Offerpad Solutions Inc (OPAD)
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
NYSEReal EstateReal Estate - ServicesSnapshot 2026-11-04
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 |
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.
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 2026-11-04.
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.
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.
| 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.
Worth watching into the next print: this name is a smaller-cap name (higher miss base rate) and is on a run of consecutive earnings misses. A fundamental tilt, not a price call.
Model as of 2026-11-04 · Compared with 4 industry peers · Company calendar date is not available
OPAD — earnings miss
Dated 2026-11-02
Results of Operations and Financial Condition. On November 2, 2026, Offerpad Solutions Inc. issued a press release announcing its financial results for the three and nine months ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K. The information in this Item 2.02, including the information contained in Exhibit 99.1 of this Current Report on Form 8-K, is furnished herewith and shall not be deemed “filed” for purposes of Section…
Why it matters: Offerpad named an interim CFO after Peter Knag stepped down. The next earnings report will show whether the handoff is in place.
Watch forThe interim CFO presents Q3 results and answers questions on the call.
Also watch forOfferpad reports another CFO change or delays its Q3 results after the handoff.
Why it matters: Offerpad set this range after closing 295 deals in Q2. Meeting it would show the sales pipeline is turning into more completed deals.
Supportive ifQ3 results show 350–400 real estate transactions.
Worry ifQ3 results show fewer than 350 real estate transactions.
Why it matters: Offerpad plans to move its stock from the NYSE to Nasdaq. A completed transfer would settle the listing change; a delay would leave it unresolved.
Watch forA company filing confirms OPAD trading on Nasdaq and its NYSE delisting.
Also watch forA company filing says the Nasdaq transfer was delayed, denied, or canceled.
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.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$282 on $10,000 · ±2.8% | How much price usually moves either way. |
| Bad day | $975 loss on $10,000 · 9.8% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $7,370 loss on $10,000 · 73.7% | 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.