The Options Desk
The Options Desk · Week of Aug 31, 2026

What Options Priced Into the Week of Aug 31, 2026

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.

implied range put wall hedge wall spot call wall
SPY S&P 500
implied ±1.1%
spot $769.35
$760.89–$777.81 · put 760 · hedge 766 · call 780
QQQ Nasdaq-100
implied ±1.6%
spot $716.43
$704.97–$727.89 · put 700 · hedge 712 · call 730
IWM Russell 2000
implied ±1.6%
spot $295.75
$291.02–$300.48 · put 295 · hedge 299 · call 305
How to read the walls

● 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 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.

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 & reportMkt
cap
Options
implied
Actual move
avg · max
The tell
Tue Sep 1
PANWpost-mkt$303B±9.4%±5.0%
max 7%
1.9× RICH
DELLpost-mkt$303B±11.2%±8.9%
max 22%
1.3× RICH
MDTpre-mkt$117B±5.0%±4.1%
max 7%
1.2× RICH
CRDOpost-mkt$43B±12.7%±17.7%
max 48%
CAN RUN MORE
MDBpost-mkt$36B±16.2%±22.5%
max 38%
CAN RUN MORE
NIOpre-mkt$11B±9.5%±7.1%
max 15%
1.3× RICH
GTLBpost-mkt$8B±14.8%±10.3%
max 22%
1.4× RICH
RZLVpre-mkt$1B±13.5%±19.6%
max 32%
CAN RUN MORE
Wed Sep 2
AVGOpost-mkt$1.8T±8.0%±10.6%
max 24%
CAN RUN MORE
SNOWpost-mkt$114B±12.4%±14.6%
max 33%
CAN RUN MORE
HPEpost-mkt$69B±11.2%±5.5%
max 12%
2.0× RICH
AIpost-mkt$2B±13.9%±10.3%
max 21%
1.3× RICH
FCELpost-mkt$1B±15.6%±13.5%
max 24%
1.2× RICH
CRMLpre-mkt$1B±11.6%±11.7%
max 45%
FAIRLY PRICED
RRpre-mkt$336M±14.5%±12.5%
max 25%
1.2× RICH
UPXIpost-mkt$79M±19.0%±9.0%
max 16%
2.1× RICH
Thu Sep 3
CIENpre-mkt$54B±12.3%±11.8%
max 23%
FAIRLY PRICED
ZSpost-mkt$30B±13.1%±9.0%
max 19%
1.5× RICH
IOTpost-mkt$24B±11.7%±12.4%
max 20%
FAIRLY PRICED
LULUpost-mkt$14B±10.2%±13.0%
max 20%
CAN RUN MORE
DOCUpost-mkt$12B±10.3%±13.0%
max 28%
CAN RUN MORE
PATHpost-mkt$10B±13.7%±9.4%
max 24%
1.5× RICH
CPBpre-mkt$7B±5.6%±4.4%
max 7%
1.3× RICH
PLpost-mkt$7B±18.3%±29.2%
max 49%
CAN RUN MORE
AMBApost-mkt$3B±13.8%±14.2%
max 19%
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. “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.

Options Desk — Week of Aug 31, 2026: Implied vs. Actual Earnings Moves | Ainvest Options Pilot