NEXPOINT REAL ESTATE FINANCE (NREF) Forecast, Price Target & Analyst Ratings

NYSE:NREF • US65342V1017

13.15 USD
-0.53 (-3.87%)
At close: Mar 13, 2026
13.15 USD
0 (0%)
After Hours: 3/13/2026, 4:15:00 PM

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for NEXPOINT REAL ESTATE FINANCE (NREF).

Forecast Snapshot

Consensus Price Target

Price Target
$14.79
+ 12.47% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.45
Revenue Estimate21.947M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
48.89%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$14.79
Upside
+ 12.47%
From current price of $13.15 to mean target of $14.79, Based on 9 analyst forecasts
Low
$14.14
Median
$14.79
High
$15.75

Price Target Revisions

1 Month
0.00%
3 Months
2.65%

Price Target Summary

9 Wall Street analysts provided a forecast for the next 12 months for NREF. The average price target is 14.79 USD. This implies a price increase of 12.47% is expected in the next year compared to the current price of 13.15.
The average price target has been revised upward by 2.65% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

NREF Current Analyst RatingNREF Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 1 2 3 4 5

Analyst Ratings History

NREF Historical Analyst RatingsNREF Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 2 4 6 8

Analyst Ratings Consensus

ChartMill Buy Consensus
48.89%
NREF was analyzed by 9 analysts. The buy percentage consensus is at 49. So analysts seem to be rather neutral about NREF.
In the previous month the buy percentage consensus was at a similar level.
NREF was analyzed by 9 analysts. More opinions would make the average more meaningful.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-01-08Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-08-04Piper SandlerMaintains Neutral -> Neutral
2025-05-02Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-04-07Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-03-03Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-01-14Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2025-01-10JMP SecuritiesReiterate Market Perform -> Market Perform
2024-09-19Raymond JamesDowngrade Strong Buy -> Market Perform
2024-05-07Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-05-06Piper SandlerMaintains Neutral -> Neutral
2024-04-10Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2024-03-11Keefe, Bruyette & WoodsMaintains Market Perform -> Market Perform
2023-08-01Raymond JamesMaintains Strong Buy -> Strong Buy
2023-05-02Keefe, Bruyette & WoodsMaintains Outperform
2023-05-02Raymond JamesMaintains Strong Buy
2023-04-13Keefe, Bruyette & WoodsMaintains Outperform
2022-10-18Raymond JamesMaintains Strong Buy
2021-11-16Raymond JamesMaintains Strong Buy
2021-04-15Raymond JamesMaintains Strong Buy
2021-03-12Raymond JamesMaintains Strong Buy

Next Earnings Forecast Details

Next Earnings Details

Release DateApr 29, 2026
PeriodQ1 / 2026
EPS Estimate$0.45
Revenue Estimate21.947M
Revenue Q2Q-0.44%
EPS Q2Q9.46%
Number of Analysts5

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
2.35%
EPS (1 Month)
1.02%
EPS (3 Months)
-0.34%

Next Earnings Summary

NREF is expected to report earnings on 4/29/2026. The consensus EPS estimate for the next earnings is 0.45 USD and the consensus revenue estimate is 21.95M USD.
The next earnings revenue estimate has been revised upward by 2.35% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2022 2023 2024 2025 2026 2027
Revenue
YoY % growth
NREF revenue by date.NREF revenue by date.
80.801M
-36.52%
97.949M
21.22%
116.739M
19.18%
91.106M
-21.96%
89.794M
-1.44%
95.89M
6.79%
EBITDA
YoY % growth
NREF ebitda by date.NREF ebitda by date.
17.092M21.205M
24.06%
42.063M
98.36%
N/AN/AN/A
EBIT
YoY % growth
NREF ebit by date.NREF ebit by date.
14.197M
-82.99%
18.74M
32.00%
36.45M
94.50%
N/AN/AN/A
Operating Margin
NREF operating margin by date.NREF operating margin by date.
17.57%19.13%31.22%N/AN/AN/A
EPS
YoY % growth
NREF eps by date.NREF eps by date.
2.76
16.46%
1.85
-32.97%
1.80
-2.70%
1.94
1.67%
1.93
5.53%
2.00
3.79%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth
0.45
9.46%
0.48
12.28%
0.50
-2.67%
0.51
6.25%
0.51
13.64%
0.52
7.75%
0.52
4.79%
0.51
Revenue
Q2Q % growth
21.947M
-0.44%
22.341M
-2.18%
22.627M
-0.99%
22.384M
101.66%
21.145M
-3.65%
22.001M
-1.52%
22.981M
1.56%
23.756M
6.13%
EBITDA
Q2Q % growth
N/AN/AN/AN/AN/AN/AN/AN/A
EBIT
Q2Q % growth
N/AN/AN/AN/AN/AN/AN/AN/A

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

NREF Yearly Revenue VS EstimatesNREF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2019 2020 2021 2022 2023 2024 2025 2026 2027 20M 40M 60M 80M 100M
NREF Yearly EPS VS EstimatesNREF Yearly EPS VS EstimatesYearly EPS VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 0.5 1 1.5 2 2.5

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
N/A
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
N/A
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

NEXPOINT REAL ESTATE FINANCE / NREF Forecast FAQ

What is the price target for NREF stock?

9 analysts have analysed NREF and the average price target is 14.79 USD. This implies a price increase of 12.47% is expected in the next year compared to the current price of 13.15.


When does NEXPOINT REAL ESTATE FINANCE (NREF) report earnings?

NEXPOINT REAL ESTATE FINANCE (NREF) will report earnings on 2026-04-29.


What are the consensus estimates for NREF stock next earnings?

The consensus EPS estimate for the next earnings of NEXPOINT REAL ESTATE FINANCE (NREF) is 0.45 USD and the consensus revenue estimate is 21.95M USD.


How many analysts have analysed NEXPOINT REAL ESTATE FINANCE (NREF)?

The number of analysts covering NEXPOINT REAL ESTATE FINANCE (NREF) is 9.