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Company

Fathom Holdings Inc.

Ticker
FTHM
Sector
Industry
Report date
July 16, 2026
Valye AI Score

93

Very high visibility
Recent developments
Recent developments summary

Recent developments for Fathom Holdings include a significant acquisition agreement and ongoing quarterly financial reporting with operational losses but revenue performance above expectations.

Recent developments:
  • Bed Bath & Beyond signed a deal to acquire Fathom Holdings, announced on June 17, 2026 [N2].
  • Fathom Holdings reported a net loss for Q1 2026 but topped revenue estimates according to news reports [N7].
  • The company’s leadership team and board have been active in governance and strategic oversight as detailed in the latest SEC filings [S1].
  • Fathom Holdings has been noted for outpacing other business services stocks in 2026, reflecting relative market performance [N4].
Overview

Fathom Holdings Inc. operates as a publicly traded company listed on NASDAQ under the ticker FTHM. The company is incorporated in North Carolina and maintains its principal executive offices in Cary, North Carolina. As of early 2026, the company had approximately 32.78 million shares outstanding. The leadership team includes experienced executives with backgrounds in finance, technology, and real estate. The company is governed by a six-member board of directors with established committees overseeing audit, compensation, and governance matters. Financial disclosures indicate the company operates with a current ratio below 1.0, reflecting current liabilities slightly exceeding current assets, and reported a net loss in the first quarter of 2026. Recent corporate developments include a signed acquisition deal with Bed Bath & Beyond. The company is classified as a smaller reporting company and an emerging growth company, with no material changes in risk factors reported since the prior annual filing.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Fathom Holdings Inc. is a publicly traded company with detailed disclosures including an amended 10-K and a recent 10-Q filing as of July 16, 2026. The company reported a net loss of $8.235 million for the quarter ended March 31, 2026, with a current ratio of 0.91 indicating near parity of current assets to liabilities. Recent news highlights include a deal signed with Bed Bath & Beyond to acquire Fathom Holdings, reflecting significant corporate developments. The board and executive leadership have extensive experience in finance, technology, and real estate sectors, supporting governance and strategic oversight.

Scenarios for FTHM

Bull case model:

Fathom Holdings has demonstrated the ability to attract strategic partnerships, as evidenced by the acquisition agreement with Bed Bath & Beyond, which could enhance its market reach and operational scale. The company’s leadership team has extensive experience in relevant industries, potentially enabling effective execution of growth initiatives. Recent quarterly reports indicate revenue performance that has topped expectations, suggesting operational momentum. The company’s governance framework with active board committees supports disciplined management and oversight.

Bear case model:

The company reported net losses in recent quarters and a current ratio below 1.0, indicating liquidity constraints and potential challenges in meeting short-term obligations. The financial position reflects ongoing operational losses which may pressure cash flow and capital resources. The acquisition deal introduces integration risks and uncertainties regarding future strategic direction. Market competition and economic conditions in the sectors where Fathom operates may also impact business performance. No material changes in risk factors were reported, but inherent risks related to financial performance and market dynamics remain.

Moat:

Fathom Holdings benefits from experienced leadership with deep expertise in finance, technology, and real estate sectors, which supports its operational and strategic capabilities. The company’s governance structure includes active audit and compensation committees, enhancing oversight and risk management. Its position as a publicly traded entity with ongoing SEC compliance and transparent disclosures contributes to investor confidence. The recent acquisition agreement with Bed Bath & Beyond may provide strategic advantages through integration with a larger retail platform. However, the company’s financial position with current liabilities exceeding current assets and ongoing net losses indicates operational challenges that may affect competitive positioning.

Risks overview
Risks summary
Liquidity constraints combined with ongoing operational losses and acquisition integration risks represent the primary challenges facing Fathom Holdings.
Risks details:

• Liquidity Risk: The company’s current ratio of 0.91 as of March 31, 2026, indicates current liabilities exceed current assets, which may constrain its ability to meet short-term obligations.
• Operational Losses: Fathom reported a net loss of $8.235 million for the quarter ended March 31, 2026, reflecting ongoing challenges in achieving profitability.
• Acquisition Integration Risk: The signed deal with Bed Bath & Beyond to acquire Fathom Holdings introduces risks related to integration, execution, and potential changes in strategic focus.
• Market and Competitive Risks: The company operates in competitive sectors with exposure to economic and industry-specific risks that could affect future results.

FINAL FORECAST FOR FTHM

Final take one line
Fathom Holdings exhibits very high visibility with detailed SEC disclosures and recent news highlighting a significant acquisition and ongoing operational challenges.
Final take 12 to 24 month view

Business trends: The company is navigating operational losses while maintaining revenue performance above expectations and engaging in strategic acquisition activity.
Execution milestones: Key milestones include the signed acquisition deal with Bed Bath & Beyond and ongoing quarterly financial reporting with active governance oversight.
Key risks: Liquidity constraints, operational losses, acquisition integration challenges, and competitive market pressures remain primary risks.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

93
LLM visibility overview
LLM Visibility known facts
  • Fathom Holdings Inc. is a publicly traded company on NASDAQ under the ticker FTHM as of 2026-07-16.
  • The company is incorporated in North Carolina with principal executive offices in Cary, North Carolina.
  • As of March 27, 2026, Fathom had approximately 32.78 million shares outstanding.
  • The Board of Directors consists of six members with defined roles and committees including Audit, Compensation, and Nominating & Corporate Governance.
  • Key executives include Marco Fregenal (President, CEO, former CFO), Scott N. Flanders (Chairman), David Hood (Director and Audit Committee Chair), Stephen Murray, Adam Rothstein, and Jennifer Venable.
  • The Audit Committee oversees financial reporting, auditor independence, and related-party transactions.
  • The Compensation Committee manages executive and director compensation and meets regularly.
  • Financial snapshot as of 2026-03-31 shows cash and equivalents of $4.378 million, current assets of $30.944 million, and current liabilities of $33.903 million, resulting in a current ratio of 0.91 and a cash ratio of 0.13.
  • Net income for the quarter ending 2026-03-31 was a loss of $8.235 million with basic and diluted EPS of -$0.25 per share.
  • Recent news includes a deal signed with Bed Bath & Beyond to acquire Fathom Holdings announced on 2026-06-17.
  • The company has reported quarterly losses but has topped revenue estimates in recent quarters as per news reports.
  • The company’s leadership has extensive experience in finance, technology, real estate, and venture investing.
  • No material changes in risk factors were reported since the last annual report as of 2025-12-31.
  • The company is classified as a smaller reporting company and an emerging growth company as of the latest filings.
Sources
Sources - Context summary

Generated 2026-07-16

Sources - Earning calls
  • N6
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-04-30 | 10-K/A
  • S2 | 2026-07-16 | 10-Q
Sources - News headlines
  • N1 | 2026-06-25 | www.nasdaq.com | Acuity (AYI) Beats Q3 Earnings and Revenue Estimates | https://www.nasdaq.com/articles/acuity-ayi-beats-q3-earnings-and-revenue-estimates
  • N2 | 2026-06-17 | www.nasdaq.com | Bed Bath & Beyond Signs Deal To Buy Fathom Holdings | https://www.nasdaq.com/articles/bed-bath-beyond-signs-deal-buy-fathom-holdings
  • N3 | 2026-05-11 | www.nasdaq.com | Priority Technology (PRTH) Q1 Earnings and Revenues Top Estimates | https://www.nasdaq.com/articles/priority-technology-prth-q1-earnings-and-revenues-top-estimates
  • N4 | 2026-04-23 | www.nasdaq.com | Has Fathom (FTHM) Outpaced Other Business Services Stocks This Year? | https://www.nasdaq.com/articles/has-fathom-fthm-outpaced-other-business-services-stocks-year
  • N5 | 2026-01-14 | www.nasdaq.com | Dave's Revenues Soar 63% Y/Y: Is Its Profitability Truly Durable? | https://www.nasdaq.com/articles/daves-revenues-soar-63-y-y-its-profitability-truly-durable
  • N6 | 2025-11-11 | www.nasdaq.com | Fathom (FTHM) Q3 2025 Earnings Call Transcript | https://www.nasdaq.com/articles/fathom-fthm-q3-2025-earnings-call-transcript
  • N7 | 2025-11-11 | www.nasdaq.com | Fathom Holdings (FTHM) Reports Q3 Loss, Tops Revenue Estimates | https://www.nasdaq.com/articles/fathom-holdings-fthm-reports-q3-loss-tops-revenue-estimates
  • N8 | 2025-11-07 | www.nasdaq.com | AirSculpt Technologies, Inc. (AIRS) Reports Q3 Loss, Misses Revenue Estimates | https://www.nasdaq.com/articles/airsculpt-technologies-inc-airs-reports-q3-loss-misses-revenue-estimates
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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