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REREAX

The Real Brokerage Inc.

$REAX·$407M·Real Estate - Services·Real Estate
$20.46+9.6%1Y-63.2%
Price updated 7m ago·X counts updated 21h ago
REREAX
$REAXThe Real Brokerage Inc.
$20.46+9.59%53 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $REAX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

53X posts · last 7 days
Aug 31Sep 7
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $REAX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 88% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $REAX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-08

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Real Brokerage at 8% of 52-week range with a $450M buyback and 22% FCF yield — Alex Vidal as President.

The Real Brokerage (via the REMAX name change) is the tech-driven agent brokerage platform — recent structural shift with a $450M share repurchase authorization plus Alex Vidal named President. The stock is down 63% over twelve months as the real-estate cycle plus REMAX/RE-MAX brand transition compressed sentiment.

Where the setup earns turnaround:

  • The economics show cash generation despite pressure: 8% gross margin, -0.2% operating margin, 22% FCF yield — the operating loss is temporary while working-capital dynamics generate substantial free cash flow, and the $450M buyback is direct capital-return signal.
  • The Alex Vidal appointment is a specific management move: bringing in an industry veteran as President is the sort of governance action that precedes strategic execution, and combined with the $450M authorization it's a real turnaround-tape signal.
  • The tape is at capitulation: 8% of the 52-week range, -11% below the 50-day, -29% below the 200-day, on volume 58% of normal — the specific washed-out setup where a buyback deployment could move the tape hard.

The coil resolves on either specific buyback execution or a next-quarterly print showing agent-count stabilizing. Miss both and the tape drifts on real-estate-cycle skepticism; hit either and the 22% FCF yield with buyback becomes a real value-plus-return trade. The GF Value of $62.92 vs $18.67 price is aspirational but reflects the underlying cash-generation capacity.

What to watch: Watch specific buyback execution, agent-count trajectory on the next quarterly, and any Alex-Vidal-driven strategic initiatives. Buyback execution plus stabilizing agent count is the flip; a fresh dilutive raise or agent-count decline is the specific reset.

450m buyback authorizationpresident appointmentwashed out positioning

Read the AI verdict on $REAX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Operating with its various subsidiaries, The Real Brokerage Inc. functions as a technology-driven real estate brokerage enterprise. The company delivers comprehensive real estate agency solutions through an expansive network of agents. It equips its agents with a cutting-edge, mobile-optimized technological platform for managing their business activities, alongside offering favorable contractual terms and avenues for generating wealth. Its operations span 42 states across the United States, the District of Columbia, and Canada. The Real Brokerage Inc.'s corporate headquarters are located in Toronto, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Real Estate - Services sits in its cycle right now — and what that implies for $REAX.

Real Estate - Services · Real Estate

Real estate services are bifurcated: commercial property data/analytics platforms benefit from institutional demand for market intelligence, while residential brokerage faces elevated rate pressure on transaction volumes.

Industry benchmark

4-name peer basket
-21.3%YTD
-25.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-28.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-4.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
21.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-25.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$-0.30$0.07-550.0%
Q1 2026May 7, 2026$-0.20$-0.30+33.3%
Q4 2025Mar 4, 2026$-0.02$-0.30+93.3%
Q3 2025Oct 30, 2025$-0.02$-0.10+80.0%
Next earningsThu, Oct 29·consensus EPS $0.10

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$700.6M+29.6%8.3%0.6%$-0.30$47.1M
Q1 FY26$465.6M+31.5%9.1%-0.7%$-0.15$23.0M
Q4 FY25$505.1M+44.1%7.7%-0.9%$-0.19$-16K
Q3 FY25$568.5M+52.6%7.9%-0.1%$-0.02$18.9M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.4B – $2.4B-$0.53-$0.59 – -$0.473
FY27$2.8B$2.8B – $2.8B$0.52$0.22 – $0.813
FY28$3.3B$3.3B – $3.3B$1.40$1.37 – $1.422
FY29$3.7B$3.7B – $3.8B$2.00$1.96 – $2.031
FY30$4.2B$4.1B – $4.2B$2.50$2.45 – $2.541

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.8%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-28.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 14.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 42 other (19 425s · 15 6-Ks · 3 S-8 POSs · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

REMAX Names Industry Veteran Alex Vidal as Presidentprnewswire.com·7d agoA Look at Real REMAX Group Inc (REAX) After 10.0% Decline -- GF Value $62.92 vs Price $18.98gurufocus.com·8d agoREMAX MOURNS LOSS OF CO-FOUNDER GAIL LINIGERprnewswire.com·12d agoReal REMAX Group Announces $450 Million Share Repurchase Authorizationbusinesswire.com·15d agoReal and RE/MAX Holdings Announce Real's Receipt of Court Approval of Proposed Arrangement in Connection with Proposed Combinationprnewswire.com·18d ago

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Voices on X · last 7 days

No standout posts about $REAX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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