Core Viewpoint - Palantir Technologies has experienced significant stock growth, with shares increasing over 2,200% since the beginning of 2023, but its high market cap of $350 billion and price-to-sales ratio over 100 suggest future returns may be weak [1][2] Company Overview: The Real Brokerage - The Real Brokerage is a cloud-based digital brokerage aimed at modernizing the residential real estate market, which has been slow to adopt digital tools and continues to operate with high commission rates [4][5] - By eliminating physical offices and adopting a software-first approach, The Real Brokerage can offer lower transaction costs to real estate agents, making it an attractive alternative to traditional brokerages [6] Growth Metrics - The Real Brokerage has seen a 61% year-over-year increase in the number of agents, reaching approximately 27,000, which has contributed to a 76% revenue increase in the first quarter of 2025, totaling $354 million [7] - Since going public, The Real Brokerage's revenue has surged over 10,000% cumulatively, positioning it as one of the fastest-growing companies globally [8] Market Conditions - Despite a slowdown in existing home sales in the U.S. due to high interest rates, The Real Brokerage is gaining market share and is expected to benefit when the market rebounds [9][10] - The current environment has seen annualized transactions drop to 4 million, down from around 6 million in a typical market, indicating potential for future growth as conditions improve [9] Technological Innovation - The Real Brokerage is leveraging AI technology, having launched Leo AI, a digital concierge for real estate agents, to streamline the home buying and selling process [12] - The company aims to develop an AI-assisted real estate portal to compete with established players like Zillow Group, indicating ambitious long-term growth plans [13] Financial Position - The Real Brokerage currently has a market cap of $823 million and is close to breakeven, generating $128 million in gross profit while growing revenue at over 50% year-over-year [14]

Company Overview - The Real Brokerage Inc (NASDAQ: REAX) is a real estate company founded in 2014, operating across almost all of the United States and four Canadian provinces [1] Analyst Background - The author of the article is a financial journalist with over 10 years of experience in communications and has worked for various economic institutions [1] - The author also runs a podcast called Storiopolis, focusing on the history of finance [1] Market Position - The company is positioned not just as a real estate entity but also as a personal investment opportunity, indicating a broader perspective on its market role [1]

The Real Brokerage Inc. (REAX) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing ear ...

The Real Brokerage (REAX) FY Conference June 03, 2025 03:00 PM ET Speaker0 All right, we'll get started here. So good afternoon. Thank you for joining for the Real Brokerage session. I'm Stephen Sheldon, an analyst in the tech group at William Blair covering real estate, including coverage of real brokerage. Please visit our website at williamblair.com for a complete list of research disclosures and potential conflicts of interest. So we're thrilled to have REAL back at our conference once again. It's been ...

The Real Brokerage Inc. (REAX) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 60%. A quarter ago, it was expected that this company would post a loss of $0.05 per share when it actually produced a loss of $0.03, delivering a surprise of 40%.Over the last four quarters, the company has surpas ...

The Real Brokerage (REAX) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Alix Lumpkin - Chief Legal OfficerTamir Poleg - Chairman and CEOSharran Srivatsaa - PresidentRavi Jani - CFODillon Heslin - Research AssociateMatthew Erdner - Director Conference Call Participants Stephen Sheldon - Research Analyst - Technology, Media & Communications Operator Good morning, ladies and gentlemen, and welcome to the RealBrokerage first quarter two thousand twenty five earnings call. At this time, all ...

The Real Brokerage (REAX) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Alix Lumpkin - Chief Legal OfficerTamir Poleg - Chairman and CEOSharran Srivatsaa - PresidentRavi Jani - CFODillon Heslin - Research AssociateMatthew Erdner - Director Conference Call Participants Stephen Sheldon - Research Analyst - Technology, Media & Communications Operator Good morning, ladies and gentlemen, and welcome to the RealBrokerage first quarter two thousand twenty five earnings call. At this time, all ...

The Real Brokerage (REAX) Q1 2025 Earnings Call May 08, 2025 08:00 AM ET Speaker0 Good morning, ladies and gentlemen, and welcome to the RealBrokerage first quarter two thousand twenty five earnings call. At this time, all participants have been placed on a listen only mode, and we will open the floor for your questions and comments after the presentation. I will now turn the call over to Alex Lumpkin. Ma'am, the floor is yours. Speaker1 Thanks, and good morning. Thank you for standing by, and welcome to Th ...

The Real Brokerage Inc. Investor Presentation May 2025 Nasdaq: REAX investors.onereal.com Disclaimer Certain statements herein relating to The Real Brokerage Inc. ("Realˮ or the "Companyˮ) constitute "forward-looking statementsˮ, within the meaning of applicable securities laws, including without limitation, statements regarding future estimates, business plans and/or objectives, sales programs, forecasts and projections, assumptions, expectations, and/or beliefs of future performance. Such "forward-looking ...

Group 1 - Real Brokerage (NASDAQ: REAX) is recognized as an impressive disruptor in the market, although it is currently trading at an expensive valuation due to its superior long-term growth prospects [1] - The stock has experienced a decline since the last analysis, indicating potential volatility in its market performance [1] Group 2 - The author expresses a focus on value investing, particularly in emerging markets, and admires renowned investors like Li Lu and Peter Lynch [1] - The investment philosophy emphasizes an owner-mindset while largely ignoring macroeconomic noise, suggesting a long-term investment strategy [1] - The author has been influenced by Austrian economic thinkers and highlights the importance of clear and logical economic reasoning in investment decisions [1]