GET DAILY SIGNALSWhat to Expect from Fathom Holdings (FTHM) Third Quarter 2026 Earnings
Key Takeaways
- Fathom Holdings is expected to report its third quarter 2026 results on Wednesday, November 11, 2026, before the market opens, with a conference call scheduled for November 10 at 5:00 PM ET.
- Consensus estimates point to revenue near $128.19 million, up from roughly $115.3 million in the year-ago period, alongside a narrower per-share loss.
- Fathom has missed consensus earnings per share (EPS) in the majority of its recent quarters, beating estimates in only one of its last eight reports.
- Investors will be watching brokerage transaction volume, agent counts, and margin trends in the higher-margin mortgage and title segments.
- For additional detail on the ticker's Major News, Today's Price Move, Price Targets, and Forecast, explore these dedicated pages.
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Earnings Context and Why It Matters
Fathom Holdings (FTHM) is a national, technology-driven real estate services platform that integrates residential brokerage, mortgage, title, and software-as-a-service (SaaS) offerings. Its quarterly results serve as a useful barometer for U.S. residential real estate activity, which has been pressured by affordability constraints and elevated borrowing costs. In its most recent quarter, the company reported a 5.61% year-over-year revenue decline and a wider-than-expected loss, underscoring the challenges in its core brokerage business. The upcoming third quarter 2026 report will reveal whether management's focus on margin expansion, agent productivity, and higher-margin ancillary services is beginning to offset softness in transaction volume. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Earnings Expectations
Analysts expect Fathom Holdings to report revenue of approximately $128.19 million for the third quarter of 2026, an increase from the roughly $115.3 million recorded in the same period a year earlier. On the bottom line, consensus estimates point to a per-share loss in the range of roughly -$0.07 to -$0.11, which would represent a meaningful improvement from the -$0.15 loss reported in the third quarter of 2025. It is worth noting that analyst coverage of Fathom remains thin, with estimates in some cases reflecting a single analyst, so reported figures can diverge notably from consensus.
Investors will be closely monitoring several operating metrics beyond the headline numbers, including real estate transaction counts, total agent licenses, and revenue per transaction. In the company's most recent quarter ended June 2026, Fathom posted a loss of -$0.19 per share on revenue of $114.61 million, missing the consensus EPS estimate of roughly -$0.01 and coming in below revenue expectations. Growth in the mortgage and title segments has been a bright spot, and continued momentum there will be a key theme to watch. From what I see, these metrics often provide clearer signals than the top-line numbers alone.
Market Reaction and Investor Sentiment
Sentiment heading into Fathom's third quarter 2026 report remains cautious. The company has a relatively small market capitalization and its stock has experienced notable volatility, reflecting investor uncertainty around the near-term housing outlook. A history of earnings misses has contributed to a guarded tone among shareholders, who are looking for evidence that the company's restructuring efforts and ancillary revenue growth can translate into improved profitability. Key risk factors include persistent housing-market softness, affordability pressures on buyers, and the potential for further declines in transaction volume. Any surprise in revenue growth, agent retention, or margin expansion could drive an outsized post-earnings move given the stock's low price and limited analyst coverage.
Forward Outlook and Key Factors to Monitor
Following the third quarter 2026 report, investors should focus on whether Fathom can sustain momentum in its higher-margin ancillary businesses. Mortgage and title revenue have grown sharply in recent periods, and continued expansion there could help offset pressure in the core brokerage segment.
Agent productivity and network stability will also be important to track. The company has previously emphasized efforts to remove underperforming agents and improve unit economics, so commentary on agent counts and revenue per transaction will offer insight into the health of its platform.
Finally, broader industry dynamics will remain a central driver. Mortgage rates, housing affordability, and seasonal transaction patterns all influence Fathom's results. Management's guidance on transaction volumes and margin trends, along with any updates on cost-control initiatives, will be closely scrutinized as investors assess whether the company is on a path toward narrowing its losses. I’m watching this closely for signs of stabilization.
Using Tickeron’s AI Tools for Research
In my own analysis, Tickeron’s AI Screener has proven helpful for quickly scanning real estate and related stocks based on technical patterns, fundamentals, and AI signals. It allows filtering by industry, market cap, volatility, and performance metrics to surface ideas more efficiently than manual reviews. This kind of tool supports comparing names like Fathom Holdings against sector peers without spending hours on spreadsheets.
Disclaimer
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Contributor
Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.
FTHM's MACD Histogram crosses above signal line
The Moving Average Convergence Divergence (MACD) for FTHM turned positive on October 20, 2026. Looking at past instances where FTHM's MACD turned positive, the stock continued to rise in 41 of 48 cases over the following month. The odds of a continued upward trend are 85%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Stochastic Oscillator shows that the ticker has stayed in the oversold zone for 9 days. The price of this ticker is presumed to bounce back soon, since the longer the ticker stays in the oversold zone, the more promptly an upward trend is expected.
Following a +7.36% 3-day Advance, the price is estimated to grow further. Considering data from situations where FTHM advanced for three days, in 210 of 250 cases, the price rose further within the following month. The odds of a continued upward trend are 84%.
FTHM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
Following a 3-day decline, the stock is projected to fall further. Considering past instances where FTHM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 90%.
The Aroon Indicator for FTHM entered a downward trend on November 09, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 6 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Valuation Rating of 11 (best 1 - 100 worst) indicates that the company is seriously undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.212) is normal, around the industry mean (2.188). P/E Ratio (-0.184) is within average values for comparable stocks, (54.152). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (0.683). Dividend Yield (0.000) settles around the average of (0.107) among similar stocks. P/S Ratio (0.041) is also within normal values, averaging (5.807).
The Tickeron Price Growth Rating for this company is 94 (best 1 - 100 worst), indicating slightly worse than average price growth. FTHM’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 98 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. FTHM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 92, placing this stock worse than average.
Industry description
Market Cap
High and low price notable news
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Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
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General Information
Industry RealEstateDevelopment
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