Thursday's Notable Option Activity: Oracle, United Airlines, Moderna

Oracle Corp (ORCL) sees a total volume of 234,554 contracts, representing 23.5 million underlying shares. United Airlines Holdings Inc (UAL) experiences 88,680 contracts, representing 8.9 million shares. Moderna Inc (MRNA) has a volume of 91,362 contracts, representing 9.1 million shares. High volume is seen for the $250 strike call option for ORCL, $85 strike put option for UAL, and $34.50 strike call option for MRNA.

Oracle Corp (ORCL) saw a total volume of 234,554 contracts, representing 23.5 million underlying shares, on July 2, 2025 [1]. This high volume was driven by significant interest in the company's stock, particularly in the $250 strike call option. United Airlines Holdings Inc (UAL) experienced 88,680 contracts, representing 8.9 million shares, with notable activity in the $85 strike put option [1]. Moderna Inc (MRNA) had a volume of 91,362 contracts, representing 9.1 million shares, with the $34.50 strike call option being the most active [1].

Analyst sentiment for Oracle is largely positive. According to TipRanks, 67% of analysts have a "Buy" rating, with 30.2% holding a "Hold" position and only 2.3% suggesting a "Sell" [1]. This sentiment is echoed by GuruFocus, which estimates an "Outperform" rating for Oracle stock [2]. Despite these positive ratings, Oracle's stock price is slightly below the average analyst target of $229.93, with estimates ranging from $175.00 to $275.00 [2].

United Airlines reported mixed analyst sentiment. While the company's second-quarter earnings missed Wall Street's expectations, management remains optimistic about the future. CEO Scott Kirby noted that the company expects less geopolitical and macroeconomic uncertainty in the second half of 2025, with demand inflection beginning in early July [3].

Moderna Inc has seen significant institutional interest, with Bank of New York Mellon Corp increasing its position by 1.8% in the first quarter [4]. Other institutional investors, such as Proficio Capital Partners LLC and Farther Finance Advisors LLC, have also recently modified their holdings in Moderna [5]. This interest suggests a bullish sentiment among investors.

References:
[1] https://robinhood.com/us/en/stocks/ORCL/
[2] https://www.gurufocus.com/news/2976804/oracle-orcl-to-invest-3-billion-in-european-ai-and-cloud-expansion
[3] https://news.alphastreet.com/ual-earnings-united-airlines-q2-adj-earnings-decline-revenue-up-2/
[4] https://finance.yahoo.com/quote/MRNA/
[5] https://www.marketbeat.com/instant-alerts/filing-bank-of-new-york-mellon-corp-acquires-34034-shares-of-moderna-inc-nasdaqmrna-2025-07-13/