Real estate tech firm Offerpad Q3 revenue misses analyst expectations

Reuters11-04
Real estate tech firm Offerpad Q3 revenue misses analyst expectations

Overview

  • Offerpad Q3 2025 revenue of $132.7M missed analyst expectations

  • Adjusted EBITDA for Q3 2025 missed analyst estimates

  • Company improved operating expenses by 38% yr/yr, reflecting cost efficiencies

Outlook

  • Offerpad expects Q4 2025 revenue between $100 mln and $125 mln

  • Company anticipates selling 300 to 350 homes in Q4 2025

  • Adjusted EBITDA for Q4 2025 expected to be similar to Q3 2025

Result Drivers

  • ASSET-LIGHT SERVICES - Expansion of asset-light services like HomePro, Renovate, and Direct+ positions Offerpad for scalable, higher-margin growth

  • COST EFFICIENCIES - Operating expenses improved by 38% yr/yr due to ongoing cost efficiencies and streamlined operations

  • LIQUIDITY STRENGTHENING - Total liquidity exceeds $75M, supported by Q3 and ongoing capital raise activities

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Miss

$132.69 mln

$173.01 mln (4 Analysts)

Q3 Net Income

-$11.60 mln

Q3 Adjusted EBITDA

Miss

-$4.60 mln

-$2.97 mln (4 Analysts)

Q3 Gross Profit

$9.30 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the real estate services peer group is "buy."

  • Wall Street's median 12-month price target for Offerpad Solutions Inc is $1.15, about 103.5% below its October 31 closing price of $2.34

Press Release: ID:nBw7vHqqra

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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