Offerpad Sees Q1 Revenue of $86.3M, Trims 2026 Forecast to $526.6M
Offerpad's Q1 revenue forecast stands at $86.25 million with an EPS projection of -$0.24/share, while full-year 2026 revenue estimates have been trimmed to $526.64 million with EPS of -$0.69. In Q4 Offerpad reported $114.12 million in revenue (2% miss) and -$0.24 EPS (12% beat), sending shares down 3.7%.
1. Q1 2026 Estimates
Offerpad is projected to generate $86.25 million in revenue for the first quarter of 2026 and incur a loss of $0.24 per share, reflecting ongoing pressure on margins as the company continues investing in technology and market expansion.
2. Downward Estimate Revisions
Over the past 90 days, full-year 2026 revenue estimates for Offerpad have been lowered from $617.32 million to $526.64 million, while 2027 revenue forecasts were cut from $713.63 million to $695.59 million; EPS projections for 2026 shifted from -$0.55 to -$0.69 and for 2027 from -$0.29 to -$0.32.
3. Q4 2025 Results
In the quarter ending December 31, 2025, Offerpad reported $114.12 million in revenue, missing consensus by 2.02%, and a loss of $0.24 per share, beating expectations by 12.09%; the stock fell 3.7% on the release.
4. Analyst Price Targets & Ratings
Analysts’ one-year price targets average $1.63 (96.9% upside), ranging from $1.00 to $2.50, while a proprietary valuation suggests $1.25 (50.7% upside). The consensus brokerage rating stands at 2.8, signaling a Hold outlook.