Opendoor Technologies WKN: A2QHR0 ISIN: US6837121036 Forum: Aktien Thema: Hauptdiskussion

Nächstes Jahr wird man deutliche Fortschritte sehen unter dem neuen Management

Wow das muss jetzt aber zünden 😲🚀😉

Jetzt kann Opendoor richtig stark skalieren. Ich denke die Acquisitions werden in die Höhe schießen und somit auch die Umsätze.

https://x.com/i/status/2003081548351074617

2,22

5,68

2,58€

4,90€

2,10

Ich habe ein gutes Gefühl für heute geht's über 6€😂👌

1,85

Independent transaction-level data (Nov 21 → Dec 21) shows Opendoor’s gross profit margin on home sales around ~9.65%, based on ~85–90% of reported transactions (~550 homes sold in 30 days). Why this is important: • ⁠Q3 2025 GAAP gross margin was ~7.2% • ⁠Recent contribution margins were only ~2–4% • ⁠This data reflects real homes sold, not adjusted management metrics A ~9.65% gross margin suggests: • ⁠Better pricing discipline on acquisitions • ⁠Faster resale velocity • ⁠Less inventory write-down pressure • ⁠The new pricing/AI systems are actually working in live markets The key point: margin improvement is showing up before full volume scale. That’s the right order for a turnaround. It means every incremental home sold is becoming less dilutive — potentially accretive — rather than just “growing losses.” Still needed: • ⁠Confirmation it persists beyond 30 days • ⁠No major macro shock • ⁠Continued acquisition pace >200/week But if this holds for another month, the market cannot keep valuing OPEN like a broken model. ​

https://x.com/i/status/2002420160960123326