Update shared on15 Aug 2025
Despite softer agent and transaction counts, analysts reaffirmed their price target at $2.00, citing better-than-expected Q2 revenue and EBITDA, a favorable product mix shift, and ongoing margin expansion prospects.
Analyst Commentary
- Q2 revenue and EBITDA exceeded expectations, offsetting weaknesses in agent and transaction counts.
- Elevate segment's higher-margin profile is expected to support future margin expansion.
- Ancillary revenue streams are providing additional support for overall profitability.
- Margin expansion anticipated in 2026 due to product mix shift and operational leverage.
- Short-term agent and transaction softness viewed as less significant given stronger financial performance.
What's in the News
- Fathom Holdings expanded into the Arizona market through a partnership with industry leaders, operating as Fathom Realty Elite.
- The agreement licenses Fathom's intelliAgent platform and "Elevate" program across Arizona, a major and fast-growing real estate market.
- This partnership marks a significant milestone in the company's intelliAgent platform expansion strategy.
Valuation Changes
Summary of Valuation Changes for Fathom Holdings
- The Consensus Analyst Price Target remained effectively unchanged, at $2.00.
- The Future P/E for Fathom Holdings has fallen slightly from 3.03x to 2.94x.
- The Net Profit Margin for Fathom Holdings remained effectively unchanged, moving only marginally from 5.19% to 5.18%.
Disclaimer
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