Coherent Could Swing $10.3 Billion In Value After Earnings
Earnings season stays in focus from next week, with a -selected slate that leans heavily into AI infrastructure, optical hardware and space communications. For retail traders, the cleanest "expectations check" often shows up in the options market, where implied moves translate the tug-of-war between a beat, a miss and — more often — guidance, according to Pro. The marquee name on this list is Coherent, but the biggest implied swing is saved for the final section as the countdown runs from the tightest setup to the widest. 9. Rocket Lab Corp. | Mkt Cap: $45B | Implied Move: 12.67% Rocket Lab Corp. (NASDAQ: RKLB ) reports second quarter of 2026 results on Monday after the closing bell. Wall Street is looking for a 7 cent per share loss on $231.79 million in revenue, compared with a 13 cent per share loss on $144.50 million a year ago. Pro data show options are pricing in a 12....
Earnings season stays in focus from next week, with a -selected slate that leans heavily into AI infrastructure, optical hardware and space communications. For retail traders, the cleanest "expectations check" often shows up in the options market, where implied moves translate the tug-of-war between a beat, a miss and — more often — guidance, according to Pro. The marquee name on this list is Coherent, but the biggest implied swing is saved for the final section as the countdown runs from the tightest setup to the widest. 9.
Rocket Lab Corp. 67% Rocket Lab Corp. (NASDAQ: RKLB ) reports second quarter of 2026 results on Monday after the closing bell. 50 million a year ago.
67% move around the print. 76 billion of market value at stake as traders handicap how much progress the company is making as it scales. Rocket Lab builds rockets and spacecraft and sells end-to-end mission services across civil, defense and commercial customers — a business where cadence, execution and contract momentum can matter as much as the quarter’s headline numbers. The stock carries a Buy consensus rating, and the stock is trading well below the 180-day average analyst price forecast; in July, KGI Securities upgraded the stock to Outperform, while Piper Sandler initiated coverage with a Neutral rating.
8% above the 200-day moving average. Even with that stability, the stock sits about 48% below the 52-week high of $151 heading into earnings. 8. AST SpaceMobile, Inc.
11% AST SpaceMobile, Inc. (NASDAQ: ASTS ) reports second quarter of 2026 results on Monday after the closing bell. 16 million in the prior-year quarter. 5 billion market cap.
That’s a meaningful swing for a company still in buildout mode, where updates on deployment and commercialization can drive the post-earnings reaction. AST SpaceMobile is designing and manufacturing its BlueBird satellite constellation as it works toward a space-based cellular broadband network. The stock carries a Hold consensus rating, and the share price sits below the 180-day average analyst price forecast; in July, B. Riley Securities upgraded the stock to Buy and Scotiabank upgraded it to Sector Perform.
3% below the 200-day moving average after the 50-day moving average crossed below the 200-day in July. 86. 7. Super Micro Computer, Inc.
29% Super Micro Computer, Inc. (NASDAQ: SMCI ) reports fourth quarter of 2026 results on Tuesday after the closing bell. 76 billion a year ago. 29% move.
58 billion of market cap in play as investors weigh demand signals tied to cloud and data-center buildouts. Super Micro Computer sells high-performance server technology into cloud computing, data centers, high-performance computing and embedded markets — a mix that can turn quickly on customer spending and product cycles. The stock carries a Hold consensus rating, and the 180-day average analyst price forecast is above where the stock trades; in July, Rosenblatt reiterated its Buy rating and raised its price forecast, while Mizuho reiterated Neutral and cut its price forecast. 0% below the 200-day moving average.
78. Read Also: Apollo's Torsten Slok Says AI Capex Boom Is Growing Nearly Twice as Fast as the Mid-2000s Housing Bubble 6. CoreWeave, Inc. 62% CoreWeave, Inc.
(NASDAQ: CRWV ) reports second quarter of 2026 results on Tuesday after the closing bell. 21 billion a year ago. 5 billion market cap. That’s a sizable implied reaction for a company sitting at the center of the GPU-and-AI infrastructure trade.
CoreWeave positions itself as a modern cloud infrastructure provider built around Nvidia GPUs and other AI hardware optimized for training and inference workloads. The stock carries a Buy consensus rating, and shares trade well below the 180-day average analyst price forecast; in August, Piper Sandler initiated coverage with an Overweight rating, and Citigroup reiterated Buy while cutting its price forecast. 3% below the 200-day moving average after the 50-day moving average crossed below the 200-day in July. 20.
5. Lumentum Holdings Inc. 91% Lumentum Holdings Inc. (NASDAQ: LITE ) reports fourth quarter of 2026 results on Tuesday after the closing bell.
70 million in the year-ago quarter. 91% move, and