Tesla Earnings Could Move $83 Billion in Market Value

Earnings are set to hit the tape on Wednesday, and options markets are already sketching out the size of the post-print swing investors may have to stomach. Implied moves can be a quick read on how much uncertainty traders see around results and guidance, according to Pro. The marquee name on this -selected list is Tesla, but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile. 5.

International Business Machines Corp. 44% International Business Machines Corp. (NYSE: IBM ) reports second quarter of 2026 results after the closing bell. 98 billion a year ago.

8 billion of market value at stake. International Business Machines sells software, IT consulting services and hardware aimed at helping enterprises modernize their technology workflows. The stock carries a Buy consensus rating, and the stock is trading well below the 180-day average analyst price forecast; in July, Stifel and Citigroup reiterated Buy ratings while cutting their price forecasts. 0% below the 200-day moving average.

44 heading into the print. Read Also: Bill Ackman Says 'Never Bet Against Elon' Amid SpaceX's Decline, Explains Why Pershing Square Doesn't Own SPCX 4. Tesla, Inc. 91% Tesla, Inc.

(NASDAQ: TSLA ) reports second quarter of 2026 results after the closing bell. 50 billion in the prior-year quarter. 91% move. 4 trillion market cap, that’s about $83 billion of market value in play around the report.

Tesla is a vertically integrated EV automaker that also develops real-world AI software tied to autonomous driving and humanoid robots, keeping the focus on both vehicle demand and the longer-dated software narrative. The stock carries a Buy consensus rating, and the share price sits below the 180-day average analyst price forecast; in July, Morgan Stanley and Barclays reiterated Equal-Weight ratings while raising their price forecasts. 3% below the 200-day moving average after the 50-day moving average crossed below the 200-day in April. 83.

3. GE Vernova Inc. 16% GE Vernova Inc. (NYSE: GEV ) reports second quarter of 2026 results before the opening bell.

11 billion a year earlier. 3 billion of market value at stake for the power-and-electrification name. GE Vernova sells products and services that generate, transfer, convert and store electricity across power, wind and electrification. It has a Buy consensus rating, and the 180-day average analyst price forecast is above where the stock trades; in June, Bernstein initiated coverage with an Outperform rating.

9% above the 200-day moving average. 16. 2. Texas Instruments Inc.

29% Texas Instruments Inc. (NASDAQ: TXN ) reports second quarter of 2026 results after the closing bell. 45 billion in the year-ago quarter. 8 billion of market value at stake.

Texas Instruments generates the bulk of its revenue from semiconductors and is the world’s largest maker of analog chips used to process real-world signals like sound and power. The stock carries a Buy consensus rating, and shares trade below the 180-day average analyst price forecast; in July, Keybanc reiterated an Overweight rating and raised its price forecast. 0% above the 200-day moving average. 73.

1. Servicenow, Inc. 50% Servicenow, Inc. (NYSE: NOW ) reports second quarter of 2026 results after the closing bell.

21 billion in the prior-year period. 1 billion of market value at stake. Servicenow sells SaaS software designed to structure and automate business processes, with a core focus on IT workflows for enterprise customers. The stock carries a Buy consensus rating and the stock is trading well below the 180-day average analyst price forecast; in July, DA Davidson reiterated a Buy rating and cut its price forecast, while Cantor Fitzgerald reiterated an Overweight rating and raised its price forecast.

0% below the 200-day moving average. 20. Read Also: AAPL Stock Hits Historic 11x Sales Peak Ahead of Tim Cook's Final Earnings Call as Apple CEO Photo: SAI-SU-PAW-KA / Shutterstock