LDI loanDepot, Inc.

BEARISH Impact: 7/10 EFFECT
Horizon weeks Filed May 18, 2026 Processed 27d 22h ago SEC 9999999995-26-001670
IPO/offering going effective
Latest settled — T+5d
LDI ▲ +6.72% at T+5d
SHORT call ✗ call lost -6.72% · α vs SPY -5.10% · entry $1.19 → $1.27
Next anchor: T+20d tomorrow
Last close $1.13 (close Jun 12) · +5.04% from $1.19 entry (call sign-flipped)
Entry anchored
May 18, 2026
via day open
T+1d
-4.20%
call +4.20% · α +3.55%
$1.14
settled 27d ago
T+5d
+6.72%
call -6.72% · α -5.10%
$1.27
settled 20d ago
T+20d
call — · α —
tomorrow
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

The SEC declared effective loanDepot's S-3 shelf registration (File No. 333-295652) on May 15, 2026, covering up to $250M in securities. This follows the company's Q1 2026 net loss of $55M on $286M revenue and a $60M cash burn, with the shelf representing ~59% of the current $422M market cap. The effectiveness removes the final regulatory barrier for loanDepot to raise capital, creating immediate dilution overhang.

Actionable Insight

The shelf is now live — watch for a prospectus supplement (424B5) that would signal an actual takedown. Given the $60M quarterly cash burn and $277M remaining cash, a capital raise within 3-6 months is highly probable. Any announced offering below $1.50/share would be deeply dilutive given the current ~$2.00 stock price.

Key Facts

  • Effectiveness date: May 15, 2026 for File No. 333-295652
  • Shelf registration covers up to $250M in common, preferred, debt, warrants, depositary shares, purchase contracts, and units
  • Company reported Q1 2026 net loss of $55M on revenue of $286M (down 8% QoQ)
  • Cash burn of $60M in Q1 2026, cash declined from $337M to $277M
  • Shelf size represents ~59% of current $422M market cap
  • Cross-filing context: S-3/A filed 3 days prior and S-3 filed 11 days prior both flagged potential dilution

Financial Impact

Up to $250M in potential dilution, representing ~59% of current market cap

dilutionmarket capcash positiondebt capacity

Risk Factors

  • Imminent equity or convertible offering at depressed prices
  • Further dilution to existing common shareholders
  • Potential debt issuance increasing leverage on an already unprofitable business
  • Shelf overhang may suppress stock price until clarity on usage

Market Snapshot

Exchange
NYSE
Sector
Finance Services
Analyst Consensus
0% bullish (11 analysts)

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
EFFECT Filing (Primary)9999999995-26-001670
Document: 9999999995-26-001670-index.html9999999995-26-001670
Document: 9999999995-26-001670.txt9999999995-26-001670
5 reports for LDI
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +15.71%May 7, 2026
Filters
Rows
Reports for LDI — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 2/10
$1.10 awaiting T+5awaiting T+5$1.13 (+2.73%)
May 18, 2026
28d ago
EFFECT
BEARISH ★ 7/10
$1.19 $1.27▼ −6.72%▼ −5.10%$1.13 (+5.04%)
May 15, 2026
4w ago
424B5
BEARISH ★ 7/10
$1.19 $1.27▼ −6.72%▼ −5.10%$1.13 (+5.04%)
May 15, 2026
4w ago
S-3/A
BEARISH ★ 7/10
$1.25 $1.25· 0.00%▲ +0.96%$1.13 (+9.60%)
May 7, 2026
5w ago
S-3
BEARISH ★ 6/10
$1.40 $1.32▲ +5.71%▲ +7.18%$1.13 (+19.29%)
Showing 5 of 5

US Market Status

Market Closed — Opens in 5h 11m

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