Wednesday, September 9 is shaping up as one of the busiest single-day earnings gauntlets of the month, with nine retail, software, and industrial names reporting results within a 24-hour window. Add a defense contractor riding a landmark laser-weapon contract and a corporate-travel unicorn reporting its first quarterly results as a public company, and tomorrow’s list of top stocks to watch is unusually loaded with genuine binary catalysts — not just routine earnings prints. Here are the 10 names positioned to make the biggest moves.

What’s Driving the Broader Market Into Wednesday:

With that backdrop, here’s what to watch when the bell rings Wednesday morning.

1. AeroVironment (AVAV) | Last Close $148.63 | Reports After Close

A Laser-Weapons Contract Meets a Battered Stock Chart

AeroVironment reports fiscal 2027 first-quarter results after Wednesday’s close, just one week after landing a landmark $464.8 million U.S. Army contract for its Enduring-High Energy Laser (E-HEL) program — the first production contract for a high-energy laser weapon system in U.S. history.

Full Data & Technical Snapshot:

Catalysts & News: Stifel’s Jonathan Siegmann reiterated a Buy rating and $220 price target after the E-HEL contract award, noting the laser program is already embedded in fiscal 2027 guidance and longer-term growth expectations. BTIG separately maintained its Buy rating with an unchanged $205 target following the news.

Bull Case: A first-of-its-kind production laser-weapon contract, a Buy-heavy analyst base, and a stock trading 64% below its 52-week high all suggest significant recovery potential if tomorrow’s print confirms the E-HEL win is translating into durable revenue growth.

Bear Case: AVAV has been hit hard by intense competition and an ongoing securities class-action lawsuit, and a stock down 42% since February shows the market remains deeply skeptical of near-term execution despite the defense-spending tailwind.

Technical Levels: Support sits at the 52-week low of $135.20; resistance is layered at $152 (today’s high) and then the 50-day moving average zone, likely in the $160s–$170s given the sharp recent decline.

Forecast: With options markets pricing in a large potential move, a clean beat-and-raise combined with E-HEL commentary could spark a sharp relief rally from deeply oversold levels — but the stock’s recent volatility (multiple securities-fraud lawsuit headlines) argues for caution.

Why This Matters: AeroVironment’s report is a genuine test of whether landmark new-technology defense contracts can overcome a battered stock chart — a dynamic worth watching across the broader defense-tech sector.

2. Chewy (CHWY) | Last Close ~$23.81 | Reports Before Open

An “Undervalued” Narrative Returns Ahead of Q2

Chewy reports fiscal second-quarter results before Wednesday’s open, with shares up more than 15% over the past month even as the stock remains down 26.28% year-to-date and 39.41% over the past year.

Full Data & Technical Snapshot:

Catalysts & News: BofA has reaffirmed a Buy rating heading into the print, while the split between Raymond James raising its target and Mizuho cutting its own reflects genuinely divided analyst sentiment on whether Chewy’s recent share-price rebound is sustainable.

Bull Case: A stock trading near the bottom of its 52-week range with a 15%+ monthly rally already underway suggests the market may be starting to price in a turnaround, and Chewy’s subscription-based Autoship revenue model provides recurring revenue stability that’s attractive in a choppy consumer environment.

Bear Case: A near-40% one-year decline shows deep, persistent skepticism about Chewy’s growth trajectory, and trading below the 200-day moving average is a technically bearish signal that a single earnings beat may not be enough to reverse.

Technical Levels: Support at the 52-week low zone near $20–$21; resistance at $28 (Raymond James’s target) and then $32.

Forecast: A beat that specifically shows active customer growth reaccelerating — rather than just margin expansion — would be needed to convince the market this month’s rally has real fundamental legs.

Why This Matters: Chewy’s report is a bellwether for how the market is pricing “battered but recovering” consumer e-commerce names heading into the holiday shopping season.

3. Signet Jewelers (SIG) | Last Close $92.90 | Reports Before Open

Options Market Braces for a 10% Swing

Signet Jewelers reports fiscal 2027 second-quarter results before Wednesday’s open, with Bloomberg options data suggesting the stock could move as much as 10% on the news — and the jewelry retailer has exceeded its options-implied move in three of its past eight earnings reports.

Full Data & Technical Snapshot:

Catalysts & News: Signet continues advancing its “Grow Brand Love” transformation strategy, including redesigns of the Kay, Zales, and Jared websites and the acquisition of The Clear Cut to support Blue Nile’s premium positioning with AI-powered concierge tools — initiatives management says are aimed at capturing higher-value customers through digital channels.

Bull Case: Q1 already showed comparable sales growth of 1.8% and a raised full-year guidance range, and Signet’s largest historical earnings-day moves have skewed positive (a 19.1% and 19.9% surge in two separate reports over the past year).

Bear Case: Jewelry spending is highly sensitive to consumer confidence, and with a 10% implied move already priced in, any miss on comparable sales could trigger an outsized decline given how much good news may already be reflected in the stock’s 7.9% YTD gain.

Technical Levels: Support at $85 (recent consolidation zone); resistance at $100, a round-number psychological level the stock hasn’t tested recently.

Forecast: Given the binary nature of tomorrow’s print and Signet’s history of exceeding implied moves, expect one of the larger single-stock swings of the week regardless of which direction it breaks.

Why This Matters: Signet’s report is a genuine referendum on whether “higher value customer” transformation strategies can offset broader softness in discretionary jewelry spending.

4. Navan (NAVN) | IPO Priced at $25 | Reports First Public Earnings After Close

A Freshly Public Travel-Tech Unicorn Faces Its First Test

Navan, the corporate travel and expense management platform formerly known as TripActions, reports its first quarterly results as a public company after Wednesday’s close, following an IPO that priced at $25 per share and raised approximately $923.1 million.

Full Data & Technical Snapshot:

Catalysts & News: Founded in 2015 by Ariel Cohen and Ilan Twig, Navan set out to disrupt corporate travel management long dominated by American Express and SAP Concur, and has since expanded into corporate payments and expense management — making this first earnings report a critical proof point for the business model public investors just bought into.

Bull Case: A blue-chip underwriting syndicate (Goldman Sachs, Citi, Jefferies, Mizuho, Morgan Stanley) and genuine expansion beyond core travel booking into payments and expense management support a multi-product growth narrative still in its early public-market innings.

Bear Case: The current $6.21 billion valuation sits well below the $9.2 billion private valuation from 2022, suggesting the market has already applied a meaningful markdown to growth expectations — any disappointing guidance could pressure shares further below IPO levels.

Technical Levels: With no trading history yet, the IPO price of $25 effectively serves as the psychological reference point — a close below that level on earnings would be read as a bearish signal for post-IPO momentum.

Forecast: As a newly public company with essentially no trading history, expect elevated volatility regardless of the actual results — first earnings reports for recent IPOs routinely produce outsized swings as the market calibrates its valuation framework.

Why This Matters: Navan’s debut earnings report is an important data point for the broader 2026 IPO market, following a year that has seen renewed investor appetite for high-growth, venture-backed tech listings.

5. American Eagle Outfitters (AEO) | Reports After Close

A Retail Name Looking to Extend Recent Momentum

American Eagle Outfitters reports fiscal second-quarter results after Wednesday’s close, with Wall Street modeling continued execution on the retailer’s core denim and lifestyle apparel business heading into the back-to-school and holiday shopping stretch.

Full Data & Technical Snapshot:

Catalysts & News: American Eagle’s report lands amid a broader wave of retail earnings this week (Chewy, Academy Sports, Signet Jewelers all reporting the same day), giving investors an unusually concentrated read on U.S. consumer discretionary health in a single 24-hour window.

Bull Case: A successful back-to-school selling season and continued strength in the Aerie intimates and activewear sub-brand could provide upside surprise potential if comparable sales trends have held up better than the modest EPS estimate implies.

Bear Case: Specialty apparel retailers remain exposed to both tariff-driven cost pressures and increasingly promotional competitive dynamics, risks that have weighed on peer retailers reporting so far this earnings season.

Technical Levels: As with other retail names reporting this week, expect an outsized options-implied move; specific support and resistance will depend on pre-earnings positioning heading into Wednesday’s close.

Forecast: American Eagle’s results, taken together with Chewy, Academy Sports, and Signet’s reports on the same day, will offer one of the clearest single-day snapshots of consumer discretionary health available this quarter.

Why This Matters: With so many retail names reporting simultaneously, American Eagle’s results will be read partly on their own merits and partly as a cross-check against the broader retail earnings picture emerging the same day.

6. Core & Main (CNM) | Last Close ~$43.75–$46.45 | Reports Before Open

An Infrastructure Distributor With a Technically Bearish Setup

Core & Main, a specialty distributor of water, wastewater, storm drainage, and fire protection products, reports results before Wednesday’s open, with the stock trading near its 52-week low despite a Buy-rated analyst consensus.

Full Data & Technical Snapshot:

Catalysts & News: Core & Main reaffirmed its full-year fiscal 2026 outlook of $7.8–$7.9 billion in net sales in its prior quarter, and the company continues to benefit structurally from U.S. water infrastructure spending — but several banks (Deutsche Bank, Barclays) have trimmed price targets even while maintaining Buy ratings, reflecting cautious near-term positioning.

Bull Case: Trading near multi-year lows with an average analyst target implying more than 30% upside, Core & Main offers a genuine value setup if tomorrow’s results confirm the reaffirmed full-year guidance remains on track.

Bear Case: A “Strong Sell” technical signal alongside a stock sitting at the bottom of its 52-week range suggests the market has been pricing in disappointment ahead of the print — a trend that would need a decisive fundamental catalyst to reverse.

Technical Levels: Support at the 52-week low near $42.50–$43.96; resistance at $50, then the 50-day moving average.

Forecast: A confirmation of full-year guidance combined with any positive commentary on infrastructure-spending tailwinds could trigger a technical bounce from oversold territory.

Why This Matters: Core & Main’s report offers a read on U.S. municipal and infrastructure spending trends — a theme with relevance well beyond this single distributor given ongoing federal infrastructure investment.

7. ODDITY Tech (ODD) | Reports Before Open

A Beauty-Tech Stock That’s Lost Wall Street’s Confidence

ODDITY Tech reports second-quarter 2026 results before Wednesday’s open, with a string of price-target cuts from Goldman Sachs, Barclays, Morgan Stanley, and BofA reflecting a dramatically more cautious Wall Street posture after the company’s prior quarter miss.

Full Data & Technical Snapshot:

Catalysts & News: The prior quarter’s advertising-partner disruption, first disclosed in February, has persisted according to KeyBanc’s downgrade commentary, and the wave of price-target cuts (Barclays to $8, Morgan Stanley to $10, BofA to $8.50) signals the Street has meaningfully reduced its confidence in ODDITY’s near-term growth trajectory.

Bull Case: Despite the negative analyst sentiment, ODDITY still grew full-year revenue more than 25% in 2025, and any sign that the advertising-partner disruption is resolving could trigger a sharp reversal in a stock that’s already priced in significant pessimism.

Bear Case: A near-unanimous wave of downgrades and price-target cuts (Goldman Sachs at Sell, multiple firms below $10) reflects genuine, not superficial, concern about the durability of ODDITY’s growth model.

Technical Levels: With the average price target actually below some current trading levels according to certain data sources, the stock’s technical setup will depend heavily on where shares sit heading into Wednesday’s open relative to the $8–$16 range of analyst targets.

Forecast: Given how bearish the analyst community has become, even an in-line quarter without further negative disclosure on the advertising-partner issue could be read as a relative positive.

Why This Matters: ODDITY’s report is a test of whether a beauty-tech disruptor’s growth story can survive a sustained wave of Wall Street skepticism — a pattern watched closely across the direct-to-consumer beauty and wellness sector.

8. SailPoint (SAIL) | Reports Before Open

Identity Security Software Gets a String of Target Hikes

SailPoint, an enterprise identity security platform provider, reports results before Wednesday’s open, arriving on the heels of consecutive price-target increases from Cantor Fitzgerald and Barclays in the days leading up to the print.

Full Data & Technical Snapshot:

Catalysts & News: SailPoint’s identity security platform — covering employee, non-employee, and machine identities across financial services, government, healthcare, and technology customers — sits within one of the fastest-growing corners of enterprise cybersecurity spend, a theme that has driven consistent analyst target increases into the print.

Bull Case: Back-to-back price-target hikes from two separate analyst firms just days before earnings is a rare, genuinely bullish signal, suggesting the Street sees limited downside risk heading into results.

Bear Case: Enterprise software valuations remain under scrutiny broadly this earnings season (as UiPath’s post-earnings reaction demonstrated earlier this week), meaning even a solid quarter may not guarantee a positive stock reaction if growth metrics show any deceleration.

Technical Levels: With price targets clustered in the $19–$25 range, that band effectively defines the near-term technical ceiling and floor investors are watching heading into the report.

Forecast: Given the pre-earnings analyst optimism, a beat-and-raise quarter could push shares toward the upper end of the recently raised target range, while any disappointment risks an outsized reversal given how much good news appears priced in.

Why This Matters: SailPoint’s report is a useful gauge of whether enterprise identity security spending — a segment increasingly tied to both traditional IT security and AI-agent governance — remains resilient even as broader software valuations face scrutiny.

9. Korn Ferry (KFY) | Reports Before Open

A Consulting Bellwether for Corporate Hiring Trends

Korn Ferry, the global organizational consulting and executive search firm, reports quarterly results before Wednesday’s open, offering a timely read on corporate hiring and talent-management spending trends.

Full Data & Technical Snapshot:

Catalysts & News: As a bellwether for corporate hiring activity and organizational spending, Korn Ferry’s results will be parsed closely for signs of whether the broader labor market — which showed August payrolls coming in well above estimates according to this week’s jobs report — is translating into stronger demand for the firm’s executive search and consulting services.

Bull Case: A resilient jobs market and continued corporate investment in leadership development and workforce consulting could support steady revenue growth, particularly if companies are actively restructuring talent strategies around AI adoption.

Bear Case: Executive search revenue is historically one of the more cyclical, discretionary corporate spending categories, meaning any signs of hiring freezes or budget tightening at large enterprise clients would show up quickly in Korn Ferry’s results.

Technical Levels: As a lower-profile name with less analyst chatter heading into the print compared to other stocks on this list, specific technical levels will be defined largely by the market’s reaction on report day itself.

Forecast: Investors should watch Korn Ferry’s commentary on demand trends across its consulting and search segments as an early read on broader white-collar hiring sentiment heading into the fourth quarter.

Why This Matters: As a professional services bellwether, Korn Ferry’s report offers a genuine, real-time proxy for corporate confidence in hiring and organizational investment — a signal with relevance well beyond the stock itself.

10. Academy Sports and Outdoors (ASO) | Reports Before Open

A Sporting Goods Retailer Trading at a Value Multiple

Academy Sports and Outdoors reports quarterly results before Wednesday’s open, with the stock trading well below its 52-week high and carrying a Buy-heavy analyst consensus despite a series of price-target trims following its prior quarter.

Full Data & Technical Snapshot:

Catalysts & News: Academy’s prior quarter showed net sales up 6.7% year-over-year and adjusted EPS growth of 22.4%, with e-commerce sales surging 17% and the outdoor category posting 12% comp growth driven by a firearms and ammunition recovery — even as gross margin compression of 71 basis points from tariff pressures showed up in the numbers. The company also recently launched a retail media network and struck a delivery partnership with Instacart, both incremental growth initiatives.

Bull Case: A sub-10x P/E ratio, a Buy-heavy analyst base with no sell ratings, and continued comp-sales momentum in outdoor and firearms categories suggest the stock may be undervalued relative to its growth trajectory if tariff-related margin pressure proves manageable.

Bear Case: Multiple analysts (Wells Fargo, Truist, JPMorgan) have trimmed price targets following the prior quarter specifically due to tariff-driven margin compression, a headwind that shows no signs of abating and could pressure profitability further in tomorrow’s report.

Technical Levels: Support at the 52-week low near $33–$41 (depending on data source); resistance at $50, then the $58–$60 analyst target zone.

Forecast: With guidance already reflecting tariff pressure, a clean execution quarter that holds the line on margins — even without a blowout beat — could be read positively given how much caution is already priced into analyst expectations.

Why This Matters: Academy Sports’ report is a useful proxy for how tariff costs are flowing through to consumer discretionary retailers’ bottom lines — a dynamic playing out across the sector this earnings season.

Sector Sentiment Snapshot & Forecast

Tomorrow’s slate splits into three distinct storylines. Defense and industrials (AeroVironment) offer a genuine recovery-or-confirmation setup after a landmark contract win collided with a deeply oversold stock chart. Retail (Chewy, Signet Jewelers, American Eagle, Academy Sports) will collectively provide one of the clearest single-day snapshots of consumer discretionary health available this quarter, with each name carrying its own distinct narrative — turnaround optimism, binary options-implied swings, and tariff-driven margin pressure all playing out simultaneously. And software and newly-public names (SailPoint, ODDITY Tech, Navan, Korn Ferry, Core & Main) show a market sharply divided between rewarding resilient enterprise spending trends and punishing any hint of decelerating growth — a dynamic that has defined this entire earnings season.

Given this week’s pattern of the market punishing “good but not perfect” results even on genuine beats (as seen with Broadcom, HPE, Ciena, and Palo Alto Networks), expect tomorrow’s reports to be judged with an unusually high bar — clean beats without caveats are likely to be rewarded, while any hedge on guidance risks an outsized negative reaction regardless of the headline numbers.

At a Glance: Tomorrow’s Top 10 Stocks to Watch

Follow TNN for daily stock market news and financial news today.

Disclaimer: This publication is entirely for informational and journalistic purposes and does not constitute formal financial, investment, or legal advice. All market investments carry inherent risks of capital loss, and newly public and small/mid-cap stocks carry elevated risk. Stock prices, percentage moves, and market data cited reflect figures available at the time of publication and are subject to change as trading continues. Some prices in this article are approximate, and several stocks listed have not yet reported the earnings discussed — actual results and subsequent market reactions may differ significantly from the expectations described here. Analyst price targets and ratings are third-party estimates and do not guarantee actual results. Always complete independent due diligence prior to executing equity trades.

About The Author

Kasia Davis

See author's posts