Q4 Earnings Beat: Opendoor Technologies reported fourth-quarter revenue of $736 million, surpassing estimates by over 20 percent amid a 46 percent surge in home acquisitions. Social media discussions praised the company's faster inventory turns and shift toward a capital-light model, with Cash Plus transactions now comprising 35 percent of volume. Investors expressed optimism about the path to adjusted EBITDA profitability by mid-2026.
Post-Earnings Momentum: Shares rallied sharply following the results, fueled by comments on the strongest October cohort in company history. While some noted ongoing losses, the focus remained on operational efficiencies and AI-driven pricing improvements. Enthusiasm persists despite recent short-selling pressure.
Dip Buying Activity: Traders on social media highlighted opportunities to accumulate shares below $5 amid macroeconomic data releases like PPI. Long-term holders anticipate a robust summer selling season as mortgage rates potentially ease. The narrative centers on Opendoor 2.0's execution amid housing market challenges.
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 5 times in the past 6 months. Of those trades, 3 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 has made 2 purchases buying 751,879 shares for an estimated $4,999,995 and 0 sales.
- 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 205 institutional investors add shares of Opendoor Technologies stock to their portfolio, and 262 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.
