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Update shared on07 Aug 2025

Fair value Increased 4.50%
AnalystConsensusTarget's Fair Value
US$1.22
89.5% overvalued intrinsic discount
08 Aug
US$2.31
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1Y
44.4%
7D
-6.1%

Despite a substantial decline in consensus revenue growth forecasts and a higher future P/E ratio indicating increased valuation risk, the consensus analyst price target for Opendoor Technologies has been modestly raised from $1.17 to $1.23.


What's in the News


  • Opendoor received a Nasdaq notice for non-compliance with minimum $1.00 bid price; has 180 days to regain compliance, with possible additional 180-day extension and may conduct a reverse stock split if needed.
  • The company proposed amending its Certificate of Incorporation to allow a reverse stock split between 1-for-10 and 1-for-50, with the ratio and timing at the Board's discretion.
  • Opendoor launched and expanded multiple agent-focused products: Key Agent app (streamlines cash offers and assessments), Key Connections (connects vetted agents with high-intent sellers), and Cash Plus (enables sellers to unlock home equity upfront and access open market listing).
  • Issued Q3 2025 revenue guidance of $800 million to $875 million and Contribution Profit guidance of $22 million to $29 million.
  • Closed a private placement transaction.

Valuation Changes


Summary of Valuation Changes for Opendoor Technologies

  • The Consensus Analyst Price Target has risen from $1.17 to $1.23.
  • The Consensus Revenue Growth forecasts for Opendoor Technologies has significantly fallen from 8.9% per annum to 3.0% per annum.
  • The Future P/E for Opendoor Technologies has significantly risen from 3.71x to 4.89x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.