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

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

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 Price Performance

Shares of Offerpad Solutions stock traded down $0.01 during trading on Monday, hitting $0.81. 2,171,405 shares of the company were exchanged, compared to its average volume of 5,930,274. Offerpad Solutions has a fifty-two week low of $0.73 and a fifty-two week high of $6.35. The company has a quick ratio of 0.28, a current ratio of 1.32 and a debt-to-equity ratio of 0.37. The firm has a 50 day moving average price of $1.22 and a 200 day moving average price of $2.30. The stock has a market capitalization of $29.97 million, a price-to-earnings ratio of -0.42 and a beta of 2.36.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on OPAD. iA Financial set a $3.50 price target on shares of Offerpad Solutions in a report on Thursday, December 11th. Alliance Global Partners began coverage on shares of Offerpad Solutions in a report on Thursday, December 11th. They issued a “buy” rating and a $3.50 target price for the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Offerpad Solutions in a research note on Wednesday, January 28th. Finally, Wall Street Zen upgraded Offerpad Solutions from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. One investment analyst has rated the stock with a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Offerpad Solutions has an average rating of “Hold” and an average price target of $2.29.

Institutional Trading of Offerpad Solutions

Several institutional investors and hedge funds have recently made changes to their positions in OPAD. AQR Capital Management LLC increased its position in Offerpad Solutions by 69.6% during the 1st quarter. AQR Capital Management LLC now owns 24,308 shares of the company’s stock worth $40,000 after purchasing an additional 9,979 shares in the last quarter. Jane Street Group LLC acquired a new stake in shares of Offerpad Solutions during the 2nd quarter worth about $44,000. Vanguard Group Inc. grew its holdings in shares of Offerpad Solutions by 12.4% during the third quarter. Vanguard Group Inc. now owns 790,570 shares of the company’s stock worth $3,297,000 after buying an additional 87,144 shares in the last quarter. Monograph Wealth Advisors LLC purchased a new stake in shares of Offerpad Solutions during the third quarter worth about $248,000. Finally, Geode Capital Management LLC raised its position in shares of Offerpad Solutions by 37.9% in the fourth quarter. Geode Capital Management LLC now owns 190,509 shares of the company’s stock valued at $231,000 after buying an additional 52,312 shares during the last quarter. 39.44% of the stock is currently owned by hedge funds and other institutional investors.

About Offerpad Solutions

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.