Offerpad Solutions, Inc. Class A (OPAD)

Offerpad Solutions, Inc.'s stock price has declined by 54.11% over the past year. In Q3 2025, Offerpad announced earnings with an EPS of -$0.34, missing estimates, and revenue of $132.68 million, also below estimates, providing Q4 guidance expecting revenue between $100 million and $125 million. In Q2 2025, Offerpad reported revenue of $160.3 million with 452 homes sold, with a gross margin of 8.9%. Q1 2025 revenue totaled $161 million with 460 homes sold, reflecting declines due to strategic inventory adjustments. In June 2025, Offerpad was dropped from the Russell Microcap Growth Index and the Russell Small Cap Comp Growth Index. In July 2025, the company finalized a capital raise of $21 million, increasing its total liquidity to over $75 million.

Demand seasonality affects Offerpad's volumes. The traditional spring selling season in 2025 was described as "underwhelming." The company's management acknowledges seasonality as a factor impacting near-term results and plans to manage acquisition volume carefully until demand becomes more sustained.

Offerpad Solutions, Inc. (OPAD) is a technology-enabled platform in the Real Estate sector, specifically in Real Estate Services and PropTech. Founded in 2015 in Tempe, Arizona, it aims to simplify home selling and buying in the United States. Offerpad's core business is its "Cash Offer" service, providing immediate cash offers for homes. It also offers a "Flex listing service" that includes renovating and listing homes for sale, renovation services to other businesses, and a "Direct+ institutional buyer program." Additionally, Offerpad has an "agent partnership program" and provides ancillary products and services such as energy efficiency solutions, smart home technology, insurance, home warranty services, and mortgage, title, and escrow services.

Offerpad Solutions, Inc. has a significant market presence across numerous metropolitan areas in the United States, operating in approximately 1,700 cities and towns.

Offerpad has emphasized its commitment to enhancing customer satisfaction through technological innovation and a customer-centric approach. The company's Q2 2025 earnings call highlighted "strong consumer demand" and the "trust sellers place in Offerpad as one of the largest homebuyers in the country." Management has also indicated the rollout of AI-driven image recognition and pricing enhancements to speed inspections, improve price accuracy, and reduce manual variability, which is expected to boost margins and scalability, potentially enhancing its reputation.

Offerpad Solutions Inc. (OPAD) stock ownership is a mix of institutional, insider, and retail investors. Ownership percentages vary across different sources. Major institutional owners include First American Financial Corp, Kemnay Advisory Services Inc., Citadel Advisors Llc, Vanguard Group Inc, BlackRock, Inc., BRYN MAWR TRUST Co, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Investure, LLC, and Susquehanna International Group, Llp. First American Financial Corp is also noted as the largest individual Offerpad Solutions shareholder, owning 76.79 million shares, representing 208.33% of the company. Roberto Marco Sella is also identified as owning the most shares of Offerpad Solutions Inc.