Chicago Atlantic Real Estate Finance Cuts 2026 Revenue to $64.10M and EPS to $1.82

REFIREFI

Consensus for Q4 2025 revenue is $15.90 million with EPS of $0.42, while full-year 2025 revenue is pegged at $61.90 million and EPS at $1.77. Over the past 90 days, analysts cut full-year 2026 revenue from $64.47 million to $64.10 million and trimmed EPS forecasts to $1.82.

1. Q4 2025 Guidance

Chicago Atlantic Real Estate Finance is scheduled to report Q4 2025 results on March 12, 2026, with analysts forecasting $15.90 million in revenue and $0.42 in earnings per share.

2. Analyst Revisions

Over the past 90 days, estimates for full-year 2025 revenue were trimmed from $61.95 million to $61.90 million and EPS forecasts from $1.79 to $1.77, while 2026 revenue projections fell from $64.47 million to $64.10 million and EPS to $1.82.

3. Historical Performance and Valuation

In Q3 2025, revenue of $15.25 million beat expectations by 0.48% while EPS of $0.42 missed forecasts by 9.3%, triggering a 1.3% share decline; analysts now target an average price of $16.94 (high of $20.00) suggesting roughly 38% upside with an Outperform consensus.

Sources

F