Weekly insights + SMS alerts
Earnings are set to hit the tape on Tuesday and options markets are already laying out a roadmap for how much volatility traders expect once results and guidance land, according to market data.
This is a MarketDash-selected watchlist spanning aerospace, industrials, energy services, autos, healthcare, airlines and streaming. The marquee name on this list is SpaceX, but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile.
RTX Corp. (NYSE: RTX) reports third quarter of 2026 results before the opening bell. Wall Street is looking for $1.78 in earnings per share on revenue of $24.08 billion, up from $1.70 on $22.48 billion a year ago.
Options are pricing in a 5.42% move, according to market data. With RTX valued at $259 billion, that implies about $14.1 billion of market value at stake around the print.
RTX is a major aerospace and defense manufacturer with exposure across commercial aerospace supply and defense programs, so investors tend to focus on the push-and-pull between airline demand and defense budgets. Market data show the stock carries a Buy consensus rating, and the stock is trading below the 180-day average analyst price forecast; in October, RBC Capital, Bernstein and TD Cowen cut their price forecast.
Shares have rallied in 2026, up 3.6% year-to-date, but they're still trading 1.4% below the 200-day moving average after the 50-day moving average crossed above the 200-day in July. The stock sits about 15% below the 52-week high of $226.88.
GE Aerospace (NYSE: GE) reports third quarter of 2026 results before the opening bell. Consensus calls for $2.00 in earnings per share on $12.84 billion in revenue, compared with $1.66 on $12.18 billion in the prior-year quarter.
Market data show options are implying a 5.50% move. On a $328 billion market cap, that's roughly $18.1 billion of market value in play as investors handicap the quarter.
GE Aerospace designs, manufactures and services commercial aircraft turbine engines, including through its CFM joint venture with Safran, making deliveries, shop visits and service mix key swing factors. The stock carries a Buy consensus rating and the share price sits well below the 180-day average analyst price forecast; in September, Wells Fargo and Jefferies cut their price forecasts.
The stock has pulled back in 2026, down 2.2% year-to-date and trading 2.4% below the 200-day moving average. The shares sit about 19% below the 52-week high of $388.84.
3M Company (NYSE: MMM) reports third quarter of 2026 results before the opening bell. Analysts expect $2.39 in earnings per share on revenue of $6.61 billion, versus $2.19 on $6.30 billion a year ago.
According to market data, the options market is pricing a 5.55% move. With 3M's market cap at $85.2 billion, that translates to about $4.73 billion of market value at stake.
3M sells a sprawling lineup of products, everything from industrial materials to safety gear, so the quarter often comes down to how broad-based demand looks across end markets. Market data show the stock has a Hold consensus rating, and the 180-day average analyst price forecast is above where the stock trades; recent Street activity includes JP Morgan cutting its price forecast in October, while Bernstein upgraded the stock to Market Perform and raised its price forecast in September.
Shares have rallied in 2026, up 1.8% year-to-date, and they're trading 2.7% above the 200-day moving average since the 50-day moving average crossed above the 200-day in July.
Halliburton Company (NYSE: HAL) reports third quarter of 2026 results before the opening bell. The Street is modeling 58 cents in EPS on $5.57 billion in revenue, essentially flat from 58 cents on $5.60 billion in the year-ago quarter.
Market data show options are implying a 5.58% move, putting about $1.56 billion of market value at stake for the $28 billion oilfield-services provider.
Halliburton is a leading North American oilfield-services company with a major position in hydraulic fracturing and completions, so investors tend to watch activity levels and pricing power closely. The stock carries a Buy consensus rating and shares trade well below the 180-day average analyst price forecast; in September, UBS reiterated its Neutral rating and raised its price forecast.
Shares have rallied in 2026, up 13.2% year-to-date, but they're trading 6.0% below the 200-day moving average after the 50-day moving average crossed below the 200-day in August. The stock sits about 23% below the 52-week high of $43.59.
General Motors Company (NYSE: GM) reports third quarter of 2026 results before the opening bell. Consensus is for $3.63 in EPS on $48.70 billion of revenue, up from $2.80 on $48.59 billion a year ago.
Options traders are pricing in a 5.85% move, according to market data. For a company with a $76.5 billion market cap, that implies about $4.48 billion of market value at stake around earnings.
General Motors operates across GM North America, GM International and GM Financial, and the earnings reaction often hinges on margins and the outlook for demand across regions. Market data show a Buy consensus rating, with the stock trading well below the 180-day average analyst price forecast; in October, JP Morgan and UBS cut their price forecasts, while RBC Capital raised its price forecast.
Shares have rallied in 2026, up 3.7% year-to-date and trading 4.9% above the 200-day moving average. The stock sits about 49% above the 52-week low of $56.81.
Space Exploration Technologies Corp. (NASDAQ: SPCX) reports third quarter of 2026 results after the closing bell. Wall Street is looking for 14 cents in earnings per share on revenue of $12.71 billion.
According to market data, options are pricing in a 6.61% move. With Space Exploration Technologies valued at $1.93 trillion, that's an eye-catching $128 billion of market value at stake.
Space Exploration Technologies designs, manufactures and operates reusable rockets that launch payloads into orbit for government and commercial customers, putting a spotlight on launch cadence and contract momentum when results hit. The stock carries a Buy consensus rating and the share price sits well below the 180-day average analyst price forecast; in October, Evercore ISI Group raised its price forecast while Barclays initiated coverage with an Overweight rating.
Intuitive Surgical Inc. (NASDAQ: ISRG) reports third quarter of 2026 results after the closing bell. Analysts expect $2.64 in EPS on $2.91 billion in revenue, compared with $2.40 on $2.50 billion a year ago.
Market data show the options market is implying an 8.09% move. On a $154 billion market cap, that's about $12.4 billion of market value at stake.
Intuitive Surgical sells robotic systems used in minimally invasive surgery and generates recurring revenue from instruments and accessories, so procedure volumes and system placements can drive the narrative. The stock carries a Buy consensus rating, and the 180-day average analyst price forecast is above where the stock trades; in October, BTIG cut its price forecast while Barclays initiated coverage with an Overweight rating.
The stock has pulled back in 2026, down 24.1% year-to-date and trading 2.5% below the 200-day moving average. The shares sit about 29% below the 52-week high of $603.88.
United Airlines Holdings, Inc. (NASDAQ: UAL) reports third quarter of 2026 results after the closing bell. The Street is calling for $2.59 in earnings per share on $17.89 billion in revenue, versus $2.78 on $15.22 billion a year ago.
According to market data, options are pricing in an 8.14% move. With a $31.5 billion market cap, that implies roughly $2.57 billion of market value at stake.
United Airlines Holdings is a major U.S. network carrier with hubs including San Francisco, Chicago, Houston, Denver, Los Angeles, Newark and Washington, D.C., keeping investor focus on demand trends and unit revenue versus cost pressures. Market data show a Buy consensus rating, with shares trading well below the 180-day average analyst price forecast; in October, UBS, Susquehanna, and Wells Fargo cut their price forecasts.
The stock has pulled back in 2026, down 15.0% year-to-date, and it's trading 10.6% below the 200-day moving average after the 50-day moving average crossed above the 200-day in June. The shares sit about 30% below the 52-week high of $138.77.
Netflix Inc. (NASDAQ: NFLX) reports third quarter of 2026 results after the closing bell. Consensus estimates call for 82 cents in earnings per share on revenue of $12.88 billion, up from 59 cents on $11.51 billion in the year-ago quarter.
Market data show options are implying an 8.36% move, the widest on this MarketDash-selected list, putting about $24.5 billion of market value at stake for the streaming giant.
Netflix runs a global streaming platform with more than 300 million subscribers, so the market's attention typically centers on subscriber trends and the revenue trajectory implied by guidance. The stock carries a Buy consensus rating and is trading well below the 180-day average analyst price forecast; in October, BMO Capital and Wedbush cut their price forecasts, while Rosenblatt reiterated a Neutral rating.
The stock has pulled back in 2026, down 22.5% year-to-date and trading 15.1% below the 200-day moving average. The shares sit about 44% below the 52-week high of $124.86.
Real-time alerts on price moves, news, and trading opportunities.
Join 20,000+ investors. No spam, ever.
