eXp World Holdings

AGNT · NASDAQ

$4.08+$0.355 (+9.53%)TodayMarket closed · Oct 20, 7:57 PM ET

Prev close $3.73

AGNT analyst rating

BuyConsensus of 3 analysts over the last 12 months. 67% rate it a buy.

Strong buy0
Buy2
Hold1
Underperform0
Sell0

12-month price target · 4 analysts

Average $5.48 (+34.4% upside)

Low: $4.80
Now: $4.08
High: $6.30

Upgrades and downgrades

The latest rating actions, newest first

AGNT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citizens	Oct 14, 2026	Initiates	Market Outperform	$6.00	27%
DA Davidson	Aug 5, 2026	Maintains	Neutral	$6.50 → $4.75	40%
Benchmark	Aug 5, 2026	Maintains	Buy	$8.00 → $6.00	33%
DA Davidson	Jul 2, 2026	Downgrade	Buy → Neutral	$10.25 → $6.50	40%
DA Davidson	May 12, 2026	Maintains	Buy	$11.00 → $10.25	40%

The case for and against

Updated Oct 17, 2026

Bull case

AGNT is supported by a resilient 1Q'26 operating backdrop, with revenue of $1,005.5M up 5.3% Y/Y, adjusted EBITDA of $4.1M above expectations, and closed real estate sales transactions rising 2.2% Y/Y to 91.6K. The company also showed healthy underlying scale as real estate sales volume increased 5.5% Y/Y to $40.7B, while International Realty revenue surged 26.8% Y/Y to $40.2M, signaling strength across its platform. With full-year 2026 guidance reiterated at $4,850M-$5,150M revenue and $50M-$75M adjusted EBITDA, AGNT's diversified model and stable execution support a constructive fundamental outlook despite higher macro risk.

Bear case

AGNT is facing a weakening core franchise as U.S. agent count resumed its downward trajectory midway through 2Q and is now estimated down about 0.5% versus 1Q and 2% to 2.5% YTD, with no clear catalyst to reverse the decline amid higher rates and intense competition. That deterioration pressures profitability because the company operates on very thin margins, and consolidated gross margins are expected to fall further in CY'26 to about 6.7%, while 2Q adjusted EBITDA guidance of $16M-$21M implies only a 1.1% to 1.5% margin and sits below expectations. Although NextHome and higher-margin international and ancillary businesses could eventually help, they remain too small to offset domestic brokerage weakness, and acquisition integration risks may add distraction and costs.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.