Market Analysis
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PDD Holdings (PDD) Q2 2026 Earnings Recap: EPS Beat, Revenue Missed, and the Stock Rose Anyway
PDD’s Q2 2026 revenue rose 8% to RMB112.4 billion, missing estimates, while adjusted EPS beat forecasts and net income fell 12%. Here is what moved the stock.
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Deere (DE) Q3 FY2026 Earnings: What the Options Market Is Pricing Into Thursday’s Print
Deere reports fiscal Q3 2026 results Thursday morning before the opening bell, and this is not a one-sided beat-or-miss setup. The company is absorbing roughly $1.2 billion in direct tariff costs this fiscal year while its two core businesses are pulling in opposite directions: large agricultural equipment demand is still shrinking, but construction equipment is…
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Alibaba (BABA) Fiscal Q1 2027 Pre-Earnings Options Setup: Pricing China E-Commerce and Cloud Growth Into the Print
Alibaba reports fiscal Q1 2027 results Thursday, August 20, 2026, before the market opens, with a 7:30 AM ET call. The number that should shape how you size any options trade around this print isn’t the revenue estimate. It’s this: BABA has missed the Zacks consensus EPS estimate in every one of its last four…
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Retail Earnings Week: Home Depot, Lowe’s, Target, TJX, and Walmart Options Setups
Five of the market’s most closely watched retailers report earnings inside one 72-hour window this week, and the options market is not pricing them the same way. Lowe’s expected move sits around 4%, Target’s is closer to 7%, the widest of the group, and Walmart’s implied swing works out to roughly $42 billion of market…
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Analog Devices (ADI) Q3 FY2026 Earnings Options: Pricing the 5.8% Expected Move Ahead of Wednesday’s Report
ADI reports Q3 FY2026 results Wednesday, August 19 with options pricing a 5.8% move. Here’s the expected-move math, ADI’s history of blowing past it, and how to think about the setup.
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Toll Brothers (TOL) Q3 2026 Earnings Options Setup: Pricing a Luxury Homebuilder Into the Rate-Cut Debate
Toll Brothers reports fiscal third-quarter 2026 results Tuesday, August 18, after the market close, and options traders are treating it as more than one homebuilder’s quarter. TOL sits at the luxury, move-up end of housing, where buyers write bigger checks and lean less on a mortgage than at an entry-level builder, which makes its options…
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Applied Materials (AMAT) Q3 FY2026 Earnings Recap: Record Beat, China Slide, and a Familiar Beat-and-Fall Drop
Applied Materials beat on both lines Thursday night and the stock still fell nearly 4% after hours. If that sounds backwards, it is the same “beat and fall” pattern that has shown up across this earnings season, and it is a cleaner lesson in reading guidance than any textbook definition of implied volatility. Key Takeaway…
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Coherent (COHR) Q4 FY2026 Earnings Recap: Beat, 8% Rally, and the Overnight Reversal That Erased It
Coherent beat Q4 FY2026 revenue and EPS estimates and rallied 8% intraday, then reversed after hours to nearly flat. Here’s what the roughly 9% implied move got right about the swing.
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Cisco (CSCO) Q4 FY2026 Earnings: Pricing an Unusually Large 8% Move Into the AI-Networking Print
Cisco reports Q4 FY2026 earnings Aug 12 with options pricing an 8.3% move, above its historical average, on AI-networking demand. Educational breakdown.
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CoreWeave Q2 2026 Pre-Earnings Options Setup: Pricing 7x Leverage and a $35B AI Capex Bet Into the Print
CoreWeave (CRWV) reports Q2 2026 earnings Aug. 11. Options price a 15.5% move, but $32.9B in net debt and 7x EBITDA leverage may drive the real reaction.