KB Home (KBH) Reports Weaker Earnings, Is The Recent Rally Already Priced In?
KB Home (KBH) recently reported weaker quarterly earnings with lower revenue and net income year-over-year, yet its stock has seen a significant rally. While one market narrative suggests the stock is currently trading close to its fair value of $61.42, a different valuation model indicates it might be heavily overvalued. Investors are advised to quickly review the data and form their own view considering both the positive momentum and potential risks like softer homebuyer demand.
If You Invested $1,000 in KB Home (KBH)
This article analyzes the historical performance of investing $1,000 in KB Home (KBH) over various periods, showing that a 10-year investment would yield a 296.4% total return. It provides year-by-year returns and compares KBH's performance to the S&P 500, which KBH has outperformed over the last decade. The article also includes an "About KB Home" section detailing the company's business focus, financial structure, and market position as a residential homebuilder.
How Weaker Results And New Housing Revenue Guidance At KB Home (KBH) Has Changed Its Investment Story
KB Home recently reported weaker second-quarter and six-month results, with sales, revenue, and net income all lower than the previous year. Alongside these results, the company issued new housing revenue guidance for the third quarter and full year 2026, providing clearer visibility despite current earnings pressure. This has altered the investment narrative for KBH, placing greater focus on near-term execution and the company's ability to stabilize margins.
How Weaker Results And New Housing Revenue Guidance At KB Home (KBH) Has Changed Its Investment Story
KB Home recently disclosed weaker second-quarter results and revised its 2026 housing revenue guidance, signaling a shift in its investment narrative. The company now expects third-quarter housing revenue between US$1.20 billion and US$1.35 billion, and full-year 2026 revenue of US$4.90 billion to US$5.30 billion. This update provides clearer visibility into activity levels but emphasizes the pressures on profitability and the need for operational improvements to stabilize margins.
Ground breaks on Sandstone community in North Las Vegas with more than 1,500 homes planned
Ground has broken on the new Sandstone housing development in North Las Vegas, which will feature over 1,500 two-story townhomes and single-family houses with starting prices in the low $300,000s. Models are already under construction, with a grand opening slated for September and the first residents expected to move in by November or December of this year. This development is accompanied by a new $36 million Smith's Marketplace grocery store nearby, set to open by 2027, adding convenience for future residents.
Kb Home stock hits 52-week low at 48.9 USD
KB Home stock has fallen to a 52-week low of $48.87, representing a decline of nearly 29% from its high and a 5.6% drop over the past year. This downturn is attributed to broader market trends, challenges in the housing sector, and a 13.6% revenue decline in the last twelve months. Despite analyst concerns and downgraded price targets from various firms, InvestingPro suggests the stock appears undervalued.
Assenagon Asset Management S.A. Decreases Stock Holdings in KB Home $KBH
Assenagon Asset Management S.A. significantly reduced its stake in KB Home (KBH) by 69.3% in the first quarter, selling 130,961 shares and retaining 58,002 shares valued at approximately $3.0 million. This move comes as other institutional investors have either increased or decreased their holdings, with 96.09% of the stock currently owned by institutional investors and hedge funds. KB Home recently missed EPS estimates in its latest earnings report, and analysts maintain a cautious "Hold" rating with an average target price below the current trading price.
KB Home | 4: Statement of changes in beneficial ownership of securities-Director Eltife Kevin Paul
This document reports a statement of changes in beneficial ownership of securities for Kevin Paul Eltife, a Director at KB Home. It indicates modifications in his holdings and beneficial interest in the company's securities.
KB Home | 4: Statement of changes in beneficial ownership of securities-Director Collins Arthur Reginald
This document reports a statement of changes in beneficial ownership of securities for Director Collins Arthur Reginald of KB Home. Such filings are typically made with regulatory bodies to disclose changes in an insider's holdings. This indicates recent transactions involving the director's ownership in the company.
KB Home (KBH) Reframes Its Story After New 2026 Guidance And Mixed Q2 Results
KB Home (KBH) recently reported weaker Q2 results but also issued new housing revenue guidance for Q3 and full year 2026, leading investors to re-evaluate the company. Despite a strong recent stock performance, popular narratives suggest the stock is slightly overvalued at $61.42, while its P/E ratio appears to offer relative value compared to peers. The market's reaction highlights mixed sentiments regarding the company's "build to order" model, margin outlook, and future growth prospects.
KB Home Q2 revenue tops consensus, issues solid full-year guidance
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KB Home (KBH) Is Up 14.8% After Raising 2026 Revenue Guidance Despite Weaker Q2 Earnings
KB Home's stock rose 14.8% despite reporting weaker Q2 2026 earnings, with revenue of US$1,112.44 million and net income of US$27.35 million, both down year-over-year. The positive market reaction is attributed to the company's raised housing revenue guidance for Q3 2026 (US$1.20 billion to US$1.35 billion) and the full year 2026 (US$4.90 billion to US$5.30 billion), supported by its built-to-order model. This guidance suggests the company anticipates its strategy and backlog coverage will help offset current market challenges like softer demand and margin pressures.
KB Home is fighting off 'some pressure on material cost'
KB Home is experiencing some pressure on material costs. The company's Chief Accounting Officer, Bill Hollinger, also noted that the spring selling season was softer than anticipated.
KB Home Q2 2026 earnings point to scale vs execution debate
KB Home's Q2 2026 earnings exceeded expectations, primarily due to its successful pivot back to a predominantly built-to-order (BTO) operating model. This shift has resulted in BTO homes accounting for 73% of net orders and a 45% year-to-date increase in backlog, providing stronger margin visibility for the second half of 2026. The company's return to BTO, combined with improved operating discipline and a significant rebound in the Northern California market, suggests a more sustainable earnings quality, though some analysts remain cautious about the long-term durability of these benefits.
KB Home Orlando buys Rolling Hills in New Smyrna Beach
KB Home Orlando has purchased the 109-acre Rolling Hills subdivision in New Smyrna Beach for $8.3 million, or $50,000 per unfinished lot. The property is entitled for 166 residential lots, with many offering golf-front views of the Sugar Mill Country Club. KB Home plans to offer personalized homes starting in the high $300,000s, with sales expected to open in early 2027.
KB Home (KBH) Stock Faces Margin Squeeze As Q2 Earnings Undercut Bullish Narratives
KB Home (KBH) reported Q2 2026 earnings with revenue of US$1.1 billion and EPS of US$0.44, indicating a significant margin squeeze as net profit nearly quartered year-on-year. The trailing net margin fell from 8.4% to 4.9%, challenging bullish outlooks despite analyst forecasts for some earnings growth and efficiency gains. The company's valuation, P/E ratio, and dividend yield are now being weighed against increasing debt and compressed profitability.
Meritage Homes and PulteGroup Stocks Trade Up, What You Need To Know
Meritage Homes (MTH) and PulteGroup (PHM) stocks surged following the congressional passage of the 21st Century ROAD to Housing Act, which aims to increase housing supply by cutting red tape and encouraging new construction over existing home purchases. The rally was further bolstered by KB Home's strong revenue beat and a decline in Treasury yields, improving affordability. These developments suggest a positive multi-year outlook for homebuilders driven by a structural shortage of existing homes and reduced building costs.
JELD-WEN and Trex Shares Skyrocket, What You Need To Know
JELD-WEN and Trex shares soared after Congress passed the 21st Century ROAD to Housing Act, aimed at boosting housing supply by cutting red tape and modernizing regulations. This legislative action, despite initial political hurdles, is expected to positively impact builder volumes in the long term, pushing demand towards new construction. The momentum was further amplified by KB Home's strong revenue beat and a decline in Treasury yields, indicating robust demand for new homes despite affordability concerns and suggesting a potential improvement in mortgage rates.
KB Home Stock Jumps As Revenue Beat Offsets EPS Miss
KB Home (KBH) stock jumped over 16% following its Q2 earnings report, driven by a revenue beat that offset an EPS miss. The company's confident guidance for Q3 and FY26, emphasizing a return to a Built to Order model, faster build times, and increased community openings, provided a positive narrative for traders despite year-over-year declines. This performance highlights the market's focus on future profitability and operational improvements, supported by ongoing share repurchases.
Truist raises KB Home stock price target to $56 on margin outlook
Truist Securities has increased its price target for KB Home (NYSE:KBH) stock to $56 from $50, while maintaining a Hold rating. This adjustment comes after KB Home's fiscal second-quarter earnings missed Street expectations, although the company's stock rose in after-hours trading due to details on margin recovery plans. Analysts noted that the pathway to margin expansion became clearer, and despite struggles with return on equity, the company is seen as a legitimate acquisition target.
KB Home Q2 Earnings Call Centers on Built-to-Order Reset
KB Home's second-quarter fiscal 2026 earnings call focused on the company's return to a built-to-order model, which management believes will lead to improved visibility, steadier deliveries, and better margins in the latter half of the fiscal year. Despite a difficult spring selling season that saw housing revenues fall and gross margins decline, the company reported revenues of $1.11 billion and earnings per share of $0.43, meeting analyst estimates. Executives highlighted the benefits of the built-to-order strategy as a lower-risk operating model that enhances delivery predictability and margin quality, and also discussed using cash for land investments and share repurchases.
These Analysts Increase Their Forecasts On KB Home After Q2 Earnings
KB Home reported mixed financial results for Q2 2026, with revenue beating estimates but earnings per share falling short. Despite the mixed results, KB Home's shares rose significantly, and analysts from UBS and Wells Fargo adjusted their price targets for the company. UBS maintained a Buy rating and increased its price target, while Wells Fargo maintained an Underweight rating and also raised its price target.
KB Home Stock 12‑Month Price Target Raised to $56.67, Implies 7% Upside
KB Home's average 12-month price target has been increased to $57.25, up from $55.33, according to estimates from 12 analysts. This new target suggests a potential upside of approximately 9% from the June 23 closing price. Despite the raised price target, the consensus analyst rating for KB Home remains a "Hold" across 17 analysts.
KB Home (KBH) Q2 earnings meet estimates
KB Home (KBH) reported Q2 earnings of $0.43 per share, meeting the Zacks Consensus Estimate, though this is a significant decrease from $1.5 per share a year ago. The company's revenues for the quarter were $1.11 billion, surpassing estimates by 2.03%. Despite meeting earnings estimates, KB Home's stock has underperformed the S&P 500 this year, and its current Zacks Rank of #4 (Sell) suggests expected underperformance in the near future.
KB Home (KBH) Misses Q2 EPS by 2c; Offers Outlook
KB Home (KBH) reported Q2 EPS of $0.43, missing analyst estimates by $0.02, while revenue came in at $1.11 billion, beating the consensus. The company also provided its financial guidance for Q3 2026 and the full fiscal year 2026, with revenue projections largely aligning with analyst expectations.
KB Home Q2 revenue tops consensus, issues solid full-year guidance (KBH:NYSE)
KB Home reported better-than-expected fiscal Q2 revenue, reaching $1.11 billion against a consensus of $1.09 billion. The homebuilder also issued solid full-year guidance for deliveries, projected between 10.5K-11.0K, and housing revenue of $4.90B-$5.30B, both meeting or slightly exceeding analyst estimates. Despite a decline in average selling price and home deliveries year-over-year, the company's financial performance showed strength.
KB Home Reports Lower Revenue as Difficult Housing Market Persists
KB Home reported a decrease in revenue and profit for the second quarter, attributing the decline to a challenging housing market. The company's revenue fell to $1.11 billion from $1.53 billion a year prior, and its profit dropped significantly from $107.9 million to $27.3 million. KB Home also narrowed its full-year outlook as it delivered 23% fewer homes.
KB Home (NYSE:KBH) Beats Q2 CY2026 Sales Expectations
KB Home (NYSE:KBH) reported its Q2 CY2026 earnings, beating Wall Street's revenue expectations with $1.11 billion, despite a 27.3% year-on-year sales decline. However, its GAAP profit of $0.43 per share missed analyst estimates. The company's operating margin decreased significantly, and its long-term revenue and EPS growth have been sluggish, raising concerns about its future profitability.
Stocks making the biggest moves after hours: FedEx, Cerebras, KB Home & more
FedEx shares fell by 6% after narrowly beating revenue expectations. KB Home rose 2% despite missing earnings estimates but exceeding revenue. Cerebras, a semiconductor company, dropped 8% after its first earnings report showed a loss and projected lower gross margins.
LGI Homes Stock Climbs 56% in 3 Months: Is Further Upside Likely?
LGI Homes (LGIH) shares surged 56% over the last three months, significantly outperforming its peers and the broader market, driven by resilient demand for affordable housing, improved sales, and disciplined execution. The company raised its full-year gross margin guidance following strong Q1 2026 results and benefits from a self-developed land strategy, bolstering its competitive edge. Despite a premium valuation and market risks like elevated mortgage rates, LGIH maintains a strong balance sheet and favorable long-term housing fundamentals, supporting future earnings growth.
KB Home (KBH) To Report Earnings Tomorrow: Here Is What To Expect
KB Home (NYSE: KBH) is scheduled to announce its earnings results this Tuesday after market hours. Analysts predict a 28.5% year-on-year revenue decline, following a previous quarter where the company missed revenue expectations by reporting $1.08 billion, a 22.6% decrease year on year. The stock has seen positive investor sentiment in the industrials segment, with its price up 10.8% over the last month, heading into earnings with an average analyst price target of $55.15.
KB Home (KBH) to report earnings tomorrow: Here is what to expect
This article from MSN discusses the upcoming earnings report for KB Home (KBH) expected tomorrow. It likely provides insights into what analysts and investors should anticipate from the financial results.
KB Home (KBH) Stock Could Be 12% Undervalued Ahead Of June 23 Earnings
KB Home (KBH) is being eyed by investors ahead of its June 23 earnings, with analysts suggesting it could be around 12% undervalued based on assumptions about future earnings and margins. While the company's land investment strategy and share repurchases aim to enhance long-term value, a discounted cash flow (DCF) model presents a different, more expensive valuation. Investors are encouraged to review both perspectives before the upcoming earnings release.
KB Home (KBH) AGM 2026 Summary
This article summarizes the KB Home (KBH) AGM 2026, held on April 23, 2026. Key agenda items included the election of 10 directors, a non-binding advisory resolution on executive compensation, and the ratification of Ernst & Young LLP as the independent auditor. The meeting also recognized James Weaver's departure from the board.
KB Home Stock - Weekly review and builder sector check
This article provides a weekly review of KB Home stock, noting its performance is largely influenced by US housing data, interest rate expectations, and peer performance rather than recent company-specific news. KB Home last reported Q2 earnings in June 2025, and its stock is closely linked to macro economic indicators and the broader homebuilder sector, which includes companies like Lennar, D.R. Horton, and PulteGroup.
KB Home to Report Q2 Earnings: What's in Store for the Stock?
KB Home is slated to report its second-quarter fiscal 2026 results on June 23, with expectations of a significant decline in adjusted EPS and total revenues due to decreased home deliveries and average selling price. The company's top line is anticipated to be impacted by affordability concerns, elevated mortgage rates, and cautious consumer sentiment. Despite challenges, KB Home's Built-to-Order strategy and focus on personalized offerings are expected to provide some support, though profitability might be pressured by pricing and lower delivery volumes.
KB Home (KBH) Q2 2026 Preview: EPS Est. $0.45, Reports June 23
KB Home is expected to report its second-quarter fiscal 2026 results on June 23, with analysts forecasting earnings per share of $0.45 and revenues of $1.09 billion. Estimates for EPS have seen significant downward revisions, reflecting a conservative outlook on the homebuilder's profitability. Investors will be scrutinizing operational metrics like net orders, cancellation rates, and gross margins to gauge the company's health in a challenging market.
Do New Energy-Efficient Communities Reveal a Deeper Shift in KB Home’s Land Strategy (KBH)?
KB Home has expanded its presence with new ENERGY STAR-focused communities in Arizona, Florida, and Texas, emphasizing energy-efficient, personalized homes near major employment centers. These developments align with KB Home's build-to-order model and land investment strategy, providing a concrete example for investors ahead of upcoming earnings. The article examines how these new communities fit into KB Home's investment narrative, considering both the execution of its model and lingering market risks.
Citizens reiterates KB Home stock rating on valuation analysis
Citizens has reiterated a Market Outperform rating on KB Home (NYSE:KBH) while maintaining a price target of $77.00, suggesting a potential upside of over 40% from its current trading price of $53.84. This valuation is based on a 1.2x price-to-tangible book value multiple applied to the estimated 2026 tangible book value per share of $62.61. The report highlights that KB Home is currently trading at a 0.9x multiple on the same basis, while the homebuilder group average is 1.2x, indicating the stock may be undervalued according to InvestingPro analysis.
Why KB Home’s Residence 2539 floor plan hits a sweet spot for families
KB Home's Residence 2539 floor plan is designed for growing families seeking an efficient, mid-size home that balances practicality and affordability. This four-bedroom, two-and-a-half-bath layout features an open-concept first floor, a flexible upstairs loft, and energy-efficient construction, catering to the "move-up without overreaching" buyer segment in various Sun Belt and West Coast markets. The plan emphasizes thoughtful design elements like ample storage, an upstairs laundry, and a primary suite positioned for quiet, addressing common needs for modern households.
Seeking Clues to KB Home (KBH) Q2 Earnings? A Peek Into Wall Street Projections for Key Metrics
Wall Street analysts are anticipating a significant decline in KB Home's (KBH) Q2 earnings, projecting $0.44 per share, a 70.7% year-over-year decrease, and revenues of $1.09 billion, down 28.7%. The article delves into key metric projections, including homebuilding revenues, financial services revenues, backlog, homes delivered, net orders, and average selling price, all showing expected declines compared to the prior year. KB Home currently holds a Zacks Rank #4 (Sell), suggesting potential underperformance in the near future.
KB Home: How To Earn $500 A Month Ahead Of Q2 Earnings - KB Home (NYSE:KBH)
This article explains how investors can calculate the number of KB Home (NYSE:KBH) shares needed to earn a target monthly dividend income, ahead of its Q2 earnings report. With an annual dividend yield of 1.88% ($1.00 per year), investors would need to own 6,000 shares, costing approximately $319,380, to generate $500 monthly. The article also notes that dividend yields can fluctuate with stock price and dividend payment changes, and provides current analyst expectations for KBH's Q2 earnings.
KB Home (KBH) Reiterated at Market Outperform by Citizens ahead of Q2 Earnings
Citizens analyst James McCanless III reiterated a Market Outperform rating and a $77.00 price target on KB Home (NYSE: KBH) ahead of the company's Q2 earnings report. The full article content is only available to premium subscribers of StreetInsider.com.
Top Wall Street Forecasters Revamp KB Home Expectations Ahead Of Q2 Earnings
Ahead of its Q2 earnings release on June 23, KB Home (NYSE: KBH) is expected to report increased earnings per share and revenue. Analysts from various firms have recently updated their ratings and price targets for KBH, with a mix of Hold, In-Line, Sell, and Buy ratings, and varied price target adjustments. The company also announced its expansion into the Atlanta housing market in May.
New price move puts KB Home’s Plan 3 at Skyview in focus
KB Home is focusing its marketing efforts on its two-story Plan 3 at Skyview at Ponte Vista in San Pedro, California, offering refreshed pricing and incentives. This strategy targets move-up buyers seeking a flexible 5-bedroom layout with a loft and energy-efficient construction in a gated coastal community. The homes, typically priced in the mid-$900,000s to low-$1 million range, are designed to cater to families needing more space in the Los Angeles Basin.
KB Home stock may move 3.3% on June 23 earnings report
KB Home's stock is projected to move 3.3% when the company releases its earnings report on June 23, according to options data. Historically, the stock's actual movement has sometimes exceeded or been less than the options-implied move. For example, in March 2026, the stock fell 4.0% against an implied move of 1.0%.
KB Home (KBH) Stock Sinks As Market Gains: What You Should Know
KB Home's stock (KBH) recently fell by 1.43% while the broader market gained. The homebuilder is preparing to release its earnings report on June 23, 2026, with analysts expecting a significant decline in EPS and revenue compared to the prior year. The company holds a Zacks Rank of #4 (Sell), and its valuation metrics, including a Forward P/E of 17.45 and a PEG ratio of 9.53, show it trading at a premium to its industry average.
KB Home (KBH) Valuation Check As New ENERGY STAR Communities Roll Out And Q2 2026 Earnings Approach
KB Home (KBH) is launching new ENERGY STAR communities across several states and is approaching its Q2 2026 earnings release. Despite recent community rollouts and an 8.96% one-month share price return, its year-to-date share price is down 8.60%. The article explores two valuation perspectives: one suggesting KB Home is 15.1% undervalued at $61.42 based on earnings, and another using discounted cash flow (DCF) suggesting a value of only $17.57 per share, significantly below its current price.
Do options traders know something about KB Home stock we don't?
This article discusses unusual options activity in KB Home (NYSE: KBH) stock, indicating that significant investors may be anticipating a substantial move in the company's share price. This activity, observed through large block trades and open interest changes, suggests that a major price swing is expected, although the exact direction remains unclear.
KB HOME TO RELEASE 2026 SECOND QUARTER EARNINGS ON JUNE 23, 2026
KB Home (NYSE: KBH) announced that it will release its second-quarter earnings for the period ended May 31, 2026, after the market closes on Tuesday, June 23, 2026. The company will also host a live webcast of its earnings conference call on the same day at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). Interested parties can access the webcast and replay through the Investor Relations section of the KB Home website.
