Reality Check
August 11, 2026

History says SE is a buy after gapping up 11.39% on earnings.

Every comparable gap since 2017, and what followed.

SE reported fiscal Q2 2026 earnings before the open on 11 August 2026, and the stock opened 11.39% higher that morning. VIX was at 15.46 the evening before, so this happened in a calm market.

This is nothing unusual because SE gaps up after earnings more often than not. It's gapped up 25 times out of 36 earnings reports since October 2017.

The size of the gap was slightly above average. A gap up of 11.39% vs its average gap up of +9.05%.

Forward returns

What follows an SE earnings gap up
SE earnings gap ups from October 2017 to August 2026.
Return calculations begin at the 9:30am open that morning after the stock has already gapped up, so the gap is not part of the forward calculations.
Time FrameGap +11.39% or better (7)Any gap up (23)
Same day+2.04%+1.39%
1 day−0.91%+1.73%
1 week+2.58%+3.77%
2 weeks+4.63%+4.00%
1 month+9.56%+7.07%
2 months+10.70%+10.70%
3 months+19.93%+16.09%
Before next earnings+16.94%+15.88%

After any gap up, SE is higher at every time frame, up 16.09% at 3 months. The 7 gaps this size or bigger returned a median of +19.93% after 3 months.

The 7 comparable gaps

Every SE earnings gap up of 11.39% or more
Return calculations begin at the 9:30am open that morning after the stock has already gapped up, so the gap is not part of the forward calculations.
Gap SessionGapVIX1 Week1 Month3 Months
2019-02-27+14.88%15.2+22.94%+26.44%+52.23%
2019-05-22+21.58%14.9−8.10%+11.60%+3.30%
2019-11-12+16.39%12.7+2.58%+3.38%+32.90%
2022-05-17+12.75%27.5−10.04%−12.95%−8.59%
2022-11-15+21.67%23.7−3.90%+9.56%+19.93%
2024-11-12+12.41%15.0+3.77%+7.07%+23.19%
2025-08-12+13.86%16.3+7.66%+18.02%−6.88%

2 of the 7 came with VIX above 20. The calmest of them, November 2019 at 12.7, rose 32.90% over the following 3 months.

Split by VIX

SE earnings gap ups split by VIX regime
Return calculations begin at the 9:30am open that morning after the stock has already gapped up, so the gap is not part of the forward calculations.
Time FrameGap up, VIX < 20 (14)Gap up, VIX ≥ 20 (9)
Same day+1.64%+1.15%
1 day+0.56%+3.44%
1 week+4.85%−2.13%
2 weeks+4.31%+0.57%
1 month+8.94%+3.13%
2 months+9.65%+11.35%
3 months+14.53%+27.04%
Before next earnings+13.92%+20.42%

A gap up in a calm market typically continues climbing higher heading into the next earnings. When the VIX is elevated at the time of the initial earnings, performance into the next earnings tends to be noticeably stronger.

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