Stock Movers Opendoor Technologies Rises; Newmont Slips; Transocean Misses Estimates
Feb 20, 2026
A rundown of stocks making big moves, from a proptech that beat Q4 revenue expectations and sharply lifted its shares. Discussion of how technology trimmed closing costs and sped acquisitions. Coverage of a major gold miner cutting its 2024 production outlook due to upgrades and JV weakness. A deep dive into an offshore driller missing EPS forecasts despite stronger revenue guidance.
AI Snips
Chapters
Transcript
Episode notes
Opendoor's Turnaround Signs
- Opendoor shows a clear operational turnaround with Q4 sales beating estimates and smaller-than-expected losses.
- Dan Curtis highlights faster contract closings and double the acquisition rate as key drivers of reduced balance-sheet risk.
Tech Cuts Closing Steps
- Technology reduced staffing to close home contracts from 11 people to one, speeding sales.
- Faster house turnover lowers balance-sheet risk and boosts flip margins during price declines.
Newmont's Production Headwind
- Newmont's Q4 results were strong but guidance disappointed with a projected 10% output drop this year.
- Planned mine upgrades and lower joint-venture output limit Newmont's ability to leverage high gold prices.