In a move that has sent shockwaves through the American financial landscape, President Donald Trump has unveiled a massive $200 billion intervention in the mortgage-backed securities (MBS) market. Announced on January 8, 2026, the plan directs government-sponsored enterprises (GSEs) to deploy their massive cash reserves to purchase mortgage bonds, a
Shares of iBuying platforms Opendoor Technologies Inc. (NASDAQ: OPEN) and Offerpad Solutions Inc. (NYSE: OPAD) are surging in after-hours trade, following a new proposal by President Donald Trump, with big implications for the nation's housing market.
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential.
However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Shares of technology real estate company Offerpad (NYSE:OPAD)
fell 9.6% in the afternoon session after fears of increased competition in the online real estate sector increased as Google started testing full home ads in its search results. The move by the tech giant signaled a deeper push into the home listings business, creating a potential threat for existing real estate sites. This news sent ripples across the industry, with shares of Zillow Group, a leading real estate website, tumbling over 10%. The concerns were not isolated, as other companies with home listing platforms, such as CoStar and Rocket Companies, also saw their stocks lose ground. Offerpad's drop was part of this broader sector-wide sell-off as investors reacted to the prospect of a powerful new competitor entering the market.
As the Q3 earnings season wraps, let’s dig into this quarter’s best and worst performers in the real estate services industry, including Marcus & Millichap (NYSE:MMI) and its peers.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at real estate services stocks, starting with Compass (NYSE:COMP).
Stocks under $10 pique our interest because they have room to grow (as well as the most affordable option contract premiums).
That doesn’t mean they’re bargains though, and we urge investors to be careful as many have risky business models.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how CBRE (NYSE:CBRE) and the rest of the real estate services stocks fared in Q3.
Looking back on real estate services stocks’ Q3 earnings, we examine this quarter’s best and worst performers, including Offerpad (NYSE:OPAD) and its peers.
A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official bolstered hopes for an interest rate cut. New York Federal Reserve President John Williams stated he sees “room for a further adjustment” in the near term, sparking a significant market rally. Following his remarks, the probability of the central bank cutting rates at its December meeting jumped from 39% to over 73%, according to the CME FedWatch tool. This positive sentiment provided relief to markets amid concerns over high valuations, particularly in AI-related stocks.
Unprofitable companies face headwinds as they struggle to keep operating expenses under control.
Some may be investing heavily, but the majority fail to convert spending into sustainable growth.
A number of stocks fell in the afternoon session after the broader U.S. stock market declined amid investor caution and a pullback in technology stocks.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Zillow (NASDAQ:ZG) and the best and worst performers in the real estate services industry.
Let’s dig into the relative performance of eXp World (NASDAQ:EXPI) and its peers as we unravel the now-completed Q3 real estate services earnings season.
Offerpad experienced a difficult third quarter, with management attributing underperformance to ongoing challenges in the housing market, including affordability pressures and limited mobility. CEO Brian Bair described the period as a “toughest housing cycle in a generation,” noting that higher mortgage rates and subdued transaction activity weighed on results. Nevertheless, Bair emphasized operational improvements, such as cost reductions and technology-driven efficiencies, as key areas where the company has made progress.
Shares of technology real estate company Offerpad (NYSE:OPAD)
fell 18.1% in the morning session after it reported disappointing third-quarter results and issued a weak forecast for the upcoming quarter.
Technology real estate company Offerpad (NYSE:OPAD) fell short of the markets revenue expectations in Q3 CY2025, with sales falling 36.2% year on year to $132.7 million. Next quarter’s revenue guidance of $112.5 million underwhelmed, coming in 23.4% below analysts’ estimates. Its GAAP loss of $0.37 per share was 12.1% below analysts’ consensus estimates.
Technology real estate company Offerpad (NYSE:OPAD) missed Wall Street’s revenue expectations in Q3 CY2025, with sales falling 36.2% year on year to $132.7 million. Next quarter’s revenue guidance of $112.5 million underwhelmed, coming in 23.4% below analysts’ estimates. Its GAAP loss of $0.37 per share was 12.1% below analysts’ consensus estimates.
