Earnings To Watch: Offerpad (OPAD) Reports Q4 Results Tomorrow

Earnings To Watch: Offerpad (OPAD) Reports Q4 Results Tomorrow

Jabin Bastian

Sun, February 22, 2026 at 12:01 PM GMT+9 2 min read

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OPAD

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Technology real estate company Offerpad (NYSE:OPAD) will be reporting earnings this Monday afternoon. Here’s what you need to know.

Offerpad missed analysts’ revenue expectations last quarter, reporting revenues of $132.7 million, down 36.2% year on year. It was a disappointing quarter for the company, with revenue guidance for next quarter missing analysts’ expectations significantly and a significant miss of analysts’ revenue estimates. It reported 367 homes sold, down 40.3% year on year.

Is Offerpad a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting Offerpad’s revenue to decline 34.8% year on year, a further deceleration from the 27.5% decrease it recorded in the same quarter last year.

Offerpad Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Offerpad has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at Offerpad’s peers in the consumer discretionary - real estate services segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Howard Hughes Holdings’s revenues decreased 36.5% year on year, beating analysts’ expectations by 5.5%, and Marcus & Millichap reported revenues up 1.6%, topping estimates by 6.3%. Howard Hughes Holdings traded down 8.1% following the results while Marcus & Millichap was up 3.4%.

Read our full analysis of Howard Hughes Holdings’s results here and Marcus & Millichap’s results here.

Investors in the consumer discretionary - real estate services segment have had steady hands going into earnings, with share prices flat over the last month. Offerpad is down 31.8% during the same time and is heading into earnings with an average analyst price target of $2.63 (compared to the current share price of $0.82).

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