---
title: "Opendoor Is A 'Stock That Could Be The Amazon Of Housing': Eric Jackson"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/257167148.md"
description: "Eric Jackson, a stock promoter, believes Opendoor Technologies, Inc. could become the 'Amazon of housing' following significant management changes, including the appointment of former Shopify COO Kaz Nejatian as CEO. He sees potential for Opendoor to simplify home buying and selling. However, Jackson also highlighted risks, such as prolonged high interest rates and concerns about future profitability as the company transitions to a smaller workforce. He did not provide solutions for these challenges, leaving them for the new management team to address."
datetime: "2025-09-12T21:55:50.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/257167148.md)
  - [en](https://longbridge.com/en/news/257167148.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/257167148.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/257167148.md) | [繁體中文](https://longbridge.com/zh-HK/news/257167148.md)


# Opendoor Is A 'Stock That Could Be The Amazon Of Housing': Eric Jackson

Could **Opendoor Technologies, Inc.** OPEN be the Amazon of housing? Outspoken stock promoter **Eric Jackson** thinks so.

-   _OPEN stock pulled back on Friday._ _See all of the recent coverage here._

## The Bull Case

Jackson shared his optimistic vision for Opendoor with **Phil Rosen** at the Independent Investor Summit on Friday.

"The management question has been resolved now," Jackson said.

He pointed to major leadership changes that took place this week as one pillar of his bullish thesis for the stock.

"How could you not be bullish when they just did this huge management change, when they brought in **Kaz Nejatian** who is the former COO of Shopify to be the CEO of Open. **Keith Rabois**, **Eric Wu** cofounders of the company have come back onto the board of directors," Jackson stated.

Jackson sees Opendoor's business model as able to lower the cost and simplify the experience of buying and selling a home in the same way that **Amazon.com, Inc.** AMZN revolutionized retail.

"This is a stock that could be the Amazon of housing," Jackson said.

He also went so far as to project that Opendoor could dominate the housing market first in the United States and then expand internationally,

## The Bear Case

Rosen then asked Jackson to present his potential bear case for Opendoor.

Jackson said that an unlikely scenario where interest rates remain higher for longer is the biggest for Opendoor.

He also pointed to Rabois' cost-cutting mindset that could potentially place Opendoor in a "risky transition period" when the company would have to adjust to a much smaller workforce.

The final bear case Jackson presented was future profitability growth concerns. He posed a question of how the company would move from its first EBITDA positive quarter in three years to a model that is sustainably profitable.

Jackson didn't present a solution to the final bear case. Perhaps this is something the new management team will focus on as they assume the reins at Opendoor.

-   **Oracle Stock Rockets On $455 Billion Revenue Pipeline: Here’s What Wall Street Is Buzzing About**

_Photo: Shutterstock_

### 相关股票

- [Opendoor Tech (OPEN.US)](https://longbridge.com/zh-CN/quote/OPEN.US.md)

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