Significant Friday Options Trading: DAL, LAD, PYPL

Written by Emily J. Thompson, Senior Investment Analyst

Source: NASDAQ.COM

Updated: Dec 05 2025

0mins

LAD+3.63%

PYPL+1.3%

DAL+7.98%

Should l Buy LAD?

Source: NASDAQ.COM

Lithia Motors Inc Options Activity: Lithia Motors Inc (LAD) has seen a trading volume of 1,514 options contracts today, equating to about 151,400 underlying shares, which is 51.5% of its average daily trading volume over the past month.
High Volume Call Option for LAD: The $390 strike call option for LAD, expiring on March 20, 2026, has particularly high activity with 1,000 contracts traded, representing around 100,000 underlying shares.
PayPal Holdings Inc Options Activity: PayPal Holdings Inc (PYPL) has recorded an options trading volume of 79,547 contracts today, representing approximately 8.0 million underlying shares, also 51.5% of its average daily trading volume over the past month.
High Volume Call Option for PYPL: The $63 strike call option for PYPL, expiring on December 05, 2025, has seen significant trading with 9,172 contracts exchanged, representing about 917,200 underlying shares.

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LAD

$344.24+Infinity%1D

Analyst Views on LAD

Wall Street analysts forecast LAD stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for LAD is 388.00 USD with a low forecast of 310.00 USD and a high forecast of 500.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

8 Analyst Rating

6 Buy

2 Hold

0 Sell

Strong Buy

Current: 332.180

Low

310.00

Averages

388.00

High

500.00

Current: 332.180

Low

310.00

Averages

388.00

High

500.00

Barclays

Overweight -> NULL

downgrade

$410 -> $390

2026-01-21

Reason

Barclays

Price Target

$410 -> $390

AI Analysis

2026-01-21

downgrade

Overweight -> NULL

Reason

Barclays lowered the firm's price target on Lithia & Driveway to $390 from $410 and keeps an Overweight rating on the shares. The firm adjusted targets in the auto retail group as part of its Q4 outlook. It broadly lowered estimates across the sector on "soft" auto sales unit pressures. However, trade checks suggest the used vehicle market has good momentum, the analyst tells investors in a research note.

JPMorgan

Rajat Gupta

Overweight

maintain

$350 -> $355

2026-01-16

Reason

JPMorgan

Rajat Gupta

Price Target

$350 -> $355

2026-01-16

maintain

Overweight

Reason

JPMorgan analyst Rajat Gupta raised the firm's price target on Lithia & Driveway to $355 from $350 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the franchise auto dealers and marketplaces group as part of a Q4 earnings preview. The group's setup is "neutral to modestly attractive" in the near-term on "resilient" consumer demand and a "reasonable" 2026 earnings bar, the analyst tells investors in a research note.

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About LAD

Lithia Motors, Inc. is a global automotive retailer. The Company is engaged in providing an array of products and services throughout the vehicle ownership lifecycle. The Company offers convenient experiences through its comprehensive network of physical locations, e-commerce platforms, captive finance solutions and other synergistic adjacencies. The Company operates through two segments: Vehicle Operations and Financing Operations. Its Vehicle Operations consist of all aspects of its auto merchandising and service operations, including its retail automotive, recreational vehicles, and motorcycle franchises that sell new vehicles, used vehicles, parts, repair and maintenance services, and vehicle finance and insurance products. Its Financing Operations segment provides financing to customers buying and leasing retail vehicles from its Vehicle Operations. It operates approximately 464 locations representing 52 brands across the United States, the United Kingdom, and Canada.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

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Retail Stocks on Sale: Retail stocks are currently undervalued, presenting a potential opportunity for investors looking for bargains.
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Lithia & Driveway (LAD) Schedules Q4 2025 Earnings Release and Conference Call

Jan 22 2026PRnewswire

Earnings Release Schedule: Lithia & Driveway will release its Q4 2025 and full-year earnings before the market opens on February 11, 2026, demonstrating the company's commitment to transparency and timeliness.
Conference Call Timing: The company plans to hold a conference call at 10:00 a.m. Eastern Time on the same day to discuss the earnings results in depth, enhancing communication with shareholders.
Participation Details: Investors can participate in the call by dialing (877) 407-8029 or by visiting the company’s website to listen live or access a replay, reflecting the company's emphasis on investor relations.
Company Background: Lithia & Driveway is the largest global automotive retailer, offering a diverse range of products and services, committed to providing simple, convenient, and transparent experiences throughout the vehicle ownership lifecycle, showcasing its leadership in a competitive market.

Lithia & Driveway (LAD) Announces Q4 2025 Earnings Release Date and Conference Call Details

Jan 22 2026Newsfilter

Earnings Release Schedule: Lithia & Driveway will release its Q4 2025 and full-year earnings before the market opens on February 11, 2026, demonstrating the company's commitment to transparency and timeliness.
Conference Call Timing: A conference call is scheduled for the same day at 10:00 a.m. Eastern Time, accessible by calling (877) 407-8029, highlighting the company's emphasis on investor communication.
Company Overview: Lithia & Driveway is the largest global automotive retailer, offering a diverse range of products and services throughout the vehicle ownership lifecycle, showcasing its leadership in the automotive industry.
Business Model Advantages: The company ensures consistent profitable growth through a diversified network of physical locations, e-commerce platforms, and financial solutions, reflecting its flexibility and scale advantages in a competitive market.

U.S. Retail Sales Rise 0.6% Month-over-Month in November

Jan 14 2026seekingalpha

Retail Sales Growth: According to the U.S. Census Bureau, retail sales rose 0.6% month-over-month in November and were up 3.3% year-over-year, exceeding economists' expectations of 0.4%, indicating consumer spending resilience that could positively impact GDP.
Strong Clothing Sales: Clothing stores saw a 7.5% year-over-year increase, providing positive signals for mall retailers like Gap and Urban Outfitters, suggesting enhanced consumer potential during the holiday season.
Outstanding Nonstore Retail Performance: The nonstore retail category outperformed with a 7.2% year-over-year increase in November, crucial for e-commerce players like Amazon and Wayfair, reflecting strong demand during the holiday shopping season.
Underperformance in Auto Dealers: The auto dealer group experienced a 1.1% year-over-year decline in November, indicating challenges for the sector that may affect the performance of related companies.

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