Earnings season is about to get crowded. Tuesday brings a tight cluster of reports, and the options market is already laying down markers on how much volatility traders expect once the numbers and guidance hit the tape. For retail investors, implied moves are a quick way to sanity-check whether a post-earnings swing would be "normal" — or a genuine surprise — according to market data.
The marquee name on this list is Visa, but the biggest implied move is saved for the final section. We'll count down from the calmest setup to the most volatile.
6. Visa | Market Cap: $765B | Implied Move: 3.24%
Visa Inc. (V) reports fourth quarter of 2026 results after the closing bell.
Wall Street is looking for $3.44 in earnings per share on $12.08 billion in revenue, up from $2.98 on $10.72 billion a year ago — a setup that keeps the focus on payment volume trends and cross-border activity as investors parse the company's outlook.
Market data show options are pricing in a 3.24% move, the smallest implied swing on this list. Even so, with Visa valued at $765 billion, that still translates to $24.8 billion of market value at stake around the print.
Visa sits at the center of global electronic payments, processing transactions across more than 200 countries and in over 160 currencies. The stock carries a Buy consensus rating, and the stock is trading below the 180-day average analyst price forecast; in October, Truist Securities and Baird raised their price forecasts.
Shares have rallied in 2026, up 17.7% year-to-date and trading 20.3% above the 200-day moving average since the 50-day moving average crossed above the 200-day in July. The stock is within 1.2% of the 52-week high of $414.60.
5. Coca-Cola | Market Cap: $400B | Implied Move: 3.33%
Coca-Cola Company (KO) reports third quarter of 2026 results before the opening bell.
Consensus estimates call for 88 cents in earnings per share on $12.92 billion in revenue, compared with 82 cents on $12.46 billion in the prior-year quarter. With a global beverage footprint spanning soda, water, sports, energy, juice and coffee, investors typically key in on pricing, mix and volume as the company navigates shifting consumer demand.
According to market data, the options market is implying a 3.33% move. On a $400 billion market cap, that's $13.3 billion of market value at stake — modest by percentage, but meaningful in dollars given the size of the name.
Coca-Cola carries a Buy consensus rating, and the share price is roughly in line with the 180-day average analyst price forecast. Recent analyst activity has been mixed: in October, Barclays and Citigroup raised their price forecasts, while Wells Fargo cut its price forecasts.
Coca-Cola has rallied in 2026, up 34.1% year-to-date and trading 14.1% above the 200-day moving average. The stock is within 2.4% of the 52-week high of $95.37.
4. S&P Global | Market Cap: $133B | Implied Move: 4.63%
S&P Global Inc. (SPGI) reports third quarter of 2026 results before the opening bell.
Analysts expect $4.43 in earnings per share on $3.64 billion in revenue, versus $4.73 on $3.89 billion a year ago. As a key provider of data, benchmarks and credit ratings, S&P Global's quarter can hinge on issuance activity and broader capital-markets tone — areas that can shift quickly with rates and risk appetite.
Market data show a 4.63% implied move, putting about $6.14 billion of market value at stake. That's a step up in expected volatility versus the consumer and payments names above, reflecting how sensitive the business can be to market conditions.
S&P Global has a Buy consensus rating, and the 180-day average analyst price forecast is above where the stock trades. Still, the latest round of updates has leaned cautious: in October, JP Morgan, BMO Capital, and Morgan Stanley cut their price forecasts.
The stock has declined in 2026, down 12.2% year-to-date and trading 3.9% above the 200-day moving average. The shares sit about 19% below the 52-week high of $552.25.
3. Boeing | Market Cap: $150B | Implied Move: 5.03%
Boeing Company (BA) reports third quarter of 2026 results before the opening bell.
The Street is modeling a 21 cent per share loss on $23.84 billion in revenue, compared with a $7.47 per share loss on $23.27 billion a year ago. With Boeing spanning commercial airplanes, defense and services, the earnings narrative often comes down to delivery cadence, program execution and how smoothly the company can convert demand into cash flow.
Options traders are braced for a bigger swing here: market data show the market implying a 5.03% move, with $7.52 billion of market value at stake. That higher implied move fits a name where headlines and operational updates can quickly reset expectations.
Boeing carries a Buy consensus rating, and shares trade well below the 180-day average analyst price forecast. Even with that backdrop, sentiment has been tempered recently — in October, Morgan Stanley, RBC Capital, and Bernstein cut their price forecasts.
Boeing has pulled back in 2026, down 17.3% year-to-date, trading 13.4% below the 200-day moving average after the 50-day moving average crossed below the 200-day in September. The shares sit about 26% below the 52-week high of $254.35.
2. Seagate | Market Cap: $144B | Implied Move: 8.66%
Seagate Technology (STX) reports first quarter of 2027 results after the closing bell.
Wall Street expects $7.42 in earnings per share on $4.14 billion in revenue, up sharply from $2.61 on $2.63 billion a year ago. As a leading supplier of hard disk drives to enterprise and consumer markets — and part of a duopoly structure — Seagate Technology Holdings can see expectations swing with data-center demand and storage spending cycles.
Market data show options are pricing in an 8.66% move, with $12.4 billion of market value at stake. That's one of the larger implied swings in this watchlist, signaling traders see real two-way risk around the print.
Seagate Technology Holdings has a Buy consensus rating, and the stock is trading well below the 180-day average analyst price forecast. In October, B of A Securities and Morgan Stanley raised their price forecasts, while Wells Fargo cut its price forecast.
Seagate Technology Holdings has rallied in 2026, up 119.3% year-to-date, but it's trading 7.2% below the 200-day moving average. The shares sit about 45% below the 52-week high of $1145.00.
1. Corning | Market Cap: $106B | Implied Move: 9.36%
Corning Inc. (GLW) reports third quarter of 2026 results before the opening bell.
Analysts are calling for 88 cents in earnings per share on $5.03 billion in revenue, compared with 67 cents on $4.27 billion a year ago. Corning sells glass, ceramics and optical fiber across multiple end markets, with major exposure to display glass and optical fiber for telecom networks and data centers — categories where demand signals can shift quickly.
Market data show the largest implied move on this list at 9.36%, putting $9.91 billion of market value at stake. For a $106 billion company, that's a sizable volatility read into earnings, suggesting traders expect the report to meaningfully clarify the near-term trajectory.
Corning carries a Buy consensus rating, and the share price sits well below the 180-day average analyst price forecast. Recent analyst actions have pointed in different directions: in October, UBS and Truist Securities raised their price forecasts, while JP Morgan reiterated a Neutral rating and cut its price forecast.
Corning is up 36.4% year-to-date in 2026, but it's trading 20.4% below the 200-day moving average after the 50-day moving average crossed below the 200-day in October. The shares sit about 55% below the 52-week high of $271.78.