Record Acquisition Surge: Social media discussions highlight Opendoor Technologies' weekly home acquisition contracts reaching a new all-time high of 658 under new CEO Kaz Nejatian, fueling optimism about the company's turnaround. Traders note the upward trend in purchases, with averages climbing steadily and positioning the firm for profitability as margins improve on AI-priced inventory.
Earnings Focus: Anticipation builds ahead of the May 7 earnings release, where investors expect clarity on contribution margins from the revamped Opendoor 2.0 model. Conversations underscore the shift from legacy inventory drag to higher-margin new homes, with some projecting significant revenue growth and net income positivity.
Tokenization Potential: CEO comments on tokenization as having the highest upside have sparked interest in real estate liquidity innovations. Technical analysts on social media see bullish wave patterns targeting $14 to $20 per share, reflecting broad enthusiasm for the stock's rebound from penny levels.
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, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $OPEN stock by insiders over the last 6 months:
- 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.
- GIANG NGUYEN (Chief Operating Officer) sold 10,866 shares for an estimated $50,487
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
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 1 times in the past 6 months. Of those trades, 0 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 sold up to $15,000 on 12/26.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Opendoor Technologies Hedge Fund Activity
We have seen 189 institutional investors add shares of Opendoor Technologies stock to their portfolio, and 211 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
- RENAISSANCE TECHNOLOGIES LLC added 12,359,301 shares (+45.8%) to their portfolio in Q4 2025, for an estimated $72,054,724
- TIDAL INVESTMENTS LLC removed 8,778,896 shares (-97.3%) from their portfolio in Q4 2025, for an estimated $51,180,963
- CITADEL ADVISORS LLC added 6,475,460 shares (+559.9%) to their portfolio in Q4 2025, for an estimated $37,751,931
- BNP PARIBAS FINANCIAL MARKETS added 6,136,409 shares (+23766.1%) to their portfolio in Q4 2025, for an estimated $35,775,264
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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.
