Two of the software sector's biggest names report this week: Oracle Corp. (ORCL) and Adobe Inc. (ADBE) post results Wednesday, and both are down around 20% this year. But if you're looking for the real fireworks, you might want to look past the mega-caps.
Neither Oracle nor Adobe is the biggest expected mover this week. In fact, the largest expected swings belong to far smaller names. An implied move is the swing in either direction that options traders are paying to hedge against ahead of a report. It measures expected volatility, not direction. Think of it as the market's best guess at how much a stock might jump or drop once the numbers hit the tape.
Using market data, here are the ten largest expected movers of the week among companies with at least $10 billion in market capitalization.
Which Stocks Could Swing The Most This Week?
10. United Natural Foods: 13.06% Implied Move
The grocery distributor reports Sept. 8 before the open. Analysts expect $7.71 billion in revenue and earnings of 61 cents per share. What matters here is sales growth, the Amazon and Whole Foods supply contract, and margins. United Natural Foods Inc. (UNFI) has climbed 30.4% this year, so a strong report could keep the momentum going, but a miss could erase a chunk of those gains.
9. ServiceTitan: 13.33% Implied Move
The trades software company reports Sept. 8 after the close. Analysts model $286 million in revenue and earnings of 35 cents per share. Platform revenue growth, net retention, and margins are the levers to watch. ServiceTitan Inc. (TTAN) has fallen 17% in 2026, so investors are hoping for a catalyst to reverse the slide.
8. American Eagle Outfitters: 13.69% Implied Move
The apparel retailer reports Sept. 9 after the close. Consensus sits at $1.37 billion in revenue and earnings of 22 cents per share. Aerie brand comparable sales, inventory levels, and back-to-school demand will likely drive the reaction. American Eagle Outfitters Inc. (AEO) is among the year's worst performers on this list, down 34.8%, so the stakes are high.
7. Academy Sports and Outdoors: 14.79% Implied Move
The sporting goods retailer reports Sept. 9 before the open. Analysts expect $1.65 billion in revenue and earnings of $2.07 per share. Comparable sales, new store openings, and margins offer a read on the consumer. Academy Sports and Outdoors Inc. (ASO) has slipped 10.3% year to date, and this report could either confirm or alleviate concerns about spending.
6. Braze: 15.87% Implied Move
The customer engagement software firm reports Sept. 8 after the close. Consensus calls for $220 million in revenue and earnings of 16 cents per share. Net retention, large-customer additions, and guidance are the tell. Braze Inc. (BRZE) has edged 6.2% lower this year, so a strong quarter could help it regain some ground.
5. Wealthfront: 15.94% Implied Move
The digital wealth manager reports Sept. 9 after the close. Analysts model $92 million in revenue and earnings of 8 cents per share. Client assets, net deposits, and margins matter most for this recent market debutant. Wealthfront Corp. (WLTH) has dropped 30.7% since January, making this a critical test for the newly public company.
4. AeroVironment: 16.40% Implied Move
The defense drone maker reports Sept. 9 after the close. Consensus sits at $452 million in revenue and earnings of 22 cents per share. Order backlog, loitering-munition demand, and defense budget flows are the swing factors. AeroVironment Inc. (AVAV) is the worst performer on this list, down 40.3% in 2026, so the pressure is on for a turnaround.
3. Navan: 16.75% Implied Move
The corporate travel and expense platform reports Sept. 9 after the close. Analysts expect $221 million in revenue and earnings of 4 cents per share. Revenue growth, take rate, and the path to profitability are what the market is pricing after its recent listing. Navan Inc. (NAVN) has surged 63.2% this year, making it one of the few bright spots on this list.
2. SailPoint: 17.97% Implied Move
The identity security company reports Sept. 9 before the open. Consensus calls for $310 million in revenue and earnings of 8 cents per share. Annual recurring revenue growth, net retention, and guidance will drive the move. SailPoint Inc. (SAIL) has eased 5.6% lower on the year, so a solid report could help it regain its footing.
1. InnovAge Holding: 23.68% Implied Move
The senior-care provider reports Sept. 8 after the close. Analysts model $238 million in revenue and earnings of 7 cents per share. Participant enrollment, medical cost ratios, and center expansion are what matters, and recent quarters have delivered violent surprises. Up 108.3% in 2026, InnovAge Holding Corp. (INNV) carries the widest expected swing of the week. If history is any guide, this one could be a wild ride.
