NEW YORK, Feb 19, 2026, 08:26 EST — Premarket
- Opendoor added about 0.4% in premarket trading, following a near 7% gain on Wednesday.
- Lennar’s latest filing disclosed a hefty Opendoor stake, along with three separate series of Opendoor warrants on the books.
- Opendoor will deliver its results after the bell Thursday. The company’s livestream presentation is scheduled to begin at 5 p.m. ET.
Opendoor Technologies Inc shares edged up roughly 0.4% before the bell Thursday, adding to earlier gains after Lennar revealed it had built up a significant stake in the online home-selling company. Investors are awaiting Opendoor’s earnings, due out later today. (Public)
Opendoor’s connection with a leading U.S. builder just got renewed attention after the filing, as traders hunt for any hints on whether housing demand might be holding up in the face of steeper borrowing costs — or slipping further.
That’s also when Opendoor reports. The company will post its fourth-quarter and full-year 2025 numbers after the bell, followed by a 5 p.m. ET video “Financial Open House” that features a live Q&A. (GlobeNewswire)
Lennar’s latest Form 13F, covering the quarter through Dec. 31, revealed the homebuilder owned 18,785,943 shares of Opendoor—worth around $109.5 million—as well as three types of Opendoor tradable warrants linked to the tickers OPENW, OPENL, and OPENZ. (SEC)
Large investment managers file a 13F—this quarterly holdings report—with U.S. regulators. The disclosure gives a snapshot of positions at the end of the quarter, not current holdings, so it’s always a bit behind. Still, stocks can react sharply if these old numbers show surprisingly big bets.
Opendoor shares finished Wednesday up 6.9% at $4.63, after hitting an intraday high of $4.74. Trading volume reached roughly 41.6 million shares. (StockAnalysis)
Opendoor and Lennar are pitching a program that links Opendoor’s offer to buy your old house with the purchase of a new Lennar property, details on Opendoor’s website show. (Opendoor)
Opendoor, the so-called “iBuyer” trying to simplify home sales, has seen its shares swing sharply as a stand-in for U.S. housing sentiment. Investors are constantly watching home-price moves, financing hurdles, and whether the company can handle inventory risk. Shares in competitors like Zillow and Redfin, as well as brokerages, have been just as sensitive, moving with changes in rate outlooks and fresh housing numbers.
There’s a hitch to Lennar’s disclosure: it covers only holdings as of Dec. 31, and the filing leaves open whether Lennar has since adjusted that position. Opendoor’s shares, for their part, can move sharply if the company posts deeper losses, softer demand, or signals it needs to tap its balance sheet harder.
Opendoor’s numbers land after the bell, with a 5 p.m. ET livestream expected to shed light on margins and transaction counts, plus any guidance that might signal how quickly 2026 shapes up. (GlobeNewswire)