August 26th Option Volume Surges with NVIDIA, Opendoor, Tesla, and SoFi Leading the Way

Option volume on Monday was 49.7 million contracts, resulting in a net open interest growth of 7.10 million calls and 5.81 million puts. The top 5 new positions opened include GoPro (GPRO) Apr-26 2 calls, American Airlines (AAL) Nov-25 14 calls, Transocean (RIG) Oct-25 3.5 calls, American Eagle (AEO) Sep-25 9.5 puts, and Opendoor Technologies (OPEN) 8/29 weekly 5.5 calls. NVIDIA, Opendoor Technologies, Tesla, and SoFi Technologies saw the greatest growth in open interest.

Title: Gaotu Techedu's Q2 Revenue Surge and Analyst Upside Potential

Gaotu Techedu Inc. (GOTU) reported a strong Q2 performance, with a 37.6% increase in revenue to RMB 1,389.4 million, surpassing forecasts by RMB 10.56 million. Despite a decline in non-GAAP gross profit margin to 66.1%, the company's net operating cash inflow rose by 52.5% year-over-year (YoY) to RMB 588.8 million. Analysts predict a 90.48% upside based on GuruFocus estimates, indicating potential growth for investors [1].

Gaotu Techedu's net loss narrowed to RMB 216.0 million, a 49.7% improvement from the same period last year. Non-GAAP net loss also decreased by 50.5% to RMB 206.8 million. Gross billings increased by 36.2% to RMB 2,252.4 million, contributing to the overall revenue growth. The company's operating expenses decreased by 0.2% to RMB 1,158.4 million, with significant declines in marketing expenditures offset by increases in selling and general and administrative expenses [1].

The company's founder and CEO, Larry Xiangdong Chen, commented on the results, stating, "We maintained solid growth momentum in our core business and harnessed the power of AI to enhance our service models, foster product innovation, and strengthen our organizational capabilities. Our revenue increased by 37.6% year-over-year, and gross billings rose by 36.2%." The company's CFO, Shannon Shen, added, "This quarter, we remained focused on advancing our 'healthy growth' strategy. Driven by continued gains in operational efficiency and outstanding resource allocation, both loss from operations and net loss narrowed significantly. We maintained our ample cash position, with cash and cash equivalents totaling RMB 3.8 billion as of June 30, 2025" [1].

SoFi Technologies (SOFI) also saw significant growth, with its stock hitting a record high of $26.15, up 4.5% from the previous day. The fintech stock has surged nearly 70% year-to-date, fueled by retail enthusiasm and strong earnings momentum. In July, SoFi posted record Q2 adjusted net revenue of $858 million, up 44% year-over-year, and raised full-year revenue guidance to $3.375 billion, implying roughly 30% growth [2].

References:
[1] https://www.ainvest.com/news/gaotu-techedu-reports-q2-revenue-surge-analysts-predict-90-48-upside-potential-2508/
[2] https://finance.yahoo.com/news/sofi-stock-hits-record-high-130223061.html