Fathom Holdings Q4 revenue drops on lower transactions

Fathom Holdings

30/03/2026 21:14

Overview

U.S. real estate services platform's Q4 2025 revenue fell 1.2% yr/yr amid lower transactions

Adjusted EBITDA loss for Q4 narrowed, driven by reduced marketing and administrative expenses

Outlook

Company has elected to withhold guidance for Q1 2026

Fathom plans to release 2026 guidance with its Q2 2026 earnings

Result Drivers

LOWER TRANSACTION VOLUME - Co said Q4 real estate transactions fell 14.2% yr/yr due to continued softness in the residential market and affordability constraints

BROKERAGE REVENUE DECLINE - Brokerage revenue dropped 3.2% yr/yr, mainly due to fewer real estate transactions

MORTGAGE AND TITLE GROWTH - Mortgage revenue rose 70% and title revenue rose 38.5% yr/yr, partially offsetting declines in brokerage

Company press release: ID:nPn11V3MXa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$90.6 mln
$97.55 mln (1 Analyst)
Q4 Net Income
-$6.7 mln


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the real estate services peer group is "buy"

Wall Street's median 12-month price target for Fathom Holdings Inc is $2.50, about 252.1% above its March 27 closing price of $0.71

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)