EarningsWatcher

Q3 2026 earnings season: implied vs actual moves

A running scoreboard of the Q3 2026 reporting season: for each notable report, the move the options market priced in beforehand versus the move that actually happened. 4 of 5 confirmed reports have beaten their implied move so far.

Updated October 29, 2026 · updated through the season as reports land · methodology · predecessor: Q2 2026 beat report

Confirmed reports

"Actual" is the peak intraday earnings move; "implied" is the last pre-print options-implied move recorded on our pages.

StockReportedImpliedActual (peak)Result
GSJul 14±4.6%±9.4%Beat implied
ASMLJul 15—±3.1%
NFLXJul 16±11.0%±12.2%Beat implied
TSLAJul 22±6.3%±15.6%Beat implied
GOOGLJul 22±6.5%±7.9%Beat implied
TXNJul 22±9.9%±6.8%Stayed inside
INTCJul 23—±8.6%

Just reported — initial reactions (provisional)

These names reported in the last few days. "Reaction so far" is the cumulative move from the pre-earnings reference price through the latest DriftLab checkpoint (close-based); implied is the last value recorded on our pages before the print. Rows are finalized to peak-based stats once canonical data lands.

StockReportedPre-print impliedReaction
VJul 28—+0.6% so farprovisional
MSFTJul 29±8.6%+15.5% so farprovisional
METAJul 29±8.2%-8.0% so farprovisional
QCOMJul 29±9.3%-2.6% so farprovisional
AAPLJul 30±3.9%-7.4% so farprovisional
AMZNJul 30±6.9%+15.3% so farprovisional
COINJul 30±9.9%-10.6% so farprovisional
PLTRAug 3±12.2%+29.5% so farprovisional
AMDAug 4±8.2%-7.0% so farprovisional
UBERAug 5±6.7%-5.3% so farprovisional
DISAug 5±5.6%+3.6% so farprovisional
SHOPAug 5±12.1%+17.0% so farprovisional
SNDKAug 5±16.2%-6.8% so farprovisional
WDCAug 5±19.0%-13.0% so farprovisional
APPAug 5±23.4%-19.7% so farprovisional
AXONAug 5±13.7%-14.3% so farprovisional
DDOGAug 6±21.4%-19.0% so farprovisional
RKLBAug 10±14.1%-4.8% so farprovisional
FERGAug 10±8.2%+2.8% so farprovisional
HIMSAug 10±14.2%-3.5% so farprovisional
SEAug 11±11.8%+14.6% so farprovisional
ESLTAug 11±8.3%-8.3% so farprovisional
CRWVAug 11±13.1%+19.3% so farprovisional
LITEAug 11±11.6%+13.6% so farprovisional
SMCIAug 11±13.9%+19.0% so farprovisional
NBISAug 12±13.1%+34.1% so farprovisional
COHRAug 12±12.8%-8.0% so farprovisional
CSCOAug 12±8.3%-8.4% so farprovisional
TPRAug 13±8.9%-16.5% so farprovisional
AMATAug 13±7.4%-5.1% so farprovisional
HDAug 18±4.6%-0.1% so farprovisional
BIDUAug 18±10.4%-12.7% so farprovisional
KEYSAug 18±9.3%-6.3% so farprovisional
LOWAug 19±4.9%+2.0% so farprovisional
TGTAug 19±7.0%+4.3% so farprovisional
TJXAug 19±4.5%-4.2% so farprovisional
ADIAug 19±6.5%-0.9% so farprovisional
ELAug 19±8.8%+16.3% so farprovisional
VIKAug 19±7.6%-7.7% so farprovisional
DEAug 20±5.2%+6.9% so farprovisional
WMTAug 20±5.2%-9.2% so farprovisional
NTESAug 20±5.7%-5.8% so farprovisional
BABAAug 20±6.6%+1.3% so farprovisional
ROSTAug 20±6.6%+4.4% so farprovisional
PDDAug 24±7.6%-1.5% so farprovisional
BMOAug 25±5.0%+0.6% so farprovisional
BNSAug 25±4.7%+7.2% so farprovisional
INTUAug 25±8.4%-3.2% so farprovisional
HEIAug 25±8.5%-1.4% so farprovisional
NVDAAug 26±5.9%+8.7% so farprovisional
CRWDAug 26±8.2%+20.5% so farprovisional
CRMAug 26±8.1%+22.6% so farprovisional
SNPSAug 26±8.8%+13.4% so farprovisional
AAug 26±8.8%+1.7% so farprovisional
VEEVAug 26±12.0%+15.2% so farprovisional
CMAug 27±6.0%-2.8% so farprovisional
RYAug 27±4.9%-1.3% so farprovisional
TDAug 27±4.1%+1.4% so farprovisional
MRVLAug 27±10.5%-10.3% so farprovisional
ADSKAug 27±8.3%-3.7% so farprovisional
WDAYAug 27±7.4%+5.8% so farprovisional
MDTSep 1±5.0%+1.5% so farprovisional
PANWSep 1±9.4%-9.3% so farprovisional
DELLSep 1±10.4%+15.8% so farprovisional
CRDOSep 1±11.8%-20.0% so farprovisional
MDBSep 1±16.1%-13.5% so farprovisional
AVGOSep 2±8.1%-2.7% so farprovisional
SNOWSep 2±12.8%+16.6% so farprovisional
HPESep 2±11.0%+5.0% so farprovisional
NTAPSep 2±12.4%+2.6% so farprovisional
CIENSep 3±11.3%-10.4% so farprovisional
CASYSep 8±8.8%-14.2% so farprovisional
GMESep 8±4.8%+5.3% so farprovisional
ASOSep 9±8.2%+14.4% so farprovisional
CHWYSep 9±10.0%-10.8% so farprovisional
SIGSep 9±9.8%+24.0% so farprovisional
AEOSep 9±13.7%-14.0% so farprovisional
AVAVSep 9±12.0%+4.4% so farprovisional
COOSep 9±7.9%-14.7% so farprovisional
MSep 10±7.7%-4.7% so farprovisional
ADBESep 10±8.3%+1.4% so farprovisional
ORCLSep 10±11.9%-1.7% so farprovisional
CPRTSep 10±7.0%-2.6% so farprovisional
RHSep 10±12.6%+0.0% so farprovisional
DSGXSep 10±8.0%+6.6% so farprovisional
KRSep 11±6.5%+2.7% so farprovisional
PLAYSep 14±17.0%-19.0% so farprovisional
TCOMSep 15±6.8%+3.0% so farprovisional
LENSep 16±6.4%+1.7% so farprovisional
AZOSep 22±9.7%+3.3% so farprovisional
THOSep 22±10.9%+5.5% so farprovisional
KBHSep 22±9.3%-3.0% so farprovisional
GISSep 23±7.4%+1.0% so farprovisional
CBRLSep 23±13.8%+4.5% so farprovisional
CTASSep 23±4.7%-3.4% so farprovisional
PAYXSep 23±29.0%-8.8% so farprovisional
MANUSep 23±10.7%-0.1% so farprovisional
FULSep 23±11.3%-0.4% so farprovisional
COSTSep 24±3.4%+1.9% so farprovisional
BBSep 24±13.3%+4.2% so farprovisional
UECSep 24±6.6%-4.8% so farprovisional
DRISep 24±8.1%-3.0% so farprovisional
SNXSep 24±9.3%-9.9% so farprovisional
JEFSep 28±9.0%-1.3% so farprovisional
MTNSep 28±9.4%+2.3% so farprovisional
CCLSep 29±6.8%+13.4% so farprovisional
KMXSep 29±12.9%+4.7% so farprovisional
UECSep 29±8.2%+0.9% so farprovisional
AIRSep 29±11.8%-4.9% so farprovisional
CAGSep 30±5.5%-4.9% so farprovisional
FDSSep 30±10.2%+3.8% so farprovisional
JBLSep 30±8.0%-10.0% so farprovisional
CALMSep 30±8.3%-0.7% so farprovisional
MUSep 30±7.4%+3.0% so farprovisional
ACNOct 1±7.2%+15.8% so farprovisional
MKCOct 1±7.8%-4.9% so farprovisional
AYIOct 1±8.7%-3.4% so farprovisional
NKEOct 1±8.6%-3.6% so farprovisional
LWOct 6±10.0%+7.5% so farprovisional
RPMOct 6±5.8%+3.2% so farprovisional
STZOct 6±5.0%+2.4% so farprovisional
LEVIOct 7±9.9%-2.4% so farprovisional
APLDOct 7±11.8%+0.2% so farprovisional
PEPOct 8±3.5%+3.7% so farprovisional
TLRYOct 8±13.4%-3.4% so farprovisional
NGOct 8±12.7%-1.3% so farprovisional
DALOct 9±6.9%+0.0% so farprovisional
GSOct 13±4.3%-0.2% so farprovisional
JPMOct 13±3.3%-0.9% so farprovisional
COct 13±4.0%-5.6% so farprovisional
UNHOct 13±6.6%-0.2% so farprovisional
DPZOct 13±7.0%-4.8% so farprovisional
JNJOct 13±3.4%-5.7% so farprovisional
ACIOct 13±6.5%+1.4% so farprovisional
WFCOct 13±4.4%-3.1% so farprovisional
AZZOct 13±6.3%+0.7% so farprovisional
FBKOct 13±6.2%-4.2% so farprovisional
ASMLOct 14±5.4%-3.9% so farprovisional
BACOct 14±3.4%-4.8% so farprovisional
MSOct 14±4.1%-2.7% so farprovisional
FASTOct 14±5.8%+1.1% so farprovisional
BLKOct 14±4.8%+0.7% so farprovisional
STTOct 14±5.0%-4.1% so farprovisional
TSMOct 15±4.2%-2.6% so farprovisional
SCHWOct 15±4.1%-2.6% so farprovisional
CMCOct 15±5.3%+0.8% so farprovisional
ERICOct 15±9.1%+10.1% so farprovisional
PLDOct 15±3.9%-2.1% so farprovisional
PNCOct 15±4.2%-0.3% so farprovisional
USBOct 15±4.1%+1.9% so farprovisional
FHNOct 15±5.8%+1.7% so farprovisional
IBKROct 15±4.7%-3.9% so farprovisional
AAOct 15±6.5%+2.5% so farprovisional
SFNCOct 15±6.1%-0.9% so farprovisional
JBHTOct 15±6.1%-2.8% so farprovisional
CNSOct 15±6.4%+0.9% so farprovisional
INDBOct 15±6.5%+3.6% so farprovisional
TFCOct 16±7.7%+1.1% so farprovisional
CFGOct 16±7.6%-0.1% so farprovisional
MTBOct 16±7.1%-1.5% so farprovisional
RFOct 16±7.4%+0.5% so farprovisional
TRVOct 16±6.3%+1.5% so farprovisional
CLFOct 19±12.1%+16.3% so farprovisional
AGNCOct 19±5.1%+4.3% so farprovisional
GMOct 20±6.3%-6.8% so farprovisional
NOCOct 20±8.3%+4.6% so farprovisional
GEOct 20±6.1%-3.7% so farprovisional
RTXOct 20±5.5%+0.6% so farprovisional
MMMOct 20±6.0%+5.8% so farprovisional
MSCIOct 20±8.6%+5.0% so farprovisional
NFLXOct 20±9.9%-5.3% so farprovisional
ISRGOct 20±8.1%-2.3% so farprovisional
COFOct 20±5.1%+2.5% so farprovisional
HALOct 20±5.7%+1.8% so farprovisional
UALOct 20±6.3%+4.0% so farprovisional
NLYOct 20±3.1%-1.5% so farprovisional
CBOct 20±5.3%-0.8% so farprovisional
AMXOct 20±7.4%+6.1% so farprovisional
DHROct 21±6.5%+4.3% so farprovisional
TOct 21±4.5%-6.4% so farprovisional
ABTOct 21±5.6%-1.9% so farprovisional
NEEOct 21±3.6%-0.7% so farprovisional
CMEOct 21±3.6%+0.2% so farprovisional
ELVOct 21±9.0%-1.4% so farprovisional
MCOOct 21±7.1%+1.2% so farprovisional
PMOct 21±4.3%-1.2% so farprovisional
WABOct 21±7.2%+2.0% so farprovisional
TSLAOct 21±6.3%-3.1% so farprovisional
TXNOct 21±7.7%-1.8% so farprovisional
IBMOct 21±7.3%+0.3% so farprovisional
SAPOct 21±6.8%+3.4% so farprovisional
LRCXOct 21±8.0%-11.8% so farprovisional
CSXOct 21±5.1%+6.8% so farprovisional
LUVOct 21±5.9%+5.4% so farprovisional
METAOct 21±7.0%-7.0% so farprovisional
URIOct 21±7.9%+3.9% so farprovisional
KMIOct 21±2.9%-0.7% so farprovisional
LVSOct 21±6.0%-2.6% so farprovisional
PGOct 22±3.3%+5.6% so farprovisional
AALOct 22±6.8%+3.0% so farprovisional
DOWOct 22±5.9%+4.7% so farprovisional
HBANOct 22±6.5%-0.4% so farprovisional
NOKOct 22±10.5%-14.8% so farprovisional
PCGOct 22±3.9%-1.3% so farprovisional
VLOOct 22±5.2%-2.4% so farprovisional
BXOct 22±5.3%+8.4% so farprovisional
LMTOct 22±4.6%+7.0% so farprovisional
UNPOct 22±3.8%+3.6% so farprovisional
SPOTOct 22±9.1%+11.1% so farprovisional
CMCSAOct 22±6.9%+3.4% so farprovisional
BCSOct 22±8.6%-2.6% so farprovisional
HONOct 22±5.0%+1.7% so farprovisional
NSCOct 22±5.8%+3.1% so farprovisional
ARGXOct 22±10.6%-1.6% so farprovisional
NDAQOct 22±3.7%+7.5% so farprovisional
CBREOct 22±9.7%-2.5% so farprovisional
NEMOct 22±4.8%-4.6% so farprovisional
WDCOct 22±7.6%-3.0% so farprovisional
BEOct 22±11.3%-11.2% so farprovisional
DECKOct 22±10.1%-4.9% so farprovisional
AXPOct 23±4.9%-0.9% so farprovisional
SLBOct 23±5.6%+7.1% so farprovisional
INFYOct 23±10.0%-6.6% so farprovisional
VZOct 26±6.7%-3.5% so farprovisional
WELLOct 26±6.4%-5.8% so farprovisional
KOOct 27±3.3%-1.6% so farprovisional
BAOct 27±5.7%-10.7% so farprovisional
PYPLOct 27±7.9%+2.0% so farprovisional
SOFIOct 27±9.7%+13.4% so farprovisional
FCXOct 27±6.5%+1.2% so farprovisional
GLWOct 27±9.4%-1.1% so farprovisional
UPSOct 27±6.3%+5.8% so farprovisional
NVSOct 27±6.5%+2.0% so farprovisional
SPGIOct 27±4.9%-0.4% so farprovisional
HOODOct 27±9.4%-3.3% so farprovisional
VOct 27±3.4%-0.3% so farprovisional
NXPIOct 27±12.0%-0.7% so farprovisional
ENPHOct 27±13.2%-16.0% so farprovisional
STXOct 27±9.6%+4.5% so farprovisional
WMOct 27±5.3%-4.5% so farprovisional
APHOct 28±10.9%+3.5% so farprovisional
BSXOct 28±8.0%-5.8% so farprovisional
GEVOct 28±6.7%-1.9% so farprovisional
VRTOct 28±10.7%+16.5% so farprovisional
UBSOct 28±7.0%-0.2% so farprovisional
ADPOct 28±4.5%-2.6% so farprovisional
GSKOct 28±6.5%-4.3% so farprovisional
SANOct 28±9.9%-6.3% so farprovisional

Reporting next — what options are pricing in

Live implied moves for upcoming reports on the tracker's watchlist. These rows flip to actual results after each print.

StockReportsImplied move (live)
ALVOct 23 before open±8.7%reports soon
MSFTOct 28 after close±5.1%reports soon
GOOGLOct 28 after close±5.8%reports soon
CVNAOct 28 after close±13.4%reports soon
NOWOct 28 after close±10.6%reports soon
CMGOct 28 after close±7.6%reports soon
FOct 28 after close±9.8%reports soon
KLACOct 28 after close±8.0%reports soon
GOOGOct 28 after close±5.7%reports soon
FTNTOct 28 after close±11.4%reports soon
BBVAOct 28 after close±9.9%reports soon
TMUSOct 28 after close±5.4%reports soon
EQIXOct 28 after close±8.3%reports soon
AEMOct 28 after close±4.1%reports soon
CPOct 28 after close±5.2%reports soon
AMZNOct 29 after close±8.0%reports soon
COINOct 29 after close±7.4%reports soon
INTCOct 29 after close±8.5%reports soon
MSTROct 29 after close±5.3%reports soon
RDDTOct 29 after close±12.9%reports soon
SNDKOct 29 after close±7.6%reports soon
DHIOct 29 before open±6.3%reports soon
BMYOct 29 before open±4.9%reports soon
LLYOct 29 before open±6.3%reports soon
MOOct 29 before open±4.0%reports soon
MRKOct 29 before open±4.4%reports soon
RBLXOct 29 after close±15.3%reports soon
RIVNOct 29 after close±11.2%reports soon
SBUXOct 29 after close±5.2%reports soon
FSLROct 29 after close±8.5%reports soon
CATOct 29 before open±7.0%reports soon
LINOct 29 before open±5.4%reports soon
MAOct 29 before open±3.5%reports soon
GILDOct 29 after close±4.3%reports soon
HWMOct 29 before open±7.0%reports soon
SYKOct 29 after close±8.3%reports soon
TTOct 29 before open±7.8%reports soon
PWROct 29 before open±12.5%reports soon
BUDOct 29 before open±5.1%reports soon
INGOct 29 before open±7.9%reports soon
NCLHOct 29 before open±7.9%reports soon
PINSOct 29 after close±12.5%reports soon
RKTOct 29 after close±6.5%reports soon
SHELOct 29 before open±3.1%reports soon
TTEOct 29 before open±5.7%reports soon
ICEOct 29 before open±2.9%reports soon
EPDOct 29 before open±3.4%reports soon
MDLZOct 29 after close±3.5%reports soon
ABBVOct 30 before open±4.1%reports soon
CVXOct 30 before open±2.5%reports soon
BPOct 30 before open±3.3%reports soon
CCJOct 30 before open±5.1%reports soon
AZNOct 30 before open±6.3%reports soon
GDOct 30 before open±4.2%reports soon
XOMOct 30 before open±2.5%reports soon
SNYOct 30 before open±6.7%reports soon
REGNOct 30 before open±4.3%reports soon
PLTRNov 2 after close±12.1%reports soon
AAPLNov 2 after close±4.0%reports soon
ELNov 2 before open±9.4%reports soon
TEMNov 2 before open±12.4%reports soon
ONNov 2 after close±10.6%reports soon
VRTXNov 2 after close±5.5%reports soon
AMDNov 3 after close±8.6%reports soon
SHOPNov 3 before open±13.2%reports soon
BKNGNov 3 after close±7.5%reports soon
SMCINov 3 after close±13.3%reports soon
ALABNov 3 after close±14.1%reports soon
ANETNov 3 after close±10.0%reports soon
PFENov 3 before open±4.5%reports soon
UPSTNov 3 before open±13.7%reports soon
XYZNov 3 after close±10.5%reports soon
AMGNNov 3 after close±5.1%reports soon
ETNNov 3 before open±7.0%reports soon
Cite this page: EarningsWatcher, "Q3 2026 Earnings: Implied vs Actual Move Tracker", earnings-watcher.com/wiki/q3-2026-implied-vs-actual-tracker (updated October 29, 2026). Free to reference with attribution + link.

How to read this

The implied move is the magnitude options price in before a report — not a forecast, and not a direction. When the actual move exceeds it, long-volatility structures held through the print were favored by the move itself; when the move stays inside, short-volatility structures were. Neither outcome is predictable in advance, and this page describes what happened — it is not a recommendation. For any single name's full history, open its playbook or live data page.

Free weekly email
Get Monday’s implied-move card in your inbox
This chart — every notable stock reporting next week and the move options are pricing for each — lands in your inbox every Monday. Free.
No spam, unsubscribe anytime. Education only — not financial advice.
This week's implied-move card: every notable earnings release placed by its options-implied move

Frequently asked questions

What does this tracker show?

For each notable Q3 2026 earnings report: the implied move (what options priced in before the report) versus the actual move, updated through the season as companies report.

What does 'beat implied' mean?

The stock's actual earnings move was larger than the move options had priced in beforehand. 'Stayed inside' means the actual move was smaller than implied.

Why are some rows provisional?

Names that reported in the last few days show an initial cumulative reaction while the final peak-based statistics are still settling; rows are finalized once canonical data lands.

Does beating the implied move mean a trade was profitable?

Not by itself. It describes how the realized move compared with option pricing — outcomes for any specific position depend on structure, strikes, timing and IV changes. This page is educational, not advice.

This scoreboard is free. Trading the next print is where membership starts.

Live implied moves on every name still to report, beat probability against what options price in, IV-crush forecasts and a straddle simulator — the pipeline behind this tracker, pointed at the season's remaining reports.

Join EarningsWatcher →

Related