Rising Treasury yields hit iBuyer stocks; Opendoor drops 4%, Zillow down 2%, Offerpad steady.

Opendoor shares fell 4% and Zillow dropped 2% as rising U.S. Treasury yields above 5% increase borrowing costs, pressuring housing-related stocks. Offerpad remained steady despite similar exposure to the housing market. Higher interest rates raise financing costs and reduce mortgage affordability, potentially slowing home sales and impacting prices. Investors are cautious, watching if mortgage rates ease to improve housing activity and support these stocks.

Opendoor Technologies holds a market cap of $2.71 billion while Zillow Group's market cap stands at $7.49 billion as of Sep 15, 2026, 21:41 WIB. On Pluang, Opendoor shares are down 5.02% at USD 2.65, and Zillow shares have fallen 2.44% to USD 32.37, reflecting ongoing pressure on housing-related stocks amid rising U.S. Treasury yields. This contrasts with Offerpad, which remains steady despite similar market exposure.