Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%

Impact · against what's priced in

The current rally is primarily a macro-driven reaction to falling Treasury yields rather than fundamental shifts, making it a low-conviction catalyst for Zillow. For Opendoor and Compass, the data suggests improving operational efficiency and market tailwinds, though Opendoor's steep revenue declines remain a significant structural headwind.

ZG+0.10: Already priced in
The price assumes: Revenue growth of roughly 12-15% annually

Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%

What matters in this story

Treasury yields slide as investors flee to safety of bonds amid tech rout

Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%

What matters in this story

Treasury yields slide as investors flee to safety of bonds amid tech rout

How each ticker is affected

Connected tickers

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Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%

What matters in this story

Next reads from the same story arc

Treasury yields slide as investors flee to safety of bonds amid tech rout

Opendoor and Zillow Surge 7% as Long-Term Rates Retreat; Compass Climbs 6%

What matters in this story

Next reads from the same story arc

Treasury yields slide as investors flee to safety of bonds amid tech rout

How each ticker is affected

Connected tickers

Track these names every morning.

SCHD vs. VYM: Which High-Yield ETF Should You Own?

Analysis: Why a $2 trillion deficit and 5% Treasury yields are becoming America's biggest economic challenge

SK Hynix plunges 8% amid Asia tech rout as Fed rate hike fears, AI funding worries mount

Wholesale inflation much hotter than expected as soaring energy costs threaten price hikes through holidays