Our Growth Investor Pro service is one of the most highly-respected and most popular services on all of Seeking Alpha. Just $99 to try it for a month. You can learn all about it here including the wall of 5-star reviews we've received in bear and bull markets alike.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Nothing in this note is intended to be investment advice and nor should itAlex runs the investin ...

Our Growth Investor Pro service is one of the most highly-respected and most popular services on all of Seeking Alpha. Just $99 to try it for a month. You can learn all about it here including the wall of 5-star reviews we've received in bear and bull markets alike.DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Nothing in this note is intended to be investment advice and nor should itAlex runs the investin ...

公司战略与AI应用 - Opendoor新任临时总裁Shrisha Radhakrishna将人工智能视为改善公司运营的关键手段 重点应用于营销 定价和房屋评估领域 [4] - 公司期望通过AI提升效率 解锁新增长机会并降低成本 但需投入时间与资金 且实际效果存疑 [1][5] - AI可能帮助改善定价策略 但若无法显著提升毛利率 则难以对业务和股东产生实质性回报 [6] 财务与运营挑战 - 公司毛利率长期处于个位数水平 房屋翻新业务的利润空间不足难以覆盖运营成本 [5] - 截至6月30日的季度 公司利息支出达3600万美元 是运营亏损1300万美元的近3倍 总债务超过20亿美元 [10] - 尽管股价年内涨幅超300% 但业务仍缺乏可持续盈利路径 财务表现疲弱且市场环境严峻 [11][12] AI行业实施现状 - 麻省理工学院报告显示 95%的企业未从AI投资中获得显著收入或回报 [9] - 大型科技公司凭借巨额预算通过AI推动业务增长 但普通企业需管理预期 盲目投资可能产生新问题 [8][9] - AI转型并非必然成功 对常年亏损且高负债的Opendoor而言存在显著实施风险 [10]

Key Takeaways Opendoor shares jumped a whopping 171% in a month, closing at $6.04, far above the 52-week low of $0.51. The company is diversifying beyond cash offers with agent tools and new products like Cash Plus. OPEN guides a y/y Q3 revenue decline of 43%, with margin pressure from older, lower-margin homes. Shares of Opendoor Technologies Inc. ((OPEN) have skyrocketed 171% in the past month, compared with the industry and the S&P 500’s rallies of 0.8% and 2.5%. On Monday, the stock closed at $6.04, bel ...

The rally to new highs, followed by a sharp intraday reversal to close lower, could have some chart watchers believing a top has been hit. ...

Key Points Opendoor's stock fluctuations Monday show why it's a risky bet for investors. Traders, on the other hand, are obsessed with it. A social media campaign to bring back an Opendoor co-founder is driving trading volume. 10 stocks we like better than Opendoor Technologies › Opendoor Technologies (NASDAQ: OPEN) stock popped by as much as 10% Monday morning. The stock remains highly volatile, and its next move showed investors why it's a risky bet. Shares lost all of those gains and more in he ...

Shares of heavily shorted Opendoor Technologies are continuing their rally, putting the stock on pace to extend its winning streak to seven days. ...

Opendoor Technologies, Inc. OPEN shares climbed Monday as retail investors continued a massive rally and social media buzz suggested a famous comedian is buying into Opendoor. OPEN stock is climbing. See the real-time price action here. "You Can Do It!"On Sunday evening, leader of the "OPEN Army" Eric Jackson hinted that a celebrity will announce their support of Opendoor on Monday. "Not Drake, but we have a significant comedian buying OPEN announcement coming tomorrow," Jackson posted on X. A few hours lat ...

Citron做空报告内容 - 著名做空机构Citron Research在社交媒体上指责Opendoor是"股票促销和烧钱的科学实验" [1] - 该机构批评公司商业模式从未有效运作 并称其提供"多种亏损方式" [2] - 报告同时看好loanDepot 认为市场低估其抵押贷款服务部门价值 [1][3] Opendoor市场表现 - 股价在做空报告发布后逆势上涨8.27% 收报6.45美元 [4] - 当日交易量异常放大 股价盘中短暂下跌后快速反弹 [2][3] - 过去六个月公司股价累计上涨420% 主要由散户投资者推动 [3] 行业与商业模式分析 - 房地产行业利润率较低 1-2%的价格波动即可侵蚀全部利润 [5] - 业务模式需要大量资本投入 数十亿美元资金被困在库存中且转售无保障 [5] - 面临激烈竞争 Zillow曾尝试相同模式但已失败退出 [5] 财务风险因素 - 公司存在严重现金消耗问题 预计很快将进行大规模股份稀释 [5] - 无法通过人工智能技术扩大利润率或防御市场份额 [5] - loanDepot抵押服务部门被单独估值5美元/股 是其近期股价两倍以上 [3][4]

智通财经APP获悉，Opendoor Technologies(OPEN.US)股价延续近期涨势，截至发稿，该股涨超10%， 报6.56美元。该股昨日创下自2022年8月以来的最高收盘价。 ...