The Real Brokerage Q4 revenue beats on rise in agent count

+4.62%

Real Brokerage Inc.

REAX

2.49

+4.62%

Overview

Real estate tech platform's Q4 revenue rose 44%, beating analyst expectations
Adjusted EBITDA for Q4 beat analyst expectations
Company repurchased 3.9 mln shares for $15.1 mln in Q4

Outlook

Company plans to invest in technology and expand ancillary services in 2026
Company aims to drive organic growth and expand margins in 2026

Result Drivers

AGENT GROWTH - Co attributed revenue increase to a 31% rise in agent count and 38% growth in closed transactions
PRODUCT AND SERVICE EXPANSION - Co credited its expanding ecosystem of products and services for attracting productive agents
DISCIPLINED GROWTH - Co said revenue and gross profit growth outpaced operating expenses, maintaining disciplined platform scaling

Company press release: ID:nBw1P0zZXa

Key Details

Metric	Beat/Miss	Actual	Consensus Estimate
Q4 Revenue	Beat	$505.10 mln	$474.78 mln (4 Analysts)
Q4 EPS		-$0.02
Q4 Net Income		-$4.20 mln
Q4 Adjusted EBITDA	Beat	$14.20 mln	$10.73 mln (4 Analysts)
Q4 Gross Profit		$39 mln

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the real estate services peer group is "buy"
Wall Street's median 12-month price target for Real Brokerage Inc is $5.50, about 100.7% above its March 3 closing price of $2.74

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