Citron Research, led by famed short-seller Andrew Left, targeted Opendoor Technologies, Inc. OPEN in a social media post on Friday. Opendoor investors shrugged off the attack, and the stock climbed. OPEN stock is running again. See the real-time chart here. Citron called Opendoor a "stock promo and a science project in how to burn money" while promoting its more favorable view on loanDepot, Inc. LDI. Read Next: Joby’s 38% Stock Plunge Is Ugly—But The Pentagon Might Be InterestedCitron continued bashing Open ...

Core Viewpoint - The rally of Opendoor Technologies' stock continues, driven by retail investors, despite challenges in its underlying business and significant shareholder selling activity [1][3][4]. Group 1: Stock Performance - Opendoor's stock has seen a significant increase, jumping as much as 12.3% in a single day and remaining up by 4.8% shortly after [1]. - Since bottoming out at $0.51 per share in June, the stock has skyrocketed over 800% due to retail investor interest and short-covering [3]. Group 2: Business Challenges - The company has been struggling due to a sluggish housing market, which has impacted its business operations [3]. - There is increasing pressure from investors for the company to execute a turnaround amid the ongoing meme stock euphoria [4]. Group 3: Leadership Changes - Former CEO Carrie Wheeler announced her resignation in mid-August, citing the need for new leadership to guide the company [4]. - Wheeler sold 7 million shares worth nearly $35 million, representing about half of her total stake, which was valued at approximately $3.5 million in late June [4]. Group 4: Market Dynamics - Despite the large shareholder sale, retail buyers have been sufficient to maintain the stock rally, with Wheeler's shares accounting for slightly less than 1% of total shares outstanding [5]. - Given the current state of the housing market and the stock's extraordinary rise, there are suggestions for investors to consider taking profits [5].

CHONGQING, CHINA - JULY 31: In this photo illustration, a person holds a smartphone displaying the logo of Opendoor Technologies Inc. (NASDAQ: OPEN), an American online real estate platform company, with the company's initial O branding visible in the background, on July 31, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty Images Opendoor Technologies (NASDAQ: OPEN), the trailblazer of the iBuying model in real estate, has witnessed a significant rebound in its stock in 2025. Sh ...

Core Insights - The stock of Opendoor Technologies has experienced significant volatility, recently rising over 500% before cooling off, amid concerns about inflation and leadership changes [11][12] - The current inflation rate in the U.S. is 2.7% as of July 2025, which could impact the housing market and Opendoor's business model [1][10] Company Overview - Opendoor Technologies aims to revolutionize the housing industry with an e-commerce model, allowing users to buy and sell homes online [4] - The company purchases homes, typically in good condition or needing minor repairs, and resells them on its platform [4] Financial Performance - Opendoor operates with slim profit margins, needing to balance competitive home purchase offers with profitable resale prices [5] - The company relies on debt to acquire homes, which incurs interest expenses, complicating its financial sustainability [5] Market Conditions - The housing market is currently slow, primarily due to high mortgage interest rates, which are at 6.5% for 30-year loans [9] - Rising interest rates can significantly increase housing payments, making home purchases less affordable [9] Impact of Inflation - If inflation continues to rise, it may lead the Federal Reserve to maintain or increase the federal funds rate, further complicating the housing market for Opendoor [10][12] - The company has previously faced challenges due to rapid interest rate hikes, resulting in substantial losses on unsold inventory [6] Leadership and Future Outlook - The recent resignation of CEO Carrie Wheeler adds uncertainty to Opendoor's future, as the company is already struggling [11][12] - Investors are advised to be cautious and may want to wait for a new CEO and improved business performance before considering investment [13]

Opendoor Technologies Inc. OPEN is riding a wave of momentum, and the charts are backing it up. The stock recently achieved a Golden Cross, a classic bullish signal as its 50-day simple moving average (SMA) surged above its 200-day SMA, suggesting potential for further upside. The move aligned with calls from investors like Eric Jackson of hedge fund EMJ Capital, who had long advocated leadership changes to unlock Opendoor's potential. Meme-Stock Energy And Retail Investor Buzz Opendoor is also benefiting f ...

Core Viewpoint - Opendoor Technologies experienced a stock price surge of nearly 900% due to hype from Reddit, being labeled as "the next Carvana," but the company's deteriorating fundamentals and negative earnings suggest that this may be more hype than a genuine turnaround opportunity [1] Financial Performance - The company has reported negative earnings, indicating financial struggles that could impact future performance [1] - Guidance has been slashed, reflecting a pessimistic outlook for the company's financial health moving forward [1] Market Sentiment - The stock price increase was primarily driven by social media hype rather than solid financial performance or business fundamentals [1] - Investors are left questioning whether to hold, sell, or invest further in the company amidst these developments [1]

Group 1: AI Infrastructure and Capital Expenditures - Companies building AI infrastructure are experiencing capital expenditures near $400 billion annualized, growing approximately 50% year-over-year, significantly impacting economic activity across sectors [1] - The momentum in AI capital expenditures is expected to continue over the next 12 to 18 months, serving as a powerful force for US GDP [1] Group 2: Company Performance and Market Dynamics - Meta reported strong earnings driven by AI-powered targeting, while Snap struggled despite similar macro conditions, highlighting the importance of scale in AI [2] - Zillow achieved 15% year-over-year growth in a challenging housing market, with management expecting further acceleration in rental growth [5] - Clear Secure is positioned to address challenges in identity verification as AI tools proliferate, with strong revenue growth and expanding membership [7][8] Group 3: Strategic Acquisitions and Market Positioning - Joby Aviation's acquisition of Blade Air Mobility enhances its position in the eVTOL space, providing strategic advantages in network infrastructure [9][10] - The acquisition allows Joby to control both manufacturing and customer distribution, creating a competitive edge in emerging transportation models [10]

Opendoor's Competitive Landscape As Opendoor pivots toward a distributed platform model, competition from Zillow Group (ZG) and Offerpad Solutions Inc. (OPAD) intensifies. Zillow, long dominant in online real estate search, is also leveraging its Premier Agent network and a growing seller services suite to deepen monetization. Zillow's recent focus on touring, mortgage, and seller leads puts it on a collision course with Opendoor's new agent-centric strategy. Zillow's broad consumer reach and ecosystem inte ...

Core Insights - Zillow Group reported $655 million in revenue for Q2 2025, a year-over-year increase of 14.5% [1] - The EPS for the same period was $0.40, slightly up from $0.39 a year ago, but below the consensus estimate of $0.44, resulting in a -9.09% EPS surprise [1] - The revenue exceeded the Zacks Consensus Estimate of $646.56 million by +1.31% [1] Financial Performance Metrics - Average Monthly Unique Users for mobile applications and websites were 243 million, slightly below the estimate of 243.97 million [4] - Total visits to mobile applications and websites reached 2.59 billion, surpassing the average estimate of 2.51 billion [4] - Revenue from Mortgages was $48 million, exceeding the average estimate of $44.39 million, representing a year-over-year increase of +41.2% [4] - Revenue from Residential properties was $434 million, slightly above the estimated $429.91 million, reflecting a +6.1% year-over-year change [4] - Revenue from Other sources was $14 million, compared to the average estimate of $13.79 million, marking a +16.7% year-over-year increase [4] - Revenue from Rentals was $159 million, in line with the average estimate of $159.51 million, showing a +35.9% year-over-year change [4] Stock Performance - Zillow's shares have returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Group 1 - U.S. stock futures are higher, with Dow futures gaining around 100 points [1] - Super Micro Computer, Inc. reported fourth-quarter net sales of $5.76 billion, an increase from $4.6 billion in the third quarter and $5.4 billion in the same quarter last year [2] - Super Micro's net sales missed the Street consensus estimate of $5.88 billion, and earnings per share were $0.41, below the consensus estimate of $0.44 [2] Group 2 - Super Micro Computer shares fell 16.3% to $47.90 in pre-market trading following the earnings report [2] - LifeMD, Inc. saw a decline of 28.8% to $8.43 in pre-market trading after reporting worse-than-expected second-quarter EPS and sales [4] - Personalis, Inc. declined 26.1% to $4.17 in pre-market trading after missing second-quarter revenue and cutting FY25 sales guidance [4] - Evolus, Inc. fell 25.5% to $6.63 in pre-market trading after missing second-quarter estimates and lowering FY25 sales guidance [4] - Opendoor Technologies Inc. declined 18.5% to $2.05 in pre-market trading due to weak third-quarter sales guidance [4] - Digital Turbine, Inc. fell 18.2% to $4.45 in pre-market trading after reporting a first-quarter EPS miss [4] - Snap Inc. shares dropped 17.1% to $7.79 in pre-market trading following its second-quarter financial results [4] - Day One Biopharmaceuticals, Inc. fell 14.2% to $5.90 in pre-market trading after reporting worse-than-expected quarterly revenue [4] - Trivago NV – ADR declined 13.3% to $4.20 in pre-market trading after its quarterly results [4] - Hackett Group Inc. fell 13.3% to $19.75 in pre-market trading after issuing a weak third-quarter forecast [4] - Paysign Inc. dropped 11.5% to $6.30 in pre-market trading after reporting Q2 EPS below estimates [4] - The Mosaic Company fell 4.7% to $33.99 in pre-market trading following weak quarterly earnings [4]