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OPOPLN

OPENLANE, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 15% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (3 mentions/wk)
$OPLN·$3.6B·Auto - Dealerships·Consumer Cyclical
$34.61-0.2%YTD+12.8%1Y+23.1%
Price updated 1h ago·X counts updated 2d ago
OPOPLN
$OPLNOPENLANE, Inc.
$34.61-0.20%3 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $OPLN on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $OPLN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Digital used-car marketplace beating every quarter with the private-equity overhang clearing

OPENLANE is executing while the PE-exit narrative resolves in the background.

  • Q2 revenue +15% YoY and EPS $0.40 versus $0.348 (a 15% beat) — the fourth of the last five prints has topped consensus, with Q2 op margin around 18%.
  • Apax cut its stake to 6.9% via an 8M-share secondary on August 11-13 (about $275M in proceeds) and the company bought back ~728K of those shares at the deal price — the PE exit is being metered out and management is offsetting some of the supply.
  • FCF is running $185M+ per quarter and analyst 2027 EPS sits at $1.73 — the marketplace-plus-finance model is compounding without the drag of PE-selling overhang once the residual position clears.

The November 4 print is the near-term test; any signal on Marketplace unit economics into a strengthening used-vehicle cycle would put the tape back to work.

What to watch: Q3 print November 4, dealer-consignment volume trends, Finance segment loan performance versus credit-cycle noise, further Apax dispositions, buyback pacing.

On the calendar: Q3 earnings 2026-11-04

Read the AI verdict on $OPLN

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Digital wholesale vehicle auction platform connecting dealers and commercial sellers across North America and Europe.

Industry overviewAI analysisGenerated by AI from underlying data

Where Auto - Dealerships sits in its cycle right now — and what that implies for $OPLN.

Auto - Dealerships · Consumer Cyclical

No material change from last week — Wholesale used-vehicle digital auction consolidation is the structural story: Copart's $1.

What this means for $OPLN

Direct beneficiary — Digital wholesale vehicle auction platform connecting dealers and commercial sellers across North America and Europe.

Industry benchmark

5-name peer basket
-9.7%YTD
-22.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
18.7How 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
15.6%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
17.3%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
12.6%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
1.9Same 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
13.9%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
42.5%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
0.4Total 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
Q2 2026Aug 4, 2026$0.40$0.35+14.8%
Q1 2026May 5, 2026$0.35$0.32+9.4%
Q4 2025Feb 18, 2026$0.25$0.30-16.7%
Q3 2025Nov 5, 2025$0.35$0.30+16.7%
Next earningsWed, Nov 4·consensus EPS $0.39

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$554.6M+15.1%44.8%18.4%$0.33$185.5M
Q1 FY26$527.9M+14.7%44.2%19.0%$0.35$146.5M
Q4 FY25$494.3M+0.5%39.6%14.5%$1.07$110.8M
Q3 FY25$498.4M+11.2%41.2%17.2%$0.26$57.6M

Forward consensus

3-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.2B$2.2B – $2.2B$1.44$1.38 – $1.506
FY27$2.4B$2.3B – $2.4B$1.73$1.55 – $2.046
FY28$2.6B$2.5B – $2.6B$2.65$2.56 – $2.721

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.0.7×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.56%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.-4.4%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.+3.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 88.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% 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.β1.265-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

BuyAug 24Peter J KellyCEO14.8K sh$500KSellAug 13Ignition Acquisition Holdings Lp10% owner8.0M sh$274.9MSellMay 28Ignition Acquisition Holdings Lp10% owner288.3K sh$5.1M
+ 12 other (9 awards · 1 exempt · 1 inkind · 1 conversion) in window

See when $OPLN 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
Free, forever. No credit card.

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

SC 13D/AActivist amendmentAug 13SC 13D/A
AI summary

Apax Partners' vehicle Ignition Acquisition Holdings LP filed a Schedule 13D/A (Amendment No. 5) on August 13, 2026, disclosing it now beneficially owns 8,424,728 shares of OPENLANE (OPLN) common stock — approximately 6.9% of shares outstanding — down from its prior position after the August 11-13 secondary offering of 8,000,000 shares. The amendment reflects the disposition of shares through the block sale to public investors. Ignition Acquisition Holdings LP, its GP, and related Apax entities all report shared voting and dispositive power over the remaining 8.4M share stake. The continued 6.9% ownership means Apax remains a significant but diminishing shareholder in the digital auto auction marketplace.

3New insider — initial holdingsJun 163
AI summary

A new 10%+ beneficial owner filed a Form 3 initial statement of ownership for OPLN (OPLN) dated 2026-06-16. The filing reports initial beneficial ownership of shares, representing approximately a 10%+ stake of outstanding shares. Form 3 is required within 10 days of crossing the 10% ownership threshold and is an administrative disclosure. This indicates significant insider or institutional accumulation and may precede further Schedule 13D/G activity.

8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
AI summary

OPENLANE, Inc. (OPLN) disclosed an officer or director change (Item 5.02) on 2026-06-12. Details: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Executive transitions are administrative disclosures; materiality depends on the seniority of the affected position. No new financial terms were disclosed in this filing.

8-KShareholder voteJun 88-K — Item 5.07: Shareholder vote
3New insider — initial holdingsJun 83
SC 13D/AActivist amendmentJun 1SC 13D/A
8-KCharter amendmentMay 298-K — Item 5.03: Charter amendment
+ 11 other (3 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

Openlane (NYSE:OPLN) Receives Consensus Recommendation of “Moderate Buy” from Analystsdefenseworld.net·9d agoEngineers Gate Manager LP Reduces Position in Openlane $OPLNdefenseworld.net·12d agoImplied Volatility Surging for OPENLANE Stock Optionszacks.com·13d agoOPLN or RACE: Which Is the Better Value Stock Right Now?zacks.com·33d agoPrivate Equity Exit Offers Opportunity At Openlaneseekingalpha.com·39d ago

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Voices on X · last 7 days

No standout posts about $OPLN on X in the last 7 days.

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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