--- title: "Earnings Volatility Watch: Broadcom Sets the AI Week, But the Biggest Implied Mover Is a Whiskey Maker" type: "News" locale: "en" url: "https://longbridge.com/en/news/297429836.md" description: "Broadcom leads a major tech earnings week alongside Dell, Snowflake, and others, but Brown-Forman is the top implied mover with a 15.98% expected swing. Other significant expected movers include MongoDB (14.06%), Samsara (12.89%), Zscaler (12.75%), Guidewire Software (12.22%), NetApp (11.88%), Ciena (11.65%), DocuSign (10.99%), HPE (10.79%), and Snowflake (10.76%). These rankings reflect options-implied volatility rather than directional bias." datetime: "2026-08-30T12:31:55.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/297429836.md) - [en](https://longbridge.com/en/news/297429836.md) - [zh-HK](https://longbridge.com/zh-HK/news/297429836.md) generator: "portal-rs" --- # Earnings Volatility Watch: Broadcom Sets the AI Week, But the Biggest Implied Mover Is a Whiskey Maker Nvidia’s blowout quarter is barely in the books, and the tech calendar is already full again. **Broadcom Inc.** (NASDAQ:AVGO), the $1.7 trillion chipmaker and one of the clearest reads on AI demand, reports Tuesday, alongside **Dell Technologies Inc.** (NYSE:DELL), **Palo Alto Networks Inc.** (NASDAQ:PANW), **Snowflake Inc.** (NYSE:SNOW) and a dozen more. Yet, the biggest expected movers are elsewhere, and the name at the very top is not a technology company at all. An implied move is the swing in either direction that options traders pay to hedge against ahead of a report. It measures expected volatility, not direction. These are the 10 largest expected movers of the week, according to Benzinga Pro. ## **10 Stocks Poised To Swing The Most This Week** ### **10\. Snowflake: 10.76% Implied Move** The data cloud company reports Sept. 2 after the close. Analyst consensus calls for $1.48 billion in revenue and earnings of 45 cents per share. Product revenue growth, net revenue retention and traction in AI features are the levers. **Snowflake Inc.** (NYSE:SNOW) has jumped 49.4% this year. ### **9\. Hewlett Packard Enterprise: 10.79% Implied Move** The enterprise hardware maker reports Sept. 2 after the close. Analysts expect $11.89 billion in revenue and earnings of 93 cents per share. AI server orders, the Juniper integration and margins drive the reaction. **Hewlett Packard Enterprise Co.** (NYSE:HPE) has more than doubled in 2026, up 119.3%, the top performer on this list. ### **8\. DocuSign: 10.99% Implied Move** The e-signature company reports Sept. 3 after the close. Consensus sits at $867.43 million in revenue and earnings at $1.09 per share. Billings, net retention and the rollout of its agreement-management platform are what matters. **DocuSign Inc.** (NASDAQ:DOCU) has slipped 5.1% year to date. ### **7\. Ciena: 11.65% Implied Move** The optical networking maker reports Sept. 3 before the open. Analysts model $1.63 billion in revenue and earnings at $1.72 per share. Orders from cloud and AI data centers, backlog and gross margin are the swing factors. **Ciena Corp.** (NYSE:CIEN) has surged 63.6% in 2026. ### **6\. NetApp: 11.88% Implied Move** The data storage company reports Sept. 2 after the close. Consensus calls for $1.84 billion in revenue and earnings at $2.12 per share. All-flash array demand, cloud revenue and margins are the tell. **NetApp Inc.** (NASDAQ:NTAP) has climbed 75.8% this year. ### **5\. Guidewire Software: 12.22% Implied Move** The insurance software firm reports Sept. 3 after the close. Analysts expect $402.21 million in revenue and earnings of 94 cents per share. Annual recurring revenue, the cloud transition and full-year guidance are the levers. **Guidewire Software Inc.** (NYSE:GWRE) is up a modest 2.4% since January. ### **4\. Zscaler: 12.75% Implied Move** The cybersecurity company reports Sept. 3 after the close. Consensus sits at $877.39 million in revenue and earnings at $1.08 per share. Billings, net new annual recurring revenue and guidance for the new fiscal year drive the move. **Zscaler Inc.** (NASDAQ:ZS) is the worst performer here, down 17.9% in 2026. ### **3\. Samsara: 12.89% Implied Move** The connected-operations company reports Sept. 3 after the close. Analysts model $483.26 million in revenue and earnings of 16 cents per share. Annual recurring revenue growth, net retention and large-customer additions are what matters. **Samsara Inc.** (NYSE:IOT) has gained 16.9% year to date. ### **2\. MongoDB: 14.06% Implied Move** The database software company reports Sept. 1 after the close. Consensus calls for $732.91 million in revenue and earnings at $1.61 per share. Atlas cloud revenue growth, consumption trends and net retention are the levers. **MongoDB Inc.** (NASDAQ:MDB) has added 5.4% this year. ### **1\. Brown-Forman: 15.98% Implied Move** The spirits maker reports Sept. 2 before the open. Analysts expect $915.40 million in revenue and earnings of 37 cents per share. Jack Daniel’s volumes, U.S. spirits demand and guidance are what the market is pricing. Up just 5.2% in 2026, **Brown-Forman Corp.** (NYSE:BF) tops the implied mover table for the week. ### Related Stocks - [CIEN.US](https://longbridge.com/en/quote/CIEN.US.md) - [GWRE.US](https://longbridge.com/en/quote/GWRE.US.md) - [IOT.US](https://longbridge.com/en/quote/IOT.US.md) - [HPE.US](https://longbridge.com/en/quote/HPE.US.md) - [NTAP.US](https://longbridge.com/en/quote/NTAP.US.md) - [DELL.US](https://longbridge.com/en/quote/DELL.US.md) - [SNOW.US](https://longbridge.com/en/quote/SNOW.US.md) - [BF.B.US](https://longbridge.com/en/quote/BF.B.US.md) - [MDB.US](https://longbridge.com/en/quote/MDB.US.md) - [ZS.US](https://longbridge.com/en/quote/ZS.US.md) - [BF.A.US](https://longbridge.com/en/quote/BF.A.US.md) - [DOCU.US](https://longbridge.com/en/quote/DOCU.US.md) - [MDBX.US](https://longbridge.com/en/quote/MDBX.US.md) - [SNOY.US](https://longbridge.com/en/quote/SNOY.US.md) - [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md) - [SNOU.US](https://longbridge.com/en/quote/SNOU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md) - [PANW.US](https://longbridge.com/en/quote/PANW.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) - [HPE-C.US](https://longbridge.com/en/quote/HPE-C.US.md) ## Related News & Research - [Dell and HPE Stocks Soared After Last Earnings. 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