New York, Jan 31, 2026, 08:53 EST — Market closed.
- Opendoor is set to release its Q4 and full-year 2025 earnings after the market closes on Feb. 19, followed by a 5 p.m. ET livestream featuring an interactive shareholder Q&A session.
- Shares closed Friday 7.7% lower at $5.15, continuing a two-day drop totaling roughly 11%.
- Mortgage rates held steady in the low-6% territory, putting housing demand and resale prices under the microscope as earnings approach.
Opendoor Technologies Inc (OPEN.O) announced Friday it will release its fourth-quarter and full-year results on Feb. 19. Ditching the usual earnings call, the company plans a livestream at 5 p.m. ET with an interactive Q&A starting Feb. 12, where shareholders can submit and upvote questions. “We believe in building in the open,” Opendoor said, noting the video will be available on its investor site as well as Robinhood, YouTube, and X. Shares dropped 7.7%, closing at $5.15. (GlobeNewswire)
That date has become the next key milestone for a company whose earnings hinge on subtle shifts in housing demand and resale prices. As U.S. markets close for the weekend, traders are bracing for Monday, hoping for a clearer picture of early-2026 trends.
The broader market showed signs of strain on Friday. U.S. stocks dipped, with the Nasdaq shedding 0.9%, as investors wrestled with the implications of President Donald Trump’s latest Fed nominee for interest rate policy, the Associated Press reported. (AP News)
Opendoor has fallen roughly 11% across the past two sessions, including a 3.1% slide on Thursday. On Friday, the shares fluctuated between $5.06 and $5.60, resulting in a market cap near $4.9 billion. (StockAnalysis)
Borrowing costs remain a key factor. The average 30-year fixed mortgage rate, the go-to for U.S. homebuyers, stood at 6.17% on Friday, according to Bankrate data. Anthony Kellum of Kellum Mortgage said, “I don’t believe the data is compelling enough to prompt an immediate shift in policy.” Mike Fratantoni, chief economist at the Mortgage Bankers Association, added, “The news from this meeting does not change our forecast for mortgage rates.” (Bankrate)
Opendoor’s February report isn’t just about the top-line figures. Investors want details on how many homes it’s buying and selling, the profit per transaction after expenses, and any hints about shifts in its 2026 strategy.
Opendoor operates as an iBuyer, snapping up homes directly to flip them later. But when properties linger on the market or prices dip, the math quickly turns against them. Holding costs mount, and discounts eat into profits.
Peers also slipped on Friday. Zillow Group finished at $63.03, and Offerpad Solutions dropped to $1.02. (Yahoo Finance)
The risk is clear: if demand falters or home prices fall in crucial markets, spreads tighten and inventory piles up. Rising mortgage rates would only worsen the situation, as would a sharp pullback in sector liquidity.
Next up: the shareholder question window opens Feb. 12, offering a sneak peek at what retail investors and analysts might be pushing for. But the real spotlight hits Feb. 19, when Opendoor releases its report and hosts the livestream at 5 p.m. ET.
