AI infrastructure names broadly cleared the earnings bar last week, with CoreWeave Inc. (CRWV) and Coherent Corp. (COHR) among those that passed the test.
Now Wall Street turns to the consumer.
Target Corp. (TGT), Walmart Inc. (WMT), Home Depot Inc. (HD) and Lowe's Companies Inc. (LOW) all report in the days ahead, the clearest read yet on how American shoppers are holding up.
Yet none of the retail giants sits anywhere near the top of the volatility table. The biggest expected swings belong to a cluster of smaller names.
Screening market data for U.S.-listed companies worth more than $1 billion, these are the 10 largest implied movers of the week.
An implied move is the swing in either direction that options traders pay to hedge against ahead of a report. It measures expected volatility, not direction.
Which Stocks Could Swing The Most This Week?
10. Keysight Technologies: 9.01% Implied Move
The test and measurement maker reports Aug. 18 after the close. Analyst consensus calls for $1.74 billion in revenue and earnings at $2.48 per share.
Order growth in communications and aerospace-defense, plus book-to-bill, are the levers.
Keysight Technologies Inc. (KEYS) has surged 75.4% this year.
9. Flowers Foods: 9.03% Implied Move
The packaged bakery company reports Aug. 20 after the close. Analysts expect $1.23 billion in revenue and earnings of 23 cents per share.
Bread volumes, private-label competition and input costs drive the print.
Flowers Foods Inc. (FLO) is the worst performer here, down 30.7% in 2026.
8. BJ's Wholesale Club: 9.36% Implied Move
The warehouse retailer reports Aug. 21 before the open. Consensus sits at $5.96 billion in revenue and earnings at $1.16 per share.
Comparable club sales excluding gas, membership fee income and traffic are what matters.
BJ's Wholesale Club Holdings Inc. (BJ) has edged up just 4% year to date.
7. La-Z-Boy: 10.80% Implied Move
The furniture maker reports Aug. 18 after the close. Analysts model $501.34 million in revenue and earnings of 49 cents per share.
Written same-store sales at retail and margins amid a soft housing market are the swing factors.
La-Z-Boy Inc. (LZB) has gained 11.8% this year.
6. Advance Auto Parts: 12.74% Implied Move
The auto parts retailer reports Aug. 20 before the open. Consensus calls for $2.04 billion in revenue and earnings of 80 cents per share.
Comparable sales, turnaround progress and margin recovery drive the reaction.
Advance Auto Parts Inc. (AAP) has climbed 44.2% in 2026.
5. ScanSource: 13.64% Implied Move
The technology distributor reports Aug. 20 before the open. Analysts expect $802.06 million in revenue and earnings at $1.14 per share.
Hardware demand, the recurring-revenue mix and margins are the tell.
ScanSource Inc. (SCSC) is up 35% since January.
4. Mercury Systems: 15.72% Implied Move
The defense electronics maker reports Aug. 18 after the close. Consensus sits at $266.40 million in revenue and earnings of 38 cents per share.
Bookings, backlog conversion and free cash flow after a multi-year turnaround are the pressure points.
Mercury Systems Inc. (MRCY) has advanced 51.1% this year.
3. BILL Holdings: 16.23% Implied Move
The small-business payments firm reports Aug. 19 after the close. Analysts model $430.55 million in revenue and earnings of 70 cents per share.
Payment volume, take rate, float income and guidance are the levers.
BILL Holdings Inc. (BILL) sits 9.3% lower on the year.
2. Coty: 17.00% Implied Move
The cosmetics company reports Aug. 19 after the close. Consensus calls for $1.19 billion in revenue and a loss of 1 cent per share.
Prestige fragrance demand, consumer beauty trends and the debt load drive the move.
Coty Inc. (COTY) has slipped 8.1% in 2026.
1. Wolfspeed: 17.26% Implied Move
The silicon carbide chipmaker reports Aug. 19 after the close. Analysts expect $224.47 million in revenue and a loss of $2.45 per share.
The silicon carbide revenue ramp, Mohawk Valley fab utilization and liquidity after restructuring are what the market is pricing.
Up 77.9% in 2026, Wolfspeed Inc. (WOLF) carries the widest expected swing of the week.
