Deep-Dive Due Diligence AI Generated Report on CaliberCos Inc. Class A Common Stock (CWD)

Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.

These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.

Disclaimer: This report is for informational purposes only. It does not constitute financial advice. Always do your own research before making any investment.


CWD_OUT_1 [2025-03-25 16:28:10 -0400] 1937 Bytes | 535 tokens | Cum: 535 tkns (6.69% of 8k)
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Turbo, you got one job - predict the hottest stocks of the day -- before everyone else does! Ha! So today we're looking at CaliberCos (CWD) which is at 0.75 up from 0.599. So, I pulled together a bunch of data for you to look over real fast. It's still early, 4:28:08 PM on Tue Mar 25, 2025 -0400. So, what's the verdict? You're the expert!

Here's the first list of news for CaliberCos:

C1 - Mar-18-25 08:30AM - Caliber Announces Fourth Quarter and Full Year 2024 Earnings Release and Conference Call
C2 - Mar-17-25 08:30AM - Caliber Announces Series AA Cumulative Redeemable Preferred Stock Offering Under Regulation A+
C3 - Mar-12-25 05:00PM - Caliber Issues Supplemental Financial Information on Its Asset Management Platform Business
C4 - Nov-14-24 06:27AM - CaliberCos Reports Significant Q3 Revenue and EBITDA Growth
C5 - Nov-12-24 04:55PM - Caliber Reports Third Quarter 2024 Results
C6 - Oct-29-24 08:30AM - Caliber Announces Third Quarter 2024 Earnings Release and Conference Call
C7 - Oct-23-24 04:05PM - Caliber Announces Participation in the LD Micro Main Event XVII
C8 - Oct-10-24 12:01AM - Hodinkee Sells Used Watch Site Crown & Caliber to Boston Dealer

ONLY 3 RULES for AI:
==============
1) I am a document retrieval system. You are the analyst-investigator.
2) You can request items from my lists to get more info on CaliberCos (CWD)
3) AFTER requesting and reading News and SEC filings you'll write a summary, set a score, high price target and headline.
Now, your response should be only 2 or 3 chars. You can say ex., C1, C2, etc., or NEX
The NEX command delivers the NEXt list of News/SEC/Metrics
There are several more lists that use our unified document retrieval system in subsequent prompts.
Your predictons will be compared to reality to rate your accuracy. Try to predict accurately. GOOD LUCK!
Please request a document, read, summarize and score. Say something like "C1".

CWD_IN_2 [2025-03-25 16:28:10 -0400] 2 Bytes | 2 tokens | Cum: 537 tkns (6.71% of 8k)
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C4

CWD_OUT_3 [2025-03-25 16:28:17 -0400] 1044 Bytes | 259 tokens | Cum: 796 tkns (9.95% of 8k)
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Showing C4 (chunk 1 of 2): C4:
**CaliberCos Reports Significant Q3 Revenue and EBITDA Growth**
Date: Nov-14-24 06:27AM
Source: (TipRanks)
URL: https://finance.yahoo.com/news/calibercos-reports-significant-q3-revenue-112748342.html

The latest update is out from CaliberCos, Inc. Class A ( (CWD) ).

CaliberCos Inc., a real estate investor and asset manager, reported a significant 98.9% increase in platform revenue for Q3 2024, driven by higher fee income from loan placements. This boost resulted in positive platform earnings of $0.2 million and an adjusted EBITDA increase of 259.6%. Despite market volatility, the company’s recent strategic moves, including acquisitions and a new fund program, position it for consistent growth. These developments are vital for stockholders looking to understand Caliber’s financial health and potential for future gains.

Learn more about CWD stock onTipRanks’ Stock Analysis page.

Cla

-- More of this article? (say: MOR) or Next section? (say: NEX) (only 3 chars. - please don't summarize yet)

CWD_IN_4 [2025-03-25 16:28:18 -0400] 442 Bytes | 94 tokens | Cum: 890 tkns (11.12% of 8k)
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CaliberCos, a real estate investor and asset manager, has reported a significant 98.9% increase in platform revenue for Q3 2024. This growth has been driven by higher fee income from loan placements, leading to positive platform earnings of $0.2 million and an adjusted EBITDA increase of 259.6%. Despite market volatility, the company's recent strategic moves, including acquisitions and a new fund program, position it for continued growth.

CWD_OUT_5 [2025-03-25 16:28:19 -0400] 625 Bytes | 150 tokens | Cum: 1040 tkns (13.00% of 8k)
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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.

A1 - 2025-03-12T21:02:44Z - Caliber Issues Supplemental Financial Information on Its Asset Management Platform Business...
A2 - 2025-03-12T21:02:18Z - Caliber Issues Supplemental Financial Information on Its Asset Management Platform Business...

Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.

CWD_IN_6 [2025-03-25 16:28:19 -0400] 2 Bytes | 2 tokens | Cum: 1042 tkns (13.03% of 8k)
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A1

CWD_OUT_7 [2025-03-25 16:28:23 -0400] 1002 Bytes | 254 tokens | Cum: 1296 tkns (16.20% of 8k)
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Showing A1 (chunk 1 of 1): A1:
**Caliber Issues Supplemental Financial Information on Its Asset Management Platform Business**Date: 2025-03-12Source: {'uri': 'eagletribune.com', 'dataType': 'news', 'title': 'Eagle-Tribune'}URL: https://www.eagletribune.com/region/caliber-issues-supplemental-financial-information-on-its-asset-management-platform-business/article_26bcfc34-9923-5df6-83c3-292d033c1dbe.htmlSCOTTSDALE, Ariz.--(BUSINESS WIRE)--Mar 12, 2025--

Caliber (NASDAQ: CWD; "CaliberCos Inc."), a real estate investor, developer, and asset manager, today reported supplemental financial results for its asset management platform ("Platform") business. Caliber's Platform comprises the fund management, fund administration, asset financing, development, construction management and real estate brokerage activities that it provides for the real estate investment funds the firm manages.

-- More of this article? (say: MOR) or Next section? (say: NEX) (only 3 chars. - please don't summarize yet)

CWD_IN_8 [2025-03-25 16:28:23 -0400] 382 Bytes | 63 tokens | Cum: 1359 tkns (16.99% of 8k)
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CaliberCos Inc., a real estate investor, developer, and asset manager, has reported supplemental financial results for its asset management platform business. This platform includes the fund management, fund administration, asset financing, development, construction management, and real estate brokerage activities it provides for the real estate investment funds the firm manages.

CWD_OUT_9 [2025-03-25 16:28:24 -0400] 932 Bytes | 287 tokens | Cum: 1646 tkns (20.57% of 8k)
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This is our final list of news.
News AI can literally read just by asking.
Don't miss the breaking news!

B1 - 2024-07-03T21:41:03Z - CaliberCos Inc. shareholders approve key proposals By Investing.com - Investing.com
B2 - 2023-07-03T11:50:58Z - Top 4 Financial Stocks That May Rocket Higher In July
B3 - 2023-05-19T17:21:46Z - Why Foot Locker Shares Are Trading Lower By Over 25%? Here Are Other Stocks Moving In Friday's Mid-Day Session
B4 - 2023-05-19T13:58:20Z - US Stocks Open Higher; Deere Posts Upbeat Q2 Results
B5 - 2023-05-19T12:17:34Z - Why DXC Technology Shares Are Trading Lower By Around 5%; Here Are 20 Stocks Moving Premarket
B6 - 2023-05-18T17:19:03Z - Why Monro Shares Are Trading Lower By 13%? Here Are Other Stocks Moving In Thursday's Mid-Day Session

Request an article by its reference number. (Ex., "B1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

CWD_IN_10 [2025-03-25 16:28:25 -0400] 2 Bytes | 2 tokens | Cum: 1648 tkns (20.60% of 8k)
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B2

CWD_OUT_11 [2025-03-25 16:28:30 -0400] 957 Bytes | 248 tokens | Cum: 1896 tkns (23.70% of 8k)
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Showing B2 (chunk 1 of 1): B2:
**Top 4 Financial Stocks That May Rocket Higher In July**Date: Unknown DateSource: Unknown SourceURL: https://www.benzinga.com/trading-ideas/long-ideas/23/07/33095194/top-4-financial-stocks-that-may-rocket-higher-in-julyThe most oversold stocks in the financial sector presents an opportunity to buy into undervalued companies.
The RSI is a momentum indicator, which compares a stock's strength on days when prices go up to its strength on days when prices go down. When compared to a stock's price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered oversold when the RSI is below 30.
Here’s the latest list of major oversold players in this sector, having an RSI near or below 30.
Carver Bancorp, Inc. (NASDAQ: CARV)

The company’s ...

-- More of this article? (say: MOR) or Next section? (say: NEX) (only 3 chars. - please don't summarize yet)

CWD_IN_12 [2025-03-25 16:28:30 -0400] 422 Bytes | 91 tokens | Cum: 1987 tkns (24.84% of 8k)
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The article discusses the opportunities presented by the most oversold stocks in the financial sector, which could be undervalued companies. The Relative Strength Index (RSI), a momentum indicator used to compare a stock's strength on up and down days, is used to identify these stocks. Stocks with an RSI near or below 30 are typically considered oversold. Carver Bancorp, Inc. (NASDAQ: CARV) is one such stock mentioned.

CWD_OUT_13 [2025-03-25 16:28:32 -0400] 1151 Bytes | 323 tokens | Cum: 2310 tkns (28.88% of 8k)
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This is our list of SEC filings.
If empty, the search returned no recent filings.

S1 - 2025-03-18 8-K Item 7.01 Regulation FD Disclosure.

On March 18, 2025, CaliberCos Inc. announced that it will release its fourth quarter 2024 financial results after the close of the market on Monday, March 31, 2025.

The information disclosed under this Item 7.01, including Exhibit 99.1 atta...

S2 - 2025-03-18 8-K Item 7.01 Regulation FD Disclosure.

On March 18, 2025, CaliberCos Inc. announced that it will release its fourth quarter 2024 financial results after the close of the market on Monday, March 31, 2025.

The information disclosed under this Item 7.01, including Exhibit 99.1 atta...

S3 - 2025-03-18 8-K Item 7.01 Regulation FD Disclosure.

On March 18, 2025, CaliberCos Inc. announced that it will release its fourth quarter 2024 financial results after the close of the market on Monday, March 31, 2025.

The information disclosed under this Item 7.01, including Exhibit 99.1 atta...

Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.

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S1

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Showing S1 (chunk 1 of 1): S1:
Item 7.01 Regulation FD Disclosure.

On March 18, 2025, CaliberCos Inc. announced that it will release its fourth quarter 2024 financial results after the close of the market on Monday, March 31, 2025.

The information disclosed under this Item 7.01, including Exhibit 99.1 attached hereto, shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the Exchange Act), or deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such a filing....

-- More of this article? (say: MOR) or Next section? (say: NEX) (only 3 chars. - please don't summarize yet)

CWD_IN_16 [2025-03-25 16:28:37 -0400] 410 Bytes | 93 tokens | Cum: 2598 tkns (32.48% of 8k)
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CaliberCos Inc. has announced that they will release their Q4 2024 financial results after the market closes on March 31, 2025. The information provided under Item 7.01, including Exhibit 99.1, is not considered filed for purposes of Section 18 of the Securities Exchange Act of 1934, or incorporated by reference in any filing under the Securities Act of 1933, unless specifically referenced in such a filing.

CWD_OUT_17 [2025-03-25 16:28:52 -0400] 4268 Bytes | 1201 tokens | Cum: 3799 tkns (47.49% of 8k)
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This is our set of metrics.
Please analyze the numbers.

+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| Volume: 597,171 | SMA50: -0.22% | Market Cap: 13.71M | Option/Short: No / Yes | Sales past 5Y: 17.93% | Sales Surprise: 82.44% |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| Avg Volume: 109.72K | SMA200: -4.86% | Shs Outstand: 14.97M | Short Float: 0.19% | Employees: 99 | EPS Surprise: 107.69% |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| Rel Volume: 5.44 | Perf Week: -6.15% | Shs Float: 9.95M | Short Ratio: 0.17 | Debt/Eq: - | P/E: - |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| RSI (14): 50.02 | Perf Month: 1.67% | Inst Own: 3.08% | Short Interest: 0.02M | Sales Y/Y TTM: - | Earnings: Mar 31 AMC |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| ATR (14): 0.07 | Perf Quarter: 17.31% | Insider Own: 55.71% | Beta: -1.02 | ROE: -5013.15% | |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+
| SMA20: 0.65% | Index: - | Insider Trans: 0.00% | Sales Q/Q: -33.62% | ROI: -15.88% | |
+---------------------+----------------------+----------------------+------------------------+-----------------------+------------------------+

The next section covers any insider trading.
If this section may be blank due to no recent filings.

[Company Financial Summary]
[Company Details]
Name: CaliberCos Inc. Class A Common Stock
Market Cap: N/A
Shares Outstanding: N/A
Sector: REAL ESTATE

[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): {'value': 11302000.0, 'unit': 'USD', 'label': 'Revenues', 'order': 100}
Net Income: {'value': 1000, 'unit': 'USD', 'label': 'Net Income/Loss', 'order': 3200}
Earnings Per Share (EPS): N/A

[Price Metrics - Last 30 Days]
Latest Close: 0.61
Average Volume: 208364.5
30-Day High: 0.7
30-Day Low: 0.54

[Detailed Financials: Q3 2024]
- Total Assets: $158,583,000.0
- Total Liabilities: $95,302,000.0
- Total Equity: $63,281,000.0
- Current Assets: $158,583,000.0
- Current Liabilities: $95,302,000.0

[Income Statement: Q3 2024]
- Revenue: $11,302,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): 0.01

[Cash Flow Statement: Q3 2024]
- Net Cash Flow: $-452,000

[Detailed Financials: Q2 2024]
- Total Assets: $195,239,000.0
- Total Liabilities: $100,035,000.0
- Total Equity: $95,204,000.0
- Current Assets: $195,239,000.0
- Current Liabilities: $-95,204,000.0

[Income Statement: Q2 2024]
- Revenue: $8,179,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -0.22

[Cash Flow Statement: Q2 2024]
- Net Cash Flow: $-779,000
==== END OF FINANCIAL REPORT ====

You are now requested to make a summary analysis.
Save explaining why you didn't have enough information for the final survey.

Now, complete this report with the following:

1) Brief Summary: explain your findings in succinct wording.
2) MARKET_SCORE: If you calculate a 92% likelihood of an upward moves, say: MARKET_SCORE[92]
3) PRICE_TARGET: If you think the high today will be 50% higher, add to the price.
Eg., If the current price is $5.00, add 50%. Thus, PRICE_TARGET[$7.50] -- It should be at or above the current price.
4) Provide a thought-provoking take, 6-10 words, to use for the headline of this news story.
Like this: AI_RPT_HEADLINE: [6-12 words headline for news story, distilled from summary]

1) Brief Summary, 2) MARKET_SCORE, 3) PRICE_TARGET, and 4) AI_RPT_HEADLINE

CWD_IN_18 [2025-03-25 16:28:52 -0400] 1193 Bytes | 263 tokens | Cum: 4062 tkns (50.78% of 8k)
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1) Brief Summary: CaliberCos Inc, a real estate company seems to be experiencing some level of financial stress. The company's sales have dropped by 33.62% Q/Q, and it has a significant ROE of negative -5013.15%. The company's volume is much higher than the average, indicating increased investor interest. However, its short ratio is low, which may indicate a lack of confidence from investors. The company's debt/equity ratio is not provided, which makes it difficult to assess its financial health accurately. The company's insiders own a significant majority of the shares (55.71%), which may indicate confidence in the company's future from those most familiar with its operations. Despite some negative indicators, the company has had a strong performance over the past quarter (17.31%) and month (1.67%).

2) MARKET_SCORE[45]: Given the mixed financial indicators, the likelihood of an upward move is 45%.

3) PRICE_TARGET[$0.88]: Considering the recent performance and current market conditions, a potential 45% increase from the current price ($0.61) suggests a target of $0.88.

4) AI_RPT_HEADLINE: "Mixed Signals: CaliberCos Inc Faces Sales Decline Amid Increased Investor Interest"

CWD_OUT_19 [2025-03-25 16:28:55 -0400] 676 Bytes | 167 tokens | Cum: 4229 tkns (52.86% of 8k)
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Finally, if more data could have improved your confidence which would you have chosen? **Choose one option:**
-> X0 <- Nothing more would have helped my analysis
-> X1 <- More stock-specific news
-> X2 <- More SEC filings (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes
-> X3 <- More SEC Insider Trading (Form 3, 4, 5) Direct buys/sells from executives and institutions
-> X4 <- Broader sector & market news
-> X5 <- Your past analysis on similar companies (specify metrics)
-> X6 <- More financial metrics
-> X7 <- Your past analysis on this exact company
-> X8 <- Something altogether different (explain...)

CWD_IN_20 [2025-03-25 16:28:55 -0400] 94 Bytes | 28 tokens | Cum: 4257 tkns (53.21% of 8k)
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-> X2 <- More SEC filings (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes

CWD_IN_21 [2025-03-25 16:28:55 -0400] 126 Bytes | 29 tokens | Cum: 4286 tkns (53.57% of 8k)
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====================================
[2025-03-25 13:28:55] # Analysis Completed
Elapsed Time: 47.59 seconds




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