Opendoor Technologies (OPEN)

Outperform Recap: Q2 2026

The Unit Economics Arrived and the Stock Fell: Opendoor's Awkward, Working Quarter

Outperform Recap: Q1 2026

Four Cohorts Make a Pattern: Upgrading Opendoor as the Margin Curve Goes Flat

Hold Recap: Q4 2025

One Good Cohort Is Not Yet a Business, But It Is the First Real Evidence

Hold Recap: Q3 2025

A New CEO Refounds Opendoor While the Old Book Bleeds Out