Opendoor Technologies Inc.

Report azionario NasdaqGS:OPEN

Capitalizzazione di mercato: US$4.1b

Opendoor Technologies Performance degli utili passati

Criteri Il passato verificati 0/6

Gli utili di Opendoor Technologies sono diminuiti a un tasso medio annuo di -2.3%, mentre il settore Real Estate ha visto gli utili diminuire a un tasso medio annuo di 8.3%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 12.1%.

Informazioni chiave

-2.29%

Tasso di crescita degli utili

12.70%

Tasso di crescita dell'EPS

Real Estate Crescita del settore27.71%
Tasso di crescita dei ricavi-12.12%
Rendimento del capitale proprio-145.49%
Margine netto-35.25%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione May 02

OPEN: Reset Playbook And Healthier Cohorts Will Drive Future Earnings Turnaround

Analysts have nudged their price target on Opendoor Technologies higher by $3.40, citing updated assumptions for slightly lower discount rates, modestly stronger revenue growth and profit margins, and a reduced future P/E multiple, supported by recent research that highlights improving acquisition trends and cautiously more optimistic long term margin expectations. Analyst Commentary Recent commentary frames Opendoor Technologies as a company in the middle of a reset, with analysts watching closely to see if the new playbook translates into consistent, profitable execution.
Aggiornamento della narrazione Apr 17

OPEN: Reset Will Still Face Profitability Test As Execution Remains Unproven

Analysts have raised their blended price target for Opendoor Technologies by about $3, reflecting updated models that incorporate slightly higher long term revenue growth and profit margin assumptions. This follows recent research indicating improving acquisition activity and more favorable margin commentary, while still emphasizing that it is too early to fully assess execution.
Aggiornamento della narrazione Apr 03

OPEN: Margin Cohorts And Acquisition Ramp Will Support Future Earnings Turnaround

Narrative Update Analysts have raised their price targets on Opendoor Technologies by a few dollars per share, citing higher assumptions for future gross margins and contribution margins. They still expect the company to report losses relative to management's goal of achieving positive adjusted net income by year end.
Aggiornamento della narrazione Mar 20

OPEN: Acquisition Reset And Margin Cohorts Will Drive Future Upside

Analysts have raised their price targets on Opendoor Technologies by about $3 to $4 per share, citing improving acquisition activity and higher assumed margins in future years. They still expect losses and view it as too early to confirm that the strategic reset is working.
Aggiornamento della narrazione Mar 05

OPEN: Reset Will Still Face Profitability Test Before Sentiment Improves

Analysts have raised their fair value estimate on Opendoor Technologies by $0.30, reflecting updated assumptions for revenue growth, profit margins, and future P/E after recent research highlighted improving acquisition trends and cautiously more constructive margin expectations, even as it remains early to judge the reset. Analyst Commentary Recent research has taken a cautious stance on Opendoor Technologies, with some firms highlighting that the current reset remains unproven in the reported numbers.
Seeking Alpha Feb 20

Opendoor Technologies Q4 FY2025 Earnings Review: Progress Should Continue

Summary Opendoor Technologies Inc. is in the early stages of a turnaround, with a new CEO and renewed internal confidence. OPEN’s revenue continues to decline, but strong cash flow and inventory reduction signal operational progress and a healthier balance sheet. The stock appears undervalued at around 1x TTM revenue and 5x TTM unlevered pretax FCF, with potential upside to $11–13 before a major correction. I remain long OPEN, expecting continued progress, and may add to my position following the recent earnings beat and positive market reaction. Read the full article on Seeking Alpha
Aggiornamento della narrazione Feb 19

OPEN: Fair Value View Will Rely On Executing Through Leadership And Index Changes

Narrative Update The updated analyst price target for Opendoor Technologies reflects a move of about $0.57. Analysts point to revised fair value assumptions, a slightly higher discount rate, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E estimate as key drivers of the change.
Articolo di analisi Feb 08

The Market Doesn't Like What It Sees From Opendoor Technologies Inc.'s (NASDAQ:OPEN) Revenues Yet As Shares Tumble 33%

The Opendoor Technologies Inc. ( NASDAQ:OPEN ) share price has fared very poorly over the last month, falling by a...
Aggiornamento della narrazione Feb 05

OPEN: Offensive Home Buying Push And Index Moves Will Support Future Upside

Analysts have nudged their price targets on Opendoor Technologies higher by about $3, reflecting updated assumptions around slightly stronger revenue growth and modestly lower profit margins as the company leans into buying more homes faster at what they see as improved but still closely watched unit economics. Analyst Commentary Recent Street research highlights a mix of optimism and caution around Opendoor Technologies, with bullish analysts focusing on the potential payoff if the company can execute on its plan to buy more homes faster while maintaining disciplined pricing and unit economics.
Aggiornamento della narrazione Jan 22

OPEN: Offensive Home Buying Push Will Likely Fail To Justify Faith

Analysts have lifted their fair value estimate for Opendoor Technologies by about $0.78 per share, reflecting updated assumptions for slightly higher revenue growth, a modestly higher discount rate, and a higher future P/E multiple, while still flagging that achieving valuations closer to recent trading levels may require either volumes above prior peaks or a software type multiple on what they view as a low margin, capital intensive business. Analyst Commentary Bullish and bearish analysts are split on how much credit to give Opendoor Technologies for its latest playbook, particularly around buying more homes faster and aiming for better margins.
Aggiornamento della narrazione Jan 08

OPEN: Offensive Home Buying Shift Will Likely Struggle To Justify Faith

Analysts have raised their price target on Opendoor Technologies to about $5 per share. This reflects updated assumptions for revenue growth and a modestly lower future P/E, while cautioning that the company’s more aggressive home buying plans still require investors to take a lot on faith in a low margin, capital intensive model.
Aggiornamento della narrazione Dec 16

OPEN: Offensive Home Buying Shift Will Drive Higher Long-Term Earnings Power

Analysts have raised their fair value estimate for Opendoor Technologies from about $2.00 to roughly $8.00 per share, citing expectations for faster revenue growth and a higher future earnings multiple, despite lingering concerns over the risks of its more aggressive, capital intensive strategy. Analyst Commentary Recent analyst commentary highlights a growing willingness among bullish analysts to look past near term volatility and focus on Opendoor Technologies' potential to scale its platform efficiently.
Aggiornamento della narrazione Dec 02

OPEN: Faith In Offensive Shift Will Likely Face Tough Market Test

Analysts have raised their price target for Opendoor Technologies from $2.86 to $2.99 per share. They cite improved revenue growth expectations and cautious optimism around the company’s more aggressive strategy, while still noting ongoing concerns about profitability and operational risks.
Aggiornamento della narrazione Nov 18

OPEN: Aggressive Home Buying Approach Will Face Scalability And Profitability Challenges

Opendoor Technologies' analyst price target has been raised from $1.87 to $2.86 per share. Analysts cite expectations of improved revenue growth despite lingering concerns over the sustainability and scalability of the company's new, more aggressive strategy.
Articolo di analisi Nov 10

Opendoor Technologies Inc. (NASDAQ:OPEN) Just Reported And Analysts Have Been Lifting Their Price Targets

There's been a notable change in appetite for Opendoor Technologies Inc. ( NASDAQ:OPEN ) shares in the week since its...
Aggiornamento della narrazione Nov 03

OPEN: Widening Losses And Downgrades Will Weigh On Future Performance

Opendoor Technologies' analyst average price target has climbed modestly from approximately $1.71 to $1.87, as analysts weigh ongoing strategic challenges and widening losses, alongside sustained retail investor interest in the shares. Analyst Commentary Recent analyst reports have reflected a more cautious outlook on Opendoor Technologies.
Aggiornamento della narrazione Oct 20

Optimized Pricing And Cost Controls Will Secure Real Estate Success

Opendoor Technologies’ analyst price target has decreased from $1.14 to $1.71 per share as analysts cite concerns over widening losses for the remainder of the year and uncertainty surrounding the company’s strategic repositioning. Analyst Commentary Analysts have recently taken a more cautious tone on Opendoor Technologies, reflecting both challenges and opportunities facing the business as it navigates a highly uncertain environment.
Articolo di analisi Oct 19

Opendoor Technologies Inc.'s (NASDAQ:OPEN) 30% Dip In Price Shows Sentiment Is Matching Revenues

Opendoor Technologies Inc. ( NASDAQ:OPEN ) shares have retraced a considerable 30% in the last month, reversing a fair...
Articolo di analisi Sep 02

Improved Revenues Required Before Opendoor Technologies Inc. (NASDAQ:OPEN) Stock's 112% Jump Looks Justified

Opendoor Technologies Inc. ( NASDAQ:OPEN ) shares have continued their recent momentum with a 112% gain in the last...
Aggiornamento della narrazione Aug 07

High Mortgage Rates Will Challenge Valuations While Tech Upsides Unfold

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.
Articolo di analisi May 09

Analysts Have Been Trimming Their Opendoor Technologies Inc. (NASDAQ:OPEN) Price Target After Its Latest Report

As you might know, Opendoor Technologies Inc. ( NASDAQ:OPEN ) just kicked off its latest quarterly results with some...
Articolo di analisi May 06

Not Many Are Piling Into Opendoor Technologies Inc. (NASDAQ:OPEN) Stock Yet As It Plummets 25%

To the annoyance of some shareholders, Opendoor Technologies Inc. ( NASDAQ:OPEN ) shares are down a considerable 25% in...
Seeking Alpha Mar 31

Opendoor Technologies' iBuying Problem Isn't Cyclical - It's Structural

Summary Opendoor's stock has plummeted 62% in the past year due to a struggling iBuying market and increasing competition. The company reported a Q4 net loss of $113 million, with razor-thin profit margins and significant operating expenses. Despite solid liquidity, Opendoor's cash burn rate suggests a runway only into early 2026, with no clear path to profitability. My DCF model and Monte Carlo simulation indicate substantial downside risk, making Opendoor a "Sell" without significant market or business model improvements. Read the full article on Seeking Alpha
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Nuova narrazione Mar 25

Optimized Pricing And Cost Controls Will Secure Real Estate Success

Optimizing contribution margins and aligning with macro indicators could improve net margins and maintain healthy unit economics.
Articolo di analisi Mar 16

Investors Give Opendoor Technologies Inc. (NASDAQ:OPEN) Shares A 26% Hiding

Unfortunately for some shareholders, the Opendoor Technologies Inc. ( NASDAQ:OPEN ) share price has dived 26% in the...
Articolo di analisi Mar 02

Opendoor Technologies Inc. (NASDAQ:OPEN) Just Reported, And Analysts Assigned A US$1.59 Price Target

Opendoor Technologies Inc. ( NASDAQ:OPEN ) shareholders are probably feeling a little disappointed, since its shares...
Seeking Alpha Jan 18

Opendoor Technologies: Good Long-Term Potential, But Near-Term Risk Is High

Summary I recommend a neutral rating for Opendoor Technologies due to significant near-term macroeconomic challenges, including elevated mortgage rates and declining home sales. Opendoor's competitive advantage lies in its scale, enabling it to aggregate pricing data and leverage economies of scale for competitive offers. Near-term risks include high mortgage rates, poor affordability, and declining home sales, impacting Opendoor's growth and leading to lower home acquisitions and poor guidance. While Opendoor's valuation appears cheap, the uncertain macroeconomic outlook and pressure on margins make it prudent to stay on the sidelines for now. Read the full article on Seeking Alpha
Articolo di analisi Jan 10

Not Many Are Piling Into Opendoor Technologies Inc. (NASDAQ:OPEN) Stock Yet As It Plummets 27%

Opendoor Technologies Inc. ( NASDAQ:OPEN ) shares have had a horrible month, losing 27% after a relatively good period...
Seeking Alpha Dec 21

Opendoor Technologies: Minimal Recovery Catalysts - More Uncertainties In The Near-Term

Summary OPEN continues to face significant macroeconomic headwinds, including elevated mortgage rates and sticky inflation, impacting its near-term recovery prospects. Despite some improvements in profit margins and ongoing cost-saving measures, the company's cash burn and lowered revenue estimates suggest ongoing challenges. OPEN remains inherently undervalued, offering opportunistic investors with a potentially rich capital appreciation prospect, albeit possibly negated by aggressive short sellers. Given the potential volatility and lack of immediate recovery catalysts, we recommend observing from the sidelines for now. Read the full article on Seeking Alpha
Articolo di analisi Nov 26

Even With A 30% Surge, Cautious Investors Are Not Rewarding Opendoor Technologies Inc.'s (NASDAQ:OPEN) Performance Completely

Opendoor Technologies Inc. ( NASDAQ:OPEN ) shareholders are no doubt pleased to see that the share price has bounced...
Seeking Alpha Nov 20

Opendoor Technologies: Business Model Showing Signs Of Weaknesses

Summary Opendoor Technologies faces significant macroeconomic headwinds, including a challenging housing market and high-interest rates, which will likely continue to deteriorate its performance. Despite recent revenue growth, OPEN's business model remains capital-intensive with low margins, making it difficult to achieve profitability, especially in the current economic environment. OPEN's liquidity is severely strained, with a limited runway and potential need for additional funding, which could further dilute shareholder value. Valuation analysis suggests that OPEN's share price is still overvalued, with a potential downside of more than 30%, urging investors to remain cautious. Read the full article on Seeking Alpha
Articolo di analisi Nov 11

Opendoor Technologies Inc. (NASDAQ:OPEN) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

A week ago, Opendoor Technologies Inc. ( NASDAQ:OPEN ) came out with a strong set of quarterly numbers that could...
Seeking Alpha Oct 04

Opendoor: Left Behind By Recent Market Recovery - Maintain Speculative Buy

Summary OPEN's underwhelming FQ3'24 guidance has triggered its stock underperformance compared to its peers/wider market, despite the potential tailwinds from the Fed's recent pivot. Even so, the US average mortgage rates have been moderating, with RDFN already reporting a +68% MoM in mortgage-rate locks by September 23, 2024. Combined with the higher mortgage-purchase applications, we believe that OPEN may generate a robust FY2025 performance, if not earlier by FQ4'24. Even so, with the iBuying company already reporting expensive inventory levels in FQ2'24 and guiding impacted adj EBITDA margins in FQ3'24, its reversal is likely to be prolonged indeed. While OPEN may be trading very attractively with robust support levels at $2s, the speculative stock is only suitable for investors with higher risk tolerance and long-term investing trajectory. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Opendoor Technologies guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:OPEN Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 263,938-1,38862478
31 Dec 254,371-1,30054875
30 Sep 254,719-31748886
30 Jun 255,181-30551698
31 Mar 255,125-368566117
31 Dec 245,153-392595134
30 Sep 244,939-370603145
30 Jun 244,542-398593157
31 Mar 245,007-283597158
31 Dec 236,946-275691158
30 Sep 238,933-583771163
30 Jun 2311,314-1,405984161
31 Mar 2313,536-1,4821,229164
31 Dec 2215,567-1,3531,352166
30 Sep 2216,532-1,1451,477152
30 Jun 2215,437-2741,376140
31 Mar 2212,425-3641,250122
31 Dec 218,021-6621,163131
30 Sep 214,448-525888109
30 Jun 212,520-54971195
31 Mar 212,074-46150088
31 Dec 202,583-25332055
30 Sep 203,590-29138059
30 Jun 204,462-30044160
31 Mar 204,859-32448755
31 Dec 194,741-34149851
31 Dec 181,838-24926928
31 Dec 17711-8511216

Guadagni di qualità: OPEN al momento non è redditizia.

Margine di profitto in crescita: OPEN al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: OPEN non è redditizia e le perdite sono aumentate negli ultimi 5 anni a un tasso pari a 2.3% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di OPEN nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: OPEN non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Real Estate ( -0.6% ).


Rendimento del capitale proprio

ROE elevato: OPEN ha un Return on Equity negativo ( -145.49% ), in quanto al momento non è redditizio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 02:40
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Opendoor Technologies Inc. è coperta da 20 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gaurav MehtaAlliance Global Partners
Justin AgesBerenberg
Curtis NagleBofA Global Research