Significant Options Trading on Monday: PINC, ZS, STNG
Zscaler Inc Options Activity: Zscaler Inc (ZS) has seen a trading volume of 6,220 options contracts today, equating to about 622,000 underlying shares, which is 47.9% of its average daily trading volume of 1.3 million shares. Notably, the $275 strike put option expiring on November 28, 2025, has recorded 435 contracts traded.
Scorpio Tankers Inc Options Activity: Scorpio Tankers Inc (STNG) reported an options trading volume of 3,395 contracts, representing approximately 339,500 underlying shares, or 46% of its average daily trading volume of 738,035 shares. The $55 strike put option expiring on January 16, 2026, has seen particularly high activity with 3,021 contracts traded.
Options Trading Insights: The article highlights the significant options trading activity for both ZS and STNG, indicating investor interest and potential market movements related to these stocks.
Disclaimer: The views expressed in the article are those of the author and do not necessarily reflect the opinions of Nasdaq, Inc.
Trade with 70% Backtested Accuracy
Analyst Views on STNG
About STNG
About the author

- Bond Redemption Plan: Scorpio Tankers announced it will redeem $200 million of 7.5% senior unsecured notes on July 17, 2026, at 106.4% of par value, which is expected to reduce future interest burdens and enhance financial flexibility.
- New Credit Financing: The company secured a new credit facility of up to $90 million from Standard Chartered Bank and DekaBank to partially fund the purchase price of four scrubber-fitted MR newbuilding product tankers currently under construction in China, with deliveries expected in 2026 and 2027.
- Favorable Credit Terms: The new facility carries an interest rate of SOFR + 1.20% and will mature seven years after each vessel's delivery, providing a flexible financing structure that will help maintain liquidity in future operations.
- Optimistic Market Outlook: With rising global tanker demand, Scorpio Tankers is positioned to better capitalize on market opportunities through this financing and debt management, enhancing its competitive standing in the shipping industry.
- Rating Downgrade: Bank of America downgraded Scorpio Tankers from Buy to Underperform with a price target cut from $100 to $78, indicating that while product tanker rates remain historically strong, the market is now in a post-peak pullback phase.
- Freight Rate Trends: The analyst notes that although tanker rates should stay elevated due to the need to replenish oil inventories, the market has passed peak rates, with expectations of a contraction from current elevated levels, which could impact future earnings.
- Cash Flow Outlook: Despite sustained high rates, Scorpio Tankers is expected to generate significant free cash flow in the near term; however, the company appears to view the market as peaking, as it is monetizing assets—selling vessels—faster than it is replacing them.
- Market Performance: Scorpio Tankers recently provided a mid-quarter tanker rate update, noting that average daily spot time-charter equivalent revenues have declined from post-Q1 levels but remain well above the breakeven level of $11K/day, suggesting continued significant free cash flow generation.
- Compass Weak Transactions: Compass (COMP) has a free cash flow margin of only 0.9% over the past two years, limiting its ability to invest or reward shareholders, with a trading price of $10.01 per share and a forward P/E of 13, indicating skepticism about its future growth.
- Alamo Sales Decline: Alamo (ALG) has experienced a 2.2% annual sales decline over the past two years, and with tepid demand expected in the next 12 months, despite a consensus price target of $209.80, its earnings per share have contracted by 9.7% annually, posing a headwind for returns.
- Scorpio Tankers Revenue Drop: Scorpio Tankers (STNG) has seen a 13.6% annual revenue decline over the past two years, with earnings per share dipping by 17%, currently priced at $79.88 with a forward P/E of 6.8, reflecting market concerns about its future profitability.
- Cautious Market Sentiment: While these companies show potential upside according to Wall Street's consensus price targets, analysts' optimistic forecasts may be influenced by institutional pressures, prompting investors to remain vigilant and avoid blindly following trends.
- Executive Insights Expansion: Capital Link Shipping has expanded its platform with new executive discussions featuring leaders from Scorpio Tankers and DHT Holdings, providing in-depth insights into the product tanker market and company strategies, aimed at offering investors a comprehensive market perspective.
- Market Dynamics Analysis: Through dialogues with industry leaders, the platform delivers critical analysis of the crude oil tanker market's key forces, including geopolitics and energy transition, assisting shipping professionals in grasping market trends.
- Industry Data Sharing: Leveraging its extensive industry network, Capital Link Shipping regularly publishes market data and analysis, enhancing investors' understanding of shipping and capital markets while promoting information transparency.
- Complimentary Access Registration: The platform offers complimentary registration for market intelligence access, attracting more shipping professionals and investors, thereby further expanding its influence in the global shipping market.
- Executive Insights Expansion: Capital Link Shipping has enriched its platform with new executive discussions featuring leaders from Scorpio Tankers and DHT Holdings, delving into the product tanker market and growth strategies, reflecting a positive market outlook following Q1 2026 earnings reports.
- Market Dynamics Analysis: Executives from DNV Maritime and Deutsche Bank Securities shared insights on the latest trends in shipping and capital markets, emphasizing the industry's adaptability amid geopolitical shifts and energy transitions, showcasing enhanced resilience.
- Industry Expert Perspectives: CEOs from Heidmar Maritime and Star Bulk Carriers discussed their strong performance and market opportunities, indicating significant growth potential in both dry bulk and tanker markets, which could attract increased investor interest.
- Complimentary Platform Access: The Capital Link Shipping platform offers complimentary registration for users to access market data, industry analysis, and executive interviews, aiming to enhance market insights for shipping professionals and investors while promoting information transparency.
- Market Insights Sharing: Capital Link Shipping platform provides the latest updates on the product and crude oil tanker markets through in-depth discussions with executives from Scorpio Tankers and DHT Holdings, aiding investors in understanding market trends and company strategies.
- Industry Leaders' Perspectives: Carlos Balestra di Mottola, CEO of d'Amico International Shipping, shared insights on the company's earnings growth and expansion strategy following Q1 2026 performance, emphasizing the importance of maintaining growth in a competitive market.
- Capital Markets Update: James Cirenza from DNB Markets provided updates on the U.S. capital markets, reflecting the close ties between the shipping industry and capital markets, indicating ongoing investor interest in the shipping sector.
- Free Platform Access: The Capital Link Shipping platform offers complimentary access to market intelligence through free registration, aiming to provide shipping professionals and investors with direct access to market data and executive insights, fostering information sharing and communication within the industry.








