A handful of stocks set to report earnings this week could be in store for big moves. The fourth-quarter earnings season kicks off in earnest on Wednesday, whem the largest banks in the country, led by JPMorgan Chase , Citigroup and Goldman Sachs , will report, followed by Morgan Stanley and Bank of America on Thursday. Investors hope a strong showing can help sooth jittery markets worried that the continuing climb in Treasury yields will continue to hinder growth names , raise borrowing costs, curb consumer spending and corporate investment. So far, only about 4% of S & P 500 companies have reported fourth quarter results, scoring average growth of more than 22%, according to FactSet data. Against this backdrop, CNBC Pro used FactSet data to screen for stocks that could see a large move on the first trading day after results are reported, based on implied forecasts derives from activity in the options market. Goldman Sachs shares have soared about 49% over the past year. Shares in the investment bank are expected to move more than 4% when Goldman reports fourth-quarter results on Wednesday. GS 1Y mountain Goldman Sachs over the past 12 months. Goldman is coming off of a beat on the top and bottom line in the third-quarter, boosted by an uptick in investment banking revenue and higher stock trading profits. Banking stocks as a group have surged in recent months as investors expect lenders to benefit from President-elect Donald Trump’s promises to deregulate . UnitedHealth Group is also expected to react to results. Shares have added roughly 4% over the past year and 7% in 2025 alone. The managed healthcare and insurance company suffered in December after the killing of a senior executive sparked a debate over the industry and led some to call for reform. UNH 1Y mountain UnitedHealth Group stock. Data from the options market indicates that UNH shares could shift as much as 5.2%. The healthcare segment has seen massive employment growth in 2024, alongside a rise in population and the number of retirees. Other names on the list include Taiwan Semiconductor and KB Home .
