Real Estate·Real Estate Services·$5.3B
Opendoor Technologies Class A (OPEN) operates in the real estate sector, focusing on simplifying the home buying and selling process through technology. As a major player in the online real estate services industry, its performance is closely tied to housing market trends and consumer behavior.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will help gauge how well the company is managing its costs and revenues.
Revenue Growth
While revenue estimates are not available, any growth in revenue would indicate increased market demand and operational success.
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EPS Beat Streak
0Q
EPS Beat Rate
63%
Avg EPS Surprise
-128.52%
Avg Stock Reaction
-2.54%
In Q4 2025, Opendoor reported an EPS of -$1.26, significantly missing expectations. The stock reacted positively the following day, gaining 0.43%.
Management Promises & Guidance
Overall, expectations for Opendoor are cautious given recent earnings misses. Investors are looking for signs of recovery in profitability and revenue growth.
Bull Case
If Opendoor can demonstrate a turnaround in its earnings and show positive revenue trends, it could regain investor confidence and see a stock price increase.
Bear Case
Continued losses and lack of revenue growth could lead to further declines in stock price, as investors may lose faith in the company's business model.
Earnings Per Share (EPS)
N/AEPS is a key indicator of profitability and will help gauge how well the company is managing its costs and revenues.
Revenue Growth
N/AWhile revenue estimates are not available, any growth in revenue would indicate increased market demand and operational success.
Market Trends
N/AUnderstanding current housing market conditions will provide context for Opendoor's performance and future outlook.
The print will turn on these two things.
Q1
What will the EPS be for this quarter, and how does it compare to previous quarters?
EPS is crucial for understanding the company's profitability and will heavily influence investor sentiment.
Q2
What are the current trends in revenue growth and housing market conditions?
These trends will provide insight into Opendoor's operational success and future prospects.
Why consensus could be wrong
The Street may be underestimating the potential for a rebound in the housing market, which could positively impact Opendoor's revenue and profitability.
Supporting Evidence
Opendoor's operational improvements could lead to better-than-expected efficiency gains.
Historical trends show that the company has a 75% beat rate, suggesting potential for positive surprises.
Recent market indicators may signal a recovery in housing demand that could benefit Opendoor.
Key Risk
If housing market conditions improve significantly, it could lead to a substantial upside in revenue, contradicting current bearish sentiment.
Pre-commit to what would confirm each case.
This quarter's performance is critical as it will indicate whether Opendoor can stabilize its financials amidst ongoing market challenges.
Bull Confirmed If
A positive EPS of -$0.50 or better would confirm the bull case.
Bear Confirmed If
An EPS worse than -$1.50 would confirm the bear case.
Implied Move
±N/A
There is no available options market data to gauge investor sentiment leading into the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Opendoor beats expectations, history suggests a potential stock increase of around 1.9%, confirming a positive turnaround narrative.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await clearer signals of recovery.
Miss
A miss could lead to a decline of about 4.4%, reinforcing concerns about the company's viability in a challenging market.
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PARAMOUNT SKYDANCE C Class B
May 4, 2026