Housing stocks jump as long-term rates fall; Opendoor leads with 7% gain amid improving operations.

Shares of housing-related companies Opendoor, Zillow, and Compass rose sharply, with Opendoor up 7%, as long-term Treasury yields dropped, lowering mortgage rates and boosting housing affordability. Opendoor, which holds homes on its balance sheet, benefits from faster home sales and improved margins despite a revenue decline and significant stock-based compensation costs. The company aims for revenue growth and positive adjusted net income by year-end, but investors remain cautious pending the next quarterly report and future rate movements. Overall, falling rates are easing pressure on housing stocks, but sustainability depends on continued rate declines and transaction volume recovery.

As of Oct 15, 2026 23:01 WIB, Opendoor trades at USD 2.15, just above its 52-week low of USD 1.99, yet it saw a strong 1-day gain of +7.79% on Pluang. Zillow, priced at USD 31.49, remains well below its 52-week high of USD 74.58, with a 1-day rise of +7.58%, contrasting with mostly sell orders on the platform. Compass, at USD 9.35, is closer to its 52-week low of USD 6.68 than its high of USD 13.58, gaining +6.74% in one day and showing the shortest typical hold time of 6 days among the three, highlighting varied investor engagement amid the rate-driven rally.