Real estate technology company The Real Brokerage (NASDAQ: REAX) will be announcing earnings results this Thursday morning. Here’s what to expect.
The Real Brokerage beat analysts’ revenue expectations by 12.1% last quarter, reporting revenues of $540.7 million, up 58.7% year on year. It was a stunning quarter for the company, with EPS in line with analysts’ estimates and a solid beat of analysts’ revenue estimates.
Is The Real Brokerage a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting The Real Brokerage’s revenue to grow 43.3% year on year to $533.8 million, slowing from the 73.5% increase it recorded in the same quarter last year.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. The Real Brokerage has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time since going public by 9.2% on average.
Looking at The Real Brokerage’s peers in the consumer discretionary segment, some have already reported their Q3 results, giving us a hint as to what we can expect. CBRE delivered year-on-year revenue growth of 13.5%, beating analysts’ expectations by 2.1%, and Nike reported revenues up 1.1%, topping estimates by 6.5%. CBRE’s stock price was unchanged after the resultswhile Nike was up 6.5%.
Read our full analysis of CBRE’s results here and Nike’s results here.
The euphoria surrounding Trump’s November win lit a fire under major indices, but potential tariffs have caused the market to do a 180 in 2025. While some of the consumer discretionary stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.4% on average over the last month. The Real Brokerage is down 11.2% during the same time and is heading into earnings with an average analyst price target of $6.33 (compared to the current share price of $3.89).
P.S. While everyone's chasing Nvidia, we found a hidden AI semiconductor winner trading at a fraction of the price. See our #1 pick before Wall Street catches on.
StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here.
