Opendoor Technologies（OPEN）株式概要
オープンドア・テクノロジーズ社は、米国で住宅用不動産取引のデジタル・プラットフォームを運営している。 詳細
OPEN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$150
FV
96.5% 割安 内在価値ディスカウント1.1k
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Opendoor Technologies Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.32 |
| 52週高値 | US$10.87 |
| 52週安値 | US$0.51 |
| ベータ | 3.66 |
| 1ヶ月の変化 | 16.92% |
| 3ヶ月変化 | 9.02% |
| 1年変化 | 510.09% |
| 3年間の変化 | 153.33% |
| 5年間の変化 | -62.40% |
| IPOからの変化 | -50.76% |
最新ニュース
ナラティブ更新 • 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.
ナラティブ更新 • 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.Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.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
新しいナラティブ • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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株主還元
| OPEN | US Real Estate | US 市場 | |
|---|---|---|---|
| 7D | -1.1% | 2.1% | 2.1% |
| 1Y | 510.1% | -4.1% | 30.6% |
業界別リターン: OPEN過去 1 年間で-4.1 % の収益を上げたUS Real Estate業界を上回りました。
リターン対市場: OPEN過去 1 年間で30.6 % の収益を上げたUS市場を上回りました。
価格変動
| OPEN volatility | |
|---|---|
| OPEN Average Weekly Movement | 9.9% |
| Real Estate Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: OPEN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: OPENの 週次ボラティリティ は、過去 1 年間で23%から10%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2013 | 1,042 | Kaz Nejatian | www.opendoor.com |
オープンドア・テクノロジーズ社は、米国で住宅不動産取引のデジタル・プラットフォームを運営している。オンラインeコマース・プラットフォームを通じて住宅の売買を行う。同社はまた、住宅購入者に住宅を転売する。さらに、不動産仲介、権原保険、決済、エスクローサービス、損害保険、不動産ライセンス、建設サービスも提供している。同社は以前、ソーシャル・キャピタル・ヘドソフィア・ホールディングス・コーポレーション（Social Capital Hedosophia Holdings Corp IIと改称。2013年に法人化され、アリゾナ州テンピを拠点としている。
Opendoor Technologies Inc. 基礎のまとめ
| OPEN 基礎統計学 | |
|---|---|
| 時価総額 | US$5.23b |
| 収益（TTM） | -US$1.30b |
| 売上高(TTM) | US$4.37b |
1.2x
P/Sレシオ-3.9x
PER（株価収益率OPEN は割高か？
公正価値と評価分析を参照収益と収入
| OPEN 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.37b |
| 売上原価 | US$4.02b |
| 売上総利益 | US$350.00m |
| その他の費用 | US$1.65b |
| 収益 | -US$1.30b |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.36 |
| グロス・マージン | 8.01% |
| 純利益率 | -29.74% |
| 有利子負債／自己資本比率 | 130.6% |
OPEN の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 03:04 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Opendoor Technologies Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Justin Ages | Berenberg |
| Curtis Nagle | BofA Global Research |