← Opendoor overview

Opendoor vs CBRE: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Opendoor Technologies Inc (OPEN)

Q3 2026
▲2▼2

Opendoor's turnaround gains traction but losses widen and guidance disappoints

  • Record contract signings and improving unit economics Opendoor signed its largest volume of home acquisition contracts since 2022, roughly double the prior quarter, and resale margins have improved every month since September 2025. Aged inventory fell from 51% to 10%. This shows demand is strong and the core business is getting healthier, which supports the stock.

    This is the main positive force behind the stock and shows the turnaround is real.

  • Q2 loss widens to $162 million, revenue falls 43.7% Opendoor reported a second-quarter net loss of $162 million, much wider than last year's $29 million loss, and revenue dropped 43.7% to $883 million. This shows the company is still losing a lot of money, which weighs on the stock.

    This is the key negative financial result that directly pushes the stock down.

  • Revenue miss and weak guidance for Q3 Revenue of $883 million missed Wall Street's $905.9 million estimate, and management guided for 20% year-over-year growth, below the 25% analysts expected. This disappointed investors and contributed to a 19% stock drop in July.

    This explains the negative market reaction and the stock's decline.

  • Path to profitability and expansion to 35-40 states Opendoor expects to be licensed in 35 to 40 states by year-end and targets adjusted net income profitability by end of 2026. It is already profitable on an adjusted EBITDA basis on a 12-month go-forward view, and marketing spend fell from $19 million to $5 million. This gives investors a clear path to profits.

    This is a forward-looking positive that could drive the stock higher if achieved.

July 2026
▲2▼2

Opendoor's turnaround gains traction but losses widen and guidance disappoints

  • Record contract signings and improving unit economics Opendoor signed its largest volume of home acquisition contracts since 2022, roughly double the prior quarter, and resale margins have improved every month since September 2025. Aged inventory fell from 51% to 10%. This shows demand is strong and the core business is getting healthier, which supports the stock.

    This is the main positive force behind the stock and shows the turnaround is real.

  • Q2 loss widens to $162 million, revenue falls 43.7% Opendoor reported a second-quarter net loss of $162 million, much wider than last year's $29 million loss, and revenue dropped 43.7% to $883 million. This shows the company is still losing a lot of money, which weighs on the stock.

    This is the key negative financial result that directly pushes the stock down.

  • Revenue miss and weak guidance for Q3 Revenue of $883 million missed Wall Street's $905.9 million estimate, and management guided for 20% year-over-year growth, below the 25% analysts expected. This disappointed investors and contributed to a 19% stock drop in July.

    This explains the negative market reaction and the stock's decline.

  • Path to profitability and expansion to 35-40 states Opendoor expects to be licensed in 35 to 40 states by year-end and targets adjusted net income profitability by end of 2026. It is already profitable on an adjusted EBITDA basis on a 12-month go-forward view, and marketing spend fell from $19 million to $5 million. This gives investors a clear path to profits.

    This is a forward-looking positive that could drive the stock higher if achieved.

Latest
▲2▼2

Opendoor's turnaround gains traction but losses widen and guidance disappoints

  • Record contract signings and improving unit economics Opendoor signed its largest volume of home acquisition contracts since 2022, roughly double the prior quarter, and resale margins have improved every month since September 2025. Aged inventory fell from 51% to 10%. This shows demand is strong and the core business is getting healthier, which supports the stock.

    This is the main positive force behind the stock and shows the turnaround is real.

  • Q2 loss widens to $162 million, revenue falls 43.7% Opendoor reported a second-quarter net loss of $162 million, much wider than last year's $29 million loss, and revenue dropped 43.7% to $883 million. This shows the company is still losing a lot of money, which weighs on the stock.

    This is the key negative financial result that directly pushes the stock down.

  • Revenue miss and weak guidance for Q3 Revenue of $883 million missed Wall Street's $905.9 million estimate, and management guided for 20% year-over-year growth, below the 25% analysts expected. This disappointed investors and contributed to a 19% stock drop in July.

    This explains the negative market reaction and the stock's decline.

  • Path to profitability and expansion to 35-40 states Opendoor expects to be licensed in 35 to 40 states by year-end and targets adjusted net income profitability by end of 2026. It is already profitable on an adjusted EBITDA basis on a 12-month go-forward view, and marketing spend fell from $19 million to $5 million. This gives investors a clear path to profits.

    This is a forward-looking positive that could drive the stock higher if achieved.

CBRE Group Inc Class A (CBRE)

Q3 2026
▲4

CBRE beats, raises guidance, and wins data-center work as demand broadens

  • Q2 beat and raised 2026 guidance CBRE reported 30% core EPS growth and raised full-year core EPS guidance to $7.80-$7.90. Revenue rose 16%, all four segments grew profit over 25%, and free cash flow hit about $1.7 billion. A strong quarter plus higher guidance lifts the stock because it shows the business is earning more than expected.

    The earnings beat and guidance raise are the period's biggest company-specific price driver.

  • Data-center demand boom feeds CBRE's services North American data-center leasing hit 25 gigawatts in the first half, double last year, with vacancy at a record-low 1%. CBRE expects power and infrastructure speed to drive site choices. More building means more work for CBRE's project management and facilities teams, supporting revenue.

    It explains the structural demand behind CBRE's fastest-growing service lines.

  • Fermi hires CBRE to run Texas data center Fermi signed CBRE as exclusive operations and maintenance provider for its first Texas Panhandle data center, a five-year deal that can extend to more buildings. This is a concrete contract win that adds recurring services revenue and shows CBRE winning critical-infrastructure work.

    A named, signed contract is direct evidence of new revenue for CBRE.

  • Office and housing demand improving worldwide Tokyo office rents hit a 31-year high with 1.95% vacancy and over 90% pre-leasing at new towers. CBRE also flagged larger industrial leases, a senior-living deal, and Thailand's 100% loan-to-value and fee cuts boosting home buying. Stronger leasing and transactions mean more fees for CBRE.

    These regional demand signals show CBRE's core brokerage and advisory markets recovering.

August 2026
▲4

CBRE beats, raises guidance, and wins data-center work as demand broadens

  • Q2 beat and raised 2026 guidance CBRE reported 30% core EPS growth and raised full-year core EPS guidance to $7.80-$7.90. Revenue rose 16%, all four segments grew profit over 25%, and free cash flow hit about $1.7 billion. A strong quarter plus higher guidance lifts the stock because it shows the business is earning more than expected.

    The earnings beat and guidance raise are the period's biggest company-specific price driver.

  • Data-center demand boom feeds CBRE's services North American data-center leasing hit 25 gigawatts in the first half, double last year, with vacancy at a record-low 1%. CBRE expects power and infrastructure speed to drive site choices. More building means more work for CBRE's project management and facilities teams, supporting revenue.

    It explains the structural demand behind CBRE's fastest-growing service lines.

  • Fermi hires CBRE to run Texas data center Fermi signed CBRE as exclusive operations and maintenance provider for its first Texas Panhandle data center, a five-year deal that can extend to more buildings. This is a concrete contract win that adds recurring services revenue and shows CBRE winning critical-infrastructure work.

    A named, signed contract is direct evidence of new revenue for CBRE.

  • Office and housing demand improving worldwide Tokyo office rents hit a 31-year high with 1.95% vacancy and over 90% pre-leasing at new towers. CBRE also flagged larger industrial leases, a senior-living deal, and Thailand's 100% loan-to-value and fee cuts boosting home buying. Stronger leasing and transactions mean more fees for CBRE.

    These regional demand signals show CBRE's core brokerage and advisory markets recovering.

Latest
▲4

CBRE beats, raises guidance, and wins data-center work as demand broadens

  • Q2 beat and raised 2026 guidance CBRE reported 30% core EPS growth and raised full-year core EPS guidance to $7.80-$7.90. Revenue rose 16%, all four segments grew profit over 25%, and free cash flow hit about $1.7 billion. A strong quarter plus higher guidance lifts the stock because it shows the business is earning more than expected.

    The earnings beat and guidance raise are the period's biggest company-specific price driver.

  • Data-center demand boom feeds CBRE's services North American data-center leasing hit 25 gigawatts in the first half, double last year, with vacancy at a record-low 1%. CBRE expects power and infrastructure speed to drive site choices. More building means more work for CBRE's project management and facilities teams, supporting revenue.

    It explains the structural demand behind CBRE's fastest-growing service lines.

  • Fermi hires CBRE to run Texas data center Fermi signed CBRE as exclusive operations and maintenance provider for its first Texas Panhandle data center, a five-year deal that can extend to more buildings. This is a concrete contract win that adds recurring services revenue and shows CBRE winning critical-infrastructure work.

    A named, signed contract is direct evidence of new revenue for CBRE.

  • Office and housing demand improving worldwide Tokyo office rents hit a 31-year high with 1.95% vacancy and over 90% pre-leasing at new towers. CBRE also flagged larger industrial leases, a senior-living deal, and Thailand's 100% loan-to-value and fee cuts boosting home buying. Stronger leasing and transactions mean more fees for CBRE.

    These regional demand signals show CBRE's core brokerage and advisory markets recovering.