Earnings Volatility Watch: Micron Sets The Week, But Six Other Stocks Are Priced To Swing More
Micron Technology Inc. (NASDAQ: MU ) reports its fiscal fourth quarter results Tuesday, and it is the number the AI trade is waiting on. The memory maker sits at the center of the buildout, its high-bandwidth chips feeding the data centers everyone else is racing to fill. The stock is up 276% this year. The options market is pricing a post-earnings move of 8.06% in either direction for Micron, according to Pro data. Big as that number is, Micron ranks only seventh on the board. These are the 10 largest expected movers of the week, among stocks with at least $2 billion market cap. Which Stocks Could Swing The Most This Week? 10. Carnival: 6.98% Implied Move The cruise operator reports Sept. 29 before the open. Analyst consensus calls for $8.30 billion in revenue and earnings at $1.36 per share. Shares hit a fresh 16-month low of $21.45 on Thursday, and TD Cowen, Wells Fargo, Stifel and Barclays have all trimmed price targets this month, with Weiss Ratings cutting to Hold. Carnival Corp. (NYSE: CCL ) has slipped 27.9% this year. 9. Nike: 7.49% Implied Move The footwear giant reports Oct. 1 after the close. Analysts expect $11.33 billion in revenue and earnings of 44 cents per share.
Micron Technology Inc. (NASDAQ: MU ) reports its fiscal fourth quarter results Tuesday, and it is the number the AI trade is waiting on. The memory maker sits at the center of the buildout, its high-bandwidth chips feeding the data centers everyone else is racing to fill. The stock is up 276% this year.
06% in either direction for Micron, according to Pro data. Big as that number is, Micron ranks only seventh on the board. These are the 10 largest expected movers of the week, among stocks with at least $2 billion market cap. Which Stocks Could Swing The Most This Week?
10. 98% Implied Move The cruise operator reports Sept. 29 before the open. 36 per share.
45 on Thursday, and TD Cowen, Wells Fargo, Stifel and Barclays have all trimmed price targets this month, with Weiss Ratings cutting to Hold. Carnival Corp. 9% this year. 9.
49% Implied Move The footwear giant reports Oct. 1 after the close. 33 billion in revenue and earnings of 44 cents per share. Nike quietly exited the S&P 100 on Sept.
21 after an 18-year run, and the stock has kept grinding lower, down to around $38 from about $44 in mid-July. Truist downgraded to Hold on "footwear-sector headwinds," while JPMorgan cut it to Underweight, arguing CEO Elliott Hill's turnaround will keep weighing on results through fiscal 2028. China demand, direct-to-consumer trends, gross margin and inventory frame are the key things to watch. 9% lower year to date, Nike Inc.
(NYSE: NKE ) is the worst performer on this list. 8. 79% Implied Move The spices and flavorings company reports Oct. 1 before the open.
98 billion in revenue and earnings of 76 cents per share. 09 on Sept. 41 high. 5% volume decline.
McCormick & Co. 2% in 2026. 7. 06% Implied Move The memory chipmaker reports Sept.
30 after the close. 45 per share in earnings. DRAM and high-bandwidth memory pricing, data center demand and guidance make this the clearest read on the AI memory cycle. Micron Technology closed its second straight week of gains.
The memory giant has soared 276% this year, one of the market's biggest winners. 6. 94% Implied Move The lighting and building-management company reports Oct. 1 before the open.
66 per share. 5% jump Friday. Acuity Inc. 5% lower on the year.
5. 31% Implied Move The IT consulting firm reports Oct. 1 before the open. 18 per share.
Shares spiked on news of a five-year, $1 billion AI-safety partnership with Anthropic earlier this week, but have since given it back. Bookings, the generative-AI project pipeline and fiscal 2027 guidance will likely drive the stock reaction. 3% since January. 4.
70% Implied Move The financial data provider reports Sept. 30 before the open. 33 per share. 7% single-session swing two weeks ago underscored how jumpy this normally calm name has gotten into the print.
Annual subscription value growth, client retention and margins are what matters to watch for investors. FactSet Research Systems Inc. 6% this year. 3.
77% Implied Move The contract manufacturer reports Sept. 30 before the open. 06 per share. 94.
AI and cloud hardware demand, plus guidance for the new fiscal year, are the swing factors. Jabil Inc. 8% in 2026. 2.
94% Implied Move The investment bank reports Sept. 28 after the close. 17 billion in revenue and earnings of 93 cents per share. Investment banking fees, trading revenue and the pace of the M&A recovery will likely drive the move.
Jefferies Financial Group Inc. 7% this year. 1. 76% Implied Move The used-car retailer reports Sept.
29 before the open. 98 billion in revenue and earnings of 71 cents per share. The company confirmed 145 corporate job cuts last week as part of a broader cost-reduction push. Used-vehicle unit sales, gross profit per unit, finance income and affordability are what the market is watching closely heading into the results.
2% in 2026, CarMax Inc. (NYSE: KMX ) carries the widest expected swing of the week.