Price
No data yet.
Social Signal Score
Analyst Ratings
25 analystsRevenue
$210.79M+77.11%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Scott Jeffrey Ulm
- Sector
- Real Estate
- Industry
- REIT - Mortgage
- Employees
- 20
- Beta
- 1.34
- Country
- US
- Piotroski score
- 4 / 9 (Middling)
- Altman Z-score
- -1.03
Financials
Revenue
$210.79M+77.1%Net Income
$114.82M-3.3%EBITDA
$301.87M+154.3%Free Cash Flow
$210.18M+185.7%EPS (diluted)
$0.86-94.5%Shares Outstanding (diluted)
130.02M+1667.0%Operating Expenses
$12.54MCash & Debt
$83.68MReturn of Capital
$96.35MDividend per Share
$0.24Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $1.31B | $322.69M | $3.31 |
| 2024 | $239.90M | $-14.39M | $-0.51 |
| 2023 | $449.67M | $-67.92M | $-1.86 |
| 2022 | $-877.95M | $-229.93M | $-10.25 |
| 2021 | $4.89M | $15.36M | $0.24 |
| 2020 | $-213.22M | $-215.11M | $-17.85 |
| 2019 | $212.93M | $-249.91M | $-22.96 |
| 2018 | $35.97M | $-105.97M | $-14.60 |
| 2017 | $272.27M | $181.15M | $21.10 |
| 2016 | $-141.12M | $-45.52M | $-8.35 |
| 2015 | $246.68M | $-31.20M | $-5.47 |
| 2014 | $386.29M | $-179.05M | $-21.60 |
| 2013 | $-611.33M | $-187.04M | $-22.19 |
| 2012 | $367.63M | $222.31M | $39.41 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ARR's reported EPS growth of -17.3% a year over 13 years. Historical EPS growth of -17% would project the company towards zero. Floored at -15% as a starting point.
- EPS in 5 years
- $1.52
- Implied price
- $7.62
- Return from $13.59
- -10.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3.79 — -72.1% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 1 | 3 | 5 | 7 | 9 |
|---|---|---|---|---|---|
| -25.0% | -43.0% | -29.0% | -21.4% | -15.9% | -11.6% |
| -20.0% | -39.2% | -24.3% | -16.2% | -10.3% | -5.7% |
| -15.0% | -35.4% | -19.6% | -10.9% | -4.7% | 0.2% |
| -10.0% | -31.6% | -14.8% | -5.7% | 0.9% | 6.1% |
| -5.0% | -27.8% | -10.1% | -0.4% | 6.5% | 12.0% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
30-50.00%Social Signal Score
Mentions (21)
- Newsglobenewswire.com·4d ago·Negative
… October 2026 Common Share and Q4 2026 Series C Preferred Share Dividends VERO BEACH, Florida, Oct. 01, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today confirmed the October 2026 cash dividend for the Company's Common Stock, consistent with the previous guidance which the Company released on September 24, 2026. The Company also confirmed the Q4 2026 monthly cash dividend rate for the Company's Series C Preferred Stock.
View source ↗ - Newsglobenewswire.com·5d ago·Neutral
…ader Halleck Creek resource Advancing a domestic supply pathway: Mine and processing development in Wyoming, together with metallisation test work at Novex, supports ARR's strategy to connect U.S. rare earth resources with the permanent magnet supply chain Defined next milestones: Recovery optimization, pilot and demonstration work, infrastructure studies and permitting are advancing, with separated rare earth oxide from the pilot and demonstration program targeted for late Q2 2027 DENVER, Sept.…
View source ↗ - Newsglobenewswire.com·11d ago·Neutral
ARMOUR Residential REIT, Inc. Announces Guidance for October 2026 Dividend Rate Per Common Share VERO BEACH, Florida, Sept. 24, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced guidance on the October 2026 cash dividend for the Company's Common Stock of $0.24 per Common share.
View source ↗ - Newszacks.com·13d ago·Neutral
Can Guidewire Software Maintain Its Robust ARR Growth Momentum? GWRE exits fiscal 2026 with 19% ARR growth as cloud ARR jumps 35% and contracted backlog supports fiscal 2027 visibility.
View source ↗ - Newsfool.com·19d ago·Negative
SpaceX CFO: New Compute Deal Puts Company Closer to $100B ARR Goal SpaceX doubled down on its goal of reaching $100 billion in annual recurring revenue (ARR) by year's end. xAI has been doing the heavy lifting, adding more than $47 billion in ARR over the past four months alone.
View source ↗ - Newsfool.com·21d ago·Positive
Could SpaceX Really 5X Its Revenue in a Single Year? Surprisingly, the Math Actually Works Out (if Elon Musk Can Do This 1 Big Thing). Both SpaceX's CEO, Elon Musk, and CFO Bret Johnsen have claimed that SpaceX can achieve $100 billion in ARR this year. The company has reported $46 billion in ARR from renting out capacity in its data centers.
View source ↗ - Newsbenzinga.com·25d ago·Neutral
SpaceX Closes $1.11 Billion-a-Month Compute Deal as CFO Doubles Down on $100 Billion ARR Target Space Exploration Technologies Corp.‘s (NASDAQ:SPCX) Chief Financial Officer Bret Johnsen says the company has closed another compute agreement that would help the Elon Musk-led space giant reach its intended $100 billion ARR target by year-end.
View source ↗ - Newsglobenewswire.com·25d ago·Positive
American Rare Earths Appoints Dr. Sanja Miskovic as Chief Technical Advisor Appointment strengthens feasibility study execution and advances ARR's pathway to producing separated rare earth oxides in Wyoming Appointment strengthens feasibility study execution and advances ARR's pathway to producing separated rare earth oxides in Wyoming
View source ↗ - Newszacks.com·26d ago·Positive
Agentforce ARR Hits $1.5B: Can It Boost Salesforce's Revenue Growth? CRM's Agentforce ARR tops $1.5B as AI adoption surges, but its scale still points to steady rather than explosive revenue acceleration.
View source ↗ - Newsglobenewswire.com·39d ago·Neutral
ARMOUR Residential REIT, Inc. Announces September 2026 Dividend Rate Per Common Share VERO BEACH, Florida, Aug. 27, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the September 2026 cash dividend for the Company's Common Stock.
View source ↗ - Newsseekingalpha.com·40d ago·Positive
ArriVent BioPharma: Firmonertinib Delay Strengthens The Upside Case The Firmonertinib readout moving to H2 2026 may signal slower event accumulation and longer progression-free survival. Firmonertinib remains the core value driver, with our base case assuming meaningful penetration across EGFR exon 20 insertion and PACC populations. Pipeline optionality is expanding, with ARR-217 entering Phase 1 and ARR-002 approaching first-patient dosing.
View source ↗ - News247wallst.com·41d ago·Neutral
These 3 Dividend Stocks Pay Non-Qualified Income. A Roth Fixes That Every dollar of interest a BDC or mortgage REIT pushes through your taxable brokerage account gets taxed at your ordinary income rate.
View source ↗ - Newsseekingalpha.com·42d ago·Negative
eGain Corporation Q4 Preview: All In On AI To Push It Forward eGain Corporation remains a Hold ahead of earnings, with expectations aligned between management and analysts for a weak Q4 finish. EGAN's AI Knowledge Hub is driving 26% ARR growth and now comprises 64% of SaaS ARR, but legacy segments are flat or declining. Recent AI product launches expand EGAN's value proposition, yet operating expenses and bottom-line weakness temper enthusiasm.
View source ↗ - News247wallst.com·45d ago·Neutral
Wall Street Says Nebius Group ARR Can 10X in 4 Years The AI infrastructure boom is moving into a new phase.
View source ↗ - Newsseekingalpha.com·46d ago·Positive
Nebius: $18 Billion ARR By 2027 Makes This AI Play Too Cheap To Ignore Nebius remains a "Strong Buy," driven by a deepening software moat, rapid AI data center demand, and robust revenue growth. NBIS's acquisitions of Tavily, Clarifai, and Eigen AI accelerate platform development, enhancing differentiation and supporting premium pricing. Q2 2026 revenue surged 454% YoY to $582 million, with ARR guidance raised to $7–$9 billion for year-end and $18 billion projected for 2027.
View source ↗ - News247wallst.com·47d ago·Neutral
3 Monthly Paying Mortgage REITs Income Investors Keep Coming Back To Monthly dividend checks are magnetic for retirees, and agency mortgage REITs consistently offer some of the fattest payouts on the New York Stock Exchange.
View source ↗ - Newsseekingalpha.com·48d ago·Neutral
Nebius: Potential Road To $1,000 Nebius Group N.V. delivered strong Q2 earnings, achieving $3.0B ARR and reaffirming a $7–$9B 2026 ARR target, driving a 30% stock surge. I see NBIS as a long-term hold, with a $400 near-term target and $1000 achievable within five years based on robust revenue and EBITDA growth. The investment thesis centers on megawatt capacity and annual contract value per megawatt, with future dilution and CapEx requirements factored into base, bear, and bull scenarios.
View source ↗ - Newsmarketbeat.com·53d ago·Neutral
eGain Says AI Knowledge ARR Grew 26% as Enterprise AI Demand Builds eGain NASDAQ: EGAN said its AI Knowledge business represented roughly two-thirds of its SaaS annual recurring revenue through the third quarter of fiscal 2026, with AI Knowledge ARR growing about 26% year over year, as the company targets enterprise demand for governed knowledge systems supporting AI automation.
View source ↗ - Newsbusinesswire.com·55d ago·Neutral
Socure Q2 2026 Results: $364M Total ARR and 63% YoY Growth INCLINE VILLAGE, Nev.--(BUSINESS WIRE)--Socure, the leading trust infrastructure for global identity and risk intelligence, today announced strong Q2 2026 results, closing the quarter with $364 million in total annual recurring revenue, 63% year-over-year growth on the same metric, more than $37 million in new Q2 bookings, 133% net dollar retention, and just 0.01% in logo churn. Socure added 95 new customers during the quarter and grew 7
View source ↗ - Newsaccessnewswire.com·56d ago·Neutral
ACCESS Newswire Reports Second Quarter 2026 Results Average ARR and cashflow from operations continue to increase over PY, as Adjusted EBITDA remains positive Average ARR for subscriptions per customer at the end of Q2 2026 increased to $12,718, up from $11,039 at the end of Q2 2025 Q2 2026 Adjusted EBITDA was $642,000 compared to $836,000 for Q2 2025 Q2 2026 revenue increased to $5.6M compared to $5.3M in Q1 2026 and consistent with Q2 2025 Gross margin decreased to 73% compared to 76% in Q2 20
View source ↗ - Newsseekingalpha.com·56d ago·Positive
Nebius: Strong Buy Before Q2 Earnings Nebius Group N.V. is rated ‘Strong Buy' ahead of Q2, despite high execution risk and a visible short thesis from Michael Burry. NBIS's rapid revenue and ARR growth—$399M Q1 revenue, $1.92B ARR—demonstrates strong demand absorption and validates aggressive capacity expansion. Major multi-year contracts with Meta and Reflection AI, plus NVIDIA's deepening investment, reinforce NBIS's strategic positioning in AI infrastructure.
View source ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $0.73 per share
Typical surprise -4.1% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 22$0.72 vs $0.72miss
- Wed, Apr 22$0.76 vs $0.73beat
- Wed, Feb 18$0.71 vs $0.74miss
- Wed, Oct 22$0.72 vs $0.75miss
- Wed, Jul 23$0.77 vs $0.81miss
- Wed, Apr 23$0.86 vs $0.93miss
Estimates and results for ARR via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ARR officers and directors.
- Bought
- $10k
- Sold
- $564k
1 trade
1 trade
- Losyev Sergeybought
- Staton Daniel Csold
98 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Donna Shalalahouse · FL27 · disclosed Apr 27, 2020 (328d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
