AI infrastructure stocks broadly cleared the earnings bar last week, with CoreWeave Inc. and Coherent Corp. among those that passed. Wall Street now turns to Target Corp., Walmart Inc. (NASDAQ: WMT), Home Depot Inc. and Lowe’s Companies Inc., although smaller companies dominate the volatility rankings. Benzinga Pro identified these 10 largest implied movers: Keysight Technologies has a 9.01% implied move and reports Aug. 18 after the close. Analysts expect $1.74 billion in revenue and earnings of $2.48 per share. Communications and aerospace-defense orders and book-to-bill are key. Shares are up 75.4% in 2026. Flowers Foods has a 9.03% implied move and reports Aug. 20 after the close. Consensus calls for $1.23 billion in revenue and earnings of 23 cents per share. Bread volumes, private-label competition and input costs matter. Shares are down 30.7%. BJ’s Wholesale Club has a 9.36% implied move and reports Aug. 21 before the open. Analysts expect $5.96 billion in revenue and earnings of $1.16 per share. Comparable club sales excluding gas, membership-fee income and traffic are central. Shares are up 4%. La-Z-Boy’s implied move is 10.80% ahead of its Aug. 18 report after the close. Revenue is expected at $501.34 million and earnings at 49 cents per share. Written same-store retail sales and margins face a soft housing market. Shares are up 11.8%. Advance Auto Parts has a 12.74% implied move before its Aug. 20 report. Consensus is $2.04 billion in revenue and 80 cents per share. Comparable sales, turnaround progress and margin recovery are key. Shares have climbed 44.2%. ScanSource has a 13.64% implied move before reporting Aug. 20. Analysts expect $802.06 million in revenue and $1.14 per share. Hardware demand, recurring revenue mix and margins matter. Shares are up 35%. Mercury Systems has a 15.72% implied move before its Aug. 18 report. Revenue is expected at $266.40 million and earnings at 38 cents per share. Bookings, backlog conversion and free cash flow are pressure points. Shares are up 51.1%. BILL Holdings has a 16.23% implied move before reporting Aug. 19. Analysts model $430.55 million in revenue and 70 cents per share. Payment volume, take rate, float income and guidance are critical. Shares are down 9.3%. Coty has a 17.00% implied move before its Aug. 19 report. Consensus expects $1.19 billion in revenue and a 1-cent loss. Prestige fragrance demand, consumer beauty trends and debt are key. Shares are down 8.1%. Wolfspeed (NYSE: WOLF) has the widest implied move, 17.26%, before its Aug. 19 report. Analysts forecast $224.47 million in revenue and a $2.45-per-share loss. Silicon carbide revenue growth, Mohawk Valley fab utilization and post-restructuring liquidity are in focus. Shares are up 77.9% in 2026. An implied move measures the expected price swing in either direction that options traders pay to hedge before earnings; it does not predict direction.
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Earnings Volatility Watch: Wolfspeed and 9 Other Stocks Could Swing Up to 17% this Week
Options markets imply earnings-related moves of up to 17.26% for 10 U.S.-listed companies valued above $1 billion, putting consumer demand, technology orders, restructuring, liquidity and company-specific catalysts in focus.
