Offerpad Solutions has just seen its analyst price target move to US$1.75 from US$1.15, even though key model anchors such as the fair value input of 2.22, the discount rate of 12.5%, and the revenue growth assumption of 18.46% are essentially unchanged. This change reflects analysts refining how they translate those underlying assumptions into a target price, rather than a wholesale rethinking of the story itself. Stay tuned to see how you can keep on top of these kinds of subtle but important narrative updates as they happen.
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Currently, formal analyst coverage of Offerpad Solutions is limited, but one recent update from Keefe Bruyette gives you a sense of how the Street is shaping the stock.
Bullish Takeaways
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Keefe Bruyette raised its price target on Offerpad Solutions to US$1.75 from US$1.15, indicating that, based on its model, the firm sees room for the shares to reach a higher valuation than previously published.
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The firm maintained a Market Perform rating, which suggests it recognizes some positive points in Offerpad Solutions’ execution and growth efforts without taking a firm bullish stance.
Bearish Takeaways
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Keefe Bruyette did not move its rating above Market Perform, which may reflect reservations about how much upside is already reflected in the shares or around near-term risks.
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The combination of a higher target but unchanged label Market Perform indicates a balanced view, where the potential growth and execution are weighed against the valuation questions and the uncertainty about how the story plays out from here.
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Offerpad Solutions has released earnings guidance for the fourth quarter of 2025, giving you specific management outlook instead of leaving expectations open.
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The company is guiding for Q4 2025 revenue in a range of US$100 million to US$125 million, which sets a clear reference range for how management is currently shaping the next quarter.
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Management also expects to sell 300 to 350 homes in Q4 2025, which offers a concrete volume benchmark that you can view against future operating updates.
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Fair Value: The fair value input remains at 2.22, so the key valuation anchor used in the model has not changed.
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Discount Rate: The discount rate remains at 12.5%, which means that the risk and return assumptions applied to future cash flows are consistent with the previous setup.
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Revenue Growth: Revenue growth is effectively flat at 18.46%, with only a minor numerical refinement rather than a significant reset in expectations.
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Net Profit Margin: The profit margin has been trimmed slightly, moving from about 4.93% to 4.86%, which modestly lowers the profit profile used in the assessment work.
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Future P/E: Future P/E is now roughly 2.80x versus around 2.76x previously, reflecting a slight change in how many multiples the updated earnings stream is assumed to support.