OPAD · Offerpad Solutions Inc.
Market Cap
$17.54M
Shares
4.83M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$3.63
Open$3.77
Day$3.60–3.95
52W close$0.58–6.17
Avg vol 30d53K
Short int558K · 11.5% float · 9.3d
Short vol44%
Last earningsAug 3, 2026
DataDec 2020–Sep 2026
Filing10-Q · Aug 3
Up next
Next earnings call
Nov 4, 2026
Est · unconfirmed
· in 7 wks
filed Aug 3, 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
$404.53M
Trailing 12 months
Net income (TTM)
−$39.84M
Trailing 12 months
Revenue growth YoY
-51.6%
Year over year
Operating margin
-7.7%
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
419.5%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$33.12M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+72.7%
Year over year · more shares
Price change (1Y)
—
Trailing year
Short interest
11.5%
Latest settlement · 9.3 days to cover
AI Brief
Q2 FY26 earnings call · Aug 3, 2026
Q2 FY26
TL;DR. Offerpad missed Q2 guidance (295 transactions and ~$78M revenue vs. 300–350 and $80–90M) but delivered multi-year high margins and accelerating contract signings that management expects to drive a sharp step-up in Q3 volume and a path to positive run-rate adjusted EBITDA and ~1,000 quarterly transactions by year-end 2026.
Bullish
- + Gross margin improved to 9.2%, highest since Q3 2023, on lower revenue.
- + Contribution profit after interest per transaction reached $13,500, up 145% QoQ and 36% YoY.
- + Contract signings nearly doubled within Q2 (129 in April → 256 in June) and continued higher in July, supporting Q3 closings.
- + Adjusted EBITDA loss improved sequentially to $6.2M from $6.7M in Q1, the second consecutive quarter of sequential progress.
- + Operating cost base has been reset with over $140M of annualized expense removed since 2022, leaving ~90–95% of OPEX fixed to drive leverage.
- + Q3 2026 guidance implies 19–36% sequential transaction growth (350–400) and sequential adjusted EBITDA improvement, with full-year objective unchanged at ~1,000 transactions/quarter run-rate and positive adjusted EBITDA by year-end.
Bearish
- − Q2 transactions and revenue came in below the company's own guidance of 300–350 transactions and $80–90M.
- − Cash offer marketplace growth has slowed as some institutional buyers pull back.
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceOverall
Sell
SellHoldBuy
Technical
Sell
Momentum
Strong
Sentiment
Bearish
Fundamentals
Fair
Quant / Vol
Very High
Market backdrop
VIX 17.1 · elevated
Equity put/call 0.67
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+61%
above
Price vs 50-day avg
−19%
below
RSI (14)
35
neutral
MACD trend
Negative
52-week position
55%
mid-range
Momentum
relative strength
1-month return
−18%
trailing
6-month return
+419%
trailing
YTD return
+200%
this year
Relative strength
+402%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $4 › 200d $2 — 50d above 200d
Institutional flow
Distributing
-33% holders QoQ · +6 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
11.54% of float · ▲ +6.6% MoM · 9.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
24 holders — near 3-yr low, contrarian setup
Squeeze score
63
elevated · 0–100
Fundamentals
Revenue growth
−38%
Y/Y
Gross margin
7%
contracting
EPS growth
+34%
Y/Y
Free cash flow
$65.7M
Quant / Vol
risk profile
Volatility
744%
annualized · 1-yr
Max drawdown
−89%
past year
ATR
8.7%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Prior guidance
period ended
· from the 8-K filed Apr 30, 2026
Revenue
· Q2 2026
$80M – $90M
Guided vs delivered
· last 2 settled
Revenue
Q2 2026
guided $80M – $90M
$77.65M
Miss −8.6%
Revenue
Q3 2024
guided $185M – $225M
$208.07M
In line
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+61%
Bullish
Price vs 50-day avg
−19%
Bearish
RSI (14)
35
Neutral
MACD trend
Negative
Bearish
52-week position
55%
Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross)
No cross
50d $4 › 200d $2 — 50d above 200d
Institutional flow
Distributing
-33% holders QoQ · +6 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
11.54% of float · ▲ +6.6% MoM · 9.3 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr low
24 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $1
Now $4 · 55%
Range high $6
vs 200-day avg +61%
vs 50-day avg -19%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Real Estate Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OPAD
this stock
Offerpad Solutions Inc.
|
$17.54M | — | -38.2% | — | 11.5% |
|
CBRE
Cbre Group, Inc.
|
$40.86B | -12.4% | +13.4% | 32.4 | 1.7% |
|
SURDF
Sumitomo Realty & Development Co., Ltd./ADR
|
$19.40B | -13.9% | — | — | 0.2% |
|
BEKE
KE Holdings Inc.
|
$18.39B | +6.0% | +5.6% | — | 2.0% |
|
JLL
Jones Lang Lasalle Inc
|
$15.81B | +2.1% | +11.4% | 16.5 | 1.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OPAD | -11.5% | -18.4% | +418.6% | -17.5% | +200.0% |
| SPY | -1.2% | -2.0% | +16.1% | -0.8% | +11.6% |
| vs SPY | -10.3% | -16.4% | +402.5% | -16.7% | +188.4% |