Offerpad Solutions Inc (OPAD)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
$2.30-2.13%
Close 2026-11-04 · 1-day change
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
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.
Looking Ahead Offerpad now expects to achieve a positive Adjusted EBITDA run rate as it exits Q2 2027, compared with its previous expectation of exiting 2026 at that level.
Stated in 3 of 3 supplied quarters. Management reported: “Looking Ahead Offerpad now expects to achieve a positive Adjusted EBITDA run rate as it exits Q2 2027, compared with its previous expectation of exiting 2026 at that level.” “For Q4 2026, Offerpad expects 400 to 475 closed real estate transactions and revenue of $100 million to $120 million, with a sequential improvement in Adjusted EBITDA.” Operating income was $-9.355 million in 2026-Q3.
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 55% of the time over the next year (vs 54% for the rest of the cohort, n=2781).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Looking Ahead Offerpad now expects to achieve a positive Adjusted EBITDA run rate as it exits Q2 2027, compared with its previous expectation of exiting 2026 at that level.”
“Looking Ahead Offerpad’s objective is unchanged: to exit 2026 at a run-rate of approximately 1,000 home transactions per quarter across Cash Offer, Cash Offer Marketplace, and Brokerage Services, exc…”
“For the second quarter of 2026, Offerpad expects revenue in the range of $80 million to $90 million, with 300-350 real estate transactions (14-33% sequential increase), and anticipates Adjusted EBITD…”
For Q4 2026, Offerpad expects 400 to 475 closed real estate transactions and revenue of $100 million to $120 million, with a sequential improvement in Adjusted EBITDA.
Stated in 3 of 3 supplied quarters. Management reported: “For Q4 2026, Offerpad expects 400 to 475 closed real estate transactions and revenue of $100 million to $120 million, with a sequential improvement in Adjusted EBITDA.” “Restore volume through improved home selection, sharper pricing in faster-selling segments and higher funnel conversion, with a target of approximately 1,000 transactions per quarter, the level at which the Company believes its current cost structure can support Adjusted EBITDA breakeven.” Revenue was $78.069 million in 2026-Q3.
“For Q4 2026, Offerpad expects 400 to 475 closed real estate transactions and revenue of $100 million to $120 million, with a sequential improvement in Adjusted EBITDA.”
“Restore volume through improved home selection, sharper pricing in faster-selling segments and higher funnel conversion, with a target of approximately 1,000 transactions per quarter, the level at wh…”
“Looking Ahead Offerpad’s objective is to exit 2026 at a run-rate of approximately 1,000 home transactions per quarter across Cash Offer, Cash Offer Marketplace, and Brokerage Services, excluding Reno…”
“Our focus is converting inventory into cash and continuing to optimize our cost base,” said Andrew Pieper, Interim Chief Financial Officer.
Stated in 2 of 3 supplied quarters. Management reported: “Maintain a structurally lower cost base, with over $140 million in annualized expenses removed since 2022, while scaling expected transaction volume with the goal of creating greater operating leverage and improving the path to profitability.” ““Our focus is converting inventory into cash and continuing to optimize our cost base,” said Andrew Pieper, Interim Chief Financial Officer.” Gross profit was $6.496 million in 2026-Q3.
““Our focus is converting inventory into cash and continuing to optimize our cost base,” said Andrew Pieper, Interim Chief Financial Officer.”
“Maintain a structurally lower cost base, with over $140 million in annualized expenses removed since 2022, while scaling expected transaction volume with the goal of creating greater operating levera…”
For the third quarter of 2026, Offerpad expects revenue in the range of $90 million to $100 million, with 350-400 real estate transactions (19-36% sequential increase), and anticipates Adjusted EBITD…
In the second quarter, contribution profit after interest per real estate transaction improved to $13,500, up from $5,500 in the first quarter and its highest level since the third quarter of 2023.
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, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates, the broad stock market (low R² over the window).
23 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated volatile grew net income 55% of the time over the next year (vs 55% for the rest of the cohort, n=2851).
Not investment advice. As of 2026-11-04.