Offerpad Solutions Past Earnings Performance
Past criteria checks 0/6
Offerpad Solutions's earnings have been declining at an average annual rate of -14.2%, while the Real Estate industry saw earnings declining at 8.3% annually. Revenues have been declining at an average rate of 24.4% per year.
Key information
-14.23%
Earnings growth rate
-6.96%
EPS growth rate
| Real Estate Industry Growth | 27.71% |
| Revenue growth rate | -24.38% |
| Return on equity | -90.44% |
| Net Margin | -8.51% |
| Last Earnings Update | 31 Mar 2026 |
Recent past performance updates
Recent updates
Narrative Update • May 07
OPAD: Future Upside Will Depend On Delivering 2026 EBITDA And AI Execution
Narrative Update on Offerpad Solutions Analysts have trimmed Offerpad Solutions' implied fair value from $1.75 to about $1.43, reflecting recent cuts to Street price targets to $1 and $2.50 as they factor in updated views on transaction growth, adjusted EBITDA potential, and risk. Analyst Commentary Recent price target cuts cluster around a US$1 to US$2.50 range, with analysts reshaping their views after the latest Q4 update and updated guidance.
Narrative Update • Apr 22
OPAD: AI Operating Architecture And 2026 EBITDA Goals Will Drive Repricing
Narrative Update on Offerpad Solutions The updated analyst price target for Offerpad Solutions reflects a lower fair value, moving in line with recent Street revisions that cut targets to $1.00 and $2.50 and that cite Q4 results alongside 2026 guidance for transaction growth and adjusted EBITDA improvement. Analyst Commentary Recent Street updates show a split but constructive view on Offerpad Solutions, with price targets recalibrated around the latest Q4 results and the company’s 2026 guidance.
Narrative Update • Apr 07
OPAD: 2026 Transaction And EBITDA Execution Will Shape Bullish Repricing
Narrative Update on Offerpad Solutions Analysts have reset Offerpad Solutions' targets lower, with recent Street research pointing to a range from about $1 to $2.50. This reflects updated views on the pace of transaction growth and adjusted EBITDA progress into 2026.Narrative Update • Mar 24
OPAD: 2026 Transaction Run Rate And EBITDA Positivity Will Drive Future Upside
Narrative Update Analysts have reset their fair value target for Offerpad Solutions to $1.00 from $1.75, reflecting updated views on revenue growth, profit margin potential, and a lower future P/E assumption, while the discount rate inputs remain unchanged. Analyst Commentary Recent Street research shows a clear reset in expectations around Offerpad Solutions, with multiple price targets revised lower and a more cautious tone around execution and future growth potential.Narrative Update • Mar 09
OPAD: Future Upside Will Hinge On Executing The 2026 EBITDA Plan
Narrative Update: Offerpad Solutions (OPAD) Analysts have reduced their blended price target on Offerpad Solutions from about $2.22 to $1.75, reflecting recently lowered targets of $1 and $2.50 that factor in tempered revenue growth assumptions alongside slightly firmer margin and P/E expectations. Analyst Commentary Recent research reflects a split view on Offerpad Solutions, with both bullish and bearish analysts revising price targets lower while highlighting different aspects of the story.Narrative Update • Feb 23
OPAD: Follow-On Equity Offering Will Support Higher Future P/E Expectations
Analysts have raised their fair value estimate for Offerpad Solutions from $1.40 to $3.50, citing updated views on revenue growth, profit margins, and a higher future P/E assumption. What's in the News Offerpad Solutions filed a follow-on equity offering totaling US$18 million, involving new issuance of Class A common stock.Narrative Update • Feb 09
OPAD: Equity Offering And Refined Assumptions Will Support Future Upside
Analysts have modestly raised their fair value estimate for Offerpad Solutions to US$1.75 from US$1.40, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Offerpad Solutions filed a follow on equity offering totaling US$18 million in Class A common stock.Narrative Update • Jan 25
OPAD: Higher Revenue Assumptions And Equity Raise Will Support Future Upside
Analysts have lifted their price target on Offerpad Solutions to US$1.75 from US$1.15, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E expectations. Analyst Commentary The updated US$1.75 price target reflects revised assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E, but it still sits within a cautious framework.Narrative Update • Jan 10
OPAD: Future Returns Will Depend On Q4 2025 Execution And Discipline
Analysts have lifted their price target on Offerpad Solutions to $1.75 from $1.15, reflecting updated views on its earnings potential and valuation assumptions. Analyst Commentary Analysts lifting their price target to US$1.75 from US$1.15 signals a reassessment of Offerpad Solutions' risk and reward profile, even as the overall stance on the stock remains measured.Analysis Article • Jan 10
Does Offerpad Solutions (NYSE:OPAD) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Dec 26
OPAD: Future Upside Will Depend On Sustained Revenue Execution
Analysts have modestly raised their fair value estimate for Offerpad Solutions to about $2.22 from roughly $1.91 per share, citing improved revenue growth expectations while maintaining a consistent discount rate and profit margin outlook. Analyst Commentary Recent Street research reflects a cautiously constructive stance on Offerpad Solutions, with modest target price increases signaling improving confidence in the company’s execution and revenue trajectory, but tempered by ongoing risk factors and valuation constraints.Narrative Update • Dec 12
OPAD: Future Price Outlook Will Balance Revenue Momentum With Margin And Rate Risks
Analysts have raised their price target on Offerpad Solutions from approximately $1.25 to about $1.90 per share, citing a modest improvement in expected revenue growth and valuation multiples, despite slightly lower projected profit margins and a higher discount rate. Analyst Commentary Analysts highlight that the higher price target reflects improved confidence in Offerpad Solutions' ability to execute on its business model, but they also emphasize that the rating remains neutral, underscoring ongoing uncertainties around profitability and market conditions.Analysis Article • Nov 06
Offerpad Solutions Inc. (NYSE:OPAD) Analysts Are Pretty Bullish On The Stock After Recent Results
Offerpad Solutions Inc. ( NYSE:OPAD ) just released its latest quarterly report and things are not looking great. It...Analysis Article • Oct 28
Revenues Working Against Offerpad Solutions Inc.'s (NYSE:OPAD) Share Price Following 38% Dive
The Offerpad Solutions Inc. ( NYSE:OPAD ) share price has softened a substantial 38% over the previous 30 days, handing...Analysis Article • Sep 05
Improved Revenues Required Before Offerpad Solutions Inc. (NYSE:OPAD) Stock's 336% Jump Looks Justified
Offerpad Solutions Inc. ( NYSE:OPAD ) shareholders have had their patience rewarded with a 336% share price jump in the...Seeking Alpha • Aug 28
Offerpad Solutions: A Meme Stock To Beware Of
Summary Offerpad Solutions Inc.'s recent stock surge is driven by retail trading frenzy, not improving fundamentals, making the rally highly speculative and unsustainable. The core home-flipping business model is fundamentally weak in today's high-rate, low-appreciation housing market, with persistent losses and shrinking margins. Despite efforts to diversify and cut costs, Offerpad's path to profitability remains unclear, and management expects continued subdued performance. I strongly recommend selling OPAD for long-term investors, as fundamentals are unattractive and the recent spike is likely to reverse soon. Read the full article on Seeking AlphaNarrative Update • Aug 26
Digital First Real Estate Solutions Will Open New Markets
Despite a notable decline in expected revenue growth, Offerpad Solutions' valuation has increased as reflected in a higher future P/E multiple, driving the consensus price target up from $1.13 to $1.28. What's in the News Offerpad Solutions provided Q3 2025 earnings guidance, expecting revenue between $140 million and $160 million.Analysis Article • Aug 12
What You Need To Know About The Offerpad Solutions Inc. (NYSE:OPAD) Analyst Downgrade Today
One thing we could say about the analysts on Offerpad Solutions Inc. ( NYSE:OPAD ) - they aren't optimistic, having...Narrative Update • Aug 07
Digital First Real Estate Solutions Will Open New Markets
The upward revision in Offerpad Solutions' consensus price target is mainly underpinned by a sharp increase in its future P/E ratio, indicating higher expected earnings or improved sentiment, with the fair value rising from $1.07 to $1.13. What's in the News Offerpad Solutions provided Q3 2025 revenue guidance of $140 million to $160 million.Analysis Article • Jul 22
Offerpad Solutions Inc.'s (NYSE:OPAD) Price Is Right But Growth Is Lacking After Shares Rocket 225%
Offerpad Solutions Inc. ( NYSE:OPAD ) shareholders would be excited to see that the share price has had a great month...
New Narrative • Apr 09
Asset Light Services And Agent Partnership Program Will Drive Success
Offerpad's focus on asset-light services and high-margin revenue streams aims to boost transaction volume and future revenue growth.Analysis Article • Mar 01
Analysts Just Shaved Their Offerpad Solutions Inc. (NYSE:OPAD) Forecasts Dramatically
The analysts covering Offerpad Solutions Inc. ( NYSE:OPAD ) delivered a dose of negativity to shareholders today, by...Analysis Article • Nov 17
Offerpad Solutions Inc.'s (NYSE:OPAD) Shares Leap 25% Yet They're Still Not Telling The Full Story
Offerpad Solutions Inc. ( NYSE:OPAD ) shares have had a really impressive month, gaining 25% after a shaky period...Analysis Article • Nov 02
Is Offerpad Solutions Inc. (NYSE:OPAD) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights Using the 2 Stage Free Cash Flow to Equity, Offerpad Solutions fair value estimate is US$2.52 Offerpad...Analysis Article • Sep 14
Offerpad Solutions Inc.'s (NYSE:OPAD) Shares Leap 54% Yet They're Still Not Telling The Full Story
Offerpad Solutions Inc. ( NYSE:OPAD ) shareholders are no doubt pleased to see that the share price has bounced 54% in...Seeking Alpha • Jul 21
Offerpad Solutions: Now Is The Time To Go Against The Crowd
Summary Offerpad shares have dropped over 60% in the past year, presenting a contrarian buying opportunity based on quantitative factors. Stocks with significant price declines, like Offerpad, have shown potential to outperform the S&P 500 over 1-3 year timeframes according to a study done by The Brandes Institute. Offerpad appears to have the financial flexibility essential to navigate their issues. Read the full article on Seeking AlphaAnalysis Article • Jun 25
What Is Offerpad Solutions Inc.'s (NYSE:OPAD) Share Price Doing?
Offerpad Solutions Inc. ( NYSE:OPAD ), is not the largest company out there, but it received a lot of attention from a...Revenue & Expenses Breakdown
Revenue & Expenses Breakdown
How Offerpad Solutions makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 31 Mar 26 | 487 | -41 | 65 | 3 |
| 31 Dec 25 | 568 | -46 | 72 | 3 |
| 30 Sep 25 | 628 | -55 | 81 | 4 |
| 30 Jun 25 | 703 | -57 | 91 | 4 |
| 31 Mar 25 | 794 | -60 | 100 | 4 |
| 31 Dec 24 | 919 | -62 | 114 | 5 |
| 30 Sep 24 | 985 | -60 | 117 | 5 |
| 30 Jun 24 | 1,011 | -67 | 133 | 6 |
| 31 Mar 24 | 990 | -75 | 144 | 7 |
| 31 Dec 23 | 1,314 | -117 | 167 | 8 |
| 30 Sep 23 | 1,751 | -223 | 202 | 10 |
| 30 Jun 23 | 2,339 | -283 | 230 | 10 |
| 31 Mar 23 | 3,188 | -249 | 270 | 11 |
| 31 Dec 22 | 3,952 | -149 | 298 | 12 |
| 30 Sep 22 | 4,143 | -15 | 299 | 12 |
| 30 Jun 22 | 3,861 | 50 | 277 | 12 |
| 31 Mar 22 | 3,160 | 48 | 232 | 12 |
| 31 Dec 21 | 2,070 | 6 | 177 | 11 |
| 30 Sep 21 | 1,426 | -8 | 136 | 9 |
| 30 Jun 21 | 1,072 | 5 | 110 | 8 |
| 31 Mar 21 | 981 | -12 | 94 | 7 |
| 31 Dec 20 | 1,064 | -23 | 94 | 7 |
| 31 Dec 19 | 1,076 | -52 | 100 | 7 |
| 31 Dec 18 | 856 | -33 | 76 | 4 |
Quality Earnings: OPAD is currently unprofitable.
Growing Profit Margin: OPAD is currently unprofitable.
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: OPAD is unprofitable, and losses have increased over the past 5 years at a rate of 14.2% per year.
Accelerating Growth: Unable to compare OPAD's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: OPAD is unprofitable, making it difficult to compare its past year earnings growth to the Real Estate industry (-0.6%).
Return on Equity
High ROE: OPAD has a negative Return on Equity (-90.44%), as it is currently unprofitable.
Return on Assets
Return on Capital Employed
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/21 20:34 |
| End of Day Share Price | 2026/05/21 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Offerpad Solutions Inc. is covered by 7 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Justin Ages | Berenberg |
| Brent Thill | Jefferies LLC |