Earnings reactions: October 22, 2026
How stocks moved on October 22, 2026 after their earnings reports, against the move options had priced before the print. Biggest moves: NOK -14.8% vs ±10.5%, LRCX -11.8% vs ±8.0%, SPOT +11.1% vs ±9.1%.
Updated November 1, 2026 · ← Oct 21 · rolling movers page · season tracker · Oct 23 →
| Stock | Reported | Options priced | Actual move | Verdict |
|---|---|---|---|---|
| NOK | Oct 22 before open | ±10.5% | -14.8% (close) | moved more than priced |
| LRCX | Oct 21 after close | ±8.0% | -11.8% (close) | moved more than priced |
| SPOT | Oct 22 before open | ±9.1% | +11.1% (close) | moved more than priced |
| BX | Oct 22 before open | ±5.3% | +8.4% (close) | moved more than priced |
| NDAQ | Oct 22 before open | ±3.7% | +7.5% (close) | moved more than priced |
| META | Oct 21 after close | ±7.0% | -7.0% (close) | moved more than priced |
| LMT | Oct 22 before open | ±4.6% | +7.0% (close) | moved more than priced |
| CSX | Oct 21 after close | ±5.1% | +6.8% (close) | moved more than priced |
| PG | Oct 22 before open | ±3.3% | +5.6% (close) | moved more than priced |
| LUV | Oct 21 after close | ±5.9% | +5.4% (close) | stayed inside |
| DOW | Oct 22 before open | ±5.9% | +4.7% (close) | stayed inside |
| URI | Oct 21 after close | ±7.9% | +3.9% (close) | stayed inside |
| UNP | Oct 22 before open | ±3.8% | +3.6% (close) | stayed inside |
| SAP | Oct 21 after close | ±6.8% | +3.4% (close) | stayed inside |
| CMCSA | Oct 22 before open | ±6.9% | +3.4% (close) | stayed inside |
| TSLA | Oct 21 after close | ±6.3% | -3.1% (close) | stayed inside |
| NSC | Oct 22 before open | ±5.8% | +3.1% (close) | stayed inside |
| AAL | Oct 22 before open | ±6.8% | +3.0% (close) | stayed inside |
| LVS | Oct 21 after close | ±6.0% | -2.6% (close) | stayed inside |
| BCS | Oct 22 before open | ±8.6% | -2.6% (close) | stayed inside |
| CBRE | Oct 22 before open | ±9.7% | -2.5% (close) | stayed inside |
| VLO | Oct 22 before open | ±5.2% | -2.4% (close) | stayed inside |
| TXN | Oct 21 after close | ±7.7% | -1.8% (close) | stayed inside |
| HON | Oct 22 before open | ±5.0% | +1.7% (close) | stayed inside |
| ARGX | Oct 22 before open | ±10.6% | -1.6% (close) | stayed inside |
| PCG | Oct 22 before open | ±3.9% | -1.3% (close) | stayed inside |
| KMI | Oct 21 after close | ±2.9% | -0.7% (close) | stayed inside |
| HBAN | Oct 22 before open | ±6.5% | -0.4% (close) | stayed inside |
| IBM | Oct 21 after close | ±7.3% | +0.3% (close) | stayed inside |
Each name, in one line
- NOK (Nokia Oyj) fell 14.8% at the close on October 22, 2026 after its earnings report, against a ±10.5% move priced by options.
- LRCX (Lam Research Corporation) fell 11.8% at the close on October 22, 2026 after its earnings report, against a ±8.0% move priced by options.
- SPOT (Spotify) rose 11.1% at the close on October 22, 2026 after its earnings report, against a ±9.1% move priced by options.
- BX (Blackstone Group) rose 8.4% at the close on October 22, 2026 after its earnings report, against a ±5.3% move priced by options.
- NDAQ (Nasdaq) rose 7.5% at the close on October 22, 2026 after its earnings report, against a ±3.7% move priced by options.
- META (Meta Platforms) fell 7.0% at the close on October 22, 2026 after its earnings report, against a ±7.0% move priced by options.
- LMT (Lockheed Martin) rose 7.0% at the close on October 22, 2026 after its earnings report, against a ±4.6% move priced by options.
- CSX rose 6.8% at the close on October 22, 2026 after its earnings report, against a ±5.1% move priced by options.
- PG (Procter & Gamble) rose 5.6% at the close on October 22, 2026 after its earnings report, against a ±3.3% move priced by options.
- LUV (Southwest Airlines) rose 5.4% at the close on October 22, 2026 after its earnings report, against a ±5.9% move priced by options.
- DOW (Dow Inc) rose 4.7% at the close on October 22, 2026 after its earnings report, against a ±5.9% move priced by options.
- URI (United Rentals) rose 3.9% at the close on October 22, 2026 after its earnings report, against a ±7.9% move priced by options.
- UNP (Union Pacific) rose 3.6% at the close on October 22, 2026 after its earnings report, against a ±3.8% move priced by options.
- SAP rose 3.4% at the close on October 22, 2026 after its earnings report, against a ±6.8% move priced by options.
- CMCSA (Comcast) rose 3.4% at the close on October 22, 2026 after its earnings report, against a ±6.9% move priced by options.
- TSLA (Tesla) fell 3.1% at the close on October 22, 2026 after its earnings report, against a ±6.3% move priced by options.
- NSC (Norfolk Southern Corp) rose 3.1% at the close on October 22, 2026 after its earnings report, against a ±5.8% move priced by options.
- AAL (American Airlines Group Inc) rose 3.0% at the close on October 22, 2026 after its earnings report, against a ±6.8% move priced by options.
- LVS (Las Vegas Sands) fell 2.6% at the close on October 22, 2026 after its earnings report, against a ±6.0% move priced by options.
- BCS (Barclays PLC) fell 2.6% at the close on October 22, 2026 after its earnings report, against a ±8.6% move priced by options.
- CBRE (CBRE Group) fell 2.5% at the close on October 22, 2026 after its earnings report, against a ±9.7% move priced by options.
- VLO (Valero Energy Corporation) fell 2.4% at the close on October 22, 2026 after its earnings report, against a ±5.2% move priced by options.
- TXN (Texas Instruments) fell 1.8% at the close on October 22, 2026 after its earnings report, against a ±7.7% move priced by options.
- HON (Honeywell International Inc) rose 1.7% at the close on October 22, 2026 after its earnings report, against a ±5.0% move priced by options.
- ARGX (argenx) fell 1.6% at the close on October 22, 2026 after its earnings report, against a ±10.6% move priced by options.
- PCG (PG&E Corporation) fell 1.3% at the close on October 22, 2026 after its earnings report, against a ±3.9% move priced by options.
- KMI (Kinder Morgan) fell 0.7% at the close on October 22, 2026 after its earnings report, against a ±2.9% move priced by options.
- HBAN (Huntington Bancshares Inc) fell 0.4% at the close on October 22, 2026 after its earnings report, against a ±6.5% move priced by options.
- IBM (International Business Machines) rose 0.3% at the close on October 22, 2026 after its earnings report, against a ±7.3% move priced by options.
Frequently asked questions
Which stocks moved the most on earnings on October 22, 2026?
By size of move: NOK -14.8% vs ±10.5%, LRCX -11.8% vs ±8.0%, SPOT +11.1% vs ±9.1%. Each figure is the measured reaction on the first full session after the report, compared with the move options had priced before it.
How many stocks beat their implied move on October 22, 2026?
9 of the 29 names with a tracked implied move closed beyond it; 20 stayed inside. 16 of 29 measured names moved up.
What does 'close' or 'peak' mean next to a move?
'Close' is the close-to-close reaction recorded by our pipeline on the first session after the report, a floor for the final figure. 'Peak' is the largest intraday move once the reaction window is complete. We never mix the two in one number.
See the next reaction before it happens
Members get the live implied move, the IV rush into every report and the drift path after it, for every name on the calendar.