Eric Jackson, known for his Opendoor meme success, reveals his latest investment choice dubbed the 'Shopify of mortgages'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 22 2025
0mins
Source: CNBC
Eric Jackson's New Investment: Hedge fund manager Eric Jackson announced his latest investment in Better Home & Finance Holding Co., which saw an 8.4% increase in shares following his endorsement on social media.
Comparison to Other Companies: Jackson compared Better Home to Shopify, highlighting its potential to transform the mortgage industry with AI, and noted its low valuation compared to newly public blockchain lender Figure Technology Solutions, suggesting Better Home could significantly increase in value over the next two years.
Discover Tomorrow's Bullish Stocks Today
Receive free daily stock recommendations and professional analysis to optimize your portfolio's potential.
Sign up now to unlock expert insights and stay one step ahead of the market trends.
Analyst Views on SHOP
Wall Street analysts forecast SHOP stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for SHOP is 180.62 USD with a low forecast of 140.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
31 Analyst Rating
18 Buy
13 Hold
0 Sell
Moderate Buy
Current: 138.920
Low
140.00
Averages
180.62
High
200.00
Current: 138.920
Low
140.00
Averages
180.62
High
200.00
About SHOP
Shopify Inc. (Shopify) is a Canada-based global commerce company. The Company provides essential Internet infrastructure for commerce, offering tools to start, grow, market and manage a retail business of any size. It provides platforms and services that are engineered and delivers a shopping experience for consumers online, in store and everywhere in between. Its software enables merchants to run their business across all of their sales channels, including Web and mobile storefronts, physical retail locations, social media storefronts, and marketplaces. The Company's Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting, and access financing, all from one integrated back office. The Shopify's platform operates across 175 countries.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AppLovin Transforms into Ad Giant, Challenging Amazon
- Competitive Market Positioning: AppLovin's AXON 2.0 machine learning advertising engine successfully attracts non-gaming advertisers, with total revenue projected to reach $9.3 billion in 2026, indicating a nearly 70% growth compared to 2025 and showcasing its strong competitive edge in the ad tech space.
- Advertising Spend Surge: BofA forecasts that AppLovin's ad spend will hit $6.7 billion, with quarterly advertising revenue surpassing $1 billion, reflecting the company's rapid expansion and enhanced profitability in the advertising market.
- Innovation-Driven Growth: The installation of the Axon pixel nearly quadrupled by late 2025, enabling e-commerce merchants to optimize ad targeting and lowering barriers for direct-to-consumer engagement, further solidifying AppLovin's leadership in mobile advertising.
- Regulatory Risk Challenges: Despite AppLovin's strong growth momentum, it faces regulatory scrutiny from the SEC and allegations of market manipulation, which could impact its valuation and investor confidence, necessitating careful navigation of potential legal challenges.
Continue Reading
Opendoor Faces Structural Challenges Amid Market Volatility
- Stock Volatility: Opendoor's stock surged 264% in 2025, but it hit a record low of $0.51 in June before skyrocketing over 2000% to $10.87, illustrating extreme market sentiment fluctuations driven by social media.
- Poor Sales Performance: In the first three quarters of 2025, Opendoor sold 9,813 homes generating $3.6 billion in revenue, but only acquired 6,535 homes, indicating a deliberate inventory reduction amid tough market conditions, with revenue expected to shrink further in early 2026.
- Ongoing Losses: Opendoor reported a net loss of $204 million in the first three quarters of 2025, and even after excluding one-off and non-cash expenses, the adjusted loss was still $133 million, highlighting significant challenges to profitability.
- New CEO's Transformation Plan: New CEO Kaz Nejatian aims to leverage artificial intelligence to accelerate home sales, intending to boost sales volume and market share; however, skepticism remains regarding the feasibility of this strategy, especially given the failures of predecessors like Zillow.
Continue Reading