Big moves in software security, construction engineering, and LiDAR
By Steve Strazza
June 26, 2026
This note highlights a select group of stocks showing the most unusual — and highly directional — options activity.
The goal is simple: follow the big money and trade in the direction of the underlying trend.
Here is the list of Unusual Options activity from Jun 26:
*Click to enlarge view
Qualys $QLYS — Software security names have been running quietly all month while the broader market chops, and this one just pulled in a big bet.
1,000 contracts of the 8/21 $145 calls changed hands for $320K.
Fluor Corp $FLR — Engineering and construction doesn't usually draw this kind of size, but infrastructure spending keeps accelerating and someone just backed that thesis with real capital.
5,000 contracts of the 8/21 $60 calls hit the tape for $1.2M in premium.
Aeva Technologies $AEVA — LiDAR gets written off every few months, then comes roaring back when the next auto partnership gets announced, and the options market just took a short-term bullish stance.
4,990 contracts of the 7/17 $22.50 calls traded for $768K.
