Shared on 24 Jun 26

Fair value Decreased 10%

LPRO: Cash Merger Agreement And Buyback Authorization Will Shape Fairly Valued Outlook

Open Lending agrees to be bought for cash, with a deal that would take the company private and end its stock market listing if it closes. The board approves the offer, shareholders vote on a potential share split, and the company expands its share buyback plan—each move shaping what investors can expect next.

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Shared on 06 Jun 26

LPRO: Reset Expectations And Buyback Flexibility Will Support Upside After Q4 Shortfall

Open Lending falls short of expectations even as results improve, and analysts trim their target while keeping a more optimistic view of where the business could head. Shareholders also approve a potential share restructure, and the company expands its buyback program—raising questions about what management does next and what that could mean for investors.

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Shared on 02 May 26

LPRO: Reset Expectations And Improving Execution Will Support Upside Following Q4 Shortfall

Narrative Update on Analyst Price Target Analysts have reduced their price target on Open Lending to $3 from $4, citing fourth-quarter results that improved but still fell short of expectations for revenue and adjusted EBITDA. Analyst Commentary Bullish analysts are signaling continued confidence in Open Lending even as they trim expectations, with the latest move reducing the price target to $3 from $4 while keeping a positive rating on the shares.

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Shared on 17 Apr 26

LPRO: Reset Expectations And Improving Execution Will Support 2026 Upside Potential

Narrative Update on Open Lending Analysts reduced their price target on Open Lending to $3 from $4, citing Q4 results that improved but still came in below expectations for revenue and adjusted EBITDA. Analyst Commentary Bullish analysts acknowledge that the latest Q4 figures for revenue and adjusted EBITDA came in below their forecasts, yet they still see enough progress in the report to justify a constructive view on the shares.

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Shared on 03 Apr 26

Fair value Decreased 13%

LPRO: Rate Cuts And Leadership Reset Will Support 2026 Top Pick Status

Analysts trimmed their price targets for Open Lending from $4.00 to a range around $3.00 to $3.50, reflecting recent results that came in below some forecasts while still citing management changes, potential rate cuts and policy support for lending markets as possible drivers of 2026 performance. Analyst Commentary Bullish analysts are still pointing to several potential positives for Open Lending, even as price targets move into a tighter range around US$3.00 to US$3.50.

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Shared on 06 Mar 26

LPRO: 2025 Leadership Reset And Rate Cuts Will Drive 2026 Top Pick Status

Analysts have modestly adjusted their price target for Open Lending to $3.50, citing refreshed leadership, expectations for 2026 growth efforts, and potential benefits from recent rate cuts and supportive credit market policies as key factors behind the update. Analyst Commentary Bullish analysts are framing the refreshed $3.50 price target as a vote of confidence in Open Lending’s recent reset, with a particular focus on leadership changes and 2026 execution.

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Shared on 19 Feb 26

LPRO: 2025 Management Reset And Rate Cuts Will Support 2026 Top Pick Potential

Narrative Update on Open Lending Analysts have lifted their price target on Open Lending to $3.50, citing a refreshed management team, the recent three rate cuts, and potential tailwinds from policy support for housing and credit card markets as key reasons for their updated view. Analyst Commentary Recent Street research reflects a clear shift toward a more constructive tone on Open Lending, with bullish analysts highlighting both company specific changes and a friendlier rate backdrop as key supports for their thesis.

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Shared on 05 Feb 26

LPRO: 2025 Management Reset And Rate Cuts Will Drive 2026 Upside

Analysts have modestly adjusted their price expectations for Open Lending, with the updated target now set at US$3.50. This reflects their view that recent management changes, the refinancing opportunity following three rate cuts, and potential indirect support from housing and credit card markets could support the company in 2026.

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Shared on 21 Jan 26

LPRO: Management Reset And Rate Cuts Will Support 2026 Equity Upside

Narrative Update on Open Lending Analysts have modestly raised their price target on Open Lending toward roughly US$3.50, citing improved confidence in management changes during 2025, a perceived refi opportunity following three recent rate cuts, and potential indirect support from housing and credit card policies as key reasons for the adjustment. Analyst Commentary Bullish analysts are framing Open Lending as a setup story for 2026, pointing to the groundwork they see the company laying through 2025.

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Shared on 06 Jan 26

LPRO: Automated Credit Decisioning Will Support Stronger Forward Equity Upside

Analysts have modestly lifted their price target on Open Lending, citing slightly lower discount rate assumptions and updated expectations for revenue growth, profit margin and future P/E, which together support a higher implied equity value for the shares. What's in the News Open Lending launched ApexOne Auto, a decisioning platform designed to serve a wider range of auto borrowers using automation, data, and explainable intelligence to support faster and more consistent credit decisions while keeping risk controls in place (Key Developments).

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Shared on 14 Dec 25

Fair value Decreased 43%

LPRO: Share Repurchases And New Auto Platform Will Drive Stronger Outlook

Analysts have raised their price target on Open Lending from approximately 7 dollars to 10 dollars, citing expectations for stronger revenue growth, higher profit margins, and a more favorable future earnings multiple, despite a modestly higher discount rate. What's in the News Open Lending completed its previously announced share repurchase program, buying back 1,971,369 shares, or about 1.65% of shares outstanding, for a total of 3.98 million dollars (company buyback filing).

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Digitization And Expanded Nonprime Markets Will Transform Auto Underwriting

LPRO: Cash Merger Agreement And Buyback Authorization Will Shape Fairly Valued Outlook

LPRO: Reset Expectations And Buyback Flexibility Will Support Upside After Q4 Shortfall

LPRO: Reset Expectations And Improving Execution Will Support Upside Following Q4 Shortfall

LPRO: Reset Expectations And Improving Execution Will Support 2026 Upside Potential

LPRO: Rate Cuts And Leadership Reset Will Support 2026 Top Pick Status

LPRO: 2025 Leadership Reset And Rate Cuts Will Drive 2026 Top Pick Status

LPRO: 2025 Management Reset And Rate Cuts Will Support 2026 Top Pick Potential

LPRO: 2025 Management Reset And Rate Cuts Will Drive 2026 Upside

LPRO: Management Reset And Rate Cuts Will Support 2026 Equity Upside

LPRO: Automated Credit Decisioning Will Support Stronger Forward Equity Upside

LPRO: Share Repurchases And New Auto Platform Will Drive Stronger Outlook

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