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OPOPEN

Opendoor Technologies Inc.

$OPEN·$3.7B·Real Estate - Services·Real Estate
$4.50-1.5%YTD-22.8%1Y+206.7%
Mentions · last 7 days
2026-07-09: 826 posts2026-07-10: 657 posts2026-07-11: 279 posts2026-07-12: 292 posts2026-07-13: 476 posts2026-07-14: 495 posts2026-07-15: 668 posts3,718+1%
Price updated 13m ago·X counts updated 2d ago
OPOPEN
$OPENOpendoor Technologies Inc.
$4.50-1.53%3.7k posts+1%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $OPEN, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

iBuyer economics are fragile, but the meme flywheel keeps buyers DCA-ing — the $5.50 line is the whole tape.

Opendoor is the digital home-flipper that spent 2021-2023 in near-death territory and then rocketed 5x from the lows on retail-meme flows. The stock now sits at a real battle line as the underlying home-flipping economics keep deteriorating.

  • The core business is genuinely shrinking: Q1 2026 revenue fell 38% YoY to $720M and the trailing four quarters have gross margin oscillating between 6% and 10% — this is a business hovering just above breakeven on a per-transaction basis while housing inventory turns are slowing.
  • Sentiment mechanics are the real driver right now: Opendoor's rally has been supported by DCA-style retail buying while short interest stays heavy at every rally, and the tape's fight around the $5.50 level plus the 200-day MA are the specific chart features driving the daily move.
  • Insider signal is meaningfully negative on a $3.6B cap: director David Benson sold $193K at $4.83 on June 16 — small in dollars, but it's the first insider print in months and it lands into a tape where every bounce is being sold, so the tell isn't the size, it's the direction.

The August 4 Q2 print is the near-term arbiter — a Q2 revenue guide holding above the $720M Q1 base and any improvement in home-flip gross margin above 10% starts to justify the current cap. A soft print plus a break of $5.50 opens a leg lower toward the $2.73 zone the falling-channel bears model, and existing shorts (heavy at every rally) press it.

What to watch: The August 4 Q2 earnings and the $5.50/$4.75 line. Watch Q2 revenue guide vs the $720M Q1 base, home-flip gross margin above 10%, and any commentary on inventory carrying costs. Break of $5.50 with a soft print opens the $2.73-$5 falling-channel target.

On the calendar: 2026-08-04 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠88 posts analyzed · as of 2026-07-15 · top-engagement diverged

Opendoor conversation centers on a battle for the $5.50 support line and the 200-day moving average, with heavy short-selling reported into any rally and mortgage-rate posts flagging that Opendoor's advertised rate is now *higher* than the market average. Bulls stay in DCA mode ('day 160 of buying one share until $82') and quote a buy zone of $2.73-5.69 with a $20.87 PT, citing a possible falling-channel breakout and rising Stocktwits interest. Bears counter with fresh sell signals on the daily, five failed retests of the 200 EMA, and a warning that losing $5.50 opens the door to another leg lower ahead of Q2 earnings. It is genuinely two-sided.

Read the AI verdict + X sentiment for $OPEN

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  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operates an iBuying platform making instant cash offers to homeowners and reselling residential properties on the open market.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Services sits in its cycle right now — and what that implies for $OPEN.

Real Estate - Services · Real Estate

No material change from last week — Opendoor's Q1 double beat with acquisition contracts at the highest level since 2022 confirmed housing market thawing.

What this means for $OPEN

Partial — Operates an iBuying platform making instant cash offers to homeowners and reselling residential properties on the open market; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.7%YTD
+8.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-3.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-19.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-9.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
31.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-163%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
7.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 7, 2026$-0.18$-0.05-260.0%
Q4 2025Feb 19, 2026$-0.07$-0.08+12.5%
Q3 2025Nov 6, 2025$-0.08$-0.08-4.7%
Q2 2025Aug 5, 2025$-0.01$-0.010.0%
Next earningsTue, Aug 4·consensus EPS $-0.02

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$720.0M-37.6%10.0%-22.1%$-0.18$-250.0M
Q4 FY25$736.0M-32.1%6.3%-20.5%$-1.42$67.0M
Q3 FY25$915.0M-33.6%7.2%-7.4%$-0.12$432.0M
Q2 FY25$1.6B+3.7%8.2%-0.8%$-0.04$821.0M

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.9B$3.7B – $4.0B-$0.34-$0.36 – -$0.337
FY27$6.8B$6.2B – $7.8B-$0.21-$1.26 – $1.267
FY28$8.6B$8.6B – $8.6B-$0.21-$0.57 – $0.037

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-2.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-21.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 660.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today21.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.565-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 16David C BensonDirector40.0K sh$193KSellMay 15Christina SchwartzCFO74.3K sh$322KBuyMay 11Kasra NejatianCEO100.0K sh$488KSellApr 15Giang NguyenCOO10.9K sh$50KSellFeb 17Christina SchwartzCFO74.2K sh$321K
+ 9 other (9 awards) in window

See when $OPEN insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Opendoor Technologies Inc. held its 2026 Annual Meeting on June 11, 2026, with 631,414,882 shares (~65.45% of outstanding) represented. Shareholders elected Class III directors David Benson, Eric Feder, and Eric Wu; and voted on other standard proposals per the April 28, 2026 proxy. Routine governance filing — the company also has redeemable warrants at $9.00, $13.00, and $17.00 exercise prices outstanding; no material corporate actions announced.

8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

OPEN reported first quarter ended March 31, 2026. A copy of the pre financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KPress release / Reg FDFeb 198-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDJan 268-K — Item 7.01: Press release / Reg FD
+ 12 other (7 13Gs · 3 proxys · 1 10-Q · 1 10-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Opendoor 2Q26 Financial Open House on August 4th, 2026globenewswire.com·4d agoBenzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yetbenzinga.com·6d agoOpendoor Technologies (OPEN) Stock Jumps 10.7%: Will It Continue to Soar?zacks.com·8d agoZillow Vs. Opendoor: Zillow's Risk-Free Ad Tollbooth Over Opendoor's Asset-Heavy House-Flipping Machine247wallst.com·8d agoOpendoor Jumps 11%, Outpacing Offerpad and Zillow as iBuyer Stock Traders Pick Winners247wallst.com·8d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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