Opendoor keeps losing money each quarter while cycling through CEOs. Its steep stock decline looks like capital markets disciplining a struggling business. x.com 

Opendoor's record net loss undermines its investment case. Trailing net income has fallen to negative $1.521 billion, its worst level so far. x.com 

Opendoor's improving unit economics could create operating leverage when housing recovers. It could be one of 2026's most interesting speculative turnarounds. Q2 contribution profit rose 59% sequentially to $51 million, margin reached 4.8%, and profit per home sold rose about $5,000 to $22,000. It still has an adjusted EBITDA loss; mortgage rates, inventory and dilution threaten returns. The coming quarters must prove sustainable profits and shareholder value, not just volume. x.com 

Opendoor is best avoided because it is too correlated with the mortgage market, which is doing horribly right now. x.com 

Opendoor's Q2 double miss shows housing transaction velocity remains heavily constrained, disrupting its turnaround and pressuring near-term EBITDA breakeven targets. Revenue rebounded 23% sequentially to $883M but fell 44% year over year, and EPS was -$0.17 against -$0.07 expected. With rates keeping home turnover frozen, its capital-intensive model faces ongoing margin compression until real estate volume stabilizes. x.com 

Markets can front-run a rate turnaround, favoring an upward swing in Opendoor. Its transformation and a turn in rates are both bullish catalysts, while long-duration Treasuries look to be bottoming. Opendoor's stock is holding its support area. x.com 

Opendoor's shrinking revenue and persistent operating losses undermine Keith Rabois's claim that its metrics are solid. Revenue fell from $15.6 billion in 2022 to $4.4 billion in 2025; the S&P Capital IQ screenshot shows broker estimates for negative EBIT through 2028 and $1.96 billion in total debt. x.com  x.com 

Opendoor is not worth owning until interest rates start coming down. @Donald04284612 argues the new CEO has done a remarkable job and the stock could be a turnaround and a play on lower rates and a housing recovery. x.com 

Opendoor looks like a good contrarian idea as it dips into a massive institutional order block after losing support held since February, with the market selling on fears of a rate hike. x.com 

Opendoor, a meme real estate stock, is predictably struggling in a historically slow housing market with mortgage rates near 7.35%. Per @DudeWhoInvests, shares now trade around $2.50, far below the $7 insiders paid. x.com