Stocks such as Tesla , Wolfspeed and Starbucks could make the biggest moves after reporting earnings this week. The upcoming days are key for quarterly results from megacap technology and semiconductor stocks, which are taking a sizable breather on Monday amid the DeepSeek-fueled tech meltdown . Many non-tech players across retail, pharmaceutical and materials are also set to report. CNBC Pro used FactSet data to search for companies reporting earnings this week that are expected to move the most on their results, according to options market activity. The data below includes numbers as of Friday’s close for companies that have options expiring on Jan. 31. Electric vehicle maker Tesla and Facebook parent Meta Platforms are the two “Magnificent Seven” members that could see significant action, potentially moving by 8% and 6%, respectively. Tesla shares have gained roughly 115% over the past year, but Wall Street analysts remain mixed on the stock. Of the 52 analysts covering Tesla, only seven rate it a strong buy, while 15 have a buy rating on shares and 17 have a hold rating, according to LSEG. Goldman Sachs is one firm that remains neutral on Tesla ahead of its earnings due Wednesday. “We believe a key debate in the market will be whether Tesla can grow more meaningfully in 2025/2026, driven by a refreshed Model Y and a new lower cost model or models,” the firm said in a Sunday note. A slew of semiconductor companies could also see dramatic swings after reporting results, according to the data. The options market is anticipating shares of semiconductor company Wolfspeed to make the biggest move from the list, expecting shares to trade up or down by about 21%. Wolfspeed shares have had a tough run even amid the artificial intelligence race, losing roughly 82% over the past year. The company in October had announced direct funding from the U.S. CHIPS and Science Act and an additional investment from Apollo in an effort to increase its silicon carbide manufacturing. Its two projects were estimated to create 2,000 manufacturing jobs as part of Wolfspeed’s expansion plan. WOLF 1Y mountain Wolfspeed stock performance. Intel-owned driver assistance tech maker Mobileye has an implied move of 13% in either direction, according to the screener. The company is considered a beneficiary of the software architecture component of the burgeoning “physical AI” trend , which involves robotics and self-driving vehicles. Shares of Mobileye are off more than 43% in the past 12 months. Intel , another chipmaker that has struggled to keep up with the AI race, as well as semiconductor names IBM and ASML , could also make waves amid the release of quarterly results. Coffee chain Starbucks is expected move up or down by 6% after reporting on Tuesday. The stock is up more than 7% in the past year, as the company attempts to make a turnaround after struggling with increased competition and weakening demand.
