Opendoor(US:OPEN) ZACKS·2026-02-12 16:06Core Viewpoint - Opendoor Technologies Inc. is anticipated to report a year-over-year increase in earnings despite a decline in revenues for the quarter ending December 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - The consensus estimate indicates a quarterly loss of $0.08 per share, reflecting a year-over-year change of +27.3%, while revenues are projected to be $596.39 million, down 45% from the previous year [3]. - The consensus EPS estimate has been revised 6.67% higher in the last 30 days, indicating a reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Opendoor is lower than the consensus estimate, resulting in an Earnings ESP of -8.00%, indicating bearish sentiment among analysts [12]. - The stock holds a Zacks Rank of 3, complicating predictions of an earnings beat [12]. Historical Performance - In the last reported quarter, Opendoor was expected to post a loss of $0.07 per share but actually reported a loss of -$0.08, resulting in a surprise of -14.29% [13]. - Over the past four quarters, the company has beaten consensus EPS estimates twice [14]. Industry Comparison - Another player in the Zacks Internet - Software industry, Waystar Holding, is expected to report earnings of $0.39 per share for the same quarter, with a year-over-year change of +34.5% and revenues expected to be $294.61 million, up 20.7% [18][19]. - Waystar's consensus EPS estimate has been revised 1.5% lower, but a higher Most Accurate Estimate results in an Earnings ESP of +1.82%, suggesting a likely earnings beat [19][20].