Workflow
Opendoor(OPEN)
icon
Search documents
Opendoor 2.0: New Management Is Rewiring The Business, The Stock Could Be Next
Seeking Alpha· 2026-02-26 14:47
Group 1 - The focus is on uncovering high-yield investment opportunities for individual investors [1] - The goal is to simplify complex concepts into actionable insights for better returns [1] Group 2 - The article expresses the author's personal opinions and does not involve compensation from companies mentioned [2] - There is a beneficial long position in the shares of OPEN, indicating a positive outlook on the stock [2]
Opendoor Turns a Corner, but the Stock Is Still Down 86%. Is Now the Time to Buy?
The Motley Fool· 2026-02-26 05:41
The company is moving in the direction that the new CEO is pushing it.Opendoor Technologies (OPEN 2.64%) has earned a spot as a stock to watch since changing CEOs in September and launching a growth plan.In its first earnings report since implementing this new strategy, it demonstrated progress, and the stock jumped after earnings. However, it's still 86% off its all-time highs. Is this a spectacular buying opportunity? Getting back to growthThe market had high hopes for Opendoor when it went public. As a r ...
Is Opendoor 2.0 Working? Why OPEN Is Prioritizing Product Over Growth
ZACKS· 2026-02-24 18:11
Key Takeaways OPEN's Opendoor 2.0 shifts focus from growth at any cost to profitability and unit economics.Opendoor's October 2025 cohort shows faster sell-through and improved contribution margins.OPEN trades at 0.73x forward P/S, while 2026 loss estimates have narrowed in the past month.Opendoor Technologies Inc.’s (OPEN) fourth-quarter 2025 earnings call made one thing clear: the company is no longer chasing growth at any cost. Instead, Opendoor 2.0 is deliberately slowing the top line to fix the engine ...
This Was the Most Important Update in Opendoor's Earnings Report
Yahoo Finance· 2026-02-23 23:45
Opendoor Technologies (NASDAQ: OPEN) released a fourth-quarter earnings report that largely impressed investors last week. Although there's still a steep climb higher, you can see the light at the end of the tunnel. There were several positive updates about how the business is recovering, but there was one that stood out. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Ge ...
Prentice Capital Loads Up Opendoor Technologies Stock With 553,000 Shares
Yahoo Finance· 2026-02-23 22:53
Prentice Capital Management, LP established a new position in Opendoor Technologies (NASDAQ:OPEN) during the fourth quarter, according to a February 17, 2026, SEC filing. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Prentice Capital Management, LP reported a new holding in Opendoor Technologies. The fund acquired 552,981 shares, with the estimated transaction value totaling $3.22 million based on the average price during the quarter. The quarter-en ...
Should You Buy, Sell or Hold Opendoor Stock Post Q4 Earnings?
ZACKS· 2026-02-23 18:16
Key Takeaways Opendoor reported Q4 revenues of $736M, down 32% Y/Y, but the loss narrowed under its revamped model.OPEN cut aged inventory and boosted resale velocity, lifting gross margin to 7.7%.Opendoor trades 54% below its 52-week high and at a 0.77 forward P/S, well under the industry average.Opendoor Technologies Inc. (OPEN) reported fourth-quarter 2025 results, reflecting tangible progress under its revamped “Opendoor 2.0” operating model. While near-term financial performance remained pressured by l ...
Opendoor Just Broke Above Its 20-Day Moving Average. Should You Buy OPEN Stock Here?
Yahoo Finance· 2026-02-23 15:33
Opendoor Technologies (OPEN) shares ended roughly 10% higher on Feb. 20 after the iBuyer said a 46% sequential increase in home acquisition volume helped it beat Street estimates in its Q4. This post-earnings surge helped OPEN breach its 20-day moving average (MA), indicating upward momentum may sustain in the near term. More News from Barchart Still, a deeper dive reveals significant challenges that warrant caution in playing Opendoor stock that’s now hovering around $5. www.barchart.com Should You ...
Opendoor Technologies Jumps on iBuying Surge. Here's Why You Should Sell.
247Wallst· 2026-02-22 16:43
Core Insights - Opendoor Technologies experienced a 46% increase in home purchases, totaling 1,706 properties, but revenue fell by 32% year-over-year to $736 million [1] - The company holds $2 billion in net debt and has gross margins of 8.2%, amidst a historically weak U.S. housing market [1] - Opendoor's guidance for Q1 revenue is projected to decline by 10% sequentially to $662 million, with expected EBITDA losses between $33 million and $43 million [1] Financial Performance - Revenue for the fourth quarter was $736 million, exceeding analyst expectations of approximately $594 million, but down 20% from the previous quarter and 32% year-over-year [1] - Gross profit was reported at $57 million, resulting in a gross margin of 7.7%, while net losses reached $1.1 billion, primarily due to a $933 million non-cash charge related to refinancing convertible notes [1] - Sales volume decreased, with only 1,978 homes sold during the quarter, down from 2,568 in the third quarter and 2,822 a year ago [1] Market Conditions - The U.S. housing market is facing significant challenges, with the Pending Home Sales Index hitting an all-time low of 70.9 in January, down 43.3% from its peak in October 2021 [1] - Year-over-year home price growth slowed to 0.9% in December, and median list prices decreased by 2% [1] - Builder confidence has declined, with current sales flat and weaker forecasts for future sales and traffic [1] Strategic Focus - Opendoor's iBuying strategy is aimed at faster inventory turns and improved performance, with a notable 46% increase in home acquisitions [1] - The company has reduced fixed operating expenses to $35 million, down from $43 million a year earlier [1] - The share of homes on the market for over 120 days decreased from 51% to 33%, indicating progress in managing aging inventory [1]
Opendoor Technologies Jumps on iBuying Surge. Here’s Why You Should Sell.
Yahoo Finance· 2026-02-22 16:43
Quick Read Opendoor (OPEN) increased home purchases 46% to 1,706 properties but revenue dropped 32% year-over-year to $736M. Opendoor carries $2B in net debt and 8.2% gross margins amid the weakest U.S. housing market in history. Opendoor guided Q1 revenue down 10% sequentially to $662M with projected EBITDA losses of $33M to $43M. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Opendoor Technologie ...
Opendoor Pops After Earnings, But the Big Question Hasn’t Changed
Yahoo Finance· 2026-02-22 15:39
Opendoor sign outside a home as a buyer checks the Opendoor app, highlighting U.S. housing market trends and OPEN stock. Key Points Opendoor beat revenue expectations but posted a larger-than-expected loss, highlighting ongoing profitability challenges. The company’s “Opendoor 2.0” strategy focuses on faster inventory turns, AI-driven pricing, and breakeven adjusted net income by 2026. Institutional sentiment and sector rotation will likely determine whether OPEN stock can sustain momentum. Interested ...