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Sunday's Bonus News Why Opendoor Stock Is Soaring—and May Just Be StartingWritten by Jeffrey Neal Johnson. Published 9/16/2025. 
Key Points - The appointment of a new CEO with a proven track record from Shopify brings a blueprint for operational excellence and disciplined, scalable growth.
- Visionary co-founders have returned to the board with a clear mandate to streamline operations and refocus the business on a leaner, technology-first model.
- Heavy short interest in the stock could fuel upward price movement as the new leadership team begins to successfully execute its strategic turnaround.
A seismic shift is unfolding at Opendoor Technologies (NASDAQ: OPEN), and the market has taken notice. The stock has surged more than 460% year-to-date, fueled by a pivotal leadership shakeup announced on Sept. 10. The company named Kaz Nejatian—former COO of Shopify—as CEO and welcomed co-founders Keith Rabois and Eric Wu back to the board. Investors view this lineup as a transformational catalyst, signaling that Opendoor is finally poised to deliver on its disruptive vision for residential real estate. Importing a Strategy for Disciplined Execution President Trump is set to sign a game-changing new law…
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Giving you a chance to turn a small stake into a six-figure payout. So please click here to RSVP… Nejatian's track record at Shopify speaks for itself: he helped scale one of the world's most complex, efficient e-commerce platforms. At Opendoor, he's expected to import that same blueprint for disciplined execution and tech-driven growth, shifting the company from a capital-intensive home-buying model to a lean, high-velocity transaction platform. Equally significant is the return of Keith Rabois as Chairman. Known for his laser focus on efficiency, Rabois publicly declared that Opendoor's 1,400-person workforce is "bloated" and could operate with as few as 200 employees. That stark assessment serves as a clear mandate to streamline operations and establish a sustainable cost structure. This strategic pivot is further validated by: - An AI-First Commitment: The new leadership has pledged to deploy artificial intelligence not only for home pricing but across the entire transaction process to boost efficiency and mitigate risk.
- Insider Capital: A fresh $40 million equity investment from Khosla Ventures (led by Rabois) and co-founder Eric Wu underscores management's conviction in Opendoor's future.
A New Financial Trajectory: Looking Beyond Lagging Indicators Investors should treat Opendoor's Q3 2025 guidance—a projected adjusted EBITDA loss—as a hangover from the old strategy, not a preview of what's to come under the new regime. A more revealing gauge is the company's Q2 2025 performance, reported just before the leadership change. In that quarter, Opendoor achieved: - $1.6 billion in revenue
- A narrowed GAAP net loss of $29 million, down from a $92 million loss a year earlier
- Positive adjusted EBITDA of $23 million, the first quarterly profit of its kind in three years
Those results demonstrate that financial discipline was already taking root. Yet Wall Street's consensus price target of $1.26 and valuation metrics—1.30x price-to-sales and 9.16x price-to-book—remain grounded in historical performance. The market appears to be betting that the new leadership can unlock value far beyond those past benchmarks. How Heavy Short Selling Could Fuel the Next Rally Another bullish factor is Opendoor's high short interest. As of Aug. 31, 2025, short sellers held 167.6 million shares—over 23% of the float—worth more than $745 million. If Nejatian and his team continue to hit milestones, rising share prices could trigger a classic short squeeze. Short sellers scrambling to cover their positions would add intense upward pressure, potentially amplifying the rally. Why Opendoor's New Chapter Is Just Beginning Opendoor's dramatic stock surge reflects more than speculative enthusiasm; it's a market re-rating driven by a credible, transformative leadership change. With a world-class CEO and the return of its visionary founders, the company has shifted from a broad bet on iBuying to a focused turnaround play. The path ahead hinges on execution: improving margins, driving sustainable profitability and realizing the promise of a lean, AI-enabled transaction platform. While any turnaround carries risk, the combination of elite operational talent, a renewed founder-led mission and a potent technical setup makes for a compelling investment thesis.
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