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Earnings season is back in focus on Tuesday, and the options market is already sketching out where the real volatility risk sits once results and guidance hit the tape, according to market data.
This is a watchlist that runs from a relatively contained setup to a true high-volatility print. The marquee name here is CoreWeave, but the biggest implied move is saved for the final section.
On Holding AG (NYSE: ONON) reports third quarter of 2026 results before the opening bell. Wall Street is looking for 46 cents in earnings per share on $1.14 billion in revenue, compared with 54 cents on $993.04 million a year ago.
Market data show options are pricing in a 9.35% move, the smallest implied swing on this list — but with a $13 billion market cap, that still leaves $1.22 billion of market value at stake around the print.
On Holding AG has built its brand around performance running footwear — more than 90% of sales — with a smaller but growing apparel and accessories business. The stock carries a Buy consensus rating, and the stock is trading below the 180-day average analyst price forecast; recent Street attention includes initiations from Wells Fargo and Wolfe Research, alongside a reiterated Buy view from BTIG, as captured by market data.
Shares have declined in 2026, down 20.4% year-to-date while trading 2.9% above the 200-day moving average. The stock sits about 27% below the 52-week high of $51.08.
StubHub Holdings, Inc. (NYSE: STUB) reports third quarter of 2026 results after the closing bell. Consensus estimates call for 10 cents in earnings per share on $513.88 million in revenue, versus a $4.27 per share loss on $468.00 million in the prior-year quarter.
Options traders are bracing for a bigger reaction here: market data show the implied move at 13.54%, with about $323 million of market value at stake given StubHub Holdings’ $2.39 billion market cap.
StubHub Holdings runs a ticketing marketplace for live events through its StubHub and viagogo platforms, with the majority of revenue coming from the United States.
The company heads into the report with a Buy consensus rating, even as the share price sits well below the 180-day average analyst price forecast; market data also flag a run of recent Buy-leaning notes that nonetheless came with price-forecast cuts, including actions from Guggenheim and Citigroup.
The stock has pulled back in 2026, down 57.0% year-to-date and trading 24.4% below the 200-day moving average. Shares are about 69% below the 52-week high of $19.87.
CoreWeave, Inc. (NASDAQ: CRWV) reports third quarter of 2026 results after the closing bell. The Street is modeling a $1.16 per share loss on $3.55 billion in revenue, compared with an 8 cent per share loss on $1.36 billion a year earlier.
Market data peg the implied move at 19.76%, a sizable volatility read for the marquee name on this list. With CoreWeave valued at about $24.6 billion, that implies roughly $4.85 billion of market cap in play as investors weigh growth, margins and forward demand signals.
CoreWeave sells cloud infrastructure optimized for AI workloads, offering Nvidia GPUs and other hardware geared toward training and inference. The stock carries a Buy consensus rating, and the 180-day average analyst price forecast sits well above where the stock trades.
Market data also note a cluster of recent analyst updates that included reiterated Buy ratings paired with price-forecast cuts from Citigroup and UBS, alongside an Equal-Weight reiteration from Morgan Stanley.
CoreWeave has pulled back in 2026, down 41.5% year-to-date and trading 50.6% below the 200-day moving average after the 50-day moving average crossed below the 200-day in July. The shares sit about 68% below the 52-week high of $138.25.
D-Wave Quantum Inc. (NASDAQ: QBTS) reports third quarter of 2026 results before the opening bell. Analysts expect a 10 cent per share loss on $4.33 million in revenue, compared with a 41 cent per share loss on $3.74 million in the year-ago quarter.
Volatility expectations remain elevated: market data show options implying a 22.54% move, putting about $918 million of market value at stake for D-Wave Quantum’s $4.07 billion market cap.
D-Wave Quantum develops and delivers quantum computing systems, software and services, and it’s positioned as a commercial supplier building both annealing and gate-model quantum computers. The company comes in with a Buy consensus rating, while shares trade well below the 180-day average analyst price forecast; market data highlight a recent B. Riley Securities Buy reiteration that also included a price-forecast cut.
The stock has pulled back in 2026, down 62.0% year-to-date and trading 43.1% below the 200-day moving average. Shares sit about 67% below the 52-week high of $32.39.
Rigetti Computing, Inc. (NASDAQ: RGTI) reports third quarter of 2026 results after the closing bell. Consensus calls for a 5 cent per share loss on $3.52 million in revenue, versus a 3 cent per share loss on $1.95 million a year ago.
Market data show the options market is implying a 23.99% move, with roughly $930 million of market value at stake based on Rigetti Computing’s $3.88 billion market cap.
Rigetti Computing builds quantum computers and the superconducting quantum processors that power them, selling systems ranging from 9-qubit to 108-qubit under the Novera and Cepheus names. The stock has a Buy consensus rating, and the stock is trading well below the 180-day average analyst price forecast; market data also point to a recent B. Riley Securities Buy reiteration that came with a price-forecast cut.
The stock has pulled back in 2026, down 50.2% year-to-date and trading 31.0% below the 200-day moving average. Shares are about 69% below the 52-week high of $37.14.
Firefly Aerospace Inc. (NASDAQ: FLY) reports third quarter of 2026 results after the closing bell. Wall Street is forecasting a 48 cent per share loss on $102.30 million in revenue, compared with a 33 cent per share loss on $30.78 million in the prior-year quarter.
This is the highest-volatility setup on the list: market data show options pricing in a 36.41% move. With Firefly Aerospace valued at about $3.5 billion, that translates to roughly $1.27 billion of market value at stake around earnings.
Firefly Aerospace operates in space and defense technology, providing mission solutions to national security, government and commercial customers. The stock carries a Buy consensus rating, and the share price sits well below the 180-day average analyst price forecast; market data also flag recent coverage that includes reiterated Buy/Overweight views from B. Riley Securities and Keybanc that came alongside price-forecast cuts, plus a Barclays initiation at Equal-Weight.
Firefly Aerospace has pulled back in 2026, down 12.6% year-to-date and trading 22.2% below the 200-day moving average after the 50-day moving average crossed below the 200-day in August. The shares sit about 66% below the 52-week high of $62.17.
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