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Monday's Bonus Content 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.
Opendoor Technologies (NASDAQ: OPEN) is experiencing a seismic shift, and the market is responding with force: its stock has surged over 460% year-to-date. This spike stems from the Sept. 10 announcement that Kaz Nejatian, former COO of Shopify, will become CEO, alongside the return of co-founders Keith Rabois and Eric Wu to the board. Investors view this leadership overhaul as the catalyst for finally realizing Opendoor's promise to disrupt the residential real estate sector. Importing a Strategy for Disciplined Execution AI is devouring power at an unprecedented rate. Google alone expects its annual electricity bill to jump by $20 billion, and utilities warn that AI demand could soon rival entire nations. Most companies chasing the boom will burn out — just like the dot-com era.
But survival may come down to a single "miracle metal" that can cut AI's energy use by up to 99%. And right now, only one U.S. company has the capacity to produce it at scale. See why this overlooked stock could become the backbone of the $15.7 trillion AI build-out Nejatian's appointment anchors Opendoor's new strategic direction. At Shopify, he scaled one of the world's most complex and operationally robust e-commerce platforms, delivering a blueprint for disciplined execution and technology-led growth. Under his guidance, Opendoor will pivot from a capital-intensive home-buying model to a lean, high-velocity transaction platform—mirroring Shopify's efficient ecosystem for merchants. Co-founder Keith Rabois returns as chairman, known for his laser focus on operational efficiency. His remark that Opendoor's 1,400-person workforce is "bloated" and could operate with just 200 staff underscores the mandate for a corporate overhaul. For investors, this commitment to eliminate inefficiencies and establish a sustainable cost structure is a clear positive. This strategic pivot is further validated by: - An AI-First Commitment: Leveraging artificial intelligence not only for home pricing but across the entire transaction process to drive efficiency and reduce risk.
- Insider Capital: A $40 million equity injection from Rabois's Khosla Ventures and Eric Wu, underscoring confidence from those with the deepest knowledge of the business.
A New Financial Trajectory: Looking Beyond Lagging Indicators Under the new regime, investors should view Opendoor's Q3 2025 guidance—the projected adjusted EBITDA loss—as a relic of its previous strategy, a lagging indicator that doesn't capture the company's evolving operations. Instead, consider Q2 2025 results, released just before the leadership change. Opendoor reported: - $1.6 billion in revenue.
- GAAP net loss narrowed to $29 million (from $92 million a year earlier).
- $23 million of positive adjusted EBITDA, the first in three years.
These metrics illustrate the groundwork for renewed financial discipline. Yet Wall Street's consensus price target of $1.26—implying a price-to-sales ratio of 1.30 and a price-to-book ratio of 9.16—remains rooted in past performance. With the new leadership team accelerating momentum, the market is underestimating Opendoor's upside potential. How Heavy Short Selling Could Fuel the Next Rally Another bullish factor is Opendoor's high short interest. At the end of August 2025, short sellers held 167.57 million shares—over $745 million worth—representing more than 23% of the float. If management continues to deliver on its operational goals, rising share prices could force short sellers to cover, triggering a short squeeze and potentially significantly amplifying the rally. Why Opendoor's New Chapter Is Just Beginning Opendoor's dramatic stock run is not mere speculation; it reflects a rational market revaluation driven by transformative leadership changes. By installing a CEO with a world-class scaling pedigree and reinstating its visionary co-founders, the company has shifted its focus to operational excellence. The investment thesis has evolved from a broad bet on iBuying into a targeted wager on execution. The next phase will hinge on margin improvement and sustainable profitability. While any turnaround carries risk, the combination of elite operational talent, a founder-led mission, and favorable technical dynamics presents a compelling growth story for investors.
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