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OPEN

Opendoor Technologies Inc.

At today's price, Opendoor Technologies Inc. (OPEN) is priced for today's economics sustained for ~36.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
today's economics sustained for ~36.3 years
Priced In
elevated

Key Takeaways

Opendoor is an iBuyer that has never sustained a profit, and the price at $4.47 (as of June 27, 2026) sits well above what the methods support. On a revenue-multiple basis the supported value is near $1.36, and inverting the price implies reaching a 3.2% margin and sustaining it over a roughly 40-year horizon. The operational turn is real, though. Q1 2026 gross margin improved to 10%, aged inventory fell to 10% from 51% two quarters earlier, home acquisitions rose 45% sequentially, and manageme

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Institutional ownership

348 institutional managers reported holding OPEN in 13F filings for the quarter ended 2026-03-31. Together they hold about 49% of the company; the top 10 hold 34%. 65 opened new positions that quarter. Held by Vanguard Group, Morgan Stanley, BlackRock, among others. On the short side, 153.7M shares were sold short as of the 2026-06-15 count, about 16% of shares outstanding (3.9 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

OPEN's share count grew 63% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at OPEN over the trailing three years: 2025: 5 buys totaling $6.13M. 18 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

OPEN's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04-25.9%-27.7%
2023-11-03+10.4%+73.8%
2024-02-16-12.7%-27.6%
2024-05-03+10.3%-20.6%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

OPEN's latest 8-K filings: 2026-06-12 (items 5.07); 2026-05-07 (items 2.02, 7.01, 9.01); 2026-02-19 (items 2.02, 7.01, 9.01); 2026-01-26 (items 7.01); 2025-12-15 (items 5.02, 7.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.