What top creators are saying about Opendoor Technologies Inc.(OPEN)

An online real estate company (iBuyer).

124 AI-extracted insights from 22 sources — podcasts, YouTube channels, and X/Twitter accounts.

Creator sentiment — last 30 days

Based on 15 scored insights about Opendoor Technologies Inc..

Bearish
avg -0.17
5 bullish2 neutral8 bearish
Investment Summary
Updated 17 hours ago
Summary of insights about Opendoor Technologies Inc. in the last 30 days

The Take

Coverage of Opendoor Technologies Inc. (OPEN) is mixed but leans bearish: sources highlighted steep share-price declines, management concerns, and weaker-than-expected quarterly results, while a few argued the stock could recover over a long horizon. Housing-rate sensitivity and speculative upside are the central counterpoints.

Bull Case

  • Long-term upside: One investor said patient holders could be rewarded, while another saw potential to outperform over five or more years, albeit with risk of a total loss. (per The Pomp Podcast, Austin Lieberman)
  • Interest-rate sensitivity: Lower Treasury yields and expectations for lower rates were associated with gains in OPEN and housing stocks. (per Amit Kukreja)

Bear Case

  • Quarterly results: Opendoor narrowly missed revenue expectations and reported a larger-than-expected per-share loss. (per Amit Kukreja)
  • Management concerns: Critics questioned leadership and board members’ housing-industry experience and alleged management damaged shareholder value. (per Austin Lieberman)
  • Weak performance: Sources cited a roughly 67% decline in performance screens and an 85% shareholder decline since Kaz Nejatian became CEO. (per The Shkreli Pill, Shkreli Planet, Martin Shkreli, Austin Lieberman)
  • Business and investment risks: One critic called the company’s seller offers predatory and preferred RKT or NVR; another said the investment could lose 100%. (per Austin Lieberman)

Catalysts & Targets

  • Quarterly report: narrowly missed revenue expectations and posted a larger-than-expected per-share loss.
  • Shares closed at $1.99 on October 14, down 5.69%, and traded at $1.98 after hours.
  • Long-term speculation centered on potential outperformance over five or more years.

AI-generated summary. Not investment advice. Learn more.

Top creators covering Opendoor Technologies Inc. (OPEN)

The 6 sources with the most insights about Opendoor Technologies Inc. on Kazuha.

Latest insights about Opendoor Technologies Inc. (OPEN)

AI-generated insights from podcasts, YouTube videos, and X posts — ordered by most recent.

Yesterday

Neutral
Target: No price target mentioned.

Appeared in a performance screen as having fallen about 67%; the screen was not a fundamental review or recommendation.

Bearish

Opendoor narrowly missed revenue expectations and reported a larger-than-expected per-share loss, despite shares rising after hours.

Wednesday, November 4, 2026

Bullish
Target: No price target stated.

Shares rose alongside housing stocks as investors anticipated lower inflation and interest rates.

Bearish

Cited as a steep year-to-date decliner, down approximately 67%; the discussion emphasized that a large decline warrants research rather than automatic investment conclusions.

Monday, November 2, 2026

Bearish

Less preferred than RKT or NVR as an investment tied to the housing industry.

Neutral

Cited as a sharp decliner in a performance-screen example, with no company-specific investment analysis.

Thursday, October 29, 2026

Very Bearish

The post criticizes the CEO and a new board member for lacking housing-industry experience and claims the company is trying to become a meme stock.

Thursday, October 22, 2026

Bullish
Target: No price target mentioned

Described as a speculative position that could outperform over the next five or more years, with the risk of losing the entire investment.

Bullish
Target: No specific price target; considered more attractive now than at $10

The author sees potential to outperform over the next five or more years but describes the investment as speculative and warns investors could lose 100% of their investment.

Wednesday, October 21, 2026

Very Bearish

The author characterizes Opendoor's offers to sellers in financial need as poor and views the company as predatory, while inviting others to challenge that assessment.

Very Bearish

The post criticizes management and says shareholders are down 85% since Kaz Nejatian became CEO. It suggests the company could be acquired for its data by Zillow or Redfin and cautions against assuming it will replicate Shopify's success.

Tuesday, October 20, 2026

Very Bearish

Shareholders are down 85% since @nejatian became CEO, indicating a strongly negative assessment of the stock's performance.

Thursday, October 15, 2026

Very Bullish
Target: Jackson said he bought shares in the $0.70 range before they rose to nearly $11; no future target provided

Jackson said Opendoor had been unfairly punished and that patient investors could be rewarded over time. He praised its CEO but noted pressure from higher long-term interest rates and the risk of mistiming an investment.

Bullish
Target: No explicit target.

Shares rose as Treasury yields fell, with the discussion suggesting lower rates could benefit housing-related companies. No company-specific investment thesis was provided.

Wednesday, October 14, 2026

Very Bearish
Target: $2 per share mentioned, not presented as a price target

Shares closed at $1.99, down 5.69%, and traded at $1.98 after hours. The chart shows a steep five-year decline; the post claimed there was zero chance of reaching $2 per share, though reader context notes the stock hit $2.

Wednesday, October 7, 2026

Bearish

Opendoor was grouped with speculative, memeable stocks whose prices may be driven by social-media attention rather than fundamentals; the speakers cautioned against chasing rallies.

Monday, October 5, 2026

Slightly Bearish

Mentioned as a comparison that the host found less attractive than Zillow, without a detailed company analysis.

Wednesday, September 23, 2026

Bearish
Target: Prior level near $10; not a current price target

The stock was described as down 75% from a prior level near $10 and 63% over a year. Severe pessimism may create opportunity, but high rates and weak housing conditions remain risks and there is no evidence the decline has ended.

Tuesday, August 4, 2026

Neutral

Operates under overarching real estate bear market pressures and shares the same macro risk profile as Zillow.

Sunday, June 28, 2026

Very Bearish

Crashed due to the real estate market decline; recovery is entirely dependent on a housing market rebound.

Tuesday, June 16, 2026

Bullish

Winding down international operations to reshore work to the U.S. using AI-native teams to handle workflows.

Wednesday, March 4, 2026

Neutral

The analyst is no longer following it closely, suggesting it has been 'taken over by hype' compared to REAX.

Tuesday, March 3, 2026

Bullish

Speculative bullish play if they can unfreeze the market with 4.99% mortgage rates.

Monday, February 23, 2026

Very Bearish

Recommended as a short position due to its money-losing business model, a valuation inflated by misleading revenue accounting, and a lack of institutional ownership.

Friday, February 20, 2026

Very Bullish

Stock was up 16% in pre-market after beating revenue expectations and providing bullish guidance for achieving profitability by fiscal year 2026.

Thursday, February 19, 2026

Bullish
Target: Profitable on a GAAP basis by end of 2026

The market is reacting positively to guidance of achieving GAAP profitability by 2026, overshadowing a massive EPS miss. The revenue beat signals successful home sales, but it's viewed as a high-risk, high-reward stock.

Thursday, February 5, 2026

Very Bullish

A high-conviction, mission-driven investment based on the belief that solving a major societal problem like housing affordability will generate strong long-term economic returns.

Monday, February 2, 2026

Very Bearish

Mentioned in the context of retail investor influence, about which host Steve Eisman is 'very skeptical.'

Sunday, January 11, 2026

Neutral

Considered a 'major beneficiary' of Trump's housing proposals, but the host questions the sustainability of the rally given the company's lack of profitability.

Thursday, January 8, 2026

Very Bearish

The stock 'took a hit' following political comments about stopping institutional investors from purchasing single-family homes.

Tuesday, January 6, 2026

Very Bearish

Mentioned in a bearish context as a competitor to REAX with an inferior, more 'capital heavy' business model that involves flipping houses.

Friday, November 28, 2025

Very Bearish

The iBuying business model is described as high-risk and low-margin, operating on thin spreads ('basis points') and exposed to significant financial risk. It is considered a fundamentally challenging and capital-intensive business despite its sophisticated technology.

Friday, November 21, 2025

Very Bullish

The stock was up over 9% on the news that billionaire investor David Shaw took a 6.4% stake in the company, which is seen as a strong positive catalyst.

Thursday, November 20, 2025

Bearish

While it was noted that a billionaire took a large stake, the speaker issued a caution against blindly following such moves, suggesting it could be a short-term trade and implying risk for retail investors.

Wednesday, November 12, 2025

Very Bullish
Target: ~$200 billion valuation by 2032

Stock was up over 10% on the news that the CEO purchased $1 million worth of stock, a strong signal of insider confidence.

Monday, November 10, 2025

Very Bullish

The company is in a strategic turnaround under a new CEO whose compensation is tied to stock performance. A new 'Peace of Mind Guarantee' product is a key differentiator, and policies like the 50-year mortgage are seen as a major tailwind.

Very Bullish
Target: $8

The stock surged after receiving a JP Morgan upgrade to an $8 price target, which was reinforced by a strong insider signal of the CEO's family buying $1 million of stock.

Friday, November 7, 2025

Neutral

Despite what was described as weak earnings, the stock recovered significantly after announcing a $1.1 billion stock offering.

Very Bearish

Stock was down 23% after a disappointing earnings report where it missed EPS estimates by 71%. The core iBuying business model is struggling and being questioned by the market, making it a high-risk investment.

Bearish

Slightly bearish, as the speaker has previously shorted the stock and, while acknowledging the CEO is good, questions if the company's valuation is justified.

Martin Shkreli
11/7/25 +372%
Martin ShkreliYouTube364 days ago

Thursday, November 6, 2025

Very Bearish

Reported a massive EPS miss and a 34% year-over-year revenue decline, highlighting severe struggles in the current housing market. A post-earnings direct offering adds to dilution and cash-need concerns.

Thursday, October 30, 2025

Very Bearish
Target: 0

Bearish sentiment; the stock is associated with a portfolio of high-risk, money-losing companies that the speaker believes are 'going to zero'.

Martin Shkreli
10/30/25 +369%
Martin ShkreliYouTube372 days ago

Sunday, October 26, 2025

Very Bullish

Saw strong upticks above 3.8% and is considered a mover for continued short-term momentum.

Thursday, October 23, 2025

Neutral

Used as an example when advising a friend on how to learn to short, recommending a '1% position, something that can't hurt you' to learn the mechanics.

Martin Shkreli
10/23/25 +406%
Martin ShkreliYouTube379 days ago

Wednesday, October 22, 2025

Very Bearish

The speaker successfully shorted the stock, believing its poor business fundamentals would ultimately cause the price to fall, regardless of its 'meme stock' popularity.

Martin Shkreli
10/22/25 +369%
Martin ShkreliYouTube380 days ago

Thursday, October 16, 2025

Very Bullish
Target: 10X value from current levels

Viewed as a significant turnaround story, with the potential for 10X value creation as new leadership unwinds past strategic mistakes in cost structure and technology investment.

Tuesday, October 14, 2025

Very Bearish

The speaker has a negative view, calling the company 'so sad' and a 'flash in the pan.'

Martin Shkreli
10/14/25 +47%
Martin ShkreliYouTube388 days ago

Wednesday, October 8, 2025

Neutral

A top holding in the Roundhill MEME ETF at 11.94%.

Neutral

A top holding in the new Roundhill Meme Stock ETF (MEME), which could lead to higher volatility and liquidity from fund flows.

Neutral

A top holding (11.94%) in the new Roundhill MEME ETF.

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Frequently asked

Are top creators bullish or bearish on Opendoor Technologies Inc. (OPEN) right now?

Mostly bearish. In the last 30 days, 5 insights were bullish, 8 bearish, and 2 neutral about Opendoor Technologies Inc. (OPEN) across 22 financial sources indexed on Kazuha.

Which podcasters and creators cover Opendoor Technologies Inc. (OPEN) the most?

The most active sources covering Opendoor Technologies Inc. (OPEN) on Kazuha are @amitinvesting, amitisinvesting, @realmartinshkreli, @BeatTheDenominator, LiebermanAustin. Kazuha aggregates AI-extracted insights from podcasts, YouTube channels, and X/Twitter accounts.

How many insights about Opendoor Technologies Inc. (OPEN) are on Kazuha?

Kazuha has indexed 124 AI-extracted insights about Opendoor Technologies Inc. (OPEN) from 22 different sources. New insights are added whenever a covered creator publishes a new podcast episode, video, or post.

What other assets do creators discuss alongside Opendoor Technologies Inc. (OPEN)?

Creators covering Opendoor Technologies Inc. (OPEN) most frequently also discuss NVDA, BTC, ETH, HOOD, PLTR. See the "Discussed alongside" section above for full asset pages.