Open Lending Forecasts $20.4M Q1 Revenue, Cuts FY26 Outlook to $101.06M
LPRO•Open Lending’s Q1 2026 revenue consensus stands at $20.40 million with eps of $0.01 per share, ahead of its May 7 release. Full-year 2026 revenue forecasts have been trimmed to $101.06 million from $103.36 million, while Q4 revenue fell 12% below estimates at $19.35 million.
1. Q1 2026 Earnings Outlook
Open Lending will report Q1 results on May 7 with consensus expectations of $20.40 million in revenue and $0.01 earnings per share, setting the baseline for its first-quarter performance.
2. Revisions to Full-Year Forecasts
Analysts have reduced 2026 revenue projections from $103.36 million to $101.06 million and 2027 estimates from $120.07 million to $115.22 million; full-year 2026 EPS expectations remain at $0.11, while 2027 EPS forecasts have fallen from $0.20 to $0.16 per share.
3. Q4 2025 Performance Recap
For the quarter ending December 31, 2025, revenue totaled $19.35 million, missing estimates by 12.14%, while earnings matched guidance at $0.01 per share; the stock rallied 19.8% on the reaction to these results.
4. Price Targets and Recommendations
Analysts’ one-year price targets average $2.10 (range $1.40–$3.00), implying about 20.7% upside. A proprietary valuation model points to a $6.58 value, suggesting 278% upside, and brokers’ consensus rating of 2.6 indicates a Hold.
