🚀 Opendoor’s Reset: Can Q2 EBITDA Validate the Eric Jackson Bull Case?

Welcome, Investors!

Opendoor Technologies (NASDAQ: OPEN) is no stranger to wild swings. From darling of the SPAC boom to symbol of tech overreach, the company has ridden the highs of a red-hot real estate market and the lows of a rising rate-induced collapse. But as it prepares to report Q2 2025 earnings, expected on August 5, one question now dominates: Is this the long-awaited inflection point or just another brief rally in a broken narrative?

$OPEN ( ▼ 14.47% ) has surged more than 200% in the past month, fueled by a short squeeze and renewed retail attention. But this isn’t just another meme-fueled bounce in a busted flipper. There’s growing evidence that Opendoor is staging something more substantive: a strategic reset, early operational momentum, and, for the first time in years, a credible path back to profitability. A view championed by EMJ Capital’s Eric Jackson, one of the stock’s earliest and most vocal bulls.

Matthias Schneider
Editor at Analytica Investor