Offerpad Solutions Inc (OPAD)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
$4.10-4.87%
Close 2026-09-04 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-09-04
QuarterlyIQ Insights · OPAD
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue improving Adjusted EBITDA with the goal of reaching positive Adjusted EBITDA by the end of 2026.
Stated as a priority in 3 of last 3 quarters. Adjusted EBITDA loss improved sequentially from -$6.7M in 2026-Q1 to -$6.2M in 2026-Q2, marking the second consecutive quarter of progress. Management has reiterated the goal of reaching positive Adjusted EBITDA by end of 2026, showing delivering trajectory.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated weak grew net income 54% of the time over the next year (vs 54% for the rest of the cohort, n=2778).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Adjusted EBITDA was a loss of $6.2 million, a sequential improvement, and the Company’s second consecutive quarter of progress toward positive Adjusted EBITDA.”
“Adjusted EBITDA loss reduced sequentially; expect Adjusted EBITDA to improve sequentially, reaching positive before end of 2026.”
“The company anticipates Adjusted EBITDA similar to Q3 2025.”
Scale transaction volume through disciplined growth to approximately 1,000 real estate transactions per quarter.
Stated as a priority in 3 of last 3 quarters. Real estate transactions declined from 568 in 2025-Q4 to 295 in 2026-Q2, well below the ~1,000 target. Management continues to emphasize disciplined growth to reach this volume, indicating persistent focus but limited progress so far.
“During the quarter, Offerpad generated 295 closed real estate transactions; target approximately 1,000 transactions per quarter.”
“Closed 263 real estate transactions; objective to exit 2026 at run-rate of ~1,000 transactions per quarter.”
“Total real estate transactions were 568; company targeting 1,000 transactions per quarter.”
Improve pricing precision, reduce holding periods, and grow higher-margin, fee-based revenue to expand contribution margin.
Stated as a priority in 2 of last 3 quarters. Contribution profit after interest per transaction rose significantly from $5,500 in 2026-Q1 to $13,500 in 2026-Q2, reflecting expanding margins. Management's focus on pricing precision and fee-based revenue growth is delivering positive margin expansion.
“Contribution profit after interest per real estate transaction improved to $13,500, highest since Q3 2023.”
“Contribution profit after interest per real estate transaction was $5,500, up from prior periods.”
Execute capital allocation discipline including a reverse stock split to maintain listing compliance and financial flexibility.
Stated in 2 disclosures in 2026. The company executed a 1-for-10 reverse stock split in June 2026 to meet NYSE price requirements and maintain listing. This capital allocation action aligns with management's stated discipline, showing delivering on this priority.
Transfer the listing of common stock from NYSE to Nasdaq Capital Market to align with technology-driven peers.
Newly stated in 2026-Q3. The company announced the transfer of its stock listing from NYSE to Nasdaq Capital Market effective August 31, 2026. This is a recent strategic capital market action with no prior quarters stating this priority.
Over the trailing year it converted 0.24x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, the broad stock market, Fed net liquidity, long-term interest rates (low R² over the window).
19 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 54% of the time over the next year (vs 51% for the rest of the cohort, n=658).
Not investment advice. As of 2026-09-04.