Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
NASDAQReal EstateSoftware - ApplicationSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
Matching fiscal periods, usable estimates and at least one analyst are required.
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
The calculation requires same-period, same-provider snapshots, positive EPS, at least one analyst and a baseline within three days of the requested lookback.
The EPS and P/E reference is not available for AIRE yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Generate $2 million in savings from restructuring | reAlpha Tech aims to save $2 million from restructuring. | Intact | Cost savings fall short of $1.5 million in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Nov 11, 2026
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earningsObserved price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
AIRE is a high-risk, loss-making growth and restructuring story, not yet a proven durable compounder. Its thesis is in a watch state: management has completed an acquisition and reduced costs, but recent financial performance remains weak.
The valuation model shows AIRE at a modest premium to peers, with expectations and the valuation signal broadly aligned. The snapshot does not specify what results investors already assume, and low fragility means it does not identify a concentrated pricing risk.
In the near term, cost reductions may support operating efficiency: second-quarter operating expenses fell about 23% year over year after a 25% workforce reduction and vendor rationalization. But revenue fell 11% year over year despite trailing-twelve-month transaction volume rising about 70%, and the company remains loss-making. Near-term risk is elevated, with weaker performance than its industry cohort and a possible guidance cut as key concerns.
Over the next one to three years, the thesis hinges on whether the expanded mortgage platform and geographic focus turn higher transaction volume into sustained revenue improvement. Fed rate cuts could help rate-sensitive real estate businesses, while a guidance cut or weakness among major real estate peers could remove support. Execution remains uncertain despite progress on the acquisition and restructuring.
AIRE’s multi-year view is a high-risk execution story with early cost progress but unresolved revenue weakness and volatile management signals. The evidence supports close attention to whether growth translates into better financial performance. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A supporting condition in reAlpha Tech Corp's published investment case. The stated target is No further major management departures or legal delisting events. |
| Intact |
| New CFO departure or delisting notice occurs |
No CFO departure or delisting notice reported News confirms routine executive grants and a public offering; no major management departures or legal delisting events occurred. Nov 4, 2026Last status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue reaches at least $4.5 million in 2026 | A primary condition in reAlpha Tech Corp's published investment case. The stated target is >=4.5 USD_MILLIONS. | Intact | Revenue falls below $4.0 million in FY26 | Revenue: $1.11M FY2026-Q2; GAAP. Published target: >=4.5 USD_MILLIONS. Annual target cannot be compared with a quarterly or TTM observation. Aug 14, 20261,110,343 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$-1.75 → $-1.75 · observed estimates
$0.02B → $0.02B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-25 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-26 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-27 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-28 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-29 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-07-30 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-07-31 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-01 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-02 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-03 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-04 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-05 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-06 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-07 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-08 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-09 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-10 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-11 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-12 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-13 | $-1.75 | $24,017,000 | 1 / 1 |
| 2026-08-14 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-15 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-16 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-17 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-18 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-19 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-20 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-21 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-22 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-23 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-24 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-25 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-26 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-27 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-28 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-29 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-30 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-08-31 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-01 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-02 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-03 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-04 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-05 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-06 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-07 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-08 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-09 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-10 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-11 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-12 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-13 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-14 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-15 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-16 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-17 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-18 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-19 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-20 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-21 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-22 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-23 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-24 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-25 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-26 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-27 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-28 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-29 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-09-30 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-01 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-02 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-03 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-04 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-05 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-06 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-07 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-08 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-09 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-10 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-11 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-12 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-13 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-14 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-15 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-16 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-17 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-18 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-19 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-20 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-21 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-22 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-23 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-24 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-25 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-26 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-27 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-28 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-29 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-30 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-10-31 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-11-01 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-11-02 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-11-03 | $-1.75 | $24,000,000 | 1 / 1 |
| 2026-11-04 | $-1.75 | $24,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
2 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.