Opendoor Technologies Inc (OPEN)
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-05
$1.79-9.60%
Close 2026-11-05 · 1-day change
NASDAQReal EstateReal Estate - ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · OPEN
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.
Guide Posts We are driving to Adjusted Net Income positive by the end of 2026, measured on a twelve-month go-forward basis.
Stated in 3 of 3 supplied quarters. Management reported: “We are currently behind but we intend to catch up.” “Disciplined acquisition growth and operating efficiency reinforce our confidence in building a profitable business, but a slower market has put us behind our goal.” Operating income was $-187.000 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.
“Guide Posts We are driving to Adjusted Net Income positive by the end of 2026, measured on a twelve-month go-forward basis.”
“With that context, we want to provide you with the following guideposts: • We are driving to Adjusted Net Income positive by the end of 2026, measured on a twelve-month go-forward basis.”
“With that context, we want to provide you with the following guideposts: • We are driving to Adjusted Net Income positive by the end of 2026, measured on a 12-month go-forward basis.”
Our three management objectives remain the same.
Stated in 3 of 3 supplied quarters. Management reported: “Our three management objectives remain the same.” “Our three management objectives remain the same.”
“Our three management objectives remain the same.”
“[TABLE] Management Objective | How You Can Hold Us Accountable | How We’re Executing || (1) Scale Acquisitions | - Acquisition contract dashboard on accountable.opendoor.com.”
“Management Objective How You Can Hold Us Accountable How We’re Executing (1) Scale Acquisitions - Acquisition contract dashboard on accountable.opendoor.com.”
|| (2) Improve Unit Economics and Resale Velocity | Easier shopping Greater home appeal More affordable | - % of listed homes on the market for more than 120 days increased from 9% to 18% quarter-ove…
Stated in 3 of 3 supplied quarters. Management reported: “|| (2) Improve Unit Economics and Resale Velocity | Easier shopping Greater home appeal More affordable | - % of listed homes on the market for more than 120 days increased from 9% to 18% quarter-over-quarter, compared with 51% a year earlier and 30% for the overall market.” “|| (2) Improve Unit Economics and Resale Velocity | Easier shopping Greater home appeal More affordable | - % of listed homes on the market for more than 120 days increased from 9% to 18% quarter-over-quarter, compared with 51% a year earlier and 30% for the overall market.”
“|| (2) Improve Unit Economics and Resale Velocity | Easier shopping Greater home appeal More affordable | - % of listed homes on the market for more than 120 days increased from 9% to 18% quarter-ove…”
“|| (2) Improve Unit Economics and Resale Velocity | - % of Homes on the market for greater than 120 Days (Reported quarterly).”
“(2) Improve Unit Economics and Resale Velocity - % of Homes on the market for greater than 120 Days (Reported quarterly).”
|| (3) Build Operating Leverage 1 | Automated intelligence Connected workflows Shared platform | - Trailing 12-month operations expense per acquired home declined 36% to $4.0 thousand from $6.3 thous…
Stated in 3 of 3 supplied quarters. Management reported: “|| (3) Build Operating Leverage 1 | Automated intelligence Connected workflows Shared platform | - Trailing 12-month operations expense per acquired home declined 36% to $4.0 thousand from $6.3 thousand a year earlier.” “|| (3) Build Operating Leverage 1 | Automated intelligence Connected workflows Shared platform | - Trailing 12-month operations expense per acquired home declined 36% to $4.0 thousand from $6.3 thousand a year earlier.”
“|| (3) Build Operating Leverage 1 | Automated intelligence Connected workflows Shared platform | - Trailing 12-month operations expense per acquired home declined 36% to $4.0 thousand from $6.3 thous…”
“|| (3) Build Operating Leverage 2 | - Fixed operating expenses hold relatively steady as we rescale volumes (Reported quarterly).”
“(3) Build Operating Leverage (1) - Fixed operating expenses hold relatively steady as we rescale volumes (Reported quarterly).”
These risks include, but are not limited to market risks, trends and conditions.
Stated in a supplied disclosure. Management reported: “These risks include, but are not limited to market risks, trends and conditions.” “These risks include, but are not limited to market risks, trends and conditions.”
Over the trailing year it converted 2.72x of net income into operating cash flow.
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (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 2026-11-05.