DA Davidson maintains EXPI stock with $13.50 target post 4Q results

Published 24/02/2025, 16:12
DA Davidson maintains EXPI stock with $13.50 target post 4Q results

On Monday, DA Davidson reaffirmed its Neutral stance on eXp World Holdings Inc (NASDAQ:EXPI), maintaining a price target of $13.50 for the company’s shares. The decision comes after the company reported its fourth-quarter results, which showed a 12% increase in revenue, surpassing consensus estimates by 6%. The adjusted EBITDA for the quarter was $7.7 million, which not only defied the expected consensus of a $2 million loss but also highlighted the company’s stronger-than-anticipated financial performance. According to InvestingPro data, the company maintains a healthy financial position with a current ratio of 1.44 and holds more cash than debt on its balance sheet.

The fourth-quarter financials indicated a continuation of a trend observed by DA Davidson during intra-quarter checks, with a decrease in the total reported agent count. The decline in the fourth quarter was more pronounced than in the previous quarter, with eXp World Holdings losing 2,269 agents compared to 1,862 in the third quarter. This drop was attributed to a decrease in domestic agents, which overshadowed the gains from international agent additions. Currently, eXp World Holdings is estimated to have approximately 5,000 international agents. Despite these challenges, InvestingPro analysis shows the company generated substantial free cash flow of $185 million in the last twelve months, though it operates with relatively thin gross profit margins of 7.5%.

The reaffirmation of the Neutral rating by DA Davidson suggests that while the company’s fourth-quarter results were solid, there are elements of concern, particularly regarding agent retention in the domestic market. The maintained price target of $13.50 reflects the firm’s assessment of the company’s value based on these mixed results. InvestingPro subscribers have access to 16 additional key insights about EXPI, including detailed valuation metrics and growth projections. The Pro Research Report offers comprehensive analysis of the company’s financial health and market position among 1,400+ top US stocks.

eXp World Holdings’ fourth-quarter performance highlighted its ability to generate revenue growth and a positive adjusted EBITDA against expectations. However, the company faces challenges in maintaining its agent count, which is a critical aspect of its business model as a cloud-based real estate brokerage.

The report by DA Davidson serves as an update to investors on the latest financial outcomes for eXp World Holdings and the firm’s continued neutral outlook on the company’s stock. Investors and stakeholders in eXp World Holdings will likely monitor how the company addresses the issue of agent retention and its impact on future performance.

In other recent news, eXp World Holdings Inc. reported its Q4 2024 earnings, revealing a revenue of $1.1 billion, which surpassed the forecasted $1.03 billion. The earnings per share (EPS) met expectations at -0.03. The company achieved a full-year revenue growth of 7% year-over-year, reaching $4.6 billion. eXp World Holdings also reported an adjusted full-year net income of $12.2 million, marking a 247% increase. Additionally, the adjusted EBITDA rose to $75.5 million, up 16% from the previous year. The company plans to expand to over 60 countries within the next five years and is investing in AI to enhance operational efficiency. Recently, eXp World Holdings’ stock received a positive reaction following the earnings release. Analyst firm Stephens participated in the earnings call, indicating continued interest in the company’s strategic initiatives.

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