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
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -74.6% |
| Our one-year growth estimate | diamond | 9.9% |
Growth built into the price is above our model estimate.
The price assumes 84.5 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and its industry peers have been missing lately. A fundamental tilt, not a price call.
Model as of 2026-09-04 · Compared with 12 industry peers · Company calendar date is not available
OPAD — legal / regulatory event — Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standar…
Dated 2026-08-18
Notice of Delisting or Failure to Satisfy a Continued Listing Rule or Standard; Transfer of Listing. On August 18, 2026, the Board of Directors of Offerpad Solutions Inc. (the “Company”) authorized the Company to voluntarily withdraw the listing of its Class A common stock, par value $0.0001 per share (“common stock”) from the New York Stock Exchange (“NYSE”) and transfer the listing of its common stock to The Nasdaq Capital Market. The Nasdaq Stock Market LLC (“Nasdaq”) has approved such lis…
Why it matters: Higher contribution profit means better pricing and margin management. This helps growth.
Supportive ifContribution profit per transaction was above $13,500 in Q3 2026.
Worry ifContribution profit per transaction was below $13,500 in Q3 2026.
Why it matters: A rise in stock price shows market trust after the reverse stock split.
Supportive ifStock price recovers to above $1 within a month after the reverse split.
Worry ifStock price remains below $1 for more than a month after the reverse split.
Why it matters: Better Adjusted EBITDA means Offerpad is closer to making money. This matters to investors.
Supportive ifAdjusted EBITDA was less negative than -$6.2 million. This shows some improvement.
Worry ifAdjusted EBITDA remains at -$6.2 million or worse.
Why it matters: Positive cash flow shows better financial management. It is key for stability and growth.
Supportive ifCash from operations stays above $9.0M for Q2.
Worry ifCash from operations falls back below $0.
Why it matters: This revenue range shows if Offerpad is on track to grow transactions. Meeting this target signals recovery in demand.
Supportive ifQ3 revenue reported at $90 million or more.
Worry ifQ3 revenue falls below $90 million.
Why it matters: Improving cash flow shows better financial health and can support growth plans. It is key for operations.
Supportive ifCash from operations increases by more than 10% compared to Q1.
Worry ifCash from operations declines or stays flat compared to Q1.
Why it matters: The split will impact share price and investor perception. A clear ratio helps stabilize the stock.
Supportive ifThe Board announces a specific reverse stock split ratio between 1-for-5 and 1-for-50.
Worry ifNo announcement of the reverse stock split ratio after the Annual Meeting.
Why it matters: The reverse stock split aims to meet NYSE listing requirements. Its success could stabilize share price and investor confidence.
Watch forShare price stabilizes above $1 after the reverse stock split.
Also watch forShare price falls below $1 after the reverse stock split.
Why it matters: This shows if Offerpad is growing its profits and making more money.
Supportive ifProfit after interest for each real estate deal is over $13,500.
Worry ifProfit after interest for each real estate deal is below $13,500.
Why it matters: Better operating income shows the company is getting closer to making money. Investors want to see signs of good financial health.
Supportive ifOperating income improves year over year, showing a loss less than -$9.0M.
Worry ifOperating income worsens or remains worse than -$9.0M.
Why it matters: If the sector grows faster, it could benefit Offerpad. It shows a healthier market.
Supportive ifSector revenue growth speeds up to over 5% each year.
Worry ifSector revenue growth slows further below 5% year over year.
Why it matters: Moving from NYSE to Nasdaq may change how investors see the company and its cash flow.
Worry ifThe transfer to Nasdaq goes smoothly without problems.
Less concerning ifDelisting from NYSE may cause bad reactions in the market or cash flow issues.
Why it matters: This range indicates whether Offerpad is moving toward its goal of 1,000 transactions per quarter. It shows growth momentum.
Supportive ifQ3 real estate transactions reported between 350 and 400.
Worry ifQ3 real estate transactions fall below 350.
Why it matters: Better Adjusted EBITDA means the company is getting closer to making money. This is important for investors.
Supportive ifAdjusted EBITDA grows in Q3 2026.
Worry ifAdjusted EBITDA does not improve or worsens in Q3 2026.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$386 on $10,000 · ±3.9% | How much price usually moves either way. |
| Bad day | $1,207 loss on $10,000 · 12.1% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $8,873 loss on $10,000 · 88.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.