Deregulation tailwinds ignite optimism: Social media erupted with enthusiasm after a White House executive order sought to reduce mortgage regulatory burdens and expand credit access. Investors view this as a major boost for Opendoor, easing lending frictions and addressing housing affordability concerns.
Leadership and execution highlighted: Commentary praised CEO Kaz Nejatian's vision, labeling the firm as highly AI-integrated with a top-tier team. Recent metrics like faster inventory turnover and strong acquisitions fueled talk of profitability by mid-2026.
Real estate momentum builds: Users shared anecdotes of surging inventory and buyer interest in key markets like Arizona and California. Despite daily volatility, the consensus anticipates a housing rebound propelling the stock higher.
Note: This discussion summary was generated from an AI condensation of post data.
Opendoor Technologies Insider Trading Activity
Opendoor Technologies insiders have traded $OPEN stock on the open market 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $OPEN stock by insiders over the last 6 months:
- ERIC CHUNG-WEI WU purchased 300,752 shares for an estimated $2,000,000
- KASRA NEJATIAN (Chief Executive Officer) purchased 125,000 shares for an estimated $1,004,562
- CHRISTINA SCHWARTZ (Chief Financial Officer) has made 0 purchases and 2 sales selling 148,199 shares for an estimated $904,594.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Opendoor Technologies Revenue
Opendoor Technologies had revenues of $736M in Q4 2025. This is a decrease of -32.1% from the same period in the prior year.
You can track OPEN financials on Quiver Quantitative's OPEN stock page.
Opendoor Technologies Congressional Stock Trading
Members of Congress have traded $OPEN stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $OPEN stock by members of Congress over the last 6 months:
- REPRESENTATIVE CLEO FIELDS has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/19 and 1 sale worth up to $15,000 on 12/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Opendoor Technologies Hedge Fund Activity
We have seen 204 institutional investors add shares of Opendoor Technologies stock to their portfolio, and 264 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 40,176,025 shares (+352.1%) to their portfolio in Q4 2025, for an estimated $234,226,225
- VANGUARD GROUP INC added 39,796,936 shares (+56.5%) to their portfolio in Q4 2025, for an estimated $232,016,136
- JANE STREET GROUP, LLC removed 12,863,061 shares (-48.1%) from their portfolio in Q4 2025, for an estimated $74,991,645
- GOLDMAN SACHS GROUP INC removed 12,840,733 shares (-89.1%) from their portfolio in Q4 2025, for an estimated $74,861,473
- RENAISSANCE TECHNOLOGIES LLC added 12,359,301 shares (+45.8%) to their portfolio in Q4 2025, for an estimated $72,054,724
- WEISS ASSET MANAGEMENT LP removed 9,927,005 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $76,565,996
- TIDAL INVESTMENTS LLC removed 8,778,896 shares (-97.3%) from their portfolio in Q4 2025, for an estimated $51,180,963
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Opendoor Technologies Analyst Ratings
Wall Street analysts have issued reports on $OPEN in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Sell" rating on 11/12/2025
- Keefe, Bruyette & Woods issued a "Underperform" rating on 11/10/2025
To track analyst ratings and price targets for Opendoor Technologies, check out Quiver Quantitative's $OPEN forecast page.
Opendoor Technologies Price Targets
Multiple analysts have issued price targets for $OPEN recently. We have seen 2 analysts offer price targets for $OPEN in the last 6 months, with a median target of $1.7.
Here are some recent targets:
- Ygal Arounian from Citigroup set a target price of $1.4 on 11/12/2025
- Ryan Tomasello from Keefe, Bruyette & Woods set a target price of $2.0 on 11/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
