Earnings Implied Moves: Aug 31–Sep 4, 2026 — What Options Priced, and What Happened
Every US name reporting that week — the implied move vs. its historical earnings move — plus the SPY/QQQ/IWM expected ranges and walls. Anchored to the prior Friday’s close (Aug 28, 2026).
The Index Read · What Options Price for the Week
That week’s US macro: JOLTs Job Openings, Economic Optimism Index, JOLTs Job Quits, ISM Manufacturing New Orders, ISM Manufacturing Employment. Here’s the weekly move options are pricing across the majors — and the walls that box it in.
● Put wall — support. Heavy put positioning tends to act as a floor.
● Hedge wall — the pivot. Above it moves dampen (range-bound); below it they accelerate.
● Call wall — resistance. Heavy call positioning tends to cap the upside. More on call, put and hedge walls.
Walls move every trading day; these are Friday’s close (Aug 28). OptionPilot recomputes them each morning before the open.
The Macro Calendar · US Releases That Week
The scheduled US data inside this week’s expiry — the events the index ranges above already have to cover.
| Date | Event | Impact |
|---|---|---|
| Tue Sep 1 | JOLTs Job Openings (Jul) | High |
| Tue Sep 1 | Economic Optimism Index (Sep) | Low |
| Tue Sep 1 | JOLTs Job Quits (Jul) | Low |
| Tue Sep 1 | ISM Manufacturing New Orders (Aug) | Low |
| Tue Sep 1 | ISM Manufacturing Employment (Aug) | Medium |
| Tue Sep 1 | ISM Manufacturing Prices (Aug) | Low |
| Tue Sep 1 | ISM Manufacturing PMI (Aug) | High |
| Wed Sep 2 | ADP Employment Change (Aug) | High |
| Thu Sep 3 | ISM Services PMI (Aug) | High |
| Thu Sep 3 | ISM Services New Orders (Aug) | Low |
| Thu Sep 3 | ISM Non-Manufacturing New Orders (Aug) | Low |
| Thu Sep 3 | ISM Non-Manufacturing Employment (Aug) | Medium |
| Thu Sep 3 | ISM Non-Manufacturing PMI (Aug) | High |
| Thu Sep 3 | ISM Non-Manufacturing Prices (Aug) | High |
| Thu Sep 3 | ISM Services Prices (Aug) | Low |
| Thu Sep 3 | ISM Services Employment (Aug) | Low |
| Thu Sep 3 | ISM Services Business Activity (Aug) | Low |
| Thu Sep 3 | ISM Non-Manufacturing Business Activity (Aug) | Low |
| Thu Sep 3 | Jobless Claims 4-Week Average (Aug/29) | High |
| Thu Sep 3 | Continuing Jobless Claims (Aug/22) | High |
| Thu Sep 3 | Initial Jobless Claims (Aug/29) | High |
| Fri Sep 4 | Unemployment Rate (Aug) | High |
| Fri Sep 4 | Nonfarm Payrolls Private (Aug) | High |
| Fri Sep 4 | Non Farm Payrolls (Aug) | High |
| Fri Sep 4 | U-6 Unemployment Rate (Aug) | High |
The Earnings Read · Every US Name Reporting That Week (Mon–Fri)
25 US companies report the week of Aug 31. The widest implied move is UPXI at ±19.0%; the biggest name reporting is AVGO at ±8.0%. Against their own earnings history, 13 are priced rich and 8 have room to run. 25 of 25 have reported so far that week — the rest are still ahead.
What the options market priced into each report — versus how much the stock has actually moved on its past prints. Sorted by market cap within each day.
| Stock & report | Mkt cap | Options implied | Actual move avg · max | What happened | The tell |
|---|---|---|---|---|---|
| Tue Sep 1 | |||||
| PANWpost-mkt | $303B | ±9.4% | ±5.0% max 7% | -9.3% | 1.9× RICH |
| DELLpost-mkt | $303B | ±11.2% | ±8.9% max 22% | +15.8% | 1.3× RICH |
| MDTpre-mkt | $117B | ±5.0% | ±4.1% max 7% | +1.5% | 1.2× RICH |
| CRDOpost-mkt | $43B | ±12.7% | ±17.7% max 48% | -20.0% | CAN RUN MORE |
| MDBpost-mkt | $36B | ±16.2% | ±22.5% max 38% | -13.5% | CAN RUN MORE |
| NIOpre-mkt | $11B | ±9.5% | ±7.1% max 15% | -4.0% | 1.3× RICH |
| GTLBpost-mkt | $8B | ±14.8% | ±10.3% max 22% | +10.0% | 1.4× RICH |
| RZLVpre-mkt | $1B | ±13.5% | ±19.6% max 32% | -17.3% | CAN RUN MORE |
| Wed Sep 2 | |||||
| AVGOpost-mkt | $1.8T | ±8.0% | ±10.6% max 24% | -2.7% | CAN RUN MORE |
| SNOWpost-mkt | $114B | ±12.4% | ±14.6% max 33% | +16.6% | CAN RUN MORE |
| HPEpost-mkt | $69B | ±11.2% | ±5.5% max 12% | +5.0% | 2.0× RICH |
| AIpost-mkt | $2B | ±13.9% | ±10.3% max 21% | +3.6% | 1.3× RICH |
| FCELpost-mkt | $1B | ±15.6% | ±13.5% max 24% | +1.9% | 1.2× RICH |
| CRMLpre-mkt | $1B | ±11.6% | ±11.7% max 45% | +5.5% | FAIRLY PRICED |
| RRpre-mkt | $336M | ±14.5% | ±12.5% max 25% | +1.9% | 1.2× RICH |
| UPXIpost-mkt | $79M | ±19.0% | ±9.0% max 16% | +11.4% | 2.1× RICH |
| Thu Sep 3 | |||||
| CIENpre-mkt | $54B | ±12.3% | ±11.8% max 23% | -10.4% | FAIRLY PRICED |
| ZSpost-mkt | $30B | ±13.1% | ±9.0% max 19% | -4.5% | 1.5× RICH |
| IOTpost-mkt | $24B | ±11.7% | ±12.4% max 20% | +3.7% | FAIRLY PRICED |
| LULUpost-mkt | $14B | ±10.2% | ±13.0% max 20% | -17.4% | CAN RUN MORE |
| DOCUpost-mkt | $12B | ±10.3% | ±13.0% max 28% | +3.7% | CAN RUN MORE |
| PATHpost-mkt | $10B | ±13.7% | ±9.4% max 24% | -16.6% | 1.5× RICH |
| CPBpre-mkt | $7B | ±5.6% | ±4.4% max 7% | -7.0% | 1.3× RICH |
| PLpost-mkt | $7B | ±18.3% | ±29.2% max 49% | -1.3% | CAN RUN MORE |
| AMBApost-mkt | $3B | ±13.8% | ±14.2% max 19% | -0.8% | FAIRLY PRICED |
Implied move = live ATM straddle for the expiry covering the report. Actual move = the stock’s own 1-day earnings reaction over its last reported quarters — avg is typical, max the biggest. “What happened” = the realized move this week. “pre/post-mkt” = reports before the open / after the close. “Can run more” = options price less than history; “rich” = more; “outsized premium” = far above (usually a special catalyst).
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Educational, not investment advice. Options involve risk. Implied moves reflect live at-the-money straddle prices; historical moves are averages of past reported quarters and are not a forecast.