OPEN Opendoor Technologies Loading... : Bullish and Bearish Analyst Opinions
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19:18
Sep 02
Sep 02
Author expresses uncertainty about OPEN, GLXY, and PLTR while agreeing with the rest.
Author expresses uncertainty about OPEN, GLXY, and PLTR while agreeing with the rest of a long-term buy-and-hold list, but makes no explicit position or forward call on those tickers.
LOW
02:21
Aug 23
Aug 23
Long OPEN on duration and transformation catalysts
Author added to OPEN and expects a near-term rally as long-duration assets see rates decline, with a longer-term catalyst from the company's transformation and fundamental changes; the thesis is a continuation of the parent's long-game approach.
HIGH
13:55
Aug 22
Aug 22
Long OPEN on big runway; $7 target
Long OPEN on a large runway of upside, endorsing the bottom-call view with a near-term upside objective around $7.
MED
21:38
Aug 21
Aug 21
Author is long OPEN for upcoming catalyst
Author discloses a long position in OPEN, anticipating an upcoming September 9 catalyst.
MED
11:27
Aug 15
Aug 15
The author is compiling a research thread of user-recommended non-AI tickers.
The author is compiling a research thread of user-recommended non-AI tickers, listing them as a factual watchlist
LOW
20:00
Aug 14
Aug 14
The Opendoor CEO recently bought only $100k worth of stock, which the community views as "pennies" for a CEO. Weak insider buying from the CEO signals a lack of true conviction in the company's turnaround or future prospects. Avoid OPEN, as retail "bagholders" are risking more capital than the CEO. Insider buying, even if small, is still technically a net positive signal.
LOW
11:51
Aug 13
Aug 13
OPEN financing far costlier than advertised
Watch OPEN — @dampedspring argues the "0% coupon" convertible is actually ~9.32% effective cost financing, with the share buyback primarily enabling convert arb shorting rather than reflecting genuine capital return conviction. Bearish read on the financing structure.
MED
11:36
Aug 13
Aug 13
OPEN financing expensive; watch rather than long
Watch OPEN rather than reading the capital raise as bullish. The author refutes the "0% interest / no dilution" framing, arguing the financing carries roughly 9.3% effective cost, forces buybacks, enables convert-arb shorting, and adds leverage.
MED
11:25
Aug 13
Aug 13
OPEN buyback is expensive financing, not bullish
Watch OPEN rather than treat buyback as bullish; financing is expensive ~9.5% debt that enables convert-arb short pressure and adds leverage.
MED
11:21
Aug 13
Aug 13
Watch OPEN: costly debt, convert short pressure
Watch OPEN; the convertible structure implies expensive financing, convert-arb shorting/delta pressure on the common, and higher leverage. No explicit short position is stated, so this is bearish research rather than a directional trade.
MED
16:12
Aug 12
Aug 12
Author expresses discomfort with OPEN as a large position but does not state a forward-looking.
Author expresses discomfort with OPEN as a large position but does not state a forward-looking directional view or exit action.
LOW
17:23
Aug 09
Aug 09
Watch OPEN amid dysfunctional story
Author criticizes OPEN as a dysfunctional/nonsensical story, but does not state a short position. Treat as a bearish-toned watch, not an actionable short.
MED
14:02
Aug 05
Aug 05
Earnings and leadership drive business acceleration.
Strong recent earnings results and effective leadership indicate ongoing business acceleration.
MED
20:11
Aug 04
Aug 04
Astera Labs beats earnings estimates while Opendoor misses on revenue and EPS.
Astera Labs beats earnings estimates while Opendoor misses on revenue and EPS, and Pinterest beats on both revenue and EPS.
20:10
Aug 04
Aug 04
Opendoor reports Q2 revenue of 883 million dollars and management projects sustained adjusted.
Opendoor reports Q2 revenue of 883 million dollars and management projects sustained adjusted net income profitability without relying on housing market recovery.
20:00
Jul 31
Jul 31
A user highlighted a rumored or meme-driven partnership between OPEN (Opendoor) and OpenAI. In the current AI-crazed market, any ticker associated with OpenAI (even via rumors or name similarity) can experience sudden, volatile retail inflows. Watch OPEN for unusual pre-market volume driven by retail speculation regarding this AI narrative. The "partnership" is likely a joke or misinformation, leading to a rapid dump once debunked.
LOW
01:49
Jul 13
Jul 13
The new law restricts institutional buy-to-rent landlords but exempts homes renovated for resale, creating a regulatory advantage for OPEN’s model. Combined with improving unit economics (rising volume, shrinking aged inventory, better margins) and breakeven guidance, the stock can be rerated from a “chud home flipper” to a tech-enabled housing liquidity platform. The regulatory tailwind plus operational turnaround creates a catalyst for multiple expansion if Q2 guidance is met, even without a housing market rebound. Narrower implementation of the exemption than assumed; mortgage rates staying high; OPEN mispricing inventory or missing margin targets.
HIGH
05:06
Jun 12
Jun 12
Author adds OPEN to watchlist with mixed views on meme potential and Russell inclusion.
Author adds OPEN to watchlist with mixed views on meme potential and Russell inclusion, but no current position or directional call.
LOW
19:57
Jun 02
Jun 02
Opendoor is pumping, with mentions of “OPEN before the pump” and “summer of ’25 again.” Community sees a meme revival play similar to SPCE but earlier stage. Long OPEN for short-term pump, but be ready to exit quickly. SPCE style rug pull is possible; no fundamental catalyst.
MED
13:38
Jun 02
Jun 02
OpenDoor is being added to the Russell 3000 effective June 26, 2026, forcing mechanical buying from index funds. The CEO (Kaz) bought 100,000 shares at ~$4.88 and receives a $1 salary with performance RSUs tied to stock prices from $6.24 to $33. The ticker confusion with OpenAI (Levenshtein distance 2) creates attention spillover, as retail traders and algorithms may mistakenly buy OPEN. Combined with index inclusion and insider alignment, the stock has multiple near-term catalysts for a squeeze or sustained rally. Bullish on OPEN as a hybrid meme/fundamental trade. The Russell inclusion provides a June timeframe, the CEO has skin in the game, and short interest at ~13% of float adds squeeze potential. The typo trade is an asymmetric bonus. OpenAI may not IPO soon or may choose a different ticker; retail hype fades; mortgage rate cuts don’t materialize; the company’s fundamentals (cash burn, housing market) deteriorate; Russell inclusion already priced in.
HIGH
11:00
Jun 02
Jun 02
Multiple highly-upvoted comments explicitly say “OPEN is the next SPCE”, “load uppppp”, and set price targets of $7+ after clearing $5.80–$6.00. The community is rotating capital out of SPCE into OPEN as the new low-priced meme ticker, creating short-term momentum and retail buying pressure. Long OPEN for a quick breakout trade based on crowd rotation and technical levels; the target is $7+ if $6 resistance breaks. OPEN could follow the same pump-and-dump pattern as SPCE, leaving bagholders if the hype fades. It is a fundamentally unprofitable company with no clear catalyst.
LOW
02:57
Jun 02
Jun 02
Author reiterates bearish fundamental view on OPEN and notes technical patterns aligning.
Author reiterates bearish fundamental view on OPEN and notes technical patterns aligning with downside, but does not commit a position.
LOW
21:44
Jun 01
Jun 01
History shows retail often buys the wrong ticker during high-profile IPOs (e.g., ZOOM/ZM). OpenAI IPO will cause searches for “open” leading to OPEN. An IPO catalyst plus Russell 3000 inclusion forces ETF buying, creating a dual demand spike for OPEN shares/options. Long OPEN ahead of OpenAI IPO and Russell rebalancing for a momentum-driven, short-to-medium-term trade. IPO may be delayed or ticker confusion fails to materialize; Russell inclusion may already be priced in; OPEN’s business fundamentals are weak.
HIGH
04:56
Jun 01
Jun 01
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement.
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement, but this is a speculative read-through rather than a personal position.
LOW
21:33
May 29
May 29
Retail investors may mistakenly buy OPEN stock thinking it is related to OpenAI.
Retail investors may mistakenly buy OPEN stock thinking it is related to OpenAI, but this is a speculative observation rather than a trade recommendation.
LOW
14:24
May 28
May 28
Author explicitly decides to avoid initiating a position in OPEN.
Author explicitly decides to avoid initiating a position in OPEN, apparently deterred by another investor's involvement (mikealfred), signaling a negative read on the setup.
MED
12:39
May 25
May 25
The author questions whether there are better ways to play a housing market recovery than OPEN.
The author questions whether there are better ways to play a housing market recovery than OPEN, implying a bearish view on the stock.
12:03
May 04
May 04
Watching names for upcoming earnings.
Author is watching these names for upcoming earnings reports this week.
LOW
14:15
May 01
May 01
Paul Graham retweets Kaz Nejatian's advice for graduates to join Opendoor instead of consulting.
Paul Graham retweets Kaz Nejatian's advice for graduates to join Opendoor instead of consulting firms, but expresses no personal tradeable view on the stock.
HIGH
12:14
May 01
May 01
Opendoor's rapid execution velocity signals operational momentum.
Opendoor's rapid execution velocity signals operational momentum; consider long position based on team performance.
HIGH
About OPEN Analyst Coverage
Buzzberg tracks OPEN (Opendoor Technologies) across 20 sources. 15 bullish vs 1 bearish calls from 25 analysts. Sentiment: predominantly bullish (30%). 46 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: moninvestor, rosannainvests, thebigberbowski.