Offerpad Solutions Inc.(OPAD)Stock Analysis
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Rank #2,523 of 2,879 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
OPAD Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Offerpad Solutions Inc. (OPAD), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores OPAD at 26.0/100 on a 32-signal composite quality model, placing it at rank #2,523 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (1.1) and balance sheet strength (7.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Offerpad Solutions Inc. reports quarterly revenue of $80.1M, net income of $-10.1M, an operating margin of -11.3%. Top institutional holders of OPAD by reported 13-F value include First American Financial, Kemnay Advisory Services, VANGUARD CAPITAL MANAGEMENT, based on the most recent SEC filings. OPAD trades on the NYSE exchange and files with the SEC under CIK 1825024. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate OPAD daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Offerpad Solutions Inc. directly from SEC EDGAR. Offerpad Solutions Inc.'s 13F Pro composite quality score has ranged between 22 and 57 since 2022, currently 26.0 — a declining long-term trajectory across 26 quarterly and live scoring snapshots.
Revenue
Q1 2026
$80.1M
Net Income
Q1 2026
$-10.1M
Free Cash Flow
Q1 2026
$9.0M
Operating Margin
Q1 2026
-11.3%
ROIC
Q1 2026
-19.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-56.8% YoYNet Income
+60.4% YoYOperating Income
+68.0% YoYEPS (Diluted)
+66.2% YoYTotal Assets
-59.2% YoYOp. Cash Flow
-74.5% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|
| Revenue | $567.8M -56.8% | $1.31B -66.7% | $3.95B +267.4% | $1.08B | — |
| Net Income | $-46.4M +60.4% | $-117.2M +21.1% | $-148.6M -186.1% | $-52.0M | — |
| Operating Income | $-33.4M +68.0% | $-104.4M +18.0% | $-127.3M -281.2% | $-33.4M | — |
| EPS (Diluted) | $-1.50 +66.2% | $-4.44 +51.2% | $-9.09 -910.0% | $-0.90 | — |
| Total Assets | $154.8M -59.2% | $379.7M -54.0% | $825.1M | — | — |
| Operating Cash Flow | $66.8M -74.5% | $261.6M -14.3% | $305.4M +380.3% | $-109.0M | — |
AI Insight: OPAD Financial Trends
Revenue collapsed 68% from $251M in Q2 2024 to $80M in Q1 2026 while losses persisted across all quarters.
• Revenue declined consistently from $251M in Q2 2024 to $80M in Q1 2026, a 68% drop over seven quarters.
• Operating losses narrowed slightly from $-14M in Q4 2024 to $-9M in Q1 2026 despite revenue contraction.
• Equity eroded from $78M in Q2 2024 to $46M in Q1 2026, reflecting cumulative losses.
• Operating cash flow remained volatile, swinging from $-54M to $51M across quarters with no clear pattern.
⚠ Equity base has shrunk 41% from peak, raising questions about funding runway amid persistent losses.
⚠ Revenue decline shows no signs of stabilization with Q1 2026 marking another sequential drop.
AI Insight: OPAD Ratio Trends
Operating losses deepened sharply in Q1 2026 with operating margin plummeting to -11.3% from -6.4% in Q4 2025.
• Operating margin deteriorated from -3.9% in Q2 2024 to -11.3% in Q1 2026.
• Net profit margin worsened from -5.5% in Q2 2024 to -12.7% in Q1 2026.
• ROA declined from -13.6% in Q2 2024 to -27.1% in Q1 2026.
• ROIC weakened from -50.8% in Q2 2024 to -78.8% in Q1 2026.
⚠ Operating margin hit worst level in data series at -11.3% in Q1 2026.
⚠ All profitability metrics remain deeply negative across entire period with worsening trajectory.
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Available Research
13F Pro tracks comprehensive data for Offerpad Solutions Inc. including:
Top Institutional Holders of OPAD
First American Financial Corp
$3.4M5,119,314 shKemnay Advisory Services Inc.
$903.9K1,379,507 shVANGUARD CAPITAL MANAGEMENT LLC
$762.2K1,163,697 shBlackRock, Inc.
$418.6K638,845 shWilmington Savings Fund Society, FSB
$390.0K595,238 shGROUP ONE TRADING, L.P.
$233.0K355,600 shGEODE CAPITAL MANAGEMENT, LLC
$232.7K355,192 shShay Capital LLC
$176.8K269,839 shCITADEL ADVISORS LLC
$137.1K209,300 shUBS Group AG
$132.2K201,854 sh
| Fund | Value | Shares |
|---|---|---|
| First American Financial Corp | $3.4M | 5,119,314 |
| Kemnay Advisory Services Inc. | $903.9K | 1,379,507 |
| VANGUARD CAPITAL MANAGEMENT LLC | $762.2K | 1,163,697 |
| BlackRock, Inc. | $418.6K | 638,845 |
| Wilmington Savings Fund Society, FSB | $390.0K | 595,238 |
| GROUP ONE TRADING, L.P. | $233.0K | 355,600 |
| GEODE CAPITAL MANAGEMENT, LLC | $232.7K | 355,192 |
| Shay Capital LLC | $176.8K | 269,839 |
| CITADEL ADVISORS LLC | $137.1K | 209,300 |
| UBS Group AG | $132.2K | 201,854 |
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Popular Research
Is OPAD a good stock to buy?
13F Pro's AI-powered analysis of Offerpad Solutions Inc. (OPAD) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for OPAD are available on the OPAD stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own OPAD?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling OPAD. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Offerpad Solutions Inc.'s investment landscape.