ERAS
Erasca, Inc.18.37post−$0.02 (−0.08%)at close +$0.00 (+0.00%)
as of 19:59:58 UTCnext report Aug 13 · 8d
Earnings Room‹ back to ERAS
The report
fiscal Q2 2026 · from the company's noticeAug 13after close8days out
Expected movement
market-implied · at the Aug 4 close±6.7%is what the chain prices for this report itself, with the ordinary drift of the days around it taken out. Not a view we hold.
The full straddle prices ±17.1% over the 17 days to expiry; the rest of that is everyday movement, which the chain prices at 111% annualized.
expiry Aug 21 · first after the reportATM strike 17.5straddle 3.70ATM IV 121% vs 115% at Sep 18× 0.85 straddle-to-rangespot 18.37
Blast radius
who else movesNo funds hold this name and no filing names it as a supplier or customer, so there is nothing for a move to travel along yet.
Positioning
Butterfly LadderNo options positioning captured for this ticker yet. Open interest settles once daily — check back after the next capture, or open this room again tomorrow.
The record
expected in pale · actual in full color0/8reports moved further than the options market had pricedtypically ±3.8% realized vs ±35.0% priced
May 11 '26±8.4%→−0.6%×0.07
Mar 12 '26±11.1%→−7.0%×0.63
Jan 20 '26±19.7%→+2.5%×0.12
Nov 12 '25±18.7%→−4.2%×0.22
Aug 12 '25±85.0%→+3.9%×0.05
May 13 '25±16.4%→−4.5%×0.27
Mar 20 '25±85.0%→+3.4%×0.04
Nov 12 '24±35.5%→−4.7%×0.13
pale = implied the day beforeink = the next day's close× = realized ÷ implied
2-quarter memory
Q1 FY26 · reported -0.60 · rev $0
record note
The note composes when the report lands. Nothing is written for a quarter that hasn't been read.