Execution And Scalability RiskAnalyst cautions that scaling Opendoor's model increases operational complexity and execution risk, making consistent performance harder to sustain as volume grows.
Inventory RiskAnalyst warns that rapid purchase acceleration raises inventory exposure, increasing the chance that housing stock could pressure cash flow and necessitate deeper discounts.
Valuation And Market ExpectationsAnalyst flags that current valuation levels reflect lofty expectations relative to peers with stronger fundamentals, leaving the stock vulnerable if execution or housing trends disappoint.