Earnings are set to hit the tape on Tuesday, and options markets are already drawing the battle lines on how far these stocks could swing once results and guidance land, according to Benzinga Pro.
The marquee name on this Benzinga-selected list is Home Depot, but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile.
9. Home Depot | Mkt Cap: $337B | Implied Move: 4.34%
Home Depot, Inc. (NYSE:HD) reports second quarter of 2026 results before the opening bell. Wall Street is looking for $4.73 in earnings per share on $47.34 billion in revenue, compared with $4.68 on $45.28 billion a year ago.
Benzinga Pro data show options are pricing in a 4.34% move, the smallest implied swing in this nine-stock watchlist — but it still represents $14.6 billion of market value at stake given Home Depot’s $337 billion market cap.
Home Depot remains a key read-through on big-ticket home improvement demand, with a footprint of 2,361 warehouse-format stores and a massive online assortment layered on top. The stock carries a Buy consensus rating; the stock is trading below the 180-day average analyst price forecast. In August, RBC Capital and Wells Fargo reiterated their ratings and raised their price forecasts.
Home Depot has pulled back in 2026, down 2.0% year-to-date and trading 2.6% below the 200-day moving average. The shares sit about 21% below the 52-week high of $426.75.
8. Toll Brothers, Inc. | Mkt Cap: $14B | Implied Move: 5.29%
Toll Brothers, Inc. (NYSE:TOL) reports third quarter of 2026 results after the closing bell. Consensus estimates call for $2.92 in EPS on $2.61 billion in revenue, versus $3.73 on $2.95 billion in the prior-year quarter.
Options traders are implying a 5.29% move around the print, according to Benzinga Pro, putting about $735 million of market value in play for the $13.9 billion luxury homebuilder.
Toll Brothers operates in more than 60 markets across 24 states, catering to move-up, active-adult and second-home buyers — a customer mix that can make orders and margins especially sensitive to shifts in financing conditions and buyer confidence. The stock carries a Buy consensus rating; the share price sits below the 180-day average analyst price forecast. In July, Citigroup upgraded the stock to Buy and raised its price forecast, while Barclays reiterated an Underweight rating and also raised its price forecast.
Shares have rallied in 2026, up 9.4% year-to-date, and they trade 3.5% above the 200-day moving average even after the 50-day moving average crossed below the 200-day in May.
7. Jack Henry & Associates | Mkt Cap: $11B | Implied Move: 5.56%
Jack Henry & Associates (NASDAQ:JKHY) reports fourth quarter of 2026 results after the closing bell. The Street is modeling $1.44 in EPS on $631.05 million in revenue, compared with $1.75 on $615.37 million a year earlier.
Benzinga Pro shows the options market is pricing a 5.56% move, or roughly $621 million of market cap at stake for the $11.2 billion provider of core processing and payments-related technology to banks and credit unions.
Jack Henry & Associates sits at the intersection of financial services spending and mission-critical software, where investors often focus on recurring revenue durability and the pace of new product adoption. The stock carries a Buy consensus rating; the 180-day average analyst price forecast is above where the stock trades. In August, Stephens & Co. maintained an Overweight rating, and in July, Barclays initiated coverage with an Overweight rating.
The stock has pulled back in 2026, down 14.0% year-to-date and trading 3.8% below the 200-day moving average. The shares sit about 21% below the 52-week high of $193.39.
6. Keysight Technologies, Inc. | Mkt Cap: $62B | Implied Move: 9.01%
Keysight Technologies, Inc. (NYSE:KEYS) reports third quarter of 2026 results after the closing bell. Analysts expect $2.42 in EPS on $1.75 billion in revenue, up from $1.72 on $1.35 billion in the year-ago quarter.
According to Benzinga Pro, options are implying a 9.01% move, which is a meaningful swing for a $61.8 billion company — about $5.57 billion of market value at stake.
Keysight Technologies sells test-and-measurement gear that helps electronics makers bring products to market and meet industry standards, so the quarter can serve as a pulse check on demand across communications, industrial and other end markets. The stock carries a Buy consensus rating; shares trade below the 180-day average analyst price forecast. In July, Morgan Stanley upgraded the stock to Overweight and raised its price forecast.
Shares have rallied in 2026, up 73.2% year-to-date and trading 30.4% above the 200-day moving average. The shares sit about 137% above the 52-week low of $152.85.
5. Amer Sports, Inc. | Mkt Cap: $19B | Implied Move: 9.37%
Amer Sports, Inc. (NYSE:AS) reports second quarter of 2026 results before the opening bell. Consensus calls for 11 cents in EPS on $1.54 billion in revenue, compared with 6 cents on $1.24 billion a year ago.
Benzinga Pro data show options are pricing in a 9.37% move, with about $1.81 billion of market value at stake for the $19.4 billion owner of a portfolio of outdoor and action sports brands.
Amer Sports’ earnings can hinge on brand momentum and demand across categories that tend to be sensitive to consumer spending trends. The stock carries a Buy consensus rating; the stock is trading well below the 180-day average analyst price forecast. In August, JP Morgan reiterated an Overweight rating and raised its price forecast, and in May, UBS reiterated a Buy rating and raised its price forecast.
Amer Sports has pulled back in 2026, down 12.3% year-to-date and trading 6.2% below the 200-day moving average. The shares sit about 22% below the 52-week high of $42.76.
4. La-Z-Boy Inc. | Mkt Cap: $1.7B | Implied Move: 10.90%
La-Z-Boy Inc. (NYSE:LZB) reports first quarter of 2027 results after the closing bell. Wall Street is looking for 49 cents in EPS on $501.08 million in revenue, versus 47 cents on $492.23 million in the prior-year period.
Options markets are pricing a 10.90% move around earnings, according to Benzinga Pro — a sizable implied swing for a $1.67 billion furniture maker, with about $182 million of market value at stake.
La-Z-Boy manufactures and distributes residential furniture, including its well-known reclining chairs, making the print a read on household discretionary demand and retail traffic trends. The stock carries a Buy consensus rating; the share price sits above the 180-day average analyst price forecast.
Shares have rallied in 2026, up 12.2% year-to-date, trading 13.9% above the 200-day moving average since the 50-day moving average crossed above the 200-day in June. The shares sit about 44% above the 52-week low of $29.03.
3. Klarna Group plc | Mkt Cap: $7.9B | Implied Move: 14.59%
Klarna Group plc (NYSE:KLAR) reports second quarter of 2026 results before the opening bell. The consensus view calls for a 6 cent per share loss on $994.69 million in revenue.
Benzinga Pro data show options are implying a 14.59% move, putting about $1.15 billion of market value at stake for the $7.86 billion payments company — the kind of setup that can amplify the market’s reaction to any shift in growth, credit performance or profitability trajectory.
Klarna Group connects consumers and merchants with payment solutions and advertising offerings across online and offline channels, and investors often treat the quarter as a sentiment check on fintech demand and competitive positioning. The stock carries a Buy consensus rating; the 180-day average analyst price forecast is above where the stock trades. In July, Goldman Sachs and UBS reiterated Buy ratings and raised their price forecasts.
The stock has pulled back in 2026, down 27.2% year-to-date and trading 2.5% below the 200-day moving average. The shares sit about 64% below the 52-week high of $57.20.
2. Mercury Systems Inc. | Mkt Cap: $7.4B | Implied Move: 16.03%
Mercury Systems Inc. (NASDAQ:MRCY) reports fourth quarter of 2026 results after the closing bell. Analysts expect 35 cents in EPS on $266.12 million in revenue, compared with 47 cents on $273.10 million a year ago.
According to Benzinga Pro, the options market is pricing in a 16.03% move — about $1.19 billion of market cap at stake for the $7.45 billion aerospace-and-defense supplier.
Mercury Systems sells secure, open-architecture technologies used in mission-critical defense applications, so the report can matter for investors watching program timing and demand across the defense electronics stack. The stock carries a Hold consensus rating; shares trade above the 180-day average analyst price forecast. In August, Piper Sandler initiated coverage with an Overweight rating, while in July, JP Morgan reiterated a Neutral rating and raised its price forecast.
Shares have rallied in 2026, up 46.2% year-to-date and trading 38.8% above the 200-day moving average. The shares sit about 98% above the 52-week low of $62.78.
1. Corporacion America Airports | Mkt Cap: $4B | Implied Move: 19.50%
Corporacion America Airports S.A. (NYSE:CAAP) reports second quarter of 2026 results before the opening bell. The Street is forecasting 48 cents in EPS on $489.87 million in revenue, up from 30 cents on $476.80 million in the year-ago quarter.
Benzinga Pro data show options are pricing in a 19.50% move — the widest implied swing in this nine-stock, Benzinga-selected lineup — with about $779 million of market value at stake for the $4 billion airport-concessions operator.
Corporacion America Airports S.A. develops and operates airport concessions across regions including Argentina, Italy, Brazil, Uruguay, Ecuador and Armenia, with most revenue coming from Argentina — a geographic mix that can keep investors focused on traffic trends and regional operating dynamics. The stock carries a Buy consensus rating; the stock is trading well below the 180-day average analyst price forecast. In June, JP Morgan reiterated an Overweight rating and raised its price forecast.
The stock has pulled back in 2026, down 7.9% year-to-date, and it trades 4.9% below the 200-day moving average after the 50-day moving average crossed below the 200-day in August. The shares sit about 20% below the 52-week high of $30.50.
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