eXp World Reports Q4 Earnings Miss with Strong Revenue Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 24 2026
0mins
Should l Buy EXPI?
Source: seekingalpha
- Earnings Performance: eXp World reported a Q4 GAAP EPS of -$0.08, missing expectations by $0.06, indicating challenges in profitability that may affect investor confidence.
- Revenue Growth: Despite the EPS miss, eXp World achieved revenue of $1.19 billion, an 8.2% year-over-year increase, beating market expectations by $30 million, demonstrating strong sales capabilities in the market.
- Q1 2026 Outlook: The company projects Q1 revenue between $960 million and $980 million, with operating expenses between $82 million and $86 million, and adjusted EBITDA expected to range from $2 million to $5 million, indicating potential for future profitability.
- Full-Year 2026 Outlook: eXp World anticipates full-year revenue between $4.85 billion and $5.15 billion, operating expenses between $325 million and $345 million, and adjusted EBITDA between $50 million and $75 million, reflecting confidence in long-term growth prospects.
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Analyst Views on EXPI
Wall Street analysts forecast EXPI stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 6.070
Low
13.00
Averages
13.00
High
13.00
Current: 6.070
Low
13.00
Averages
13.00
High
13.00
About EXPI
eXp World Holdings, Inc. is the holding company for eXp Realty and SUCCESS Enterprises. It owns and operates a diversified portfolio of service-based businesses utilizing its enabling technology platform. The Company and its businesses offer a full suite of brokerage and real estate tech solutions, including a residential and commercial brokerage model, professional services, collaborative tools and personal development. Its cloud-based brokerage is powered by FrameVR.io technology, offering immersive 3D platforms that are social and collaborative, enabling agents to be more connected and productive. eXp Realty is an independent real estate company with more than 82,000 agents across 28 international locations. SUCCESS Enterprises, anchored by SUCCESS magazine and its related media properties, is a personal and professional development brand and publication. The Company operates under three segments: North American Realty, International Realty, and Other Affiliated Services.
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.
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- Payment Details: The dividend will be payable on March 27, with a record date of March 9 and an ex-dividend date also on March 9, ensuring timely returns for shareholders.
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- Commercial Real Estate Expansion: Ryan Serhant's firm currently derives about 10% of its business from commercial real estate, a figure that is rapidly growing, indicating his strategy to attract new investors by capitalizing on price stabilization opportunities in regions like Florida and the Carolinas.
- Market Recovery Signals: Serhant notes that despite previous struggles in the office sector, the increase in foot traffic and activity indicates a strong recovery, providing renewed confidence and opportunities for investment in commercial real estate.
- Tech-Driven Services: His S.MPLE AI platform aims to automate administrative and marketing tasks, allowing agents to better connect with clients, thereby enhancing operational efficiency and strengthening market competitiveness.
- Branded Residence Strategy: In collaboration with JDS Development Group, Serhant sold 100 units in the Mercedes-Benz residential project in Miami within four days, demonstrating the significant impact of brand recognition in the luxury real estate market, attracting buyers from around the globe.
See More
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- Sales Increase: Existing home sales in February rose by 1.7% from January to an annualized rate of 4.09 million units, according to the National Association of Realtors, although this reflects a 1.4% decline year-over-year, indicating ongoing market weakness.
- Wage vs. Price Growth: Chief Economist Lawrence Yun highlighted that wage growth is now outpacing home price growth by nearly four percentage points, and while mortgage rates are significantly lower than last year, actual housing demand remains muted.
- Inventory Levels: There were 1.29 million units for sale at the end of February, a 2.4% increase from January, yet this remains below the six-month supply considered balanced, reflecting a sluggish supply growth trend.
- First-Time Buyer Share: First-time buyers accounted for 34% of total sales, up from 31% a year ago, indicating an increase in market participation among new buyers despite low inventory and high prices.
See More
eXp World Holdings Dividend Outlook
- Dividend Volatility: eXp World Holdings Inc's dividend amounts are not always predictable and tend to fluctuate with the company's profitability, indicating flexibility and adaptability in its dividend policy.
- Historical Data Analysis: By examining the historical dividend chart for EXPI, investors can assess whether the most recent dividend is likely to continue, providing a basis for reasonable expectations regarding future returns.
- Annual Yield Expectations: The market generally anticipates that eXp World Holdings' dividend may maintain a 3% annual yield, reflecting investor confidence in the company's future profitability.
- Investor Perspectives: While the author's views do not necessarily reflect those of Nasdaq, the analysis of dividends offers crucial insights for investors, aiding them in evaluating the investment value of the stock.
See More
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- Business Launch: eXp Realty officially launches the eXp New Homes division, designed to provide agents with a comprehensive roadmap to master the new construction market, enhancing client experiences and building sustainable, high-volume businesses.
- Certification Program Introduction: The division's eXp New Homes Certification serves as the premier gateway for agents to enter the new build market, transforming them from 'agents' to 'development partners' and enabling them to gain builder trust.
- Marketing Tools Support: Members gain access to a curated suite of premium marketing assets, including modern signage, luxury-grade brochures, and digital templates, aimed at enhancing brand visibility and competitiveness in the new construction market.
- Community Network Building: eXp New Homes fosters a tight-knit professional network for members, facilitating bi-weekly masterminds and referral opportunities, providing direct access to industry leaders in construction and development, thereby driving business growth.
See More
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- Market Recovery Signs: In January 2025, nearly 45,000 homes that were delisted last year were relisted, marking the highest figure in a decade and representing 3.6% of the market, indicating a resurgence of seller confidence.
- Seller Behavior Shift: Close to 85,000 sellers delisted their homes in September 2024, a 28% increase from the previous year, reflecting how high mortgage rates and economic uncertainty have led sellers to temporarily withdraw from the market.
- Inventory Status: Nationally, the inventory of homes for sale has increased compared to last year, with active listings up 7.9% year-over-year in February; however, this growth has been shrinking for nine consecutive months, indicating a slowdown in supply momentum.
- Regional Supply-Demand Disparities: Supply improvements are concentrated in the South and West, particularly for homes priced below $500,000, while the Northeast and Midwest remain significantly undersupplied, highlighting ongoing imbalances in the market.
See More
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- Dividend Declaration: eXp World has declared a quarterly dividend of $0.05 per share, consistent with previous announcements, demonstrating the company's commitment to returning value to shareholders.
- Yield Insight: The forward yield of 2.68% reflects the company's relative attractiveness among small-cap stocks, potentially appealing to investors seeking stable income.
- Payment Details: The dividend will be payable on March 27, with a record date of March 9 and an ex-dividend date also on March 9, ensuring timely returns for shareholders.
- Consistency Record: eXp World has now announced a $0.05 dividend for eleven consecutive quarters, indicating financial stability and consistency in dividend payments, which enhances investor confidence.
See More
