Netflix's Q3 Earnings Report Could Lead to $21.5 Billion Swing in Market Value
Earnings are in focus on Thursday, with a -selected slate that runs from industrial engines and logistics real estate to streaming and medical devices. With guidance and segment commentary often moving stocks as much as the headline numbers, the options market offers a real-time snapshot of how much volatility traders are bracing for, according to Pro. The marquee name on this list is UnitedHealth Group Inc. (NYSE: UNH ), but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile. 6. Prologis | Mkt Cap: $133B | Implied Move: 3.83% Prologis, Inc. (NYSE: PLD ) reports second quarter of 2026 results before the opening bell. Wall Street is looking for $1.53 in earnings per share on $2.16 billion in revenue, up from $1.46 on $2.04 billion a year ago. Pro data show options are pricing in a 3.83% move, the smallest...
Earnings are in focus on Thursday, with a -selected slate that runs from industrial engines and logistics real estate to streaming and medical devices.
With guidance and segment commentary often moving stocks as much as the headline numbers, the options market offers a real-time snapshot of how much volatility traders are bracing for, according to Pro.
The marquee name on this list is UnitedHealth Group Inc. (NYSE: UNH ), but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile.
6.
Prologis | Mkt Cap: $133B | Implied Move: 3.83% Prologis, Inc. (NYSE: PLD ) reports second quarter of 2026 results before the opening bell.
Wall Street is looking for $1.53 in earnings per share on $2.16 billion in revenue, up from $1.46 on $2.04 billion a year ago.
Pro data show options are pricing in a 3.83% move, the smallest implied swing in this six-stock watchlist — but with Prologis valued at $133 billion, that still translates to $5.08 billion of market value at stake.
Prologis develops, acquires and operates roughly 1.3 billion square feet of industrial and logistics facilities globally, putting rent growth, occupancy and any demand read-through at the center of the print.
The stock carries a Buy consensus rating, and the stock is trading below the 180-day average analyst price forecast; in July, BTIG reiterated its Buy rating and raised its price forecast, while in June Scotiabank downgraded the stock to Sector Perform and cut its price forecast.
Shares have rallied in 2026, up 10.4% year-to-date and trading 6.9% above the 200-day moving average.
The shares sit about 38% above the 52-week low of $103.41.
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GE Aerospace | Mkt Cap: $376B | Implied Move: 4.85% GE Aerospace (NYSE: GE ) reports second quarter of 2026 results before the opening bell.
Consensus estimates call for $1.85 in earnings per share on $11.79 billion in revenue, compared with $1.66 on $11.02 billion in the prior-year quarter.
Options traders are implying a 4.85% move around the report, according to Pro, putting $18.2 billion of market value at stake given GE Aerospace’s $376 billion market cap.
GE Aerospace designs, manufactures and services commercial aircraft turbine engines, including through its CFM joint venture with Safran — a setup that keeps investors keyed in on engine deliveries, aftermarket demand and any margin commentary.
The stock carries a Buy consensus rating, and the share price sits below the 180-day average analyst price forecast; in July, TD Cowen, Susquehanna and Jefferies raised their price forecasts.
Shares have rallied in 2026, up 10.3% year-to-date and trading 15.6% above the 200-day moving average.
The shares sit about 46% above the 52-week low of $246.75.
4.
Abbott Laboratories | Mkt Cap: $154B | Implied Move: 5.35% Abbott Laboratories (NYSE: ABT ) reports second quarter of 2026 results before the opening bell.
The Street is modeling $1.28 in earnings per share on $12.51 billion in revenue, versus $1.26 on $11.14 billion a year earlier.
According to Pro, the options market is pricing a 5.35% move.
With Abbott Laboratories at a $154 billion market cap, that implies $8.25 billion of market value at stake.
Abbott Laboratories sells a broad mix spanning cardiovascular and diabetes devices, nutrition products, diagnostics, and branded generics — meaning investors often focus on which segments are driving growth rather than the consolidated top line alone.
The stock carries a Buy consensus rating, and the 180-day average analyst price forecast sits well above where the stock trades; in July, Evercore ISI Group reiterated its Outperform rating and cut its price forecast, and Baird initiated coverage with an Outperform rating.
The stock has pulled back in 2026, down 28.4% year-to-date and trading 19.8% below the 200-day moving average.
The shares sit about 36% below the 52-week high of $137.49.
3.
UnitedHealth Group Inc. | Mkt Cap: $378B | Implied Move: 5.44% UnitedHealth Group Inc. reports second quarter of 2026 results before the opening bell.
Consensus calls for $4.85 in earnings per share on $110.77 billion in revenue, compared with $4.08 on $111.62 billion in the year-ago quarter.
Pro data show options are pricing in a 5.44% move, with $20.6 billion of market value at stake given UnitedHealth Group’s $378 billion market cap.
UnitedHealth Group is one of the largest private health insurers, providing medical benefits to about 51 million members globally as of December 2025.
The stock carries a Buy consensus rating, and shares trade below the 180-day average analyst price forecast; in July, TD Cowen, Truist Securities and Keybanc raised their price forecasts.
Shares have rallied in 2026, up 26.4% year-to-date and trading 22.5% above the 200-day moving average.
The shares sit about 78% above the 52-week low of $234.60.