3 Earnings Trades With the Biggest Expected Moves This Week

Top 3 earnings plays this week:

1. $Aehr Test(AEHR)$ — Tues after close

Last Q (Q3 FY26): EPS -$0.05 (beat -$0.10 est), revenue $10.3M (-44% YoY) but bookings exploded to $37.2M, up 6x QoQ.

Guidance: Guides 2H FY26 revenue $25–30M, bookings $60–80M, return to non-GAAP profit in Q4, AI processor burn-in demand ramping.

Expected move: ~±17% (last implied 17.2%, avg realized ~19%).

2. $ASML Holding NV(ASML)$ — Wed before open

Last Q (Q1 26): Sales €8.8B (+13% YoY, beat), gross margin 53%, EPS €7.15, net income €2.8B but stock fell ~6% on China export fears.

Guidance: Q2 sales €8.4–9.0B, gross margin 51–52%; full-year 2026 raised to €36–40B on AI-driven EUV demand across memory and logic.

Expected move: ~±5–6% (has cleared 7% in 6 of last 8 prints). Bookings + China commentary are the swing factors.

3. $Netflix(NFLX)$ — Thurs after close

Last Q (Q1 26): Revenue $12.25B (+16%, beat), EPS $1.23 but inflated by a $2.8B WBD break fee; stock fell ~9% on soft Q2 guide + Reed Hastings exit.

Guidance: Q2 revenue ~$12.57B (13% growth), operating margin 32.6%; full-year 2026 maintained at $50.7–51.7B with ad revenue set to roughly double.

Expected move: ~±8% (IV 41%, IV rank 67%; moved ~9% last quarter).

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Bookings + China commentary are the swing factors.</p>\n<p>3. <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> — Thurs after close</p>\n<p>Last Q (Q1 26): Revenue $12.25B (+16%, beat), EPS $1.23 but inflated by a $2.8B WBD break fee; stock fell ~9% on soft Q2 guide + Reed Hastings exit.</p>\n<p>Guidance: Q2 revenue ~$12.57B (13% growth), operating margin 32.6%; full-year 2026 maintained at $50.7–51.7B with ad revenue set to roughly double.</p>\n<p>Expected move: ~±8% (IV 41%, IV rank 67%; moved ~9% last quarter).</p></body></html>","htmlText":"<html><head></head><body><h3 id=\"id_2577567421\">Top 3 earnings plays this week:</h3>\n<p class=\"t-img-caption\"><img alt=\" \" title=\" \" src=\"https://community-static.tradeup.com/news/549d54751d1c17060415d1cbd5c5ef28\" tg-width=\"2048\" tg-height=\"1152\"><span> </span></p>\n<p>1. <a data-mention-id=\"AEHR\" class=\"teditor-mention\" data-mention-name=\"Aehr Test\" href=\"https://ttm.financial/S/AEHR\">$Aehr Test(AEHR)$</a> — Tues after close</p>\n<p>Last Q (Q3 FY26): EPS -$0.05 (beat -$0.10 est), revenue $10.3M (-44% YoY) but bookings exploded to $37.2M, up 6x QoQ.</p>\n<p>Guidance: Guides 2H FY26 revenue $25–30M, bookings $60–80M, return to non-GAAP profit in Q4, AI processor burn-in demand ramping.</p>\n<p>Expected move: ~±17% (last implied 17.2%, avg realized ~19%).</p>\n<p>2. <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"ASML Holding NV\" href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> — Wed before open</p>\n<p>Last Q (Q1 26): Sales €8.8B (+13% YoY, beat), gross margin 53%, EPS €7.15, net income €2.8B but stock fell ~6% on China export fears.</p>\n<p>Guidance: Q2 sales €8.4–9.0B, gross margin 51–52%; full-year 2026 raised to €36–40B on AI-driven EUV demand across memory and logic.</p>\n<p>Expected move: ~±5–6% (has cleared 7% in 6 of last 8 prints). Bookings + China commentary are the swing factors.</p>\n<p>3. <a data-mention-id=\"NFLX\" class=\"teditor-mention\" data-mention-name=\"Netflix\" href=\"https://ttm.financial/S/NFLX\">$Netflix(NFLX)$</a> — Thurs after close</p>\n<p>Last Q (Q1 26): Revenue $12.25B (+16%, beat), EPS $1.23 but inflated by a $2.8B WBD break fee; stock fell ~9% on soft Q2 guide + Reed Hastings exit.</p>\n<p>Guidance: Q2 revenue ~$12.57B (13% growth), operating margin 32.6%; full-year 2026 maintained at $50.7–51.7B with ad revenue set to roughly double.</p>\n<p>Expected move: ~±8% (IV 41%, IV rank 67%; moved ~9% last quarter).</p></body></html>","text":"Top 3 earnings plays this week: 1. $Aehr Test(AEHR)$ — Tues after close Last Q (Q3 FY26): EPS -$0.05 (beat -$0.10 est), revenue $10.3M (-44% YoY) but bookings exploded to $37.2M, up 6x QoQ. Guidance: Guides 2H FY26 revenue $25–30M, bookings $60–80M, return to non-GAAP profit in Q4, AI processor burn-in demand ramping. Expected move: ~±17% (last implied 17.2%, avg realized ~19%). 2. $ASML Holding NV(ASML)$ — Wed before open Last Q (Q1 26): Sales €8.8B (+13% YoY, beat), gross margin 53%, EPS €7.15, net income €2.8B but stock fell ~6% on China export fears. Guidance: Q2 sales €8.4–9.0B, gross margin 51–52%; full-year 2026 raised to €36–40B on AI-driven EUV demand across memory and logic. Expected move: ~±5–6% (has cleared 7% in 6 of last 8 prints). Bookings + China commentary are the swing factors. 3. $Netflix(NFLX)$ — Thurs after close Last Q (Q1 26): Revenue $12.25B (+16%, beat), EPS $1.23 but inflated by a $2.8B WBD break fee; stock fell ~9% on soft Q2 guide + Reed Hastings exit. Guidance: Q2 revenue ~$12.57B (13% growth), operating margin 32.6%; full-year 2026 maintained at $50.7–51.7B with ad revenue set to roughly double. 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