Why eXp World Holdings (EXPI) Is Up 12.4% After Return to Profitability and Dividend Reinstatement

• eXp World Holdings reported third quarter 2025 results showing a return to profitability with net income of US$3.5 million, 7% year-over-year revenue growth to US$1.32 billion, and declared a US$0.05 per share dividend for the fourth quarter, payable December 1, 2025.
• The company also introduced its AI-powered business assistant, Mira, and continued expanding both its international presence and agent network, signaling a focus on technology and global growth drivers.
• We'll examine how eXp's return to profitability and renewed dividend announcement may influence the company's long-term investment narrative.

Find companies with promising cash flow potential yet trading below their fair value.

eXp World Holdings Investment Narrative Recap

For eXp World Holdings, the core investment idea rests on the belief that a technology-driven, agent-centric platform can capture a growing slice of global real estate transactions. The recent return to profitability, continued agent expansion, and announced US$0.05 per share dividend address confidence in operational health, yet these results do not materially resolve the biggest short-term risk: ongoing commission compression and regulatory pressures in North America, which remain the key factors impacting revenue per transaction.

Among the recent developments, the introduction of Mira, the company’s AI-powered business assistant for agents, is particularly relevant. As the real estate sector digitizes, tools that enhance agent productivity and streamline transactions could support eXp’s ability to offset macro headwinds and potentially improve agent retention, thus serving as a near-term catalyst aligned with the platform’s technology focus.

By contrast, investors should also be mindful of the persistent risk that direct-to-consumer technology could impact agent-based models like eXp’s and...

Read the full narrative on eXp World Holdings (it's free!)

eXp World Holdings' narrative projects $5.1 billion revenue and $10.4 million earnings by 2028. This requires 3.6% yearly revenue growth and a $38.4 million increase in earnings from -$28.0 million today.

Uncover how eXp World Holdings' forecasts yield a $12.00 fair value, a 10% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided three fair value estimates for eXp World Holdings ranging from US$7.35 to US$72.06. While digital innovation offers promise, views on emerging risks to the agent-centric approach vary, consider several perspectives before making up your mind.

Explore 3 other fair value estimates on eXp World Holdings - why the stock might be worth over 6x more than the current price!

Build Your Own eXp World Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your eXp World Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free eXp World Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate eXp World Holdings' overall financial health at a glance.

Searching For A Fresh Perspective?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• The end of cancer? These 29 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• These 15 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com