Offerpad Solutions (NYSE:OPAD) Posts Earnings Results, Beats Estimates By $0.02 EPS

Offerpad Solutions (NYSE:OPAD) issued its quarterly earnings results on Monday. The company reported ($0.26) EPS for the quarter, beating the consensus estimate of ($0.28) by $0.02, Zacks reports. Offerpad Solutions had a negative net margin of 8.74% and a negative return on equity of 147.32%.

Here are the key takeaways from Offerpad Solutions’ conference call:

• Offerpad has repositioned as a four-solution real estate platform (Cash Offer, Cash Offer Marketplace, Brokerage/HomePro, Renovate), with marketplace transactions up ~60% YoY and Renovate generating $27M in 2025 at 20–30% margins, improving revenue diversification and conversion potential.
• The company emphasized capital discipline in 2025—tightened underwriting, slowed acquisitions, and reduced aged inventory to fewer than 60 homes—driving portfolio cleanup so all but two cohorts are expected profitable and targeting 90–120 day turns to deliver ~15–20% annualized returns on deployed capital.
• Q4 revenue was $114M (FY $568M) with ~7% gross margin and a Q4 Adjusted EBITDA loss of $6.9M; liquidity improved to over $70M after an $18M raise and the company reports ~$27M in unrestricted cash and $140M of annualized expense reductions since 2022.
• Near-term targets: guidance of 250–300 real estate transactions and $70–95M revenue for Q1, with a goal to reach ~1,000 transactions per quarter by the end of 2026 and achieve positive Adjusted EBITDA in 2026 without assuming additional capital.

Offerpad Solutions Stock Down 0.8%

NYSE:OPAD traded down $0.01 during trading hours on Monday, reaching $0.81. The company’s stock had a trading volume of 2,215,772 shares, compared to its average volume of 5,930,274. The stock has a 50 day moving average price of $1.22 and a two-hundred day moving average price of $2.30. The company has a debt-to-equity ratio of 0.37, a quick ratio of 0.28 and a current ratio of 1.32. The company has a market capitalization of $29.97 million, a P/E ratio of -0.42 and a beta of 2.36. Offerpad Solutions has a 12 month low of $0.73 and a 12 month high of $6.35.

Analysts Set New Price Targets

OPAD has been the subject of several recent analyst reports. Weiss Ratings restated a “sell (d-)” rating on shares of Offerpad Solutions in a research report on Wednesday, January 28th. Alliance Global Partners assumed coverage on Offerpad Solutions in a report on Thursday, December 11th. They set a “buy” rating and a $3.50 price objective for the company. Wall Street Zen upgraded Offerpad Solutions from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, iA Financial set a $3.50 target price on Offerpad Solutions in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $2.29.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of OPAD. Marshall Wace LLP purchased a new position in Offerpad Solutions in the 4th quarter worth $768,000. Quadrature Capital Ltd acquired a new position in shares of Offerpad Solutions in the fourth quarter valued at about $306,000. Vanguard Group Inc. raised its stake in shares of Offerpad Solutions by 12.4% in the third quarter. Vanguard Group Inc. now owns 790,570 shares of the company’s stock worth $3,297,000 after purchasing an additional 87,144 shares during the last quarter. Monograph Wealth Advisors LLC acquired a new stake in shares of Offerpad Solutions during the third quarter worth about $248,000. Finally, Geode Capital Management LLC lifted its stake in Offerpad Solutions by 37.9% during the 4th quarter. Geode Capital Management LLC now owns 190,509 shares of the company’s stock valued at $231,000 after acquiring an additional 52,312 shares during the period. Institutional investors own 39.44% of the company’s stock.

Offerpad Solutions Company Profile

Offerpad Solutions, Inc, listed on the NYSE under the ticker OPAD, is a technology-driven real estate platform specializing in the direct purchase, renovation and resale of single-family homes. Since its founding in 2015 and headquartered in Chandler, Arizona, the company leverages proprietary data analytics and algorithms to deliver fast, all-cash offers and flexible closing timelines to homeowners in select markets across the United States.

The company’s core services include its Instant Offer program for home acquisitions, in-house renovation and repair services to prepare properties for resale, and a suite of ancillary offerings such as title and escrow, home trade-in solutions and mortgage origination through strategic partnerships.