Earnings are set to hit the tape on Tuesday and the options market is already sketching out the size of the potential post-print swings across a Benzinga-selected mix of medtech and enterprise tech. For retail investors, implied moves can be a quick read on where positioning is tightest — and where a surprise could matter most — according to Benzinga Pro.
The marquee name on this list is Palo Alto Networks, but the biggest implied move is saved for the final section as the countdown runs from the calmest setup to the most volatile.
7. Medtronic | Mkt Cap: $116B | Implied Move: 4.52%
Medtronic plc (NYSE:MDT) reports first quarter of 2027 results before the opening bell. Wall Street is looking for $1.39 in earnings per share on $9.53 billion in revenue, compared with $1.26 on $8.58 billion a year ago.
Benzinga Pro data show options are pricing in a 4.52% move, the smallest implied swing in this seven-stock watchlist — but it still represents $5.26 billion of market value at stake.
Medtronic is one of the largest medical-device makers, selling therapeutic devices used to treat chronic diseases. The stock carries a Buy consensus rating, and the stock is trading below the 180-day average analyst price forecast; in August, TD Cowen and Needham reiterated Buy ratings and raised their price forecasts, while BTIG reiterated its Buy rating, per the Benzinga Pro analyst summary.
The shares have slipped in 2026, down 5% year-to-date, yet they trade 1.3% above the 200-day moving average — a relatively steady setup heading into the print.
6. Palo Alto Networks, Inc. | Mkt Cap: $300B | Implied Move: 8.65%
Palo Alto Networks, Inc. (NASDAQ:PANW) reports fourth quarter of 2026 results after the closing bell. Consensus estimates call for 88 cents in EPS on $3.35 billion in revenue, versus 95 cents on $2.54 billion in the prior-year quarter.
According to Benzinga Pro, the options market is implying an 8.65% move, putting $25.9 billion of market value at stake given Palo Alto Networks’ roughly $300 billion market cap.
Palo Alto Networks sells a platform-style cybersecurity stack spanning network security, cloud security and security operations — a category where guidance and billings commentary can matter as much as the quarter itself. The stock has a Buy consensus rating, and the share price sits below the 180-day average analyst price forecast; in August, Jefferies reiterated Buy and raised its price forecast, while JP Morgan reiterated Overweight and raised its price forecast, alongside a Buy reiteration from BTIG.
The stock has been in a powerful uptrend: shares are up 107.2% year-to-date and trade 61.1% above the 200-day moving average since the 50-day moving average crossed above the 200-day in May. Even after the run, the shares sit about 165% above the 52-week low of $139.57.
5. Dell Technologies | Mkt Cap: $295B | Implied Move: 9.80%
Dell Technologies Inc. (NYSE:DELL) reports second quarter of 2027 results after the closing bell. The Street is modeling $4.88 in EPS on $44.67 billion in revenue, up from $2.32 on $29.78 billion a year earlier.
Options are pricing in a 9.80% move, according to Benzinga Pro, which translates to $28.9 billion of market value at stake for Dell Technologies.
Dell Technologies is a broad IT hardware vendor, with a footprint that spans premium and commercial PCs as well as enterprise on-premises data center gear. It carries a Buy consensus rating, and the 180-day average analyst price forecast is above where the stock trades; in August, UBS, Morgan Stanley and Evercore ISI Group raised their price forecasts, per Benzinga Pro.
Dell Technologies has been the standout runner in this group into earnings, up 257.0% year-to-date and trading 86.7% above the 200-day moving average. The shares sit about 315% above the 52-week low of $110.22, a backdrop that can amplify reactions to any shift in demand signals.
4. Credo Technology Group Holding Ltd | Mkt Cap: $44B | Implied Move: 11.71%
Credo Technology Group Holding Ltd (NASDAQ:CRDO) reports first quarter of 2027 results after the closing bell. Analysts expect $1.12 in EPS on $471.52 million in revenue, compared with 52 cents on $223.07 million in the year-ago period.
Benzinga Pro options data imply an 11.71% move, with $5.11 billion of market value at stake based on Credo Technology Group Holding’s market cap.
Credo Technology Group Holding sells connectivity solutions used in AI-driven applications, cloud computing and hyperscale networks, with high-speed copper and optical interconnect products tied to data infrastructure buildouts. The stock has a Buy consensus rating and shares trade below the 180-day average analyst price forecast; recent coverage includes an August Neutral reiteration from Rosenblatt and a Buy reiteration plus a raised price forecast from TD Cowen, per Benzinga Pro.
Shares are up 62.5% year-to-date and trade 33.0% above the 200-day moving average since the 50-day moving average crossed above the 200-day in May. Even with that strength, the stock sits about 25% below the 52-week high of $308.67 heading into results.
3. Rezolve AI PLC | Mkt Cap: $1.2B | Implied Move: 13.01%
Rezolve AI PLC (NASDAQ:RZLV) reports first half of the year 2026 results before the opening bell. Wall Street is looking for a 4 cent per share loss on $63.20 million in revenue, compared with a 25 cent per share loss on $6.32 million a year ago.
According to Benzinga Pro, options are pricing in a 13.01% move, or about $159 million of market value at stake for Rezolve AI’s $1.22 billion market cap.
Rezolve AI runs an AI-powered digital commerce platform designed to support product discovery, customer interaction, checkout, fulfillment and payments — a business where growth and margin trajectory can drive sharp re-ratings around earnings. The stock carries a Buy consensus rating, and the stock is trading well below the 180-day average analyst price forecast, per Benzinga Pro.
Shares are up 3.5% year-to-date and trade 13.4% above the 200-day moving average, but they remain about 64% below the 52-week high of $8.45 — a wide range that matches the double-digit implied move.
2. MongoDB, Inc. | Mkt Cap: $36B | Implied Move: 14.93%
MongoDB, Inc. (NASDAQ:MDB) reports second quarter of 2027 results after the closing bell. Consensus calls for $1.30 in EPS on $734.24 million in revenue, up from $1 on $591.40 million in the prior-year quarter.
Benzinga Pro data show the options market is implying a 14.93% move, putting $5.32 billion of market value at stake for MongoDB.
MongoDB sells a document-oriented database used to speed application development, with customers choosing between the managed MongoDB Atlas offering or self-managed enterprise software. The company carries a Buy consensus rating, and the share price is roughly in line with the 180-day average analyst price forecast; in August, DA Davidson, Barclays and Wells Fargo raised their price forecasts, according to Benzinga Pro.
The stock has pushed higher in 2026, up 11.8% year-to-date and trading 29.8% above the 200-day moving average since the 50-day moving average crossed above the 200-day in July. Shares also sit about 105% above the 52-week low of $215.68 into the report.
1. GitLab Inc. | Mkt Cap: $7.6B | Implied Move: 14.99%
GitLab Inc. (NASDAQ:GTLB) reports second quarter of 2027 results after the closing bell. Wall Street expects 13 cents in EPS on $273.35 million in revenue, compared with 24 cents on $235.96 million a year ago.
According to Benzinga Pro, options are pricing in a 14.99% move — the widest implied swing on this Benzinga-selected list — with $1.14 billion of market value at stake.
GitLab sells a single-application DevSecOps platform, competing both with point-solution DevOps tools and broader platform suites. Unlike several peers in this roundup, GitLab comes in with a Hold consensus rating, and the 180-day average analyst price forecast is below where the stock trades; still, August saw BTIG, TD Cowen and JP Morgan raise their price forecasts, per Benzinga Pro’s analyst recap.
Shares are up 24% year-to-date and trade 42.1% above the 200-day moving average since the 50-day moving average crossed above the 200-day in August. The stock also sits about 139% above the 52-week low of $18.73, setting the stage for a potentially sharp reaction once results and guidance hit.
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