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Earnings Expected Moves: How Often Stocks Beat the Implied Move

How big a move do options expect on earnings — and how often does the stock actually beat it? We pulled the numbers for major names. Here’s the data.

EarningsWatcher Research 6 min read Data as of June 2026 · Education, not advice

The expected move (or implied move) is how big a swing the options market prices in for an earnings report. Whether a stock “beats” it — moves more than priced in — varies widely. Across the last ~16 reports for each name (as of June 2026), beat rates range from about 25% (NVDA) to 63% (AMD and Meta). The key takeaway up front: being a big mover is not the same as beating the implied move. NVIDIA moves a lot yet usually lands under what options priced in, while AMD and Meta clear it nearly two-thirds of the time.

Expected move vs. beat rate, by stock

StockAvg move (10yr)95th-pct tailBeats implied move
META Meta±11.8%±25.8%63% (10 of 16)
AMD AMD±10.7%±21.2%63% (10 of 16)
AMZN Amazon±7.4%±13.7%60% (9 of 15)
TSLA Tesla±9.3%±16.3%56% (9 of 16)
GOOGL Alphabet±6.5%±10.3%56% (9 of 16)
MSFT Microsoft±5.0%±9.4%50% (8 of 16)
AAPL Apple±4.9%±8.1%44% (7 of 16)
NVDA NVIDIA±8.3%±20.1%25% (4 of 16)

How to read it. “Avg move (10yr)” is the typical earnings-day peak move over roughly the last decade. “95th-pct tail” is the realistic worst-case move. “Beats implied move” is how often the actual move exceeded the options-implied move — the figure that decides whether option buyers or sellers had the historical edge. Tap any ticker for its full playbook.

What the data shows

Why the expected move and beat rate matter

Going into a report, implied volatility — and option prices — climb (the IV rush), then collapse the morning after (the IV crush). A stock’s beat-rate history is the cleanest way to gauge whether that rich pre-earnings premium has tended to be worth paying. It is a reference point, not a signal: the live implied move versus a stock’s own history is what matters each quarter.

Per-stock earnings playbooks

Full move history, distribution and IV behaviour for each name:

Methodology Figures are the peak earnings-day move over each stock’s last ~16 reports (roughly 10 years), as of June 2026, computed in the EarningsWatcher Moves analyser. “Beat” means the actual move exceeded the options-implied move for that report. The live implied move for an upcoming report — and the full week’s reporting calendar — live in the EarningsWatcher app.

Frequently asked questions

What is an expected (implied) move on earnings?

The expected move — also called the implied move — is how big a price swing the options market is pricing in for an upcoming earnings report. It is derived from option prices (roughly the cost of the at-the-money straddle for the expiry covering the report) and only firms up in the days before earnings. It is the market's one-standard-deviation estimate of the post-earnings move, not a prediction of direction.

Which stock beats its implied move most often?

In our data (last ~16 reports, as of June 2026), AMD and Meta have the highest beat rates at about 63% — they cleared their implied move in roughly 10 of 16 reports. Amazon (~60%) is next. NVIDIA has the lowest at about 25%, meaning it usually moves less than options priced in despite being a large mover.

Do stocks usually move more or less than the implied move?

It varies by stock and there is no universal rule. Several mega-caps (Apple ~44%, NVIDIA ~25%) have historically moved less than their implied move more often than not, which tends to favor option sellers; higher-beta names like AMD and Meta have beaten it more often. The only reliable approach is to compare a given quarter's live implied move against that stock's own history.

How is the expected move calculated?

It is read from the options market: a common approximation is the price of the at-the-money straddle (call + put) for the nearest expiry after the report, expressed as a percentage of the stock price. Because it depends on live implied volatility, it changes constantly and is only meaningful in the window before an earnings date.

See live expected moves

Get this week’s reporting stocks, each one’s live implied move as it firms up, and the full history behind every beat rate above.

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