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Earnings Volatility Watch: Wolfspeed and 9 Other Stocks Could Swing Up to 17% this Week

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.

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.