Opendoor's New CEO Could Spark 'Bigger Pivot'—Analyst Sees Bottom-Line Boost

Chris Katje

September 11, 2025

Opendoor Technologies (NASDAQ:OPEN) stock price soared after the company named a new CEO on Wednesday.

The Opendoor Analyst: JPMorgan analyst Dae Lee says the new CEO’s expertise could help accelerate bottom-line improvements and AI tools.

He maintains an Overweight rating on Opendoor Technologies with no price target.

Read Also: Opendoor Stock Rallies On New CEO, Founders Rabois And Wu Return To Board To ‘Inject Founder DNA’

The Analyst Takeaways: Lee is bullish after Opendoor tapped Shopify Chief Operating Officer Kaz Nejatian to be CEO.

Nejatian brings "strong product & tech expertise" to the company, Lee said. "Recent emphasis on AI and today's release framing Nejatian as the right leader for the AI era suggest a bigger strategic pivot could be possible," he added.

The analyst expects Opendoor to stay focused on its cash offers and Key Connections in the short term.

"We believe Nejatian's experience scaling digital platforms [and] driving operational efficiency could accelerate Opendoor's shift from a single cash-offer operator to a multi-product real estate platform."

Opendoor's press release highlights Nejatian's track record on profits. This is a positive and could lead to the company accelerating its bottom-line, Lee said.

Along with Nejatian joining as CEO, Opendoor also announced co-founders Keith Rabois and Eric Wu rejoining the board of directors and investing $40 million in Opendoor stock.

"We believe Nejatian's tech-driven background, along with renewed founder involvement, positions Opendoor to sharpen product focus & execution as it navigates ongoing housing market challenges."

OPEN Price Action: Opendoor stock is up 62% to $9.50 on Thursday at the time of writing. Shares hit a new 52-week high of $9.94 earlier Thursday morning. Opendoor stock is up 494% year-to-date in 2025.

Read Next:

Opendoor’s Meme Stock Mania Gets Comedic Twist

Image: Shutterstock

Recommended

The AI Blind Spot in Banking - Ad

From Ore to Gold Bars-This Nevada Mine Is Already Producing - Ad

The Roadmap to $100M+ Revenue - Ad

Popular

Tucker Carlson Asks OpenAI CEO Sam Altman If He Ordered Employee's Murder

During an interview with OpenAI CEO Sam Altman, Tucker Carlson suggested Altman may have played a role in the death of former employee Suchir Balaji.

Warner Bros, Oracle, And Micron Technology Are Among The Top 10 Large-Cap Gainers Last Week (Sep. 8 - Sep. 12): Are The Others In Your Portfolio?

Deal buzz, analyst upgrades, and AI momentum drove top weekly gainers—led by Warner Bros., Oracle, and Micron—across large-cap tech and media.

Is This Elon's Worst Nightmare?

Is This Elon's Worst Nightmare? - Ad

Elon's empire looks doomed - crashing sales, lost tax credits, and media backlash. But behind the scenes, Tesla is about to unleash a breakthrough Forbes calls a "multi-trillion-dollar opportunity." It's not the end - it's the start of a 25,000% AI comeback.

US firm agrees $500 million investment deal with Pakistan for critical minerals

ISLAMABAD (AP) — A U.S. metals company signed a $500 million investment deal with Pakistan on Monday.

Broadcom, Lululemon, Opendoor, Docusign And Neonode: Why These 5 Stocks Are On Investors' Radars Today

U.S. stocks advanced on Thursday, with the Nasdaq Composite jumping over 200 points, or nearly 1%, to 21,707.69.

Analysts Project This Stock Could Jump to $14 a Share. You Can Still Invest for $3.50.

Analysts Project This Stock Could Jump to $14 a Share. You Can Still Invest for $3.50. - Ad

The AI company making heart disease easier to detect is offering investors $3.50 investment units that include one convertible preferred share and one warrant, providing investors with access to 2 common shares. Based on analyst 1- year projections, that amounts to a near-term 500% return potential.

FAA seeks $3.1 million in fines from Boeing over safety violations, 2024 midair panel blowout

The Federal Aviation Administration is seeking $3.1 million in fines from Boeing over safety violations, including ones related to an Alaska Airlines jetliner losing a door plug panel on its fuselage in midflight.

BrilliA Inc Soars Over 87% After Hours Following Cash Dividend Announcement

BrilliA Inc. shares soared 86.73% in after-hours trading Wednesday after announcing a cash dividend.

The $25M Contract Nobody Is Talking About

The $25M Contract Nobody Is Talking About - Ad

One deal alone covers the entire valuation of this overlooked stock. And more contracts are already stacking up in Europe and the US.

Elizabeth Warren Explodes Over News Of Paramount Skydance's Planned Bid For Warner Bros. Discovery: Links Trump To 'Dangerous Concentration Of Power'

U.S. Senator Elizabeth Warren blasted Paramount Skydance's reported bid for Warner Bros. Discovery, calling it a "dangerous concentration of power" tied to past Trump-era approvals, even as shares of both media companies surged on the takeover speculation.

Trump Family-Backed World Liberty Financial Token Crashes After Initial Rise On First Trading Day

The newly tradeable World Liberty Financial (WLFI) token derailed after the initial flourish on Monday.

Scarcity Meets Momentum

Scarcity Meets Momentum - Ad

With insiders and institutions holding most of the float, just 9.7M shares are truly available. New contracts could ignite moves that Wall Street can't ignore.

New York City's Wealthiest Neighborhoods Witness 60% Rent Surge Since Pandemic

House rental rates in some of the wealthiest neighborhoods of New York City have surged by over 60% since the COVID-19 pandemic began, putting even high-income earners in a tight spot.

Gold's Best Year Since 1978—What's Driving The Relentless Rally?

Gold has surged 37% in 2025, topping $3,500 an ounce. Discover what's driving the rally, from Fed politics to central bank buying.

This Gold Miner Has the Map, the Metal, and the Momentum

This Gold Miner Has the Map, the Metal, and the Momentum - Ad

JPMorgan is forecasting that gold will push past $4,000, and this Nevada operation is positioned to benefit. Historical estimates show its property could hold around 1.8 million ounces of measured and indicated gold, backed by infrastructure and billionaire investors. The company's already producing, refining gold onsite and looking to expand. That's not a dream-stage story-that's a head start.

Peter Schiff Blames Fannie Mae And Freddie Mac For Skyrocketing Home Prices: 'By Inflating Demand, They Jack Up Prices,' Leading To A 'Debt Trap'

Economist Peter Schiff criticized America's two most prominent housing finance institutions, blaming them for the current housing affordability crisis.

Bill Ackman Has 70% Of His Portfolio Invested In These 5 Stocks: Here's What Q2 13F Filings Show

Discover how Bill Ackman invested ~70% of his $13.7M portfolio in 5 stocks like UBER & AMZN per Q2 2025 13F filings. Explore top holdings now!

The Next Palantir Moment Could Be Here

The Next Palantir Moment Could Be Here - Ad

A $21M market cap company is landing multimillion-dollar contracts with banks and governments. With only 9.7M shares in the float, scarcity could spark explosive moves.

Asian shares are mostly up after US stocks inch to more records as inflation slows and Oracle soars

MANILA, Philippines (AP) — Asian shares were mostly higher Thursday, buoyed by gains of tech-related stocks after Wall Street inched to more records following a surprisingly encouraging report on inflation and a stunning forecast for growth from Oracle because of the boom.

Widespread availability of graphic Charlie Kirk shooting video shows content moderation challenges

Immediately after Charlie Kirk was shot during a college event in Utah, graphic video of what happened was , from several angles, in slow-motion and real-time speed. Millions of people watched — sometimes whether they wanted to or not — as the videos autoplayed on social media platforms.

"Tech Prophet" Who Predicted the iPhone Now Predicts...

"Tech Prophet" Who Predicted the iPhone Now Predicts... - Ad

George Gilder - who predicted the iPhone 17 years early and gave Reagan the first microchip - is making his boldest call yet. He says an American nanotech "super-convergence" could mint more millionaires than any event in recent memory. He's found 3 stocks set to benefit before Oct 16's bombshell.

Graphic video of Kirk shooting was everywhere online, showing how media gatekeeper role has changed

They were careful with the explicit imagery — as usual. But did it make any difference?

Steve Jobs Says Smart People Excel At This When Learning New Things, Science Shows He Had A Point

Steve Jobs believed in connecting dots, supported by neuroscience. Intelligence is seeing the whole thing, not just being book-smart. Others like Bezos and Buffett also value learning and open-mindedness.

The AI Blind Spot in Banking

The AI Blind Spot in Banking - Ad

Banks thought AI would solve compliance. Instead, it's made the problem worse. One breakthrough platform is cutting costs in half while securing every flow.

Von der Leyen proposes bolder EU sanctions against Israel over the war in Gaza

ANTWERP, Belgium (AP) — European Commission President Ursula von der Leyen broke Wednesday with her pro-Israel stance and announced plans to seek sanctions and a partial trade suspension against Israel over .

Poland Shoots Down Russian Drones, First Direct NATO-Russia Clash Since Ukraine War Began

Poland's armed forces intercepted and shot down Russian drone-type objects in its airspace on Wednesday morning.

From Ore to Gold Bars-This Nevada Mine Is Already Producing

From Ore to Gold Bars-This Nevada Mine Is Already Producing - Ad

Most juniors explore...Few actually produce. This one's already pouring gold thanks to infrastructure that would cost tens of millions to build today. With major land holdings and room to scale, it's one to watch. Discover the little known gold company that's already producing.

South Korea president says Korean companies will hesitate to invest in US without better visa system

SEOUL, South Korea (AP) — South Korea’s president said Thursday that South Korean companies will likely hesitate to maintain or make direct investments in the United States if the U.S. fails to for Korean workers.

Trump's Nvidia Export Deal Collides With AI GAIN Act — Chipmaker Warns New Bill Could Cripple Global Competition

Nvidia warned that a new U.S. bill could hurt its global edge by restricting AI chip exports, while growing pressure pushes tech firms like OpenAI to seek alternatives.

The Roadmap to $100M+ Revenue

The Roadmap to $100M+ Revenue - Ad

Recurring deals, Tier-1 banks, and expansion into new markets put this company on track to triple revenue by 2026. Yet the market cap is still just $21M.

South Korean workers detained in immigration raid headed to Atlanta for flight home

ATLANTA (AP) — Buses carrying workers from South Korea who were detained last week in an immigration raid at a battery factory were traveling Thursday from a detention center in southeast Georgia to Atlanta, where a charter plane was waiting to take them home.

NTSB describes the turbulence that threw passengers around the cabin on a Delta flight

Passengers who weren't buckled aboard a Delta Air Lines flight to Europe would have been violently thrown into the ceiling and back down to the floor in July in a thunderstorm over Wyoming, according to a new report on the incident.

Is This Elon's Worst Nightmare?

Is This Elon's Worst Nightmare? - Ad

NextEra Energy Eyes A Nuclear Revival

NextEra Energy plans to bring the Duane Arnold nuclear plant back online as major tech companies seek more nuclear energy.

Powerball jackpot rises to an estimated $1.3 billion after no winning ticket sold

DES MOINES, Iowa (AP) — The Powerball jackpot rose to an estimated $1.3 billion Monday night after the winning numbers failed to appear.

Analysts Project This Stock Could Jump to $14 a Share. You Can Still Invest for $3.50.

Analysts Project This Stock Could Jump to $14 a Share. You Can Still Invest for $3.50. - Ad

Skye Bioscience Advances Position In Competitive Obesity Market With Promising Data

Skye Bioscience's latest data show nimacimab boosted tirzepatide's weight loss effects and reduced obesity treatment rebound risk.

CBS News' new ombudsman has background and duties that differ from the job's traditional definition

NEW YORK (AP) — CBS News has a new ombudsman assigned to look into public complaints, but the job being assumed by Kenneth Weinstein bears little resemblance to how this watchdog role has traditionally operated in journalism.

The $25M Contract Nobody Is Talking About

The $25M Contract Nobody Is Talking About - Ad

One deal alone covers the entire valuation of this overlooked stock. And more contracts are already stacking up in Europe and the US.

Explosions heard in Lithuania's capital after railcars loaded with liquefied gas catch fire

VILNIUS, Lithuania (AP) — Powerful explosions were heard in the suburbs of Lithuania's capital Wednesday morning after several railcars loaded with liquefied gas caught fire, authorities said.

Trending Now