Welcome back. Online real estate company Openoro adding to its incredible year-to- date rally this week, jumping nearly 80% just yesterday after announcing a seauite shuffle, including a new CEO and a new chairman. Shares are up more than 500% this year.Joining us now is the company's co-founder and new chairman Keith Rao. He's also a managing director at Coastl Ventures. Keith, this is such an interesting story.Obviously, this is the the meme stock dour. What's how did how did you how did you get here. How ...

市场整体表现 - 美国股市午盘上涨 标准普尔500指数和纳斯达克指数延续周三收盘创纪录高位的走势[1] - 道琼斯工业平均指数涨幅超过1%[1] - 通胀和失业报告增强市场对美联储将在本月降息的信心[1][4] 个股表现 - 医疗保险公司 - Centene重申其业绩指引 该指引超出分析师预期[2][4] - Centene股价因业绩指引高于预期而上涨[1][2] 个股表现 - 科技公司 - 美光科技股价上涨 因花旗将其目标价从150美元上调至175美元 因DRAM芯片和人工智能产品需求增长[2] - 甲骨文股价下跌 成为标准普尔500指数中表现最差的股票 此前一天因强劲收入展望暴涨36%[3][4] - Netflix股价下跌 因首席产品官Eunice Kim辞职 该高管曾主导实施流媒体服务防止密码共享的措施[4] 个股表现 - 其他行业 - Opendoor Technologies股价飙升 因该在线房地产平台宣布新CEO 让联合创始人重返董事会 并获得4000万美元投资[2] - Oxford Industries股价上涨 因旗下Tommy Bahama等服装品牌盈利超预期 且本季度销售表现令人鼓舞 公司已采取措施抵消新关税成本[3] 大宗商品与外汇市场 - 石油和黄金期货下跌[4] - 10年期国债收益率下滑[4] - 美元兑欧元、英镑和日元走弱[4] - 大多数主要加密货币价格上涨[4]

Key Points Opendoor is bringing in Shopify COO Kaz Nejatian as its next CEO. The company also brought back co-founders Keith Rabois and Eric Wu to serve on the board. Investors are hopeful they can help turn around the business. 10 stocks we like better than Opendoor Technologies › Shares of Opendoor Technologies (NASDAQ: OPEN) were soaring again today after the online home flipper overhauled its management team, announcing a new CEO and bringing back two of the company's founders onto the board. ...

公司业务模式 - 公司致力于打造住房超级应用 旨在成为涵盖所有搬家相关事务的一站式平台[1] - 公司业务从传统的梦想和浏览场所转变为更频繁的买卖、租赁和融资场所[1] 用户规模 - 公司旗下应用和网站月均独立用户数超过2.4亿 具有广泛的品牌知名度[1] 收入结构 - 公司收入来源分为两个明显不同的板块[2]

Keith Rabois of Khosla Ventures attends Day 3 of TechCrunch Disrupt SF 2013 at San Francisco Design Center on September 11, 2013 in San Francisco, California.Opendoor, the online real estate platform that's seen a surge of retail investor interest in recent months, said Wednesday that it's tapped former Shopify executive Kaz Nejatian as CEO and named co-founder Keith Rabois as chairman.The stock popped 30% in extended trading, and is now up more than fifteenfold since hitting its record low in June.Rabois, ...

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]

The meme stock rally continues, and one big shareholder cashed out.Shares of Opendoor Technologies (OPEN 9.94%) have resumed their rally after a brief pause last month. The stock jumped as much as 12.3% this morning and remained higher by 4.8% as of 12:05 p.m. ET. Opendoor has become the latest meme stock as retail investors continue to push it higher.That jump comes despite a recent Securities and Exchange Commission (SEC) filing showing that one large shareholder is cashing in on the rally. A meme stock b ...

核心观点 - Opendoor股价在2025年显著反弹 当前股价5美元 年初至今上涨近180% 主要受住房市场稳定化、单位经济效益改善及公司盈利转型推动 [2] - 分析认为若收入恢复至120-130亿美元且市销率从0.3倍提升至0.7-1.0倍 股价可能达到9-10美元 较当前价格有翻倍空间 [4][8] 财务表现与估值 - 2023年收入69亿美元 2024年降至52亿美元 较疫情期间峰值下滑 [3] - 当前市销率仅0.3倍 显著低于Zillow等数字平台竞争对手的3倍水平 [4] - 分析师预测2026年收入将加速恢复至120-130亿美元 [3] 增长驱动因素 - 住房市场稳定化：抵押贷款利率下降及库存受限推动交易活动回升 [6] - 单位经济效益改善：毛利率从2022年负值提升至2024年的5-6% 因定价算法优化和库存持有期缩短 [6] - 业务多元化：拓展抵押贷款、产权和房屋服务 提升单客户收入并降低对iBuying利差的依赖 [6] - 合作伙伴生态：与Zillow、Realtor.com及建筑商合作增强交易流和分销网络 [6] - 盈利路径：近期季度调整后EBITDA转正 预计2025年大幅减少净亏损 [7] 行业与竞争环境 - 住房市场周期性波动可能影响复苏节奏 [11] - 尽管毛利率改善但仍显脆弱 微小定价误差或需求变化可能导致亏损 [11] - iBuying模式需要大量资产负债表能力维持库存 [11] - Zillow、Redfin和传统中介继续主导住房生态系统 [11]

The stock is up over 300% in recent months, but a rising inflation rate could spell trouble. Opendoor is trying to build an Amazon-like e-commerce model for the housing industry, where people can buy and sell homes online. The company buys homes, usually those in good condition or those that only need minor repairs, then resells them on its online marketplace. It sounds like a great idea, but the company hasn't been able to turn that into a sustainable business yet. The profit margins are slim. Opendoor has ...

Opendoor Technologies Inc. OPEN is riding a wave of momentum, and the charts are backing it up. The stock recently achieved a Golden Cross, a classic bullish signal as its 50-day simple moving average (SMA) surged above its 200-day SMA, suggesting potential for further upside. The move aligned with calls from investors like Eric Jackson of hedge fund EMJ Capital, who had long advocated leadership changes to unlock Opendoor's potential. Meme-Stock Energy And Retail Investor Buzz Opendoor is also benefiting f ...