EXFYTechnology · Software - ApplicationThe 3 Wall Street analysts covering Expensify, Inc. hold a median 12-month price target of $3 — +27.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 84 of 100 as at 31 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Expensify, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (94): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (18): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on EXFY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +27.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Citizens | Upgrade | Market Outperform | $3.00 |
| 9 May 2025 | Lake Street | Maintains | Buy | — |
| 9 May 2025 | Lake Street | Maintains | Buy | $5.00 → $4.50 |
| 28 Feb 2025 | Lake Street | Maintains | Buy | — |
| 16 Dec 2024 | Citigroup | Maintains | Buy | — |
| 25 Nov 2024 | JMP Securities | Downgrade | Market Perform | — |
| 9 Aug 2024 | JMP Securities | Upgrade | Market Outperform | — |
| 14 June 2024 | JMP Securities | Reiterates | Market Perform | — |
| 23 Apr 2024 | Citigroup | Maintains | Buy | — |
| 23 Feb 2024 | Piper Sandler | Maintains | Neutral | — |
| 2 Jan 2024 | Piper Sandler | Maintains | Neutral | — |
| 8 Nov 2023 | Morgan Stanley | Maintains | Underweight | — |
| 8 Nov 2023 | Piper Sandler | Maintains | Neutral | — |
| 23 Oct 2023 | Piper Sandler | Maintains | Neutral | — |
| 15 Sept 2023 | JP Morgan | Initiates | Underweight | — |
| 9 Aug 2023 | Citigroup | Maintains | Buy | — |
| 9 Aug 2023 | JMP Securities | Downgrade | Market Perform | — |
| 9 Aug 2023 | Lake Street | Maintains | Buy | — |
| 9 Aug 2023 | Loop Capital | Downgrade | Hold | — |
| 9 Aug 2023 | Piper Sandler | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
EXFY appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 30 Oct 2026, Expensify, Inc. returned +47.8% against +12.4% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 94% of US stocks
Cheaper than 58% of US stocks
Cheaper than 50% of US stocks
Cheaper than 86% of US stocks
Higher than 20% of US stocks
Higher than 30% of US stocks
Higher than 59% of US stocks
Higher than 25% of US stocks
Higher than 19% of US stocks
Higher than 35% of US stocks
Higher than 33% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Expensify, Inc. has a market value of $214.3M and an enterprise value of $153.9M.
Revenue in the twelve months to 30 June 2026: $138.1M. The latest quarter shrank 5.3% year on year.
Net income over the same four quarters: −$15.6M, a −11.3% net margin.
Diluted earnings per share, trailing twelve months: $−0.17.
Free cash flow in the twelve months to 30 June 2026: $8.2M.
Trailing P/E: −10.3×; forward P/E: 23.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Expensify, Inc. employs 117 people — $1.2M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Expensify, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Expensify announced that it will release its Q3 2026 financial results after market close on November 5, 2026, and host a results discussion call at 2 p.m. PT / 5 p.m. ET that day.
Why it matters — EXFY watchers can note the scheduled date and time for the company's quarterly results and discussion call.
DualEntry launched a native two-way integration with Expensify, allowing finance teams to sync expenses, corporate card spend, reimbursements, and accounting data between the platforms. The integration also syncs DualEntry chart-of-accounts categories into Expensify.
Why it matters — EXFY watchers may note the integration adds a connected workflow for customers using both platforms, reducing the need for CSV exports and manual transaction entry.
Expensify announced a direct, native integration with DualEntry, an AI-native ERP for multi-entity, multi-currency finance teams. The two-way sync lets DualEntry users connect Expensify in minutes, with DualEntry's chart of accounts, classifications, and tax rates mapping into Expensify as categories, tags, and tax setting.
Why it matters — Expanding its ecosystem through a direct integration with an AI-native ERP could broaden Expensify's appeal among mid-market, multi-entity finance teams.
Expensify announced an integration with Anthropic that makes it one of the first expense management tools available as a connector in the Claude for Small Business plugin. Expensify will also host a free, live webinar on the connector this fall as part of the partner webinar series.
Why it matters — This expands Expensify's reach into new small-business channels and could attract new customers through the Anthropic partnership.
Expensify announced a native integration with Rillet, the AI-native ERP, allowing Rillet businesses to connect to Expensify in minutes with automatic, two-way sync of categories, dimensions, tax rates, and vendor bills for company card and out-of-pocket expenses.
Why it matters — The integration expands Expensify's ecosystem and appeal to AI-native ERP customers, potentially broadening its business reach.
The 3 Wall Street analysts covering Expensify, Inc. have a median 12-month price target of $3, with estimates ranging from $2.5 to $3. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering Expensify, Inc., 1 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Expensify, Inc. 84 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, Expensify, Inc. ranks 84 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (94 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies +27.7% from the last close, and Ticker Nerd's factor model ranks Expensify, Inc. 84 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Expensify, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EXFY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $2.5 to $3 over the next 12 months.
Expensify, Inc. returned +47.8% over the 12 months to 30 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Expensify Inc. Class A Common Stock represents ownership in Expensify, Inc., a software company that provides a cloud-based expense management platform for individuals and businesses.
The most recent item we track (Business Wire, 22 Oct 2026): "Expensify to Announce Q3 2026 Results". Expensify announced that it will release its Q3 2026 financial results after market close on November 5, 2026, and host a results discussion call at 2 p.m. PT / 5 p.m. ET that day.
Expensify Inc. Class A Common Stock represents ownership in Expensify, Inc., a software company that provides a cloud-based expense management platform for individuals and businesses. Expensify’s products are designed to simplify everyday financial operations, including receipt scanning, expense tracking, corporate card management, bill payment, invoicing, reimbursements, and travel booking. The platform also includes integrations and related tools that support accounting and money management workflows across small businesses, midsized companies, and enterprises. Expensify serves customers in the United States and internationally, making it a broad-based financial software provider focused on automating administrative tasks and centralizing spending processes. Founded in 2008 and headquartered in San Francisco, California, Expensify plays a notable role in the business software market by offering a single environment for expense control, payments, and travel-related spending management.
CEO Mr. David Barrett · 117 employees · United States · https://www.expensify.com
