stock rallied accordingly," the host said. "This time it could be a little tougher."
Tuesday: Home Depot, Macy's, Salesforce.com, Toll Brothers, The RealReal, Virgin Galactic
Home Depot reports fourth-quarter results before the opening bell. The home improvement retailer is expected to show almost $25.7 billion in revenue and $2.11 in profit per share.
"Home Depot almost always comes in too hot," Cramer said. "It is doing the exact same thing this time, which is why I think it's too late to buy ahead of the quarter."
Macy's also reports its fourth-quarter performance in the morning. Analysts expect revenue of $8.3 billion and earnings of $1.96 per share from the troubled department chain, according to FactSet.
"Macy's needs to show something good, some growth, or I predict more debt downgrades and a stock that can't even hold the $15 level," the host said.
Salesforce.com delivers its December report after the market closes. The cloud software provider is forecast to show more than $4.7 billion in revenue and 56 cents of earnings per share. The stock is up more than 17% to $189.50 since it last reported in December.
"We own Salesforce for my charitable trust, which you can follow by joining the ActionAlertsPlus.com club, and we just actually trimmed some," Cramer said. "We had a huge gain. Bulls make money, bears make money, and hogs — hogs get slaughtered."
Toll Brothers reports in the morning. The homebuilding company is estimated to print $1.4 billion on the revenue line and dish out earnings of 46 cents per share.
"When you have interest rates this low, there are some real winners and one of them is Toll Brothers," Cramer said. "I expect Toll to report an excellent quarter."
The RealReal is set to report its final quarterly report of 2019 after the market closes. The online consignment store, whose shares nosedived after a CNBC investigation raised doubts about its goods authentication process, is estimated to produce $91.4 million in sales and losses of 19 cents per share, according to FactSet.
Virgin Galactic reports fourth-quarter earnings after the closing bell. Wall Street estimates the spaceflight company, co-founded by Virgin Group founder Richard Branson, to do $750,000 in sales and 21 cents of losses per share, according to FactSet.
"This is the poster child for the kind of ultra-speculative stocks that have exploded higher of late, although it totally cooled off today," Cramer said. "Maybe they'll tell us that they're ahead of schedule, but I'm skeptical and I justifiably think it's losing altitude."
Wednesday: Lowe's, TJX, Marriott International, Etsy and Square earnings
Lowe's reports results from the December quarter in the morning. The home refurbishing chain is projected to bring in $16 billion in revenue and 91 cents of earnings per share.
TJX Companies, the parent of T.J. Maxx, also reports in the morning. The off-price retail company is estimated to show $11.8 billion in revenue and 77 cents of earnings per share.
Marriott International has an earnings release after the closing bell, but the company won't host a conference call until the following morning. The hotel chain is forecast to bring in $5.5 billion in sales and $1.47 in earnings per share.
Etsy has an earnings report coming out after the market closes. The online crafts retailer is expected to deliver $265 million in sales and 16 cents of profit per share.
Square reports in the afternoon. The financial technology company is estimated to produce $592 million of revenue and 21 cents in earnings per share.
Thursday: Best Buy, Anheuser-Busch InBev, Keurig Dr. Pepper, Dell Technologies, Occidental Petroleum, EOG Resources earnings
Best Buy reports before the morning bell. The electronics retailer is expected to show $15 billion in revenue and $2.75 in earnings per share, according to FactSet.
Anheuser-Busch InBev has an earnings release in the early morning. The beer company is projected to show more than $12.6 billion in revenue and earnings per share of 83 cents.
Keurig Dr. Pepper reports before the market opens for trading. Wall Street expects the beverage company to record nearly $3 billion in revenue and 35 cents of profit per share.
Dell Technologies has a fourth-quarter report coming out after the closing bell. The computer maker is estimated to have $24.4 billion of revenue and earnings per share of $1.97, according to FactSet.
"I'm a believer, but it's been a tough slog. We need a good quarter for Dell to break out of its range. Dell's subsidiary VMware — they report, too, and we're talking about a cloud king, so therefore I expect good numbers."
Occidental Petroleum will disclose its fourth-quarter report after the market closes and hosts a conference call the day after. The company is projected to report $6.2 billion of sales and losses of 16 cents per share.
EOG Resources releases its earnings report after the closing bell, but executives won't host a shareholder call until the following morning. The oil producer is expected to bring in more than $4.3 billion in revenue and $1.16 of earnings per share.
Friday: Workday, Trade Desk, Wayfair earnings
Workday reports earnings after the closing bell. The cloud-computing company is expected to bring in $965 million in revenue and 40 cents of earnings per share, according to FactSet.
Trade Desk also has an earnings release after the market closes. The digital marketing company is estimated to have $213 million in revenue and $1.17 of earnings per share.
Wayfair reports in the morning. The online furniture store is expected to report $2.5 billion of revenue, but $2.63 of losses per share.
Disclosure: Cramer's charitable trust owns shares of Salesforce.com.
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