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

Offerpad Solutions (NYSE:OPAD) announced its quarterly earnings data on Monday. The company reported ($0.26) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 Stock Down 0.8%

OPAD traded down $0.01 on Monday, reaching $0.81. The company’s stock had a trading volume of 2,171,405 shares, compared to its average volume of 5,930,274. The company has a market capitalization of $29.97 million, a price-to-earnings ratio of -0.42 and a beta of 2.36. 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 stock has a 50 day moving average of $1.22 and a two-hundred day moving average of $2.30.

Institutional Investors Weigh In On Offerpad Solutions

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. Engineers Gate Manager LP purchased a new stake in shares of Offerpad Solutions in the 4th quarter valued at about $27,000. AQR Capital Management LLC lifted its stake in shares of Offerpad Solutions by 69.6% in the 1st quarter. AQR Capital Management LLC now owns 24,308 shares of the company’s stock worth $40,000 after acquiring an additional 9,979 shares during the period. Goldman Sachs Group Inc. purchased a new stake in Offerpad Solutions in the 4th quarter valued at approximately $32,000. Barclays PLC boosted its holdings in Offerpad Solutions by 190.5% in the 4th quarter. Barclays PLC now owns 33,345 shares of the company’s stock valued at $40,000 after purchasing an additional 21,868 shares in the last quarter. Finally, Jane Street Group LLC acquired a new position in Offerpad Solutions during the 2nd quarter worth approximately $44,000. 39.44% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on OPAD. iA Financial set a $3.50 price objective on Offerpad Solutions in a research report on Thursday, December 11th. Weiss Ratings restated a “sell (d-)” rating on shares of Offerpad Solutions in a report on Wednesday, January 28th. Wall Street Zen raised Offerpad Solutions from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Alliance Global Partners assumed coverage on Offerpad Solutions in a research note on Thursday, December 11th. They issued a “buy” rating and a $3.50 price objective for the company. One 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 data from MarketBeat.com, Offerpad Solutions currently has a consensus rating of “Hold” and a consensus price target of $2.29.

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.